Associate Director Investment Management

Evelyn Partners; Greater London; Hybrid; GBP 70,000 - 120,000; Full time

Benefits offered by this job

Hybrid working model (role dependant)

Competitive salary

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Job summary

Evelyn Partners is a UK leader in wealth management, providing personalised investment management and financial planning to help clients achieve their goals. This role focuses on building trusted relationships and delivering tailored investment advice and portfolio management in line with our investment philosophies.

The candidate will manage client portfolios, lead meetings, and collaborate with planning teams to grow the business while maintaining high standards of compliance and client

Qualifications

• Holds a relevant Level 6 qualification or above and maintains an up-to-date Statement of Professional Standing.
• Understanding of the financial services industry and investment market.
• Experience of managing client investment portfolios and providing investment advice.
• Strong understanding of portfolio management, asset allocation, investment research and market analysis.
• Experience of remodelling portfolios to align with investment policy.
• Technical knowledge and clear communication of investment strategies.

Responsibilities

• Look after and support client needs.
• Execute the annual Business plan in line with agreed targets.
• Build and develop client relationships to minimise attrition and generate new instructions and referrals.
• Lead client meetings in a professional manner with up-to-date information.
• Construct and maintain portfolios aligned with client requirements and risk.
• Review portfolios regularly and adjust in consultation with colleagues.
• Place deals accurately and in a timely fashion.
• Work with Financial Planning and Professional Services teams to grow relationships.
• Maintain accurate client records in line with policy.
• Pursue CPD to stay compliant and informed.

Skills

Level 6 qualification

Understanding of financial services

Experience in client portfolios

Portfolio management knowledge

Communication skills

Numeracy & analysis

Experience leading pitches

Risk management knowledge

Education

Level 6 qualification or above

Job description

Company Description Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.

Company Description Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.

Job Description

Job Purpose To build and develop trusted relationships with current and potential clients. To 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 and Professional Services 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)

Skills, Experience & Qualifications

• Holds a relevant level 6 qualification or above (aspiring for Level 7) and maintains an up-to-date Statement of Professional Standing
• Understanding of the financial services industry and investment market
• Experience of managing client investment portfolios and providing investment advice
• Strong understanding of portfolio management, asset allocation, investment research and market analysis, with the ability to support client portfolios while delivering a high standard of client service and relationship management.
• 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
• Experience of operating within a risk management framework together with a thorough understanding of the risks and threats pertaining to a private client business

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.