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    Investment Manager m/f/d - Guildford, Surrey, United Kingdom - Evelyn Partners Group

    Evelyn Partners Group
    Evelyn Partners Group Guildford, Surrey, United Kingdom

    1 week ago

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    Description

    Evelyn Partners is the UK's leading integrated wealth management and professional services group,with over 186 years of experience in helping generations of people and businesses to thrive.

    We offer an extensive range of financial and professional services to individuals, family trusts, professional intermediaries, charities and businesses.

    Join us on our mission to place the power of good advice into more hands because we believe that everyone deserves access to good advice, regardless of where they're at in their financial journey.

    An exceptional track record of growth and innovation is driven by our core values of: Personal, offering advice based on a true understanding of what matters to our clients; and Performance , demonstrating a breadth and depth of advice expertise to deliver first-class results.

    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.

    ongoing service to help minimise attrition, and to deliver new instructions and referrals as a result of satisfied clients
    To construct & maintain suitable portfolios in line with the clients' requirements, circumstances, tax situation and attitude to risk
    To work in partnership with Financial Planning (FP)and Professional Services (PS) colleagues to develop client relationships
    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
    Ensure that knowledge and skills are maintained and developed in line with industry, regulatory and internal requirements by undertaking regular and appropriate CPD in order to reach their full potential (for the wider benefit of the Group) Investment Research –Sector Specialist (where appropriate)
    Required to work as part of a team focussing on direct equity or collective sector analysis to support the firm's wider Investment Process needs
    Construct materials as determined within the sector teams to support analysis and communication to Investment Managers
    Understanding of the financial services industry and investment market
    Experience of managing client investment portfolios and providing investment advice
    Experience of remodelling newly acquired portfolios and bringing them into line with the investment policy
    Technical / product knowledge and effective communication of wide-ranging investment Management strategies and solutions
    Experience of operating within a risk management framework together with a thorough understanding of the risks and threats pertaining to a private client business
    Private medical insurance
    Life assurance
    Pension contribution
    Generous holiday package
    Option to purchase additional holiday
    Shared parental leave

    At Evelyn Partners we have a wide range of highly active employee resource groups and we're delivering multiple diversity, equity and inclusion initiatives across the organisation.

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