Senior Portfolio Director: Growth, Risk & Client Relations

Schroders UK; Birmingham; On-site; GBP 120,000 - 160,000; Full time

Job summary

Schroders UK is seeking a Portfolio Director in Birmingham to lead and grow a high-value client portfolio, delivering strong commercial outcomes while setting the standard for client experience, risk discipline, and collaborative leadership.

You will balance revenue growth with long-term client outcomes, team contribution, and firm-wide stewardship, with ongoing personal development toward more senior client leadership roles.

Qualifications

• Regulatory-approved Level 4 and 7 qualifications such as CFA or CISI.

Responsibilities

• Own and deliver sustainable net new business growth across the portfolio.
• Drive annual revenue growth through deep client relationships and proactive opportunities.
• Originate and convert high-quality opportunities, including complex or strategic mandates.
• Act as a trusted referral partner across the firm, generating and receiving meaningful internal referrals.
• Set the standard for exceptional client service and long-term retention.
• Build trusted, multi-generational relationships with key clients and influencers.
• Actively manage client risk profiles, ensuring suitability and long-term alignment.
• Lead collaborative client solutions, drawing on specialist and investment expertise.
• Represent the firm credibly with high-value and high-risk clients.

Education

Regulatory-approved Level 4 and 7 qualifications (CFA or CISI)

Job description

Schroders UK is seeking a Portfolio Director in Birmingham to lead and grow a high-value client portfolio, delivering strong commercial outcomes while setting the standard for client experience, risk discipline, and collaborative leadership.

You will balance revenue growth with long-term client outcomes, team contribution, and firm-wide stewardship, with ongoing personal development toward more senior client leadership roles.