Job Description
Job Description
What will you be doing?
We are seeking an ambitious Investment professional, to join Evelyn Partners to join our investment team in Dublin, as an Associate Director Investment Management.
To build and develop trusted relationships with current and potential clients. 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.
Job Responsibilities
- To look after and support client needs
- 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 i...