Wealth Portfolio Director — Flexible Working & Leadership

Schroders UK; Chester; On-site; GBP 70,000 - 100,000; Full time

Benefits offered by this job

Career development opportunities

Access to global resources

Collaborative team culture

Job summary

Schroders UK is seeking a highly skilled Portfolio Director to manage high-net-worth clients and provide strategic investment advice. This role requires a minimum of 10 years in wealth management, a bachelor's degree in finance or economics, and strong leadership and analytical skills. The successful candidate will develop tailored investment strategies, conduct market research, and lead a team of investment professionals, ensuring compliance with industry regulations. A commitment to exceptional client service and a strategic mindset are essential.

Qualifications

• Minimum of 10 years of experience in wealth management or investment management.
• Proven track record managing high-net-worth client portfolios.
• Strong analytical and quantitative skills.

Responsibilities

• Build and maintain relationships with high-net-worth clients.
• Develop bespoke investment strategies.
• Conduct market research to inform investment decisions.
• Lead and mentor a team of investment professionals.
• Identify new business opportunities and grow client base.
• Ensure compliance with regulatory requirements.

Skills

Analytical skills

Interpersonal skills

Client relationship management

Leadership experience

Education

Bachelor's degree in finance, economics, or related field

Professional qualification (CFA, CFP, or equivalent)

Job description

Schroders UK is seeking a highly skilled Portfolio Director to manage high-net-worth clients and provide strategic investment advice. This role requires a minimum of 10 years in wealth management, a bachelor's degree in finance or economics, and strong leadership and analytical skills. The successful candidate will develop tailored investment strategies, conduct market research, and lead a team of investment professionals, ensuring compliance with industry regulations. A commitment to exceptional client service and a strategic mindset are essential.