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Investment Manager — Client & Portfolio Strategy

Job in Liverpool, Merseyside, L1, England, UK
Listing for: Evelyn Partners
Full Time position
Listed on 2026-07-07
Job specializations:
  • Finance & Banking
    Portfolio & Asset Management, Wealth Management
Job Description & How to Apply Below
Position: Investment Manager — Client Growth & Portfolio Strategy

Evelyn Partners, a leader in wealth management in the UK, is seeking a professional knowledgeable in investment management and client support. The role involves assisting clients in investment decision-making, and developing strong client relationships while maintaining accurate records. This position requires a relevant Level 7 qualification and a robust understanding of the financial services industry.

Benefits include competitive salary, private medical insurance, and a hybrid working model.

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