At a Glance
- Tasks: Manage high-net-worth client portfolios and provide tailored investment strategies.
- Company: Join Cazenove Capital, a prestigious wealth management firm under Schroders.
- Benefits: Access global resources, career development, and a collaborative culture.
- Other info: Flexible working arrangements and commitment to diversity and inclusion.
- Why this job: Make a real impact in wealth management while leading a dynamic team.
- Qualifications: 10+ years in wealth management with strong analytical and leadership skills.
The predicted salary is between 90000 - 110000 £ per year.
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.
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: 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.
The base: 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.
The team: We are one of the largest UK-based wealth management firms, 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.
- Leadership experience with the ability to mentor and develop team members.
- 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 deliver excellent investment performance to clients through active management. We believe diverse perspectives and an inclusive culture help us make better decisions and achieve better outcomes for our clients. That's why inclusion is a strategic priority for us, and 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.
We will consider flexible working arrangements for all roles and provide reasonable accommodations to support applicants and employees, including those with neurodiversity, disability, or physical and mental health needs.
For more information, please visit our FAQs.
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.
Portfolio Director in Manchester employer: Schroders Group
Schroders is an exceptional employer, offering a dynamic work environment in the heart of London’s financial centre. With a strong emphasis on employee growth and flexible working arrangements, we foster a culture that values diverse perspectives and encourages innovation. Our commitment to personal performance and well-being ensures that you can thrive both professionally and personally while contributing to meaningful projects in the asset management sector.
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Director in Manchester
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Schroders Group. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Portfolio Director in Manchester
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Schroders Group.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Schroders Group's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Schroders Group
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Schroders Group.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Schroders Group will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Schroders Group employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
