Portfolio Director in Birmingham

Birmingham, West Midlands, United Kingdom

Job Description

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

4. 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

5. 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.

Job Info

• Job Identification 1718
• Job Category Investment
• Posting Date 07/07/2026, 01:42 PM
• Apply Before 07/20/2026, 11:00 PM
• Job Schedule Full time
• Locations 2 Chamberlain Square, Birmingham, B3 3AX, GB