Portfolio Manager — Flexible Working & Client Growth

Schroders; Greater London; Hybrid; GBP 90,000 - 150,000; Full time

Job summary

Schroders Wealth Management in London seeks a Portfolio Manager to manage and develop relationships with US clients serviced through the UK operating model, providing investment expertise and oversight while ensuring compliance with UK and US regulations.

The role involves collaborating with global colleagues to deliver consistent investment outcomes, supporting junior colleagues, and contributing to the firm’s client franchise. A regulated Level 4/7 qualification such as CISI is expected.

Qualifications

• Proven ability to manage a defined portfolio of clients
• Strong investment knowledge to provide investment expertise
• Track record delivering compliant, regulatory-led client outcomes

Responsibilities

• Own a defined portfolio of clients and deliver high‑quality service
• Build trusted long‑term relationships through proactive engagement
• Ensure compliance with UK and US regulatory requirements
• Collaborate with global teams to deliver consistent investment outcomes
• Support development of junior colleagues and share knowledge

Skills

Relationship management

Investment expertise

Regulatory compliance

Portfolio oversight

Education

Regulatory-approved Level 4/7 CISI or equivalent

Job description

Schroders Wealth Management in London seeks a Portfolio Manager to manage and develop relationships with US clients serviced through the UK operating model, providing investment expertise and oversight while ensuring compliance with UK and US regulations.

The role involves collaborating with global colleagues to deliver consistent investment outcomes, supporting junior colleagues, and contributing to the firm’s client franchise. A regulated Level 4/7 qualification such as CISI is expected.