Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage discretionary portfolios and build strong relationships with intermediaries.
- Company: Global investment management firm with a focus on inclusivity.
- Benefits: Dynamic working environment and opportunities for professional growth.
- Why this job: Join a leading firm and make a real impact in investment management.
- Qualifications: 5+ years in portfolio management and CISI Level 7 qualification required.
- Other info: Emphasises a collaborative culture and career development.
The predicted salary is between 60000 - 80000 £ per year.
A global investment management firm is seeking a Portfolio Manager in Greater London to manage discretionary portfolios primarily for intermediaries. The role requires strong relationship management and portfolio oversight skills, with a focus on providing excellent service.
Candidates should have at least 5 years of relevant experience in portfolio management and possess a professional investment qualification at CISI Level 7. The company emphasizes inclusivity and offers a dynamic working environment.
Discretionary Portfolio Manager — DFM/IFA Focus employer: Schroders
Contact Detail:
Schroders Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Discretionary Portfolio Manager — DFM/IFA Focus
✨Tip Number 1
Network like a pro! Reach out to your connections in the investment management field and let them know you're on the lookout for opportunities. You never know who might have a lead or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by brushing up on your portfolio management skills and relationship management techniques. Be ready to discuss your past experiences and how they align with the role of a Discretionary Portfolio Manager.
✨Tip Number 3
Showcase your qualifications! Make sure to highlight your CISI Level 7 certification and any other relevant credentials during conversations. This will help you stand out as a serious candidate in the competitive market.
✨Tip Number 4
Don't forget to apply through our website! We’ve got a range of resources to help you land that dream job, so make sure you take advantage of everything we offer to boost your chances.
We think you need these skills to ace Discretionary Portfolio Manager — DFM/IFA Focus
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your experience in portfolio management, especially your relationship management skills. We want to see how you've excelled in similar roles, so don’t hold back on those achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for the Portfolio Manager role. Share specific examples of how you've provided excellent service and managed discretionary portfolios.
Showcase Your Qualifications: Since we’re looking for candidates with a CISI Level 7 qualification, make sure to mention this prominently in your application. It’s a key requirement, and we want to see that you meet it right away!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our dynamic team!
How to prepare for a job interview at Schroders
✨Know Your Portfolios Inside Out
Before the interview, make sure you’re well-versed in the portfolios you’ve managed. Be ready to discuss specific strategies you've implemented and the outcomes. This shows your expertise and gives you a chance to demonstrate your relationship management skills.
✨Showcase Your Qualifications
Since the role requires a professional investment qualification at CISI Level 7, be prepared to discuss how your qualifications have shaped your approach to portfolio management. Highlight any relevant coursework or projects that align with the company’s focus on excellent service.
✨Emphasise Relationship Management
This position is all about managing relationships with intermediaries. Think of examples where you’ve successfully built and maintained client relationships. Be ready to explain how you handle challenges and ensure client satisfaction.
✨Align with Their Values
The company values inclusivity and a dynamic working environment. Research their culture and think about how your personal values align with theirs. During the interview, share experiences that reflect your commitment to inclusivity and teamwork.