Associate Investment Management - London, United Kingdom - Evelyn Partners

Evelyn Partners

Verified Company

London, United Kingdom

1 week ago

Posted by:

Tom O´Connor

beBee Recruiter

Description

Location
London

Employment type
Permanent

Hours
Full time

Closing date
04/09/2023

Description
Evelyn Partners is the UK's leading integrated wealth management and professional services group.

With £56 billion of assets under management (as of November 2021), we rank as the third-largest UK wealth manager measured by revenues and the sixth-largest professional services firm ranked by fee income (source: Accountancy Age 50+50 rankings, 2021).

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?

To work in conjunction with the Investment Management team to build and develop trusted relationships with clients, providing wide-ranging support and assistance with the management of client portfolios.

some of your responsibilities will be:

To look after and support client needs
To assist with the management of client portfolios including dealing, in line with your competency status
To assist in preparing for client review meetings and provide support as required.
To undertake basic analysis as required
To assist with presentations, investment proposals and pitches as required
Ensure comprehensive client records are kept and that these are accurate and up to date at all times and in line with Group policy
To strive for no complaints and where they are received ensure that they are raised with the Client Resolution team in a timely fashion and assist in bringing them to a satisfactory resolution

Investment Research -Sector Specialist (where appropriate)

Required to work as part of a team focusing on direct equity or collective sector analysis to support the firm's wider Investment Process needs
Understand the sector, providing appropriate recommendations, based on a wide range of resources
Actively participate in regular meetings, taking ownership of actions, and working in conjunction with other sector specialists
Construct materials as determined within the sector teams to support analysis and communication to Investment Managers

To be successful in this role, you should have:

Ability to deal with new and existing clients
Understanding of the financial services industry and investment market
Experience of working within an investment management environment
A strong ethic of client and customer service
Ability to work well in pressurised environment and prioritise work
Excellent communication skills both written and verbal

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 dependent)
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.