Portfolio Director
Schroders, City Centre, Manchester
Portfolio Director
Salary not available. View on company website.
Schroders, City Centre, Manchester
- Full time
- Permanent
- Onsite working
Posted 1 day ago, 4 May | Get your application in today.
Closing date: Closing date not specified
Job ref: 23faa0f67c874985a9e0eac68816424f
Location ref: City Centre, Manchester
Full Job Description
- 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.
We are seeking a highly skilled and experienced Portfolio Director to join our team. 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., 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
- 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., If you are a seasoned investment professional with a passion for delivering outstanding client service and a desire to join a leading wealth management firm, we would love to hear from you.
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 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 we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper. The base Our Manchester office is at 2 St Peters Square, we're close to our clients across the North and 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.
Direct job link
https://www.jobs24.co.uk/job/portfolio-director-126794250