Financial Services Portfolio Manager

2 weeks ago


Belfast, United Kingdom Evelyn Partners Full time

Evelyn Partners is the UK's leading integrated wealth management and professional services group, with over 186 years of experience in helping generations of people and businesses to thrive.

We provide an award-winning service for our clients by employing the best people. Our mission is to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they're at in their financial journey.

Our core values are: Personal, offering advice based on a true understanding of what matters to our clients; Partnership, working with our clients in a joined-up, collaborative way; and Performance, demonstrating a breadth and depth of advice expertise to deliver first-class results.

To succeed in this role, you will need to build and develop trusted relationships with current and potential clients. You will be responsible for providing personalised investment advice and portfolio management to the client, ensuring that investment portfolios are managed in line with the Company's investment philosophies & process.

Key Responsibilities:
  • To look after and support client needs
  • To execute the annual Business plan in line with agreed individual targets
  • To build new client relationships and develop existing client relationships through effective ongoing service to help minimise attrition, and to deliver new instructions and referrals as a result of satisfied clients
  • Structure and lead client meetings in a professional manner, ensuring all information provided is up to date, technically accurate and meets clients' needs
  • To construct & maintain suitable portfolios in line with the clients' requirements, circumstances, tax situation and attitude to risk
  • To review portfolios regularly and make portfolio changes consulting with colleagues, where appropriate
  • To place deals accurately and in a timely fashion
  • To work in partnership with Financial Planning (FP)and Professional Services (PS) colleagues to develop client relationships
  • Ensure comprehensive client records are kept and that these are accurate and up to date at all times and in line with Group policy
  • To strive for no complaints and where they are received ensure that they are raised with the Client Resolution team in a timely fashion and assist in bringing them to a satisfactory resolution
  • Ensure that knowledge and skills are maintained and developed in line with industry, regulatory and internal requirements by undertaking regular and appropriate CPD in order to reach their full potential (for the wider benefit of the Group) Investment Research –Sector Specialist (where appropriate)
Requirements:
  • Understanding of the financial services industry and investment market
  • Experience of managing client investment portfolios and providing investment advice
  • Experience of remodelling newly acquired portfolios and bringing them into line with the investment policy
  • Technical / product knowledge and effective communication of wide-ranging investment Management strategies and solutions
  • Ability to work well in pressurised environment and prioritise work
  • Excellent communication skills both written and verbal
  • Excellent numeracy and analytical skills
  • Experience of leading pitches and winning new business
  • Experience of operating within a risk management framework together with a thorough understanding of the risks and threats pertaining to a private client business

The estimated salary for this position is £60,000 - £80,000 per annum, depending on experience.

We offer a competitive package including private medical insurance, life assurance, pension contribution, hybrid working model, generous holiday package, option to purchase additional holiday and shared parental leave. We value diversity and inclusion and are committed to creating a safe and supportive work environment.



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