Evelyn Partners
Financial Services
InvestmentManager
“Investment Manager at Evelyn Partners. Skills: Investment management, Portfolio management, Client advisory. Support client needs. Execute annual business plan”
What You'll Achieve.
Minimise client attrition; Deliver new instructions; Generate referrals; Ensure standards are met
Industry & Context.
Analytical skills
What They're Looking For.
Must Have
Hold a relevant Level 7 qualification, Maintains an up-to-date Statement of Professional Standing (APS), Experience of managing client investment portfolios, Experience of providing investment advice, Experience of remodelling newly acquired portfolios, Experience bringing portfolios into line with investment policy, Advanced Excel Technical Knowledge
Nice to Have
IAD & CWM or IMFC and CFA, Xplan & Avaloq systems
What You'll Do.
Execute annual business plan
Build new client relationships
Develop existing client relationships
Minimise client attrition
Deliver new instructions
Structure client meetings
Review portfolios regularly
Make portfolio changes
Consult with colleagues
Place deals accurately
Work in partnership with FP colleagues
Work in partnership with PS colleagues
Keep comprehensive client records
Ensure client records are accurate
Ensure client records are up to date
Strive for no complaints
Raise received complaints
Assist in complaint resolution
Maintain knowledge and skills
Develop knowledge and skills
Undertake regular CPD
Perform Investment Research
Act as Sector Specialist
Focus on direct equity analysis
Focus on collective sector analysis
Support firm's Investment Process
Provide sector recommendations
Participate in meetings
Take ownership of actions
Work with other sector specialists
Construct materials for analysis
Construct materials for communication
Ensure standards are met
How You'll Work.
Team & Collaboration
Work with FP colleagues; Work with PS colleagues; Work with sector specialists
Communication Scope
Effective communication; Professional manner; Communication strategies; Communication solutions
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