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- Tasks: Support Portfolio Managers in managing client portfolios and building strong client relationships.
- Company: Join Cazenove Capital, part of the global investment manager Schroders.
- Benefits: Flexible working, professional development support, and potential for industry qualifications.
- Other info: Inclusive culture that values diversity and encourages personal growth.
- Why this job: Gain hands-on experience in wealth management while making a real impact on clients' financial goals.
- Qualifications: Strong IT skills, interest in finance, and excellent communication abilities.
The predicted salary is between 36000 - 60000 £ per year.
We are looking for an Assistant Portfolio Manager to join our Wealth Management division known as Cazenove Capital, which is part of the Schroders group. Someone who is passionate about delivering excellent client service and investment management for our clients. We want someone who can work alongside our Portfolio Managers, with the desire and curiosity to learn their job as well as your own. You will do this by getting to grips with the analysis, checks and balances that keep our clients' portfolios in great shape.
You will be busy, hands-on and can-do, learning your way around the foundations of investment, tuning in to clients' needs and keeping Portfolio Managers informed and up to date.
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.
What you will do
- 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.
- Be a point of contact for clients, react to all enquiries in a timely manner and maintain a record of responses.
- Help to plan, organise and attend client meetings.
- Take responsibility for preparing client material including meeting packs and reports.
- Help to manage our account opening process for new clients and additional portfolios for existing clients.
- Take part in external fund manager meetings and internal investment meetings across Schroders to share information and insights on market knowledge and projects as well as undertake stock specific analysis.
- Assist Portfolio Managers with portfolio investment recommendations and, with their approval, carry out any changes to underlying securities or funds.
- Help with assessing portfolio suitability and performance and prepare investment proposals.
- 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.
- Combine regular daily tasks with longer term projects with varying deadlines whilst responding to incoming enquiries.
- Participate in our industry leading, in-house presentation programme.
- Maintain and update your knowledge through continual professional development (CPD).
- Be supported 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.
- Embody the core Schroders' values of Excellence, Innovation, Teamwork, Passion and Integrity in all aspects of your work.
The knowledge, experience and qualifications you need
- Excellent IT skills, especially with the Microsoft Office suite.
- A keen interest in the wealth management industry.
- An interest in global financial news and markets.
- Excellent communication skills and an ability to multi-task.
What you will be like
- An excellent communicator – great at listening, being clear and giving reassurance.
- Self-motivated and enthusiastic.
- Good at working in a team, and with other teams.
- You will have real attention to detail.
- Able to work under pressure and to tight deadlines.
- Show a willingness to learn and develop and a desire to work with your colleagues to achieve excellent client outcomes.
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.
Assistant Portfolio Manager in London employer: Schroders
Contact Detail:
Schroders Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Assistant Portfolio Manager in London
✨Tip Number 1
Get to know the company inside out! Research Cazenove Capital and Schroders, their values, and recent news. This will help you tailor your conversations and show genuine interest during interviews.
✨Tip Number 2
Network like a pro! Connect with current employees on LinkedIn or attend industry events. Building relationships can give you insider info and might even lead to a referral!
✨Tip Number 3
Prepare for those tricky interview questions! Think about how your skills align with the role of Assistant Portfolio Manager. Practice articulating your thoughts clearly and confidently.
✨Tip Number 4
Don’t forget to follow up! After interviews, send a thank-you email expressing your appreciation for the opportunity. It’s a great way to keep yourself top of mind and show your enthusiasm.
We think you need these skills to ace Assistant Portfolio Manager in London
Some tips for your application 🫡
Show Your Passion: When writing your application, let your enthusiasm for wealth management shine through! We want to see that you’re genuinely excited about helping clients achieve their financial goals and that you’re eager to learn from our experienced Portfolio Managers.
Tailor Your CV: Make sure your CV is tailored to the Assistant Portfolio Manager role. Highlight relevant skills and experiences that align with what we’re looking for, like your communication skills and attention to detail. This will help us see how you fit into our team!
Be Clear and Concise: Keep your application clear and to the point. We appreciate well-structured responses that get straight to the heart of your qualifications and experiences. Remember, we’re busy too, so make it easy for us to see why you’d be a great fit!
Apply Through Our Website: Don’t forget to apply 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 serious about joining our team at Cazenove Capital!
How to prepare for a job interview at Schroders
✨Know Your Stuff
Before the interview, dive deep into the wealth management industry. Familiarise yourself with current market trends and news. This will not only show your passion but also help you engage in meaningful conversations about investment strategies during the interview.
✨Showcase Your Communication Skills
As an Assistant Portfolio Manager, communication is key. Practice articulating your thoughts clearly and confidently. You might even want to prepare a few examples of how you've effectively communicated complex information in the past, as this will demonstrate your ability to connect with clients and colleagues alike.
✨Demonstrate Your Team Spirit
Cazenove Capital values teamwork, so be ready to discuss your experiences working collaboratively. Think of specific instances where you contributed to a team project or supported a colleague. This will highlight your ability to work well with others and align with their core values.
✨Ask Thoughtful Questions
Prepare a few insightful questions to ask your interviewers. This could be about their approach to client service or how they stay ahead in the ever-changing financial landscape. Asking questions shows your genuine interest in the role and helps you assess if the company is the right fit for you.