Senior Portfolio Director β€” Wealth Management in Midlothian

Senior Portfolio Director β€” Wealth Management in Midlothian

Midlothian Full-Time 75600 - 92400 Β£ / year (est.) No working from home possible
Schroders

At a Glance

  • Tasks: Manage high-net-worth client portfolios and provide strategic investment guidance.
  • Company: Join Schroders, a leading wealth management firm in Edinburgh.
  • Benefits: Competitive salary, excellent benefits, and opportunities for professional growth.
  • Other info: Dynamic work environment with mentorship opportunities and career advancement.
  • Why this job: Be part of a premier team and make a real impact on clients' financial futures.
  • Qualifications: Proven experience in wealth management and strong relationship-building skills.

The predicted salary is between 75600 - 92400 Β£ per year.

Schroders in Edinburgh seeks a seasoned Portfolio Director to grow and manage a portfolio of high-net-worth clients, delivering strategic investment guidance and exceptional service. You will take ownership of intermediary relationships and discretionary portfolios, while aligning with governance and risk frameworks.

As part of Cazenove Capital, you will work with a premier wealth management team, expanding the intermediary book in collaboration with business development partners, and mentoring.

Senior Portfolio Director β€” Wealth Management in Midlothian employer: Schroders

Schroders is an exceptional employer that fosters a dynamic and inclusive work culture, where innovation and collaboration are at the forefront of our Asset Management team in London. We offer robust employee growth opportunities, competitive benefits, and a commitment to diversity of thought, ensuring that every voice is heard and valued. Join us to lead transformative architectural initiatives that drive measurable business value in a supportive environment.

Schroders

Contact Details:

Schroders Recruitment Team

We think you need these skills to ace Senior Portfolio Director β€” Wealth Management in Midlothian

Portfolio Management
Client Relationship Management
Investment Strategy Development
Governance Frameworks
Risk Management
Business Development
Mentoring