Senior Portfolio & Investment Manager

evelyn Partners; City Of London; On-site; GBP 60,000 - 85,000; Full time

Job summary

A leading UK investment management firm is seeking an Investment Manager to join their London team. You will provide personalised investment advice, manage client portfolios, and develop strong client relationships from day one. The ideal candidate will be fully qualified with a clear understanding of the financial services industry and a track record in managing client investments. This position offers a chance to work with a dynamic team dedicated to client success.

Qualifications

• Must have 12 months experience in a client-facing role.
• Experience of remodelling newly acquired portfolios.
• Experience operating within a risk management framework.

Responsibilities

• Support client needs by providing personalised investment advice.
• Build and develop trusted client relationships.
• Review portfolios regularly and consult colleagues on changes.
• Ensure accurate client record-keeping in line with group policy.

Skills

Understanding of the financial services industry

Experience managing client investment portfolios

Excellent communication skills

Excellent numeracy and analytical skills

Ability to work in a pressurised environment

Experience of leading pitches

Education

Relevant Level 6 qualification or above

Job description

A leading UK investment management firm is seeking an Investment Manager to join their London team. You will provide personalised investment advice, manage client portfolios, and develop strong client relationships from day one. The ideal candidate will be fully qualified with a clear understanding of the financial services industry and a track record in managing client investments. This position offers a chance to work with a dynamic team dedicated to client success.