Investment management occupations Work, Jobs in Coleshill, War (with Salaries)

Director Investment Management
Evelyn Partners —Birmingham
- Full-time
- Hybrid work
- Analysis skills
- Communication skills
Quick apply
Head of Equity, Joint Ventures, & Partnerships Portfolio Management
National Housing Bank —Birmingham
- £69,831 - £93,055 a year
- Full-time
- Hybrid work
- Microsoft Excel
- Presentation skills
- SharePoint
- Annual leave
- Employee assistance programme
18h
Portfolio Manager
Sean Sadler Business Services Ltd. —Birmingham
- £55,000 - £83,000 a year
- Full-time
- Microsoft Office
- Financial services
- In-person
- Life insurance
Quick apply
Responsible Investment & Stewardship Analyst
LGPS Central —Monmore Green
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Analysis skills
- Annual leave
- Employee assistance programme
Quick apply
Client Advisory Analyst
LGPS Central —Monmore Green
- Full-time
- Hybrid work
- Microsoft Excel
- Analysis skills
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Head of Fund Management
National Housing Bank —Birmingham
- £69,831 - £93,055 a year
- Full-time
- Hybrid work
- Presentation skills
- SharePoint
- Negotiation
- Annual leave
- Employee assistance programme
18h
Investment Analyst - Alternatives
LGPS Central —Monmore Green
- Full-time
- Hybrid work
- Analysis skills
- IT
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Investment Oversight Manager
LGPS Central —Monmore Green
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Analysis skills
- Annual leave
- Employee assistance programme
Quick apply
Portfolio Director
Schroders —Birmingham
- Full-time
- Leadership
Client Portfolio Analyst
LGPS Central —Monmore Green
- Full-time
- Hybrid work
- Analysis skills
- Bachelor's degree
- No degree
- Annual leave
- Employee assistance programme
Quick apply
Head of Investment Centre of Excellence
LGPS Central —Monmore Green
- Full-time
- Hybrid work
- Analysis skills
- Leadership
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Senior Portfolio Manager - Fixed Income
LGPS Central —Monmore Green
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Management
- Annual leave
- Employee assistance programme
Quick apply
6d
Senior Portfolio Manager - Local Investments
LGPS Central —Monmore Green
- Full-time
- Hybrid work
- Management
- Analysis skills
- No degree
- Annual leave
- Employee assistance programme
Quick apply
Portfolio Manager - Private Credit
LGPS Central —Monmore Green
- Full-time
- Hybrid work
- Analysis skills
- No degree
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Client Advisory Manager
LGPS Central —Monmore Green
- Full-time
- Hybrid work
- Bachelor's degree
- Annual leave
- Employee assistance programme
Quick apply
Senior Portfolio Manager - Alternatives
LGPS Central —Monmore Green
- Full-time
- Hybrid work
- Construction experience
- Communication skills
- Annual leave
- Employee assistance programme
Quick apply
Partner Fund Client Director
LGPS Central —Monmore Green
- Full-time
- Hybrid work
- Microsoft Powerpoint
- Microsoft Excel
- Bachelor's degree
- Annual leave
- Employee assistance programme
Quick apply
Senior Portfolio Manager - Active Equities
LGPS Central —Monmore Green
- Full-time
- Hybrid work
- No degree
- Annual leave
- Employee assistance programme
Quick apply

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investment management occupations jobs near coleshill, war

Director Investment Management

Evelyn Partners -
Birmingham

Quick apply

Job details

Full-time

Benefits

Company pension
Private medical insurance

Qualifications

Financial planning
Numeracy
Analysis skills
Communication skills

Full job description

Company Description

Evelyn Partners is a UK leader in wealth management, providing personalised, expert investment management and financial planning advice to support clients in embracing what’s next. Our success hinges on our people and that’s our secret for longevity. We are a team of passionate professionals and everything we do is guided by our purpose – placing the power of good advice into more hands, we go further to understand the needs of our clients and what matters most to them. We’re here to help them make significant decisions with confidence, provide strong foundations for the future and guide them towards their goals.

Job Description

Job Purpose

The role will be to build, develop and manage trusted relationships with current and potential clients. The role will involve providing personalised investment advice and portfolio management to the client, ensuring that investment portfolios are managed in line with the Company's Investment philosophies and process.

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 as a result 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 consulting with colleagues, where appropriate
To place deals accurately and in a timely fashion
To work in partnership with Financial Planning (FP) 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)
Contribute to the business development design and implementation initiatives across the location, working with Managing Partners, Regional Managing Partners and key stakeholders deliver positive outcomes
Assist in the induction, mentoring and development of new Investment Managers

Qualifications

Skills, Experience & Qualifications

Holds CISI level 7 qualification and maintains an up-to-date Statement of Professional Standing or equivalent
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
Ability to work well in pressurised environment and prioritise work
Excellent communication skills
Excellent numeracy and analytical skills
Ability to mentor, train and develop investment management colleagues
Extensive experience of operating within a risk management framework together with a thorough understanding of the risks and threats pertaining to a private client business

Additional Information

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 are proud to value the differences that a diverse workforce brings, representative of society and our clients. 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. It is our commitment to provide a workspace 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.

We are happy to make any reasonable adjustments to accommodate for your needs throughout the application process. Please let your Recruiter know.

Quick apply

Refine Your Search

investment management occupations jobs in coleshill, war

Director Investment Management

Head of Equity, Joint Ventures, & Partnerships Portfolio Management

Portfolio Manager

Responsible Investment & Stewardship Analyst

Client Advisory Analyst

Head of Fund Management

Investment Analyst - Alternatives

Investment Oversight Manager

Portfolio Director

Client Portfolio Analyst

Head of Investment Centre of Excellence

Senior Portfolio Manager - Fixed Income

Senior Portfolio Manager - Local Investments

Portfolio Manager - Private Credit

Client Advisory Manager

Senior Portfolio Manager - Alternatives

Partner Fund Client Director

Senior Portfolio Manager - Active Equities

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