At a Glance
- Tasks: Lead and grow a high-value client portfolio while ensuring exceptional service.
- Company: Join Schroders, a leading investment firm with a strong reputation.
- Benefits: Competitive salary, professional development, and a supportive work environment.
- Other info: Opportunity to work in a dynamic team with excellent career prospects.
- Why this job: Make a real impact by balancing revenue growth with client satisfaction.
- Qualifications: CFA/CISI qualifications and proven leadership skills required.
The predicted salary is between 80000 - 100000 £ per year.
Schroders in Birmingham seeks a Portfolio Director to lead and grow a high-value client portfolio, balancing revenue growth with long-term client outcomes and firm-wide stewardship. The role requires regulatory-approved CFA/CISI qualifications and strong leadership across teams. The successful candidate will originate and convert strategic opportunities, manage risk, and act as a trusted partner across the firm, delivering exceptional client service and strong retention.
We think you need these skills to ace Strategic Portfolio Director – High-Value Clients
CFA Qualification
CISI Qualification
Leadership Skills
Client Relationship Management
Strategic Thinking
Risk Management
Revenue Growth Strategies
