Overview

We are seeking a highly skilled Portfolio Director to join our DFM team in London. The successful candidate will be responsible for growing and managing a portfolio of high-net-worth clients, providing strategic investment advice, and ensuring the delivery of exceptional client service.

What You'll Do

• Client Relationship Management: Build and maintain strong relationships with high-net-worth clients, understanding their financial goals and providing tailored investment solutions
• Portfolio Management: Develop and implement bespoke investment strategies, ensuring portfolios are aligned with clients' objectives and risk tolerance
• Market Analysis: Conduct thorough market research and analysis to inform investment decisions and provide clients with up-to-date market insights
• Team Leadership: Lead and mentor a team of investment professionals, fostering a collaborative and high-performance culture
• Business Development: Identify and pursue new business opportunities, contributing to the growth of the firm\'s client base and assets under management
• Compliance: Ensure all activities comply with regulatory requirements and internal policies, maintaining the highest standards of ethical conduct

Knowledge, Experience and Qualifications

• Education: Bachelor\'s degree in finance, economics, or a related field. A professional qualification such as CFA, CFP, or equivalent is highly desirable
• Experience: Minimum of 10 years of experience in wealth management or investment management, with a proven track record of managing high-net-worth client portfolios
• Strong analytical and quantitative skills
• Excellent communication and interpersonal skills
• Demonstrated ability to build and maintain client relationships, particularly with IFAs
• Leadership experience with the ability to mentor and develop team members; in-depth knowledge of financial markets, investment strategies, and regulatory requirements

What you\'ll be like

• Client-focused with a commitment to providing exceptional service; strategic thinker with the ability to develop and implement innovative investment solutions
• High level of integrity and professionalism
• Strong work ethic and the ability to thrive in a fast-paced environment

Why Join Us

• Reputation: Join a prestigious firm with a strong reputation in the wealth management industry
• Resources: Access to Schroders\' global resources and research capabilities
• Career Development: Opportunities for continuous learning and professional growth
• Collaborative Culture: Work in a supportive and dynamic team environment

About Us

We\'re a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future. We have around 6,000 people on six continents and have been around for over 200 years, adapting as society and technology changes. Our commitment to helping our clients, and society, prosper remains constant.

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, is a strategic priority for us and we are an equal opportunities employer. You are welcome here, regardless of age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.

We moved into our new HQ in the City of London in 2018. We\'re close to our clients, in the heart of the UK\'s financial centre, and we have everything we need to work flexibly.