At a Glance
- Tasks: Manage client portfolios and build strong relationships while ensuring compliance.
- Company: Join Cazenove Capital, part of Schroders, a leading global investment manager.
- Benefits: Competitive salary, flexible working, and opportunities for personal development.
- Other info: Inclusive culture that values diverse perspectives and supports personal growth.
- Why this job: Make a real impact in wealth management and grow your career with us.
- Qualifications: Regulatory-approved Level 4 and 7 qualifications preferred.
The predicted salary is between 59400 - 72600 £ per year.
The Portfolio Manager is responsible for managing and developing relationships with US clients serviced through SWUSL’s UK operating model, providing investment expertise and portfolio oversight while ensuring compliance with applicable UK and US regulatory requirements. Collaborate with colleagues across global teams to deliver consistent, high-quality investment outcomes and client service. Portfolio Managers work closely with senior colleagues and specialists, developing their judgement, capability, and commercial confidence over time. They also play an important role in supporting the development of more junior colleagues, sharing knowledge, and helping build capability across the team. This role is a core building block in the firm’s client franchise and a key pipeline role for future senior leaders. The role holder should hold suitable regulatory-approved Level 4 and 7 qualifications, such as CISI.
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.
About Schroders, our parent company: Schroders is a global investment manager which provides active asset management, wealth management and investment solutions. We aim to provide excellent investment performance to clients through active management. We serve a diverse client base that includes pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high net worth individuals, family offices, as well as end clients through partnerships with distributors, financial advisers, and online platforms. Established in 1804, we have around 5,500 people across 36 global locations. Schroders' success can be attributed to its diversified business model, spanning different asset classes, client types and geographies.
The base: We have been at 1 London Wall Place since 2018. We’re close to our clients, in the heart of the UK’s financial centre, and have everything we need to work flexibly.
Scope & Accountability
- Ownership of a defined portfolio of clients
- Accountability for client service, retention, and delivery against client objectives
- Responsibility for operating within agreed risk and governance parameters
- Contribution to team culture, collaboration, and shared success
- Active support for the development of junior colleagues and future talent
- Personal development towards more senior client leadership roles
Key Responsibilities
- Client Management & Growth
- Manage a portfolio of clients, delivering consistent, high-quality service
- Build trusted, long-term relationships through regular, proactive engagement
- Identify opportunities to grow client relationships in line with client needs
- Support net new business through referrals and introductions
- Deliver revenue growth through disciplined, client-appropriate activity
- Deliver agreed targets across net new assets, revenue growth, and client profitability metrics
- Escalate complex or high-risk matters appropriately
- Client Experience & Delivery
- Provide a responsive, professional, and personal client experience
- Ensure client objectives, circumstances, and risk profiles are well understood
- Maintain accurate records and documentation for all client interactions
- Support client reviews, portfolio updates, and implementation activity
- Work closely with Investment, Planning, and specialist teams to deliver solutions
- Contribute positively to client retention and satisfaction
- Risk Awareness & Governance
- Operate within all regulatory, group, and divisional policies
- Complete KYC, client reviews, and documentation accurately and on time
- Understand portfolio risk parameters and escalate concerns early
- Demonstrate sound judgement in client decision-making
- Support a strong risk culture through disciplined behaviours
- Complete all mandatory training within required timelines
- Platform & Operational Effectiveness
- Use the firm’s platform effectively to support client outcomes
- Follow agreed processes to ensure consistency and efficiency
- Support appropriate use of discretionary or centralised solutions
- Use data and tools to track client activity and delivery
- Leverage data, insights, and digital tools to improve client outcomes and decision-making
- Adopt new tools and ways of working where they add value
- Contribute to continuous improvement of client processes
- Collaboration, Team Contribution & Development of Others
- Work collaboratively with colleagues across Wealth Management
- Support Portfolio Directors and Team Managers in delivering client outcomes
- Develop and support more junior colleagues, including Assistant/Associate Portfolio Managers and Client Services Executives, through coaching, knowledge-sharing, and day-to-day guidance
- Share knowledge, insight, and best practice with peers
- Contribute to a positive, inclusive, and professional team environment
- Represent the firm positively with clients and internal partners
- Professional Development & Role Modelling
- Take ownership of personal development and capability building
- Seek feedback and coaching to strengthen performance and judgement
- Build commercial, technical, and client leadership skills over time
- Demonstrate professionalism, integrity, and accountability in all activities
- Act as a role model for firm values and expected behaviours
Key Relationships
- Clients and family groups within assigned portfolio of clients
- Portfolio Directors, Team Managers, and Team Heads
- Assistant/Associate Portfolio Managers and Client Services Executives
- Investment, Planning, and specialist teams
- Risk, Compliance, and operational colleagues
What Success Looks Like
- A well-managed, stable, and growing portfolio of clients
- Strong client relationships and retention
- Consistent delivery of high service and governance standards
- Visible contribution to the development of junior colleagues and team capability
- Growing confidence, capability, and commercial judgement
- Positive contribution to team performance and culture
- Readiness over time for broader responsibility
We recognise potential, whoever you are. Our purpose is to deliver excellent investment performance to clients through active management. We believe diverse perspectives and an inclusive culture help us make better decisions and achieve better outcomes for our clients. That's why inclusion is a strategic priority for us, and 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. We will consider flexible working arrangements for all roles and provide reasonable accommodations to support applicants and employees, including those with neurodiversity, disability, or physical and mental health needs.
Portfolio Manager (US Clients) in London employer: Schroders
Schroders Wealth Management is an exceptional employer, offering a dynamic work environment in the heart of London where innovation and collaboration thrive. Employees benefit from a strong commitment to professional development, a culture that prioritises risk management excellence, and the opportunity to make a meaningful impact on client outcomes while ensuring compliance with regulatory standards. With a focus on fostering a supportive atmosphere, Schroders empowers its team members to grow and excel in their careers.
StudySmarter Expert Advice🤫
We think this is how you could land Portfolio Manager (US Clients) in London
✨Tap into Campus Networks
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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.
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We think you need these skills to ace Portfolio Manager (US Clients) in London
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.
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'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
✨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.
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✨Show Your Passion for Finance
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✨Network with Industry Professionals
Before your interview, reach out to current or former Schroders 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.
