Investment Management Associate — Client‑Facing, Growth & Impact

Evelyn Partners; City Of London; Hybride; GBP 50 000 - 80 000; Plein temps

Avantages offerts par ce poste

Competitive salary

Private medical insurance

Life assurance

Employer pension contribution

Generous holiday package

Hybrid working model

Résumé du poste

A leading wealth management firm in London is seeking a talented individual to join their Investment Management team. This client-facing role involves managing portfolios and supporting clients while working closely with experienced investment partners. The ideal candidate will have a strong client service ethic and knowledge of the financial services industry. This position offers competitive compensation and a hybrid working model.

Qualifications

• Ability to engage with new and existing clients.
• Knowledge of the financial services industry and investment market.
• Experience in an investment management environment.
• Strong client and customer service ethic.
• Ability to work well under pressure and prioritise work.
• Excellent written and verbal communication skills.

Responsabilités

• Support client needs and manage portfolios, including dealing.
• Assist in preparing for client review meetings.
• Prepare presentations and investment proposals.
• Maintain comprehensive and accurate client records.
• Handle complaints and assist in satisfactory resolution.
• Understand the sector and provide recommendations.

Connaissances

Client engagement

Knowledge of financial services

Client service ethic

Analytical skills

Pressure handling

Formation

Relevant Level 4 qualification or above

Description du poste

A leading wealth management firm in London is seeking a talented individual to join their Investment Management team. This client-facing role involves managing portfolios and supporting clients while working closely with experienced investment partners. The ideal candidate will have a strong client service ethic and knowledge of the financial services industry. This position offers competitive compensation and a hybrid working model.