Senior Portfolio Manager
4 days ago
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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