London-based Senior Portfolio Director - DFM/IFA

Schroders; City Of London; Vor Ort; GBP 120.000 - 190.000; Vollzeit

Zusammenfassung

Cazenove Capital, the wealth management arm of Schroders, is seeking a Portfolio Director to lead an intermediary-focused book in London. You will be based in the London office, with regular travel across the UK to support intermediary and client relationships.

You will own the discretionary portfolios linked to IFAs, work with colleagues across investments, operations and risk, and guide more junior team members.

Qualifikationen

• Significant experience in portfolio management/investment management, with a proven track record in DFM and IFA servicing.
• Strong understanding of the service model when operating via intermediaries (pace, responsiveness, relationship management, suitability).
• Confident, credible communicator with resilience and professionalism in senior meetings with intermediaries and clients.

Aufgaben

• Take full responsibility for a book of discretionary portfolios linked to intermediary (IFA) relationships, acting as the senior investment and relationship lead.
• Build and maintain long-term relationships with IFAs through responsiveness, professionalism, and external meetings.
• Lead meetings with IFAs and end-clients, explaining portfolio strategy, performance, and key risks.
• Oversee portfolio actions (rebalancing, transitions, cash management) in line with objectives and governance.
• Collaborate with internal stakeholders to ensure efficient implementation and strong control standards.
• Lead business development with intermediaries: convert introductions into funded mandates and support retention through excellent service.

Kenntnisse

DFM / IFA servicing

Portfolio management

Intermediary relationship management

Senior stakeholder engagement

Excel

PowerPoint

Tools

Excel

PowerPoint

Jobbeschreibung

Cazenove Capital, the wealth management arm of Schroders, is seeking a Portfolio Director to lead an intermediary-focused book in London. You will be based in the London office, with regular travel across the UK to support intermediary and client relationships.

You will own the discretionary portfolios linked to IFAs, work with colleagues across investments, operations and risk, and guide more junior team members.