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Investment Manager — Client Relationships & Portfolio Strategy
Job in
Birmingham, West Midlands, B1, England, UK
Listed on 2026-06-13
Listing for:
Evelyn Partners
Full Time
position Listed on 2026-06-13
Job specializations:
-
Finance & Banking
Portfolio Manager, Wealth Management
Job Description & How to Apply Below
Evelyn Partners, a leader in wealth management in the UK, seeks a skilled professional to support client needs and manage investment portfolios. The successful candidate will hold a Level 7 qualification, possess strong analytical skills, and effectively communicate investment strategies.
This role includes building and maintaining client relationships whilst working closely with Financial Planning teams. Additional perks include a competitive salary, private medical insurance, and a hybrid working model.
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