Evelyn Partners
Financial Services
AssociateDirectorInvestmentManagement
“Associate Director Investment Management at Evelyn Partners. Skills: Investment management, Client portfolio management. Support client needs. Execute annual business plan”
Industry & Context.
Analytical skills
What They're Looking For.
Must Have
Level 6 qualification or above, Up-to-date Statement of Professional Standing
Nice to Have
Level 7 qualification aspiration
What You'll Do.
Execute annual business plan
Build new client relationships
Develop existing client relationships
Deliver new instructions and referrals
Structure client meetings
Review portfolios regularly
Make portfolio changes
Place deals accurately
Maintain knowledge and skills
Develop knowledge and skills
Undertake regular CPD
How You'll Work.
Team & Collaboration
Consulting with colleagues
Communication Scope
Effective communication
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