Portfolio Management Expert

3 days ago


Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full time

Career Opportunities:

We are proud to offer exciting career opportunities at Evelyn Partners, where you can thrive in a supportive and inclusive environment.

About the Role:

The Portfolio Management Expert will be responsible for providing expert investment advice and managing client portfolios in line with their requirements and risk tolerance.

Key Responsibilities:

  • To look after and support client needs
  • To build new client relationships and develop existing client relationships through effective ongoing service
  • To review and optimize portfolios regularly to ensure they remain aligned with client goals and objectives

Requirements:

  • Minimum Level 6 Qualified or Chartered status
  • Strong understanding of the financial services industry and investment markets
  • Proven experience in managing client portfolios and providing investment advice

Benefits:

  • Estimated annual salary: £80,000 - £120,000 depending on experience
  • Professional training and development opportunities
  • Award-winning company culture
  • Generous benefits package
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