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- Tasks: Manage high-net-worth client portfolios and provide tailored investment strategies.
- Company: Join Cazenove Capital, a leading wealth management firm under Schroders, with a global presence.
- Benefits: Enjoy flexible working, access to global resources, and opportunities for professional growth.
- Why this job: Be part of a prestigious firm that values diversity and offers a collaborative culture.
- Qualifications: Requires a degree in finance or economics and 10+ years in wealth management.
- Other info: We prioritise inclusion and welcome applicants from all backgrounds.
The predicted salary is between 43200 - 72000 £ per year.
4 days ago Be among the first 25 applicants
Portfolio Director – DFM
Who were 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
Were 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 weve been around for over 200 years, but keep adapting as society and technology changes. What doesnt 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 youll 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: Bachelors 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 youll 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.
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Seniority level
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Seniority level
Director
Employment type
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Employment type
Contract
Job function
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Job function
Finance and Sales
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Industries
Investment Banking
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Portfolio Director - DFM employer: Schroder Investment Management GmbH
Contact Detail:
Schroder Investment Management GmbH Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Portfolio Director - DFM
✨Tip Number 1
Network with professionals in the wealth management industry, especially those who have experience with high-net-worth clients. Attend industry events or webinars to connect with potential colleagues and mentors who can provide insights into the role and the company culture.
✨Tip Number 2
Stay updated on current market trends and investment strategies relevant to high-net-worth individuals. This knowledge will not only help you in interviews but also demonstrate your commitment to providing exceptional client service.
✨Tip Number 3
Prepare to discuss your leadership style and experiences in mentoring teams. Highlight specific examples where you've successfully led a team to achieve business development goals, as this is crucial for the Portfolio Director role.
✨Tip Number 4
Familiarise yourself with Cazenove Capital's values and mission. Understanding their approach to client relationships and investment management will allow you to align your responses during interviews with their expectations and culture.
We think you need these skills to ace Portfolio Director - DFM
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in wealth management and client relationship management. Emphasise your track record with high-net-worth clients and any leadership roles you've held.
Craft a Compelling Cover Letter: In your cover letter, express your passion for investment management and client service. Mention specific achievements that demonstrate your ability to grow and manage client portfolios effectively.
Showcase Your Qualifications: Clearly list your educational background and any professional qualifications such as CFA or CFP. Highlight how these qualifications have prepared you for the role of Portfolio Director.
Demonstrate Market Knowledge: In your application, include insights or examples of market analysis you've conducted. This will show your understanding of financial markets and your ability to provide strategic investment advice.
How to prepare for a job interview at Schroder Investment Management GmbH
✨Understand the Company and Its Values
Before your interview, take the time to research Cazenove Capital and Schroders. Understand their mission, values, and the services they offer. This will help you align your answers with their goals and demonstrate your genuine interest in the company.
✨Showcase Your Client Relationship Skills
As a Portfolio Director, building strong relationships with high-net-worth clients is crucial. Prepare examples from your past experiences where you've successfully managed client relationships and tailored investment solutions to meet their needs.
✨Demonstrate Your Analytical Abilities
Be ready to discuss your analytical skills and how you've used them to inform investment decisions. You might be asked to analyse a market trend or provide insights on a specific investment strategy, so brush up on recent market developments.
✨Prepare for Leadership Questions
Since the role involves leading and mentoring a team, expect questions about your leadership style and experiences. Think of specific instances where you've successfully led a team or developed team members, and be prepared to share those stories.
