Evelyn Partners
Financial Services
AssociateDirectorInvestmentManagement
Neural analysis suggests this role is
optimal for director candidates.
“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
Full Job Description
Evelyn Partners Europe provides investment management and retirement advice to help clients embrace what’s next for them. We are a team of 15 professionals based in the heart of Dublin, in our modern office overlooking Stephens Green. We are regulated by the Central Bank of Ireland. Evelyn Partners Group Evelyn Partners Group is one of the largest UK and Ireland wealth managers ranked by client assets, collectively looking after £68.6bn of assets under management, (as at 31 December 2025), for our clients, which we've been doing for nearly 200 years. 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. What will you be doing? We are seeking an ambitious Investment professional, to join Evelyn Partners to join our investment team in Dublin, as an Associate Director Investment Management. To build and develop trusted relationships with current and potential clients. To be responsible for providing personalised investment advice and portfolio management to the client, ensuring that investment portfolios are managed in line with the Company’s investment philosophies & process. Job Responsibilities * To look after and support client needs * To execute the annual Business plan in line with agreed individual targets * To build new client relationships and develop existing client relationships through effective. ongoing service to help minimise attrition, and to deliver new instructions and referrals as a result of satisfied clients * Structure and lead client meetings in a professional manner, ensuring all information provided is up to date, technically accurate and meets clients’ needs * To c
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