Associate Director Investment Management

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.

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 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.

Job Location