At a Glance
- Tasks: Manage discretionary portfolios and build strong relationships with intermediaries.
- Company: Cazenove Capital, part of Schroders, known for its wealth management expertise.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Other info: Dynamic role with opportunities for growth in a collaborative team.
- Why this job: Join a leading firm and make a significant impact in wealth management.
- Qualifications: 5+ years of experience and CISI Level 7 preferred.
The predicted salary is between 60000 - 80000 £ per year.
Cazenove Capital, the wealth management arm of Schroders, based in Edinburgh, is seeking a Portfolio Manager focused on DFM/IFA servicing.
You will own intermediary relationships and discretionary portfolios, delivering robust investment oversight and high-quality service.
Key tasks include portfolio actions, governance, and collaboration with internal teams to drive growth while maintaining risk controls. 5+ years’ experience and CISI Level 7 are preferred.
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We think you need these skills to ace Senior Portfolio Manager - DFM/IFA (Edinburgh)
Portfolio Management
Investment Oversight
Intermediary Relationship Management
Discretionary Portfolio Management
Governance
Collaboration
Risk Control
