Portfolio Director
Schroders
London, England
4d ago

Who we're looking for

To fulfil the role and duties of a Portfolio Director within the London office

About Schroders

We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

We have around 5,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes.

What doesn't change is our commitment to helping our clients, and society, prosper.

The base

We moved into our new HQ in the City of London in 2018. We're close to our clients, in the heart of the UK's financial centre.

And we have everything we need to work flexibly.

The team

Cazenove Capital Management ( Cazenove Capital') is part of the Wealth Management division of Schroders and offers specialist financial solutions to high net worth individuals, family offices, charities and their advisers, utilising both Schroders and Cazenove Capital's investment expertise and external providers and resources.

We focus on growing and preserving wealth, using the knowledge of our economics and investment strategy teams, and using both proprietary Schroders investment products and external funds in structuring our clients' portfolios.

This enables us to provide a highly personal wealth management service to wealthy individuals, families and their advisers.

We provide a full range of products including deposit-taking, cash management, custody and execution services, discretionary asset management, financial planning and specialised lending.

What you'll do

  • To manage, either directly or in conjunction with Portfolio Manager / Assistant Portfolio Manager, client relationships and individual client portfolios in line with appropriate and agreed Strategic Asset Allocation, benchmarks and restrictions;
  • To fully understand the client's inter-family relationships, individual circumstances, risk profile, investment objectives, specific restrictions and resulting mandates;
  • Within each asset class, recommend and action any changes to underlying securities and / or funds in line with appropriate models and funds buy-list;
  • To report to the clients in a timely and professional manner;
  • To actively market and develop profitable new client relationships both internally and externally;
  • To meet with clients regularly and to ensure any action agreed is minuted and implemented;
  • To have primary responsibility for new client set-up, sign off and maintenance in a timely fashion (Inc. KYC, ML / DD suitability and restrictions).
  • This to include issuance of the Welcome / Initial Policy Letter.

  • To act as a role model to Portfolio Managers across the department;
  • To manage and train assistant Portfolio Managers or Associate Portfolio Managers on the team where applicable and ensure they attend client meetings;
  • To undertake regular review of the work of allocated to Administrative Assistant / Client Service
  • Executive and where applicable work with the Assistant Portfolio Manager to ensure that :

  • Mandates are adhered to
  • Risk profiles are respected
  • Clients are treated fairly
  • Suitable revenue from the clients is achieved
  • Performance dispersion is minimised across client base when mandate / risk profile similar.
  • The knowledge, experience and qualifications you need

  • Strong understanding of global segregated offering.
  • Controlled Function 30 Customer function
  • An approved Level 4 or above FSA approved regulatory qualification;
  • The CISI Diploma or equivalent higher level qualification;
  • Must obtain a Statement of Professional Standing on an annual basis.
  • Professional, organised, motivated, self-starter, strong interpersonal and verbal / written communication skills.
  • Demonstrated investment experience
  • We're looking for the best, whoever they are

    Schroders is an equal opportunities employer. You're welcome here whatever your socio-economic background, race, sex, gender identity, sexual orientation, religious belief, age or disability.

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