Investment Manager: Client Advisory & Portfolio Leadership

Evelyn Partners; City Of London; On-site; GBP 100,000 - 125,000; Full time

Job summary

A leading wealth management firm in the City of London is seeking an experienced Investment Manager to join their team. You’ll provide personalized investment advice and manage client portfolios while building relationships with clients. Candidates must hold a Level 6 qualification, with prior experience in client-facing roles. This role offers access to various benefits, including private medical insurance and a generous holiday package, in a supportive and inclusive work environment.

Benefits

Private medical insurance

Life assurance

Pension contribution

Generous holiday package

Option to purchase additional holiday

Shared parental leave

Qualifications

• Level 6 Qualification is essential.
• Experience managing client investment portfolios.
• Strong understanding of the financial services industry.

Responsibilities

• Build and develop trusted relationships with clients.
• Provide personalized investment advice and portfolio management.
• Regularly review and adjust investment portfolios.

Skills

Client relationship management

Investment portfolio management

Effective communication

Analytical skills

Education

Level 6 Qualification

Job description

A leading wealth management firm in the City of London is seeking an experienced Investment Manager to join their team. You’ll provide personalized investment advice and manage client portfolios while building relationships with clients. Candidates must hold a Level 6 qualification, with prior experience in client-facing roles. This role offers access to various benefits, including private medical insurance and a generous holiday package, in a supportive and inclusive work environment.