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- Tasks: Lead high-net-worth client relationships and develop tailored investment strategies.
- Company: Cazenove Capital, part of Schroders, is a leading wealth management firm in London.
- Benefits: Enjoy flexible working, career development opportunities, and access to global resources.
- Why this job: Join a prestigious firm with a collaborative culture and a commitment to diversity and inclusion.
- Qualifications: 10+ years in wealth management, strong analytical skills, and leadership experience required.
- Other info: We value diversity and welcome applicants from all backgrounds.
The predicted salary is between 43200 - 72000 £ per year.
This job is brought to you by Jobs/Redefined, the UK's leading over-50s age inclusive jobs board.
Job Description
Portfolio Director – DFM
Who we're looking for
We are seeking a highly skilled and experienced Portfolio Director to join our DFM team in London. 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.
About Cazenove Capital
At Cazenove 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.
About Schroders, our parent company
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 6,000 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
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.
What you'll do
- 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.
The knowledge, experience and qualifications you need
- 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 particularly with IFA's
- Leadership experience with the ability to mentor and develop team members and
In-depth knowledge of financial markets, investment strategies, and regulatory requirements.
What you'll be like
- 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.
Why Join Us
- 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 Culture: Work in a supportive and dynamic team environment
- If you are a seasoned investment professional with a passion for delivering outstanding client service and a desire to join a leading wealth management firm, we would love to hear from you.
We recognise potential, whoever you are
Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought, facilitated by an inclusive culture, will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.
About Us
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 6,000 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.
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Portfolio Director - DFM (London) employer: Schroders
Contact Detail:
Schroders Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Director - DFM (London)
✨Tip Number 1
Network with professionals in the wealth management industry, especially those who work at Cazenove Capital or similar firms. Attend industry events, webinars, and conferences to make connections that could lead to referrals.
✨Tip Number 2
Stay updated on current market trends and investment strategies relevant to high-net-worth clients. This knowledge will not only help you in interviews but also demonstrate your commitment to the role.
✨Tip Number 3
Prepare to discuss your previous experience managing high-net-worth portfolios in detail. Be ready to share specific examples of how you've successfully built client relationships and developed tailored investment solutions.
✨Tip Number 4
Familiarise yourself with Cazenove Capital's values and culture. Understanding their approach to client service and investment management will allow you to align your responses during interviews with what they are looking for in a candidate.
We think you need these skills to ace Portfolio Director - DFM (London)
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in wealth management and investment management. Emphasise your track record with high-net-worth clients and any leadership roles you've held.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for client service and your strategic thinking abilities. Mention specific examples of how you've successfully managed portfolios and built client relationships.
Highlight Relevant Qualifications: Clearly list your educational background and any professional qualifications such as CFA or CFP. This will demonstrate your commitment to the field and your expertise.
Showcase Your Analytical Skills: In your application, provide examples of how you've conducted market analysis and made informed investment decisions. This will illustrate your analytical capabilities and understanding of financial markets.
How to prepare for a job interview at Schroders
✨Know Your Portfolio Management Strategies
Be prepared to discuss your experience with portfolio management and the specific strategies you've implemented for high-net-worth clients. Highlight any bespoke investment solutions you've developed and how they aligned with clients' objectives.
✨Demonstrate Client Relationship Skills
Showcase your ability to build and maintain strong client relationships. Prepare examples of how you've understood clients' financial goals and provided tailored advice, particularly in challenging situations.
✨Stay Updated on Market Trends
Research current market trends and be ready to discuss how they might impact investment decisions. This will demonstrate your analytical skills and your commitment to providing clients with up-to-date insights.
✨Exhibit Leadership Qualities
If you have leadership experience, be sure to highlight it. Discuss how you've mentored team members and fostered a collaborative culture, as this is crucial for the role of Portfolio Director.
