Portfolio Director
Who we’re looking for
We are seeking a highly skilled and experienced Portfolio Director to join our team in Edinburgh. The successful candidate will be responsible for growing and managing a portfolio of high-net-worth clients, providing strategic investment advice, and ensuring the delivery of exceptional client service.
In addition, you will take increasing day-to-day ownership of a set of existing intermediary relationships and associated discretionary portfolios, providing excellent service and robust investment oversight. Over time, you will help grow the intermediary book in partnership with business development colleagues, while operating within agreed governance and risk frameworks.
About Cazenove Capital
At Cazenove Capital we look after private individuals, families and charities. We are the wealth management business of the FTSE-listed global investment manager Schroders. We help our clients around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.
About Schroders, our parent company
We’re a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.
We have around 6,000 people on six continents. And we’ve been around for over 200 years, but keep adapting as society and technology changes. What doesn’t change is our commitment to helping our clients, and society, prosper.
The base
We are based at Charlotte Square in the centre of Edinburgh.
The team
We are one of the largest UK-based wealth management firm, based in Edinburgh headquartered in London but with offices around the country. We help private clients, families, charities and some institutions meet their long term goals by offering our expertise in investment, wealth planning, lending and family office services. We draw on the resources of the Schroders group, as well as having our own in house investment team.
We're open to flexible working, so we can all balance our personal and professional commitments.
What you’ll do
Client Relationship Management: Build and maintain strong relationships with high-net-worth clients, understanding their financial goals and providing tailored investment solutions
Portfolio Management: Develop and implement bespoke investment strategies, ensuring portfolios are aligned with clients' objectives and risk tolerance
Market Analysis: Conduct thorough market research and analysis to inform investment decisions and provide clients with up-to-date market insights
Team Leadership: Lead and mentor a team of investment professionals, fostering a collaborative and high-performance culture
Business Development: Identify and pursue new business opportunities, contributing to the growth of the firm's client base and assets under management
Compliance: Ensure all activities comply with regulatory requirements and internal policies, maintaining the highest standards of ethical conduct.
The knowledge, experience and qualifications you need
Education: Bachelor’s degree in finance, economics, or a related field. A professional qualification such as CFA, CFP, or equivalent is highly desirable
Experience: Minimum of 10 years of experience in wealth management or investment management, with a proven track record of managing high-net- worth client portfolios
Strong analytical and quantitative skills
Excellent communication and interpersonal skills
Demonstrated ability to build and maintain client relationships
Leadership experience with the ability to mentor and develop team members
In-depth knowledge of financial markets, investment strategies, and regulatory requirements.
What you’ll be like
Client-focused with a commitment to providing exceptional service
Strategic thinker with the ability to develop and implement innovative investment solutions
High level of integrity and professionalism
Strong work ethic and the ability to thrive in a fast-paced environment.
Why Join Us
Reputation: Join a prestigious firm with a strong reputation in the wealth management industry
Resources: Access to Schroders' global resources and research capabilities
Career Development: Opportunities for continuous learning and professional growth
Collaborative Culture: Work in a supportive and dynamic team environment
If you are a seasoned investment professional with a passion for delivering outstanding client service and a desire to join a leading wealth management firm, we would love to hear from you.
We recognise potential, whoever you are
Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought, facilitated by an inclusive culture, will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.
