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
This is an exciting opportunity for an Associate Investment Manager to join a high performing team in London.
As an Associate Investment Manager you will work in conjunction with the Investment Management team to build and develop trusted relationships with clients, providing wide-ranging support and assistance with the management of client portfolios.
Key Responsibilities
1. To look after and support client needs
2. To assist with the management of client portfolios including dealing, in line with your competency status
3. To assist in preparing for client review meetings and provide support as required.
4. To undertake basic analysis as required
5. To assist with presentations, investment proposals and pitches as required
6. Ensure comprehensive client records are kept and that these are accurate and up to date at all times and in line with Group policy
Skills, Experience & Qualifications
1. Ability to deal with new and existing clients Required
2. Understanding of the financial services industry and investment market Required
3. Experience of working within an investment management environment Required
4. Excellent communication skills both written and verbal Required
5. Good numeracy and analytical skills Required
Qualifications
Professional Qualifications and Education
1. Holds a relevant level 4 qualification or above and maintains an up-to-date Statement of Professional Standing
Additional Information
As a colleague here at Evelyn Partners you will have access to benefits that include:
1. Option to purchase additional holiday
2. Shared parental leave
3. Fully funded training towards professional qualifications
4. Cycle to work scheme
5. Season ticket loan
6. Eye care support
We believe that diverse perspectives and experiences are the cornerstone of our success. At Evelyn Partners, you'll find an inclusive environment where everyone feels valued and supported. Our commitment to diversity, equity, and inclusion is evident in our active employee resource groups and ongoing initiatives. We're dedicated to creating a workplace where you can thrive and reach your full potential.
We are committed to providing reasonable adjustments throughout the application process. Please don't hesitate to discuss your needs with your recruiter.
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