Investment Manager: Trusted Client Portfolio Builder

Evelyn Partners; Greater London; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading wealth management firm in Greater London is seeking an Investment Manager to provide personalized investment advice and manage portfolios. The ideal candidate will have experience in client-facing roles and a level 6 qualification or above. This position involves building client relationships, executing business plans, and managing investments in a pressurized environment. Excellent communication and analytical skills are essential. The role offers competitive compensation and a supportive team environment.

Qualifications

• Minimum 12 months experience in a client-facing role.
• Technical/product knowledge of investment management strategies.
• Experience of leading pitches and winning new business.

Responsibilities

• Support client needs and build relationships.
• Execute the annual business plan according to targets.
• Manage and review investment portfolios.

Skills

Understanding of the financial services industry and investment market

Experience of managing client investment portfolios

Excellent communication skills

Excellent numeracy and analytical skills

Ability to work well in a pressured environment

Education

Relevant level 6 qualification or above

Job description

A leading wealth management firm in Greater London is seeking an Investment Manager to provide personalized investment advice and manage portfolios. The ideal candidate will have experience in client-facing roles and a level 6 qualification or above. This position involves building client relationships, executing business plans, and managing investments in a pressurized environment. Excellent communication and analytical skills are essential. The role offers competitive compensation and a supportive team environment.