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Portfolio Director - DFM

Who were looking for

We are seeking a highly skilled and experienced 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.

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

Were 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 weve been around for over 200 years, but keep adapting as society and technology changes. What doesnt change is our commitment to helping our clients, and society, prosper.

The base

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.

The team

We are one of the largest UK-based wealth management firm, headquartered in London but with offices around the country. We help private clients, families, charities and some institutions meet their long term goals by offering our expertise in investment, wealth planning, lending and family office services. We draw on the resources of the Schroders group, as well as having our own in house investment team.

We're open to flexible working, so we can all balance our personal and professional commitments.

What youll 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
  
  

• Education: Bachelors 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 IFA's
• Leadership experience with the ability to mentor and develop team members and In-depth knowledge of financial markets, investment strategies, and regulatory requirements.
  
  

• 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
  
  

• 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
  
  

Seniority level

• Seniority level

  Director

Employment type

• Employment type

  Contract

Job function

• Job function

  Finance and Sales

• Industries

  Investment Banking

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