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
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 a timely fashion
Work in partnership with Financial Planning
Work in partnership with Professional Services
Develop client relationships
Keep comprehensive client records
Ensure client records are accurate
Ensure client records are up to date
Raise complaints with Client Resolution team
Assist in complaint resolution
Maintain knowledge and skills
Develop knowledge and skills
Undertake regular CPD
Perform Investment Research
Conduct Sector Specialist analysis
Support Investment Process needs
Provide sector recommendations
Participate in regular meetings
Take ownership of actions
Work in conjunction with sector specialists
Construct materials for analysis
Construct materials for communication
Ensure standards are met
How You'll Work.
Team & Collaboration
Work with colleagues; Work with Financial Planning; Work with Professional Services; Work with sector specialists
Communication Scope
Effective communication; Client communication; Communication of strategies; Communication of solutions
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