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Portfolio Director

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Schroders

15d ago

  • Job
    Full-time
    Expert Level
  • Sales & Business Development
    Banking & Finance
  • Manchester

AI generated summary

  • You need a bachelor's in finance or related field, 10+ years in wealth or investment management, strong analytical skills, client relationship building, leadership experience, and market knowledge.
  • You will manage client relationships, develop bespoke investment strategies, analyze markets, lead a team, drive business growth, and ensure compliance with regulations and ethical standards.

Requirements

  • Education: Bachelor’s degree in finance, economics, or a related field. A professional qualification such as CFA, CFP, or equivalent is highly desirable
  • Experience: Minimum of 10 years of experience in wealth management or investment management, with a proven track record of managing high-net-worth client portfolios
  • Strong analytical and quantitative skills
  • Excellent communication and interpersonal skills
  • Demonstrated ability to build and maintain client relationships
  • Leadership experience with the ability to mentor and develop team members
  • In-depth knowledge of financial markets, investment strategies, and regulatory requirements

Responsibilities

  • Client Relationship Management: Build and maintain strong relationships with high-net-worth clients, understanding their financial goals and providing tailored investment solutions
  • Portfolio Management: Develop and implement bespoke investment strategies, ensuring portfolios are aligned with clients' objectives and risk tolerance
  • Market Analysis: Conduct thorough market research and analysis to inform investment decisions and provide clients with up-to-date market insights
  • Team Leadership: Lead and mentor a team of investment professionals, fostering a collaborative and high-performance culture
  • Business Development: Identify and pursue new business opportunities, contributing to the growth of the firm's client base and assets under management
  • Compliance: Ensure all activities comply with regulatory requirements and internal policies, maintaining the highest standards of ethical conduct.

FAQs

What qualifications are required for the Portfolio Director position?

A Bachelor's degree in finance, economics, or a related field is required, with a professional qualification such as CFA, CFP, or equivalent being highly desirable.

How much experience is necessary for applying to this role?

A minimum of 10 years of experience in wealth management or investment management is required, along with a proven track record of managing high-net-worth client portfolios.

What are the primary responsibilities of a Portfolio Director?

The primary responsibilities include client relationship management, portfolio management, market analysis, team leadership, business development, and ensuring compliance with regulatory requirements.

Is leadership experience necessary for this role?

Yes, leadership experience is necessary, including the ability to mentor and develop team members.

What skills are essential for a successful Portfolio Director?

Strong analytical and quantitative skills, excellent communication and interpersonal skills, and the ability to build and maintain client relationships are essential.

Where is the office located for this position?

The office for this position is located in Manchester at 2 St Peters Square.

What is the work culture like at Cazenove Capital?

Cazenove Capital promotes a collaborative culture and supports flexible working arrangements to balance personal and professional commitments.

What resources and support can employees expect?

Employees have access to Schroders' global resources and research capabilities, along with opportunities for continuous learning and professional growth.

How does Cazenove Capital approach diversity and inclusion?

Cazenove Capital prioritizes inclusion and diversity as a strategic initiative and is committed to being an equal opportunities employer, welcoming individuals from all backgrounds.

What is the process for applying to this position?

Interested candidates are encouraged to submit their applications, which will be reviewed by the recruitment team at Cazenove Capital.

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Schroders

Finance
Industry
5001-10,000
Employees
1804
Founded Year

Mission & Purpose

As a global investment manager, we help institutions, intermediaries and individuals across the planet meet their goals, fulfil their ambitions, and prepare for the future. But as the world changes, so do our clients’ needs. That’s why we have a long history of adapting to suit the times and keeping our focus on what matters most to our clients. Doing this takes experience and expertise. We bring together people and data to spot the trends that will shape the future. This provides a unique perspective which allows us to always invest with conviction. We are responsible for £737.5 billion (€831.3 billion/$887.2 billion)* of assets for our clients who trust us to deliver sustainable returns. We remain determined to build future prosperity for them, and for all of society. Today, we have 6,100+ people across six continents who focus on doing just this. We are a global business that’s managed locally. This allows us to always keep our clients’ needs at the heart of everything we do. For over two centuries and more than seven generations we’ve grown and developed our expertise in tandem with our clients’ needs and interests.