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Permanent

Portfolio Director - DFM

London
money-bag Negotiable
21A5B14EC948A5EE92EE2032CB73851C
Posted 3 days ago

This job is brought to you by Jobs/Redefined, the UK''s leading over-50s age inclusive jobs board.Job DescriptionPortfolio Director - DFMWho we''re looking forWe are seeking a highly skilled and experienced Portfolio Director to join our DFM team in London. 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.About Cazenove CapitalAt 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 companyWe''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 baseWe moved into our new HQ in the City of London in 2018. We''re close to our clients, in the heart of the UK''s financial centre. And we have everything we need to work flexibly.The teamWe are one of the largest UK-based wealth management firm, 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 doClient Relationship Management: Build and maintain strong relationships with high-net-worth clients, understanding their financial goals and providing tailored investment solutionsPortfolio Management: Develop and implement bespoke investment strategies, ensuring portfolios are aligned with clients'' objectives and risk toleranceMarket Analysis: Conduct thorough market research and analysis to inform investment decisions and provide clients with up-to-date market insightsTeam Leadership: Lead and mentor a team of investment professionals, fostering a collaborative and high-performance cultureBusiness Development: Identify and pursue new business opportunities, contributing to the growth of the firm''s client base and assets under managementCompliance: Ensure all activities comply with regulatory requirements and internal policies, maintaining the highest standards of ethical conduct.The knowledge, experience and qualifications you needEducation: Bachelor''s degree in finance, economics, or a related field. A professional qualification such as CFA, CFP, or equivalent is highly desirableExperience: Minimum of 10 years of experience in wealth management or investment management, with a proven track record of managing high-net- worth client portfoliosStrong analytical and quantitative skillsExcellent communication and interpersonal skillsDemonstrated ability to build and maintain client relationships particularly with IFA''sLeadership experience with the ability to mentor and develop team members andIn-depth knowledge of financial markets, investment strategies, and regulatory requirements.What you''ll be likeClient-focused with a commitment to providing exceptional service;Strategic thinker with the ability to develop and implement innovative investment solutionsHigh level of integrity and professionalismStrong work ethic and the ability to thrive in a fast-paced environment.Why Join UsReputation: Join a prestigious firm with a strong reputation in the wealth management industryResources: Access to Schroders'' global resources and research capabilitiesCareer Development: Opportunities for continuous learning and professional growthCollaborative Culture: Work in a supportive and dynamic team environmentIf 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 areOur 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.About UsWe''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.

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