Investment manager Work, Jobs in Finchampstead, Ham (with Salaries)

Investment Manager
Evelyn Partners —Guildford
- Full-time
- Hybrid work
- Microsoft Excel
- Analysis skills
- Financial services
Quick apply
Finance Manager
Genesis Publications Ltd —Guildford
- £20,000 - £24,000 a year
- Part-time
- Accounting
- In-person
- Gym membership
Quick apply
7d
Investment Manager
Maven Capital Partners UK —Reading
- Full-time
- Business development
- Organisational skills
- Communication skills
- Paid training
- Annual leave
Finance & Business Manager
Aura Care Living Ltd —Camberley
- £45,000 - £55,000 a year
- Full-time
- Microsoft Excel
- Accounting
- Human resources
Quick apply
2d
Client Manager
Lenovo —Farnborough
- Sales
- English
- Bachelor's degree
6d
Warehouse Process and Compliance Manager
Gist Limited —Basingstoke
- £55,000 - £65,000 a year
- Full-time
- Hybrid work
- Project management
- Annual leave
- Employee assistance programme
Strategic Finance Director
Achieve together —Leatherhead
- Contracts
- Employee discount
Quick apply
Head of Portfolio - Intelligence Solutions ( GG15 )
QinetiQ —Farnborough
- Full-time
- Maintenance
- IT
- Leadership
- Employee discount
9d
Assistant Finance Manager
West Berkshire Council —Newbury
- £45,091 - £53,460 a year
- Full-time
- English
- Accounting
- Communication skills
- Annual leave
- Employee assistance programme
14d
Finance Manager
The Clorox Company —Richmond
- Full-time
- Microsoft Excel
- Computer literacy
- Microsoft Office
14d
Business Development Manager
TGS —Weybridge
- Full-time
Senior Treasury Manager
Wireless Logic mdex GmbH —Reading
- Hybrid work
- Microsoft Excel
- Accounting
- Contracts
8d
Financial Planning & Analysis Manager
Infor —Farnborough
- Hybrid work
- Microsoft Excel
- Management
- Master's degree
VodafoneThree - Senior Commercial Finance Manager
Vodafone —Farnborough
- Full-time
- Hybrid work
- Presentation skills
- Driving
- Accounting
- Employee discount
International Pension Manager
Siemens Energy —Camberley
- Full-time
- Spanish
- Analysis skills
- Maths
- Profit sharing
Business Development Lead
Herrington Carmichael LLP —Farnborough
- Full-time
- Hybrid work
- Microsoft Office
- Business development
- Project management
- Free parking
- Employee discount
1d
Business Development Manager
Platned Ltd —Gerrards Cross
- £30,000 - £50,000 a year
- Full-time
- Hybrid work
- Sales
- Business development
Quick apply
Director of Onshore Asset Management
SSE —Reading
- £124,200 - £248,400 a year
- Full-time
- Communication skills
- Employee discount
1d
Client Director - EMEA
Basis Technologies —Bracknell
- Hybrid work
- Spanish
- Azure
- Sales
7d
Finance Manager
Invesco —Henley on Thames
- Full-time
- Hybrid work
- Microsoft Excel
- Financial services
- AI
- Annual leave
- Life insurance
2d

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Investment Manager

Evelyn Partners -
Guildford

Quick apply

Job details

Full-time

Benefits

Company pension
Private medical insurance

Qualifications

Financial planning
Microsoft Excel
Numeracy
Analysis skills
Financial services
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

Key Responsibilities

To look after and support client need
To 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)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
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
Leading the team and ensuring standards are met (where appropriate)

Qualifications

To be successful, you should have the following

Hold a relevant Level 7 qualification and maintains an up-to-date Statement of
Professional Standing (APS). Relevant qualification would be IAD & CWM or IMFC and CFA.
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
Ability to work well in pressurised environment and prioritise work
Excellent communication skills
Excellent numeracy and analytical skills
Experience of leading pitches and winning new business
Advanced Excel Technical Knowledge
Xplan & Avaloq systems would be advantageous but not essential

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 manager jobs in finchampstead, ham

Investment Manager

Finance Manager

Investment Manager

Finance & Business Manager

Client Manager

Warehouse Process and Compliance Manager

Strategic Finance Director

Head of Portfolio - Intelligence Solutions ( GG15 )

Assistant Finance Manager

Finance Manager

Business Development Manager

Senior Treasury Manager

Financial Planning & Analysis Manager

VodafoneThree - Senior Commercial Finance Manager

International Pension Manager

Business Development Lead

Business Development Manager

Director of Onshore Asset Management

Client Director - EMEA

Finance Manager

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