Investment Manager Associate Director

Evelyn Partners
Edinburgh, United Kingdom
20 Oct 2022
27 Oct 2022
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Part Time
We are driven by our purpose to place the power of good advice into more hands for both individuals and businesses. Our purpose is supported by our 3 core values:

Personal - we treat you as an individual

Partnership - we go further together

Performance - we strive for more

What will you be doing?

We're seeking a talented individual to join our Investment Management team in Edinburgh, which is responsible for building and developing trusted relationships with current and potential clients.

As investment Management Director, some of your responsibilities will include:

  • To look after and support client needs
  • To plan, implement and 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 because 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 construct & maintain suitable portfolios in line with the clients' requirements, circumstances, tax situation and attitude to risk
  • To review portfolios regularly and make portfolio changes by consulting with colleagues, where appropriate

To be successful in this role, you should:

  • Business acumen together with experience in developing and implementing business plans.
  • Proven track record of leading pitches and winning new business
  • Extensive experience of working within an investment management environment servicing high-net-worth private individuals, institutions, and charities
  • Proven experience of managing client investment portfolios and providing investment advice
  • Proven ability to remodel newly acquired portfolios, bringing them into line with the investment policy
  • Technical product knowledge and effective communication of wide-ranging investment management strategies and solutions

As a colleague here at Evelyn Partners you will have access to benefits that include:

  • Competitive salary
  • Private medical insurance
  • Life assurance
  • Pension contribution
  • Hybrid working model (role dependant)
  • Generous holiday package
  • Option to purchase additional holiday
  • Shared parental leave

We value the differences that a diverse workforce brings, representative of our society and clients. We are committed to providing a work environment where all colleagues, regardless of identity, background, or circumstance, feel respected as individuals and feel that they can achieve their full potential and work in a safe, supportive, and inclusive environment.

If you need any reasonable adjustments for your application process, please let your recruiter know.
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