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Investment Portfolio Manager
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About Evelyn Partners
Evelyn Partners is a leading integrated wealth management and professional services group with a rich history of over 186 years. We pride ourselves on providing an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities, and businesses.
Our mission is to empower individuals and businesses to thrive by offering award-winning services. We believe that everyone deserves access to good advice, regardless of their financial situation. Our core values of Personal, Partnership, and Performance drive our exceptional track record of growth and innovation.
Why Evelyn Partners Newcastle Office?
Join our rapidly growing team in the North East, where you'll engage with regionally focused clients, including large SMEs and high net worth individuals. This role offers opportunities in advisory compliance and project management, providing a unique chance to advance your career and develop strategic and commercial skills.
About the Role
As an Investment Manager, you will be responsible for building and developing trusted relationships with current and potential clients. You will provide personalized investment advice and portfolio management, ensuring that investment portfolios are managed in line with our investment philosophies and process.
- Support client needs and build new client relationships through effective ongoing service.
- Structure and lead client meetings in a professional manner, ensuring all information provided is up-to-date and technically accurate.
- Construct and maintain suitable portfolios in line with clients' requirements, circumstances, tax situation, and attitude to risk.
- Review portfolios regularly and make portfolio changes consulting with colleagues, where appropriate.
- Work in partnership with Financial Planning and Professional Services colleagues to develop client relationships.
- Ensure comprehensive client records are kept and are accurate and up-to-date at all times and in line with Group policy.
Qualifications
We are looking for a minimum Level 6 Qualified or Chartered status, with a strong understanding of the financial services industry and investment market. You should have experience in managing client investment portfolios and providing investment advice, as well as experience in remodelling newly acquired portfolios and bringing them into line with the investment policy.
Additional Information
As a colleague at Evelyn Partners, you will have access to a range of benefits, including a competitive salary, private medical insurance, life assurance, pension contribution, hybrid working model, generous holiday package, and option to purchase additional holiday. We are committed to providing a workspace where all colleagues feel respected and valued, regardless of their identity, background, or circumstance.
