Portfolio Manager
1 month ago
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Who we're looking for at Cazenove Capital
We're looking for a Portfolio Manager to join our Wealth Management division known as Cazenove Capital, which is part of the Schroders group. Someone who is passionate about delivering excellent client service and investment management for our clients.
We want someone who can work as a part of a team, potentially managing reports and prospecting for new business. You'll be busy, hands-on and can-do.
What you'll do
• Manage, either directly or in conjunction with Portfolio Director and/or Associate/Assistant Portfolio Manager, client relationships and individual client portfolios in line with appropriate and agreed Strategic Asset Allocation, benchmarks and restrictions.
• Fully understand the client's inter-family relationships, individual circumstances, risk profile, investment objectives, specific restrictions and resulting mandates
• Within each asset class, recommend and action any changes to underlying securities and/or funds in line with appropriate models and funds buy-list
• Report to the clients in a timely and professional manner
• Meet with clients regularly and to ensure any action agreed is minuted and implemented
• React to all client related enquiries in a timely manner and maintain a record of responses
• Have primary responsibility for new client set-up, sign off and maintenance in a timely fashion (Inc. KYC, ML/DD suitability and restrictions). This to include issuance of the Welcome/Initial Policy Letter
• Manage and train Assistant Portfolio Managers or Associate Portfolio Managers on the team where applicable and ensure they attend client meetings
• Undertake regular review of the work of allocated to Administrative Assistant/Client Service Executive and where applicable work with the Assistant Portfolio Manager to ensure that:
o Mandates are adhered to;
o Risk profiles are respected;
o Clients are treated fairly;
o Suitable revenue from the clients is achieved;
• Performance dispersion is minimised across client base when mandate/risk profile similar
• actively market and develop profitable new client relationships both internally and externally
• Identify and convert new business opportunities in order to achieve your personal New Business target
• • assist others to achieve their New Business aims, either by way of recipient or key contributor to successful new relationships
• • manage and train Assistant or Associate managers on the team where applicable
The knowledge, experience and qualifications you need
• • Strong understanding of global segregated offering.
• • Controlled Function 30 - Customer function
• • An approved Level 4 or above FSA approved regulatory qualification;
• • The CISI Diploma or equivalent higher level qualification;
• • Must obtain a Statement of Professional Standing on an annual basis.
• • Professional, organised, motivated, self-starter, strong interpersonal and verbal/written communication skills.
• • Demonstrated investment experience
What you'll be like
• • A really good communicator - great at listening, being clear and giving reassurance
• • A good number cruncher
• • Self-motivated and enthusiastic
• • Good at working in a team, and with other teams
• • Keen on developing others, perhaps even managing people formally
• • You'll have real attention to detail
• • Able to work under pressure and to tight deadlines
• • Show a willingness to learn and develop and a desire to work with your colleagues to achieve excellent client outcomes
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.
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