Senior Portfolio Manager

4 days ago


Newcastle upon Tyne, Newcastle upon Tyne, United Kingdom Evelyn Partners Full time
Unlock Your Potential as a Senior Portfolio Manager

Evelyn Partners, the UK's leading integrated wealth management and professional services group, invites highly motivated and experienced professionals to join their dynamic team in Newcastle.

As a Senior Portfolio Manager, you will play a pivotal role in providing expert investment advice and portfolio management services to clients, ensuring their financial goals are achieved through tailored solutions.

Key Responsibilities:

  • Build and maintain trusted relationships with current and potential clients, delivering exceptional customer service and driving growth.
  • Provide personalised investment advice and portfolio management, aligning client objectives with our company's investment philosophies and process.
  • Develop and implement strategic plans to manage client portfolios, ensuring optimal returns and minimal risk.
  • Collaborate with colleagues across Financial Planning and Professional Services to enhance client relationships and deliver comprehensive solutions.
  • Maintain accurate and up-to-date client records, adhering to Group policies and procedures.

About You:

  • Minimum Level 6 Qualified or Chartered status.
  • Proven experience in managing client investment portfolios and providing expert investment advice.
  • Demonstrated ability to remodel newly acquired portfolios and bring them in line with our investment policy.
  • Strong technical knowledge of the financial services industry and investment market.
  • Excellent communication skills, both written and verbal, with experience in leading pitches and winning new business.
  • A thorough understanding of risk management frameworks and private client business risks.

What We Offer:

  • A competitive salary: £60,000 - £80,000 per annum.
  • Private medical insurance.
  • Life assurance.
  • Pension contribution.
  • Hybrid working model (role dependant).
  • Generous holiday package.
  • Option to purchase additional holiday.
  • Shared parental leave.

We pride ourselves on being an inclusive employer, valuing the diversity that a diverse workforce brings. If you're passionate about delivering exceptional client experiences and have a talent for building long-term relationships, we encourage you to explore this exciting opportunity.



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