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© All Rights Reserved. ApplyBlast.com
Evelyn Partners
This role involves building trusted relationships with current and potential clients to provide personalized investment advice and portfolio management. The position requires planning and executing business plans, structuring client meetings, and maintaining accurate records in line with company investment philosophies. Additionally, the incumbent will mentor new Investment Managers and contribute to business development initiatives.
Headquarters
London, England, United Kingdom
Company Size
1001-5000 employees
Founded
1836
Evelyn Partners is a UK leader in wealth management, providing personalised, expert financial planning and investment management advice to clients
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Evelyn Partners.
Evelyn Partners didn’t post a salary, so this is our estimate from similar listings.
21% below the average for this role