Investment Portfolio Assistant Manager
1 month ago
Cazenove Capital, a division of Schroders, is seeking an experienced Investment Portfolio Assistant Manager to join our Wealth Management team. This role offers a unique opportunity for a driven and ambitious professional to contribute to the delivery of exceptional client service and investment management.
About Cazenove CapitalWe are one of the largest UK-based wealth management firms, providing bespoke investment solutions to private individuals, families, charities, and institutions. Our expertise spans investment, wealth planning, lending, and family office services, drawing on the resources of the Schroders group and our in-house investment team.
Role OverviewThis position involves supporting senior Portfolio Managers and Directors in managing clients' portfolios, ensuring alignment with their investment objectives, company rules, and regulatory requirements. Key responsibilities include:
- Developing relationships of trust with clients and acting as a primary point of contact for queries and concerns.
- Assisting in the preparation of client materials, including meeting packs and reports, to ensure seamless communication and informed decision-making.
- Supporting the account opening process for new clients and additional portfolios for existing clients, ensuring timely and accurate execution.
- Attending client meetings, participating in internal investment discussions, and contributing to market knowledge sharing.
To excel in this role, you will require:
- Excellent IT skills, particularly with Microsoft Office suite applications.
- A keen interest in the wealth management industry, with a strong understanding of global financial markets and news.
- Outstanding communication skills, with the ability to multi-task and maintain attention to detail in fast-paced environments.
Cazenove Capital is committed to creating a diverse and inclusive work environment, where everyone has the opportunity to thrive. As an equal opportunities employer, we welcome applications from candidates with a wide range of backgrounds and experiences. If you share our values of excellence, innovation, teamwork, passion, and integrity, we encourage you to apply.
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