Associate Director Investment Management at Evelyn Partners

Dublin, Leinster, Ireland -

Full Time

Start Date

Immediate

Expiry Date

08 Sep, 26

Salary

140000.0

Posted On

10 Jun, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Portfolio Management, Investment Advice, Client Relationship Management, Financial Analysis, Risk Management, Business Development, Numeracy, Analytical Skills, Communication Skills, Pitching, Tax Planning, Regulatory Compliance

Industry

Financial Services

Description

Company Description Evelyn Partners Europe provides investment management and retirement advice to help clients embrace what’s next for them. We are a team of 15 professionals based in the heart of Dublin, in our modern office overlooking Stephens Green. We are regulated by the Central Bank of Ireland. Evelyn Partners Group Evelyn Partners Group is one of the largest UK and Ireland wealth managers ranked by client assets, collectively looking after £68.6bn of assets under management, (as at 31 December 2025), for our clients, which we've been doing for nearly 200 years. 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 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. Salary: 120,000 — 140,000 EUR 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 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 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 Qualifications Professional Qualifications Holds a relevant level 6 qualification or above (aspiring for Level 7) and maintains an up-to-date Statement of Professional Standing Key Skills and Experience 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 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. Office Location: Dublin : Dublin (Ballsbridge)

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Responsibilities

The role involves providing personalized investment advice and managing portfolios in alignment with company philosophies. It also focuses on building and maintaining trusted relationships with current and potential clients to drive growth and minimize attrition.