Portfolio Director

We are seeking a highly skilled and experienced Portfolio Director to join our team. The successful candidate will be responsible for growing and managing a portfolio of high-net-worth clients, providing strategic investment advice, and ensuring the delivery of exceptional client service.

AtCazenove Capital we look after private individuals, families and charities. We are the wealth management business of the FTSE-listed global investment manager Schroders. We help our clients around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

Schroders is a global investment manager which provides active asset management, wealth management and investment solutions. We aim to provide excellent investment performance to clients through active management. We serve a diverse client base that includes pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high net worth individuals, family offices, as well as end clients through partnerships with distributors, financial advisers, and online platforms.

Established in 1804, we have around 5,500 people across 36 global locations. Schroders' success can be attributed to its diversified business model, spanning different asset classes, client types and geographies.

Our Manchester office is at 2 St Peters Square, we’re close to our clients across the North and have everything we need to work flexibly.

We are one of the largest UK-based wealth management firm, headquartered in London but with offices around the country. We help private clients, families, charities and some institutions meet their long term goals by offering our expertise in investment, wealth planning, lending and family office services. We draw on the resources of the Schroders group, as well as having our own in house investment team.

We're open to flexible working, so we can all balance our personal and professional commitments.

• 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.

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.

Client-focused with a commitment to providing exceptional service

Strategic thinker with the ability to develop and implement innovative investment solutions

High level of integrity and professionalism

Strong work ethic and the ability to thrive in a fast-paced environment.

• Reputation:
  Join a prestigious firm with a strong reputation in the wealth management industry
• Resources:
  Access to Schroders' global resources and research capabilities
• Career Development:
  Opportunities for continuous learning and professional growth
• Collaborative…