At a Glance
- Tasks: Lead and grow a high-value client portfolio while ensuring exceptional client experiences.
- Company: Global investment manager with a commitment to diversity and inclusion.
- Benefits: Competitive salary, professional development, and a supportive team culture.
- Other info: Join a dynamic team with opportunities for personal and professional growth.
- Why this job: Make a real impact in investment management and build lasting client relationships.
- Qualifications: Regulatory-approved Level 4 and 7 qualifications like CFA or CISI required.
The predicted salary is between 75600 - 92400 £ per year.
The Portfolio Director is responsible for leading and growing a high-value client portfolio, delivering strong commercial outcomes while setting the standard for client experience, risk discipline, and collaborative leadership. The role balances revenue growth with long-term client outcomes, team contribution, and firm-wide stewardship. The role holder should hold suitable regulatory-approved Level 4 and 7 qualifications, such as CFA or CISI.
Scope & Accountability
- Ownership of a defined client portfolio
- Accountability for client service, retention, and portfolio delivery
- Responsibility for operating within agreed risk and governance parameters
- Contribution to team culture, collaboration, and shared success
- Personal development towards more senior client leadership roles
Key Responsibilities
- Own and deliver sustainable net new business growth across the portfolio
- Drive annual revenue growth through deep client relationships and proactive opportunities
- Originate and convert high-quality opportunities, including complex or strategic mandates
- Act as a trusted referral partner across the firm, generating and receiving meaningful internal referrals
- Set the standard for exceptional client service and long-term retention
- Build trusted, multi-generational relationships with key clients and influencers
- Actively manage client risk profiles, ensuring suitability and long-term alignment
- Lead collaborative client solutions, drawing on specialist and investment expertise
- Represent the firm credibly with high-value and high-risk clients
- Demonstrate visible leadership through behaviour, professionalism, and accountability
- Act as a role model for client focus, collaboration, and ethical judgement
- Invest in personal development and seek regular feedback to continuously improve
- Contribute to a high-performance culture by supporting, coaching, or mentoring others
- Serve as the principal spokesperson in internal and external forums
Operational & Platform Excellence
- Grow the portfolio profitably, balancing revenue, costs, and capital efficiency
- Ensure effective use of the firm’s platform, including appropriate delegation of portfolios
- Champion scalable, innovative, and efficient ways of working that support long-term growth
- Leverage data, insights, and digital tools to improve client outcomes and decision-making
Risk, Governance & Professional Standards
- Maintain a strong risk culture with disciplined client and portfolio oversight
- Ensure KYC, client documentation, and ongoing reviews are completed to a high standard
- Actively reduce and manage high-risk exposures within the portfolio
- Comply fully with all firm, divisional, and regulatory policies
- Complete mandatory training on time and maintain high professional standards
Key Relationships
- Clients and family groups within assigned portfolio
- Portfolio Directors, Team Managers, and Team Heads
- Investment, Planning, and specialist partners
- Risk, Compliance, and operational colleagues
What Success Looks Like
- A growing, profitable, and well-balanced client portfolio
- High client satisfaction and strong long-term retention
- Trusted partnerships across the firm
- Strong risk outcomes with no avoidable issues
- Recognised as a senior role model for clients, colleagues, and culture
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.
Portfolio Director in Birmingham employer: Schroders UK
As a global investment manager based in London, we pride ourselves on fostering a collaborative work environment that encourages innovation and professional growth. Our commitment to employee development is reflected in our comprehensive training programmes and opportunities for advancement within the infrastructure debt platform. Join us to be part of a dynamic team that values your contributions and supports your career aspirations in the exciting world of investment management.
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Director in Birmingham
✨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 UK. 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 Birmingham
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 UK.
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 UK'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 UK
✨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 UK.
✨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 UK 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 UK 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.
