At a Glance
- Tasks: Support Portfolio Managers in managing client portfolios and building trust-based relationships.
- Company: Join a leading investment management firm with a focus on excellence and innovation.
- Benefits: Competitive salary, study leave for professional qualifications, and ongoing development opportunities.
- Other info: Opportunity to develop client relationships and grow as a trusted adviser.
- Why this job: Be part of a dynamic team, making a real impact in clients' financial journeys.
- Qualifications: Strong communication skills, attention to detail, and a passion for investment management.
The predicted salary is between 35000 - 45000 £ per year.
Key Responsibilities
- Support Portfolio Managers and Directors to manage clients' portfolios in line with their investment wishes, our rules and the regulations whilst developing relationships of trust.
- Serve as a point of contact for clients, reacting to all enquiries in a timely manner and maintaining a record of responses.
- Help plan, organise and attend client meetings.
- Prepare client material including meeting packs and reports.
- Assist in managing the account opening process for new clients and additional portfolios for existing clients.
- Participate in external fund manager meetings and internal investment meetings across Schroders.
- Help assess portfolio suitability and performance.
- Carry out trades in client portfolios in line with instructions and investment recommendations.
- Handle administrative duties promptly, including checking clients' transaction statements and monitoring outstanding deals.
- Keep colleagues informed about clients' portfolios, reporting any changes, queries or problems.
- Participate in Schroders' industry leading, in‑house presentation programme.
- Maintain and update knowledge through continual professional development (CPD).
- Support in seeking to achieve professional qualifications (RDR level 7), such as CISI Level 7 Chartered Wealth Manager qualification, which includes 10 days of study leave and sponsored courses.
- Embed Schroders' core values of Excellence, Innovation, Teamwork, Passion and Integrity in all aspects of work.
Additional Role Details
- This Assistant Portfolio Manager position reports directly to the Portfolio Director and works closely with a Client Service Executive within the team.
- The role suits someone who is client-focused, with a genuine interest in investment management and strong relationship‑building skills.
- There are no business development targets; focus will be entirely on supporting and servicing clients.
- Client contact will primarily be by phone and email, with occasional face‑to‑face meetings.
- Over time, there is the opportunity to own client relationships and develop as a trusted adviser.
- Annual in‑depth client reviews take place at least once every three years, ensuring high service standards.
- Excellent IT skills, especially with the Microsoft Office suite.
- Interest in the wealth management industry and global financial news and markets.
- Strong communication skills and ability to multi‑task.
What You'll Be Like
- Excellent communicator – great at listening, being clear and giving reassurance.
- Good number cruncher.
- Self‑motivated and enthusiastic.
- Strong teamwork skills and ability to work with other teams.
- Exceptional attention to detail.
- Capable of working under pressure and to tight deadlines.
- Willingness to learn and develop, and a desire to work with colleagues to achieve excellent client outcomes.
Assistant Portfolio Manager in City of Westminster employer: Schroders
At Schroders, we pride ourselves on being an exceptional employer, offering a dynamic work culture that fosters collaboration and innovation. Our commitment to employee growth is evident through our support for professional qualifications and continuous development opportunities, ensuring that you can thrive in your role as an Assistant Portfolio Manager. Located in a vibrant financial hub, we provide a stimulating environment where you can build meaningful client relationships and contribute to impactful investment management.
StudySmarter Expert Advice🤫
We think this is how you could land Assistant Portfolio Manager in City of Westminster
✨Get Involved with Campus Finance Societies
Join your university's finance or investment society — they're a goldmine for networking, guest lectures, and career fairs. These societies often host employers looking for entry-level talent like you, so get involved and make yourself known!
✨Attend Industry Workshops and Webinars
Look for workshops and webinars focused on banking and financial services. These events not only boost your knowledge but also let you connect with industry professionals who could help you land that entry-level role at places like Schroders.
✨Leverage LinkedIn for Informational Interviews
Take advantage of LinkedIn to reach out to professionals working in banking, especially those who've started in entry-level positions. Politely ask for a quick chat about their experience and any advice they might have on breaking into the field.
✨Apply Directly through Company Websites
Don't just rely on job boards. Head directly to Schroders's careers page and look for their entry-level openings. They might have opportunities that aren’t advertised widely, so keep checking back for new listings!
We think you need these skills to ace Assistant Portfolio Manager in City of Westminster
Some tips for your application 🫡
Splash Your Skills on Your CV:In the banking and financial services realm, it's all about numbers and analysis. Make sure to highlight any relevant coursework, internships, or projects where you've used skills like financial modelling, data analysis, or risk assessment. Show us you can crunch those numbers!
Educational Achievements Matter:For an entry-level role, your grades and academic accomplishments are key. If you have any certifications, like CFA Level 1 or something similar, don’t forget to include them. We love seeing ambition and commitment to the industry, so flaunt those achievements!
Craft a Personal Touch in Your Cover Letter:Your cover letter is your chance to show us your enthusiasm for banking and finance! Share why you're passionate about the industry and how your studies or previous experiences have prepared you for this role. We want to see that spark and motivation!
Use the Right Format and Language:In banking, clarity is king. Use a clean, professional format for your CV and cover letter. Make sure to avoid jargon, but don’t shy away from technical terms where appropriate – just keep it all clear and easy to read. Let’s see your professionalism shine through!
How to prepare for a job interview at Schroders
✨Brush Up on Your Financial Knowledge
Since you're diving into the banking and financial services industry, make sure you're up to speed with current market trends and financial concepts. Be prepared to discuss things like interest rates and investment strategies, as you might get some technical questions that gauge your understanding.
✨Show Off Your Analytical Skills
Analytical skills are key in banking, so be ready to showcase how you've used them in your studies or any relevant projects. Prepare to tackle case studies or hypothetical financial scenarios during the interview that require you to analyse data and make informed decisions.
✨Demonstrate Your Team Spirit
As this is an entry-level role, they’ll likely look for how well you can collaborate and fit into their team. Think of examples from group projects or internships where you successfully worked with others. It'll help show that you're keen to learn and grow in a team-oriented environment.
✨Prepare Thoughtful Questions
Approach your interview with curiosity! Prepare insightful questions that reflect your knowledge of the industry, such as asking about the latest technology being implemented in their services. It shows you're genuinely interested in the company's operations and future.
