Key Responsibilities

To look after and support client need
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)
Required to work as part of a team focussing on direct equity or collective sector analysis to support the firm’s wider Investment Process needs
Understand the sector, providing appropriate recommendations, based on a wide range of resources
Actively participate in regular meetings, taking ownership of actions, and working in conjunction with other sector specialists

Construct materials as determined within the sector teams to support analysis and communication to Investment Managers

Leading the team and ensuring standards are met (where appropriate)

To be successful, you should have the following

Hold a relevant Level 7 qualification and maintains an up-to-date Statement of
Professional Standing (APS). Relevant qualification would be IAD & CWM or IMFC and CFA.
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
Excellent numeracy and analytical skills
Experience of leading pitches and winning new business
Advanced Excel Technical Knowledge
Xplan & Avaloq systems would be advantageous but not essential

As a colleague here at Evelyn Partners, you will have access to benefits that include:

Competitive salary
Private medical insurance
Life assurance
Pension contribution
Hybrid working model (role dependant)
Generous holiday package
Option to purchase additional holiday
Shared parental leave

We are proud to value the differences that a diverse workforce brings, representative of society and our clients. At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation. It is our commitment to provide a workspace where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.

Investment Manager

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