Portfolio Director – Wealth & Client Growth (Flexible)

Schroders; Easter Howgate; Hybrid; GBP 120,000 - 160,000; Full time

Job summary

Schroders, through Cazenove Capital, seeks a Portfolio Director in Edinburgh to lead a portfolio of client relationships, driving commercial outcomes while upholding client experience and risk discipline.

The role balances business development, long-term client outcomes, and firm-wide stewardship. Regulatory qualifications are expected, with equivalence noted for historic credentials.

Qualifications

• Experience leading a portfolio of client relationships.
• Strong track record in driving revenue and growth.
• Ability to navigate risk, governance, and regulatory requirements.

Responsibilities

• Lead a defined portfolio of client relationships to deliver commercial outcomes.
• Drive revenue growth through proactive client engagement and opportunity management.
• Originate and secure high-quality mandates with strategic value.
• Collaborate across teams to deliver integrated client solutions and planning.

Skills

Relationship management

Business development

Leadership

Risk governance

Regulatory qualifications

Job description

Schroders, through Cazenove Capital, seeks a Portfolio Director in Edinburgh to lead a portfolio of client relationships, driving commercial outcomes while upholding client experience and risk discipline.

The role balances business development, long-term client outcomes, and firm-wide stewardship. Regulatory qualifications are expected, with equivalence noted for historic credentials.