Assistant Portfolio Manager – Wealth Management Growth

Schroders; Greater London; Ibrido; GBP 45.000 - 65.000; Tempo pieno

Vantaggi offerti da questo lavoro

Flexible working arrangements

Study leave for qualifications (CPD)

Sponsored courses

Descrizione del lavoro

Schroders, a global investment manager, seeks an Assistant Portfolio Manager to join Cazenove Capital in London. You will support Portfolio Managers, engage with clients, plan meetings, and prepare client materials while developing market knowledge and investment insight.

You will learn foundations of investment, stay client-focused, and contribute to a high-performance team in a flexible work environment. CPD support and professional qualification opportunities are available.

Competenze

• Excellent IT skills, especially with the Microsoft Office suite.
• A keen interest in the wealth management industry.
• An interest in global financial news and markets.
• Excellent communication skills and an ability to multi-task.

Mansioni

• Support Portfolio Managers and Directors to manage client portfolios and maintain trust.
• Be a point of contact for clients, respond promptly, and maintain a record of responses.
• Help to plan, organise and attend client meetings.
• Take responsibility for preparing client material including meeting packs and reports.
• Help to manage our account opening process for new clients and additional portfolios for existing clients.
• Take part in external fund manager meetings and internal investment meetings to share market knowledge.
• Assist Portfolio Managers with investment recommendations and, with approval, implement changes to securities or funds.
• Help with assessing portfolio suitability and performance and prepare investment proposals.
• Carry out trades in client portfolios according to instructions.
• Handle administrative duties, including checking transaction statements and monitoring deals.
• Keep colleagues informed about clients' portfolios and changes.
• Combine daily tasks with longer-term projects and respond to inquiries.
• Participate in our in-house presentation programme.
• Maintain CPD knowledge.
• Pursue professional qualifications (e.g., CISI Level 7 Chartered Wealth Manager) with study leave and sponsorship.

Conoscenze

Communication skills

Multi-tasking

Attention to detail

Teamwork

Willingness to learn

Strumenti

Microsoft Office

Descrizione del lavoro

Schroders, a global investment manager, seeks an Assistant Portfolio Manager to join Cazenove Capital in London. You will support Portfolio Managers, engage with clients, plan meetings, and prepare client materials while developing market knowledge and investment insight.

You will learn foundations of investment, stay client-focused, and contribute to a high-performance team in a flexible work environment. CPD support and professional qualification opportunities are available.