Evelyn Partners
Financial Services
AssociateDirectorInvestmentManagement
“Associate Director Investment Management at Evelyn Partners. Skills: Investment management, Portfolio management, Client relationships. Look after client needs. Support client needs”
Industry & Context.
Analytical skills
What They're Looking For.
Must Have
Level 6 qualification or above, Up-to-date Statement of Professional Standing, Understanding of financial services industry, Understanding of investment market, Experience managing client portfolios, Experience providing investment advice, Experience remodelling portfolios, Experience leading pitches, Experience winning new business, Experience operating within risk management framework, Thorough understanding of risks, Thorough understanding of threats pertaining to private client business
Nice to Have
Aspiring for Level 7 qualification
What You'll Do.
Look after client needs
Execute annual Business plan
Meet agreed individual targets
Build new client relationships
Develop existing client relationships
Provide effective ongoing service
Minimise client attrition
Deliver new instructions
Deliver client referrals
Structure client meetings
Provide up-to-date information
Provide technically accurate information
Construct suitable portfolios
Maintain suitable portfolios
Review portfolios regularly
Make portfolio changes
Consult with colleagues
Place deals accurately
Place deals in timely fashion
Undertake regular CPD
Undertake appropriate CPD
How You'll Work.
Team & Collaboration
Consulting with colleagues
Communication Scope
Client meetings; Effective communication; Technical communication
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