at Schroders
Asset ManagementPosted 12 days ago
No clicks
**Summary:** Seek experienced Portfolio Director in Edinburgh to grow high-net-worth client portfolios, provide investment advice, and deliver exceptional client service. Requires 10+ years in wealth management, an investment-related degree, and professional qualifications (e.g., CFA). Leads a team, drives business development, and ensures regulatory compliance. Exceptional communication skills and a client-focused mindset are crucial. Enjoy a prestigious firm with global resources, career development, and a collaborative culture. Embrace inclusion and diversity. @Edinburgh @PortfolioManagement @ClientRelationshipManagement @BusinessDevelopment @FinancialMarkets @WealthManagement
- Compensation
- Not specified
- City
- Edinburgh
- Country
- United Kingdom
Currency: Not specified
Full Job Description
Location: Edinburgh, Midlothian, United Kingdom
Portfolio Director
Who were looking for
We are seeking a highly skilled and experienced Portfolio Director to join our team in Edinburgh. 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.
In addition, you will take increasing day-to-day ownership of a set of existing intermediary relationships and associated discretionary portfolios, providing excellent service and robust investment oversight. Over time, you will help grow the intermediary book in partnership with business development colleagues, while operating within agreed governance and risk frameworks.
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 are based at Charlotte Square in the centre of Edinburgh.
The team
We are one of the largest UK-based wealth management firm, based in Edinburgh 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 solutionsPortfolio Management: Develop and implement bespoke investment strategies, ensuring portfolios are aligned with clients' objectives and risk toleranceMarket Analysis: Conduct thorough market research and analysis to inform investment decisions and provide clients with up-to-date market insightsTeam Leadership: Lead and mentor a team of investment professionals, fostering a collaborative and high-performance cultureBusiness Development: Identify and pursue new business opportunities, contributing to the growth of the firm's client base and assets under managementCompliance: Ensure all activities comply with regulatory requirements and internal policies, maintaining the highest standards of ethical conduct.The knowledge, experience and qualifications you need
- Education: Bachelors degree in finance, economics, or a related field. A professional qualification such as CFA, CFP, or equivalent is highly desirableExperience: Minimum of 10 years of experience in wealth management or investment management, with a proven track record of managing high-net- worth client portfoliosStrong analytical and quantitative skillsExcellent communication and interpersonal skillsDemonstrated ability to build and maintain client relationshipsLeadership experience with the ability to mentor and develop team membersIn-depth knowledge of financial markets, investment strategies, and regulatory requirements.What youll be like
- Client-focused with a commitment to providing exceptional serviceStrategic thinker with the ability to develop and implement innovative investment solutionsHigh level of integrity and professionalismStrong 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 industryResources: Access to Schroders' global resources and research capabilitiesCareer Development: Opportunities for continuous learning and professional growthCollaborative Culture: Work in a supportive and dynamic team environmentIf 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.We recognise potential, whoever you areOur purpose is to provide excellent investment performance to clients through active management. Diversity of thought, facilitated by an inclusive culture, will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.
Portfolio Director
Compensation
Not specified
City: Edinburgh
Country: United Kingdom
ExperiencedNo visa sponsorship**Summary:** Seek experienced Portfolio Director in Edinburgh to grow high-net-worth client portfolios, provide investment advice, and deliver exceptional client service. Requires 10+ years in wealth management, an investment-related degree, and professional qualifications (e.g., CFA). Leads a team, drives business development, and ensures regulatory compliance. Exceptional communication skills and a client-focused mindset are crucial. Enjoy a prestigious firm with global resources, career development, and a collaborative culture. Embrace inclusion and diversity. @Edinburgh @PortfolioManagement @ClientRelationshipManagement @BusinessDevelopment @FinancialMarkets @WealthManagement
Full Job Description
Location: Edinburgh, Midlothian, United Kingdom
Portfolio DirectorWho were looking forWe are seeking a highly skilled and experienced Portfolio Director to join our team in Edinburgh. 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.In addition, you will take increasing day-to-day ownership of a set of existing intermediary relationships and associated discretionary portfolios, providing excellent service and robust investment oversight. Over time, you will help grow the intermediary book in partnership with business development colleagues, while operating within agreed governance and risk frameworks.About Cazenove CapitalAt 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 companyWere 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 baseWe are based at Charlotte Square in the centre of Edinburgh.The teamWe are one of the largest UK-based wealth management firm, based in Edinburgh 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 solutionsPortfolio Management: Develop and implement bespoke investment strategies, ensuring portfolios are aligned with clients' objectives and risk toleranceMarket Analysis: Conduct thorough market research and analysis to inform investment decisions and provide clients with up-to-date market insightsTeam Leadership: Lead and mentor a team of investment professionals, fostering a collaborative and high-performance cultureBusiness Development: Identify and pursue new business opportunities, contributing to the growth of the firm's client base and assets under managementCompliance: Ensure all activities comply with regulatory requirements and internal policies, maintaining the highest standards of ethical conduct.The knowledge, experience and qualifications you need
- Education: Bachelors degree in finance, economics, or a related field. A professional qualification such as CFA, CFP, or equivalent is highly desirableExperience: Minimum of 10 years of experience in wealth management or investment management, with a proven track record of managing high-net- worth client portfoliosStrong analytical and quantitative skillsExcellent communication and interpersonal skillsDemonstrated ability to build and maintain client relationshipsLeadership experience with the ability to mentor and develop team membersIn-depth knowledge of financial markets, investment strategies, and regulatory requirements.What youll be like
- Client-focused with a commitment to providing exceptional serviceStrategic thinker with the ability to develop and implement innovative investment solutionsHigh level of integrity and professionalismStrong 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 industryResources: Access to Schroders' global resources and research capabilitiesCareer Development: Opportunities for continuous learning and professional growthCollaborative Culture: Work in a supportive and dynamic team environmentIf 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.We recognise potential, whoever you areOur purpose is to provide excellent investment performance to clients through active management. Diversity of thought, facilitated by an inclusive culture, will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.CareersResources
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