Investment Director

2 weeks ago

St Peter Port, United Kingdom Evelyn Partners Full time
About the Role

We are seeking an experienced Investment Director to join our team at Evelyn Partners. As an Investment Director, you will be responsible for managing a diverse client base, including private clients, IFAs, and charities. Your primary objective will be to deepen client relationships by providing expert investment advice and portfolio management.

Key Responsibilities
  • Client Relationship Management: Build and maintain strong relationships with existing clients, while developing new relationships through effective communication and personalized service.
  • Investment Advice: Provide expert investment advice and portfolio management to clients, taking into account their individual needs, risk tolerance, and financial goals.
  • Portfolio Construction: Construct and maintain suitable portfolios for clients, ensuring they align with their investment objectives and risk tolerance.
  • Collaboration: Work closely with professional services colleagues, such as tax and corporate finance, to develop and deepen client relationships.
  • Business Development: Identify opportunities to grow the business and contribute to the development of local and group-wide strategy.
Requirements
  • Qualifications: Hold a relevant level 6 qualification or above (aspiring for Level 7) and maintain an up-to-date Statement of Professional Standing.
  • Technical Knowledge: Possess strong technical knowledge of investment management strategies and solutions, with the ability to effectively communicate them to clients.
  • Experience: Have a proven track record of managing client investment portfolios and providing investment advice, with experience of leading pitches and winning new business.
  • Communication Skills: Possess excellent communication skills, both written and verbal, with the ability to build strong relationships with clients and colleagues.
About Evelyn Partners

We are a progressive and growing business that values diversity and inclusion. We offer a range of benefits, including a competitive salary, private medical insurance, life assurance, pension contribution, and a hybrid working model. We are committed to providing a safe, supportive, and inclusive environment for all colleagues, and we welcome applications from candidates who share our values.

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