Portfolio Director
3 weeks ago
Job Title: Portfolio Director
About the Role:
We are seeking a highly skilled Portfolio Director to join our Wealth Management division at Schroders. As a Portfolio Director, you will be responsible for managing client relationships and individual client portfolios in line with agreed Strategic Asset Allocation, benchmarks, and restrictions.
Key Responsibilities:
- Manage client relationships and individual client portfolios
- Recommend and action changes to underlying securities and/or funds
- Report to clients in a timely and professional manner
- Meet with clients regularly and ensure any action agreed is minuted and implemented
- React to 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
- Manage and train Assistant Portfolio Managers or Associate Portfolio Managers on the team
Requirements:
- Strong understanding of global segregated offerings
- Controlled Function 30 – Customer function
- Approved Level 4 or above FSA approved regulatory qualification
- CISI Diploma or equivalent higher-level qualification
- Professional, organised, motivated, self-starter, strong interpersonal and verbal/written communication skills
- Demonstrated investment experience
About Us:
Schroders is a global investment management company that provides excellent investment performance to clients through active management. We value diversity of thought and inclusion, and we are an equal opportunities employer.
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