Associate Portfolio Manager

Schroders Recruitment; London; On-site; GBP 40,000 - 80,000; Full time

Job summary

An established industry player seeks a motivated individual to assist Portfolio Directors in managing client relationships and investment portfolios. This role provides an excellent opportunity to develop the necessary skills for a future Portfolio Manager position. The ideal candidate will demonstrate strong client service, relationship management, and communication skills, while working collaboratively with various teams to enhance the client experience. This dynamic environment encourages professional growth and offers flexible working arrangements, making it an exciting opportunity for those looking to thrive in the wealth management sector.

Benefits

Flexible Working

Professional Development Opportunities

Diversity and Inclusion Initiatives

Qualifications

• Degree qualified or equivalent required.
• Investment Advice Diploma (IAD) preferred for candidates.

Responsibilities

• Assist Portfolio Directors with client relationship management.
• Ensure delivery of excellent client service and respond to queries.

Skills

Client Service

Relationship Management

Communication Skills

Numeracy

Problem Solving

Education

Degree or Equivalent

Investment Advice Diploma (IAD)

CISI Masters in Wealth Management

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Job description

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
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
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 you’ll do
Assist Portfolio Directors with day-to-day management of client relationships and investment portfolios, with the intention to develop the skills necessary to progress to a Portfolio Manager role. Main duties and responsibilities include:
• Ensure delivery of excellent client service, including involvement with projects to enhance the client experience;
• Understand the client's inter-family relationships, individual circumstances, long-term objectives, risk profile, mandates, restrictions and future needs;
• Report to clients in a timely manner and contribute with ideas for content;
• Prepare for and attend client meetings; write comprehensive meeting notes; and, respond to actions arising efficiently and accurately;
• Respond to client queries and administrative needs in a timely and professional manner;
• Close collaboration across all functional areas to facilitate efficient operation of accounts, resolve client issues and develop a position of trust with clients;
• Be an additional point of contact for clients when the Family Office Services Director and/or Portfolio Director are not available;
• Help monitor clients' portfolios in line with agreed Strategic Asset Allocation benchmarks and restrictions;
• Ensure investment mandate changes are captured, recorded and implemented;
• Monitor income levels for clients with specific targets;
• Maintain client data and spreadsheets for large family groups;
• Contribute to business development through helping to identify opportunities to expand the scope of services provided in support of client goals and by editing and tailoring RFPs;
• Develop an understanding of the full range of services offered by Schroders Global Family Office Service and Cazenove Capital, and their appropriateness for individual clients' portfolios;
• Oversee the setting up of new accounts to capture client wishes and instructions correctly;
• Ensure that clients are treated fairly.

The knowledge, experience and qualifications you need
• Degree qualified, or equivalent
• Should hold the Investment Advice Diploma (IAD) qualification, or equivalent Level 4 FCA approved qualification (Preferred) *
• Study the CISI Masters in Wealth Management or equivalent FCA approved qualification

*The incumbent is required to obtain the full IAD, or equivalent FCA approved RDR compliant qualification, within a reasonable timeframe after joining the Firm.

The knowledge, experience and qualifications that will help
• Previous professional corporate experience
• Some familiarity with investments, settlement and operational functions
• Able to demonstrate and evidence Continued Professional Development

What you’ll be like
• Professional
• Client-focused
• Strong relationship, interpersonal and verbal/written communication skills
• High level of numeracy
• Intermediate level in Microsoft Word, Excel and PowerPoint
• Empathetic; able to build understanding and trust
• Highly organised with attention to detail
• Solution-oriented
• A motivated self-starter
• Ability to work as part of a team and under pressure

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, 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.

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
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
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 you’ll do
Assist Portfolio Directors with day-to-day management of client relationships and investment portfolios, with the intention to develop the skills necessary to progress to a Portfolio Manager role. Main duties and responsibilities include:
• Ensure delivery of excellent client service, including involvement with projects to enhance the client experience;
• Understand the client's inter-family relationships, individual circumstances, long-term objectives, risk profile, mandates, restrictions and future needs;
• Report to clients in a timely manner and contribute with ideas for content;
• Prepare for and attend client meetings; write comprehensive meeting notes; and, respond to actions arising efficiently and accurately;
• Respond to client queries and administrative needs in a timely and professional manner;
• Close collaboration across all functional areas to facilitate efficient operation of accounts, resolve client issues and develop a position of trust with clients;
• Be an additional point of contact for clients when the Family Office Services Director and/or Portfolio Director are not available;
• Help monitor clients' portfolios in line with agreed Strategic Asset Allocation benchmarks and restrictions;
• Ensure investment mandate changes are captured, recorded and implemented;
• Monitor income levels for clients with specific targets;
• Maintain client data and spreadsheets for large family groups;
• Contribute to business development through helping to identify opportunities to expand the scope of services provided in support of client goals and by editing and tailoring RFPs;
• Develop an understanding of the full range of services offered by Schroders Global Family Office Service and Cazenove Capital, and their appropriateness for individual clients' portfolios;
• Oversee the setting up of new accounts to capture client wishes and instructions correctly;
• Ensure that clients are treated fairly.

The knowledge, experience and qualifications you need
• Degree qualified, or equivalent
• Should hold the Investment Advice Diploma (IAD) qualification, or equivalent Level 4 FCA approved qualification (Preferred) *
• Study the CISI Masters in Wealth Management or equivalent FCA approved qualification

*The incumbent is required to obtain the full IAD, or equivalent FCA approved RDR compliant qualification, within a reasonable timeframe after joining the Firm.

The knowledge, experience and qualifications that will help
• Previous professional corporate experience
• Some familiarity with investments, settlement and operational functions
• Able to demonstrate and evidence Continued Professional Development

What you’ll be like
• Professional
• Client-focused
• Strong relationship, interpersonal and verbal/written communication skills
• High level of numeracy
• Intermediate level in Microsoft Word, Excel and PowerPoint
• Empathetic; able to build understanding and trust
• Highly organised with attention to detail
• Solution-oriented
• A motivated self-starter
• Ability to work as part of a team and under pressure

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, 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.

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
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
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 you’ll do
Assist Portfolio Directors with day-to-day management of client relationships and investment portfolios, with the intention to develop the skills necessary to progress to a Portfolio Manager role. Main duties and responsibilities include:
• Ensure delivery of excellent client service, including involvement with projects to enhance the client experience;
• Understand the client's inter-family relationships, individual circumstances, long-term objectives, risk profile, mandates, restrictions and future needs;
• Report to clients in a timely manner and contribute with ideas for content;
• Prepare for and attend client meetings; write comprehensive meeting notes; and, respond to actions arising efficiently and accurately;
• Respond to client queries and administrative needs in a timely and professional manner;
• Close collaboration across all functional areas to facilitate efficient operation of accounts, resolve client issues and develop a position of trust with clients;
• Be an additional point of contact for clients when the Family Office Services Director and/or Portfolio Director are not available;
• Help monitor clients' portfolios in line with agreed Strategic Asset Allocation benchmarks and restrictions;
• Ensure investment mandate changes are captured, recorded and implemented;
• Monitor income levels for clients with specific targets;
• Maintain client data and spreadsheets for large family groups;
• Contribute to business development through helping to identify opportunities to expand the scope of services provided in support of client goals and by editing and tailoring RFPs;
• Develop an understanding of the full range of services offered by Schroders Global Family Office Service and Cazenove Capital, and their appropriateness for individual clients' portfolios;
• Oversee the setting up of new accounts to capture client wishes and instructions correctly;
• Ensure that clients are treated fairly.

The knowledge, experience and qualifications you need
• Degree qualified, or equivalent
• Should hold the Investment Advice Diploma (IAD) qualification, or equivalent Level 4 FCA approved qualification (Preferred) *
• Study the CISI Masters in Wealth Management or equivalent FCA approved qualification

*The incumbent is required to obtain the full IAD, or equivalent FCA approved RDR compliant qualification, within a reasonable timeframe after joining the Firm.

The knowledge, experience and qualifications that will help
• Previous professional corporate experience
• Some familiarity with investments, settlement and operational functions
• Able to demonstrate and evidence Continued Professional Development

What you’ll be like
• Professional
• Client-focused
• Strong relationship, interpersonal and verbal/written communication skills
• High level of numeracy
• Intermediate level in Microsoft Word, Excel and PowerPoint
• Empathetic; able to build understanding and trust
• Highly organised with attention to detail
• Solution-oriented
• A motivated self-starter
• Ability to work as part of a team and under pressure

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, 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.

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For applicants applying for positions with Schroder Investment Management North America Inc. (SIMNA):
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