Portfolio Manager
On site
Carshalton, United Kingdom
Full Time
12-03-2025
Job Specifications
Who we're looking for at Cazenove Capital
We're looking for a Portfolio Manager to join our Wealth Management division which is part of Schroders Plc. In the UK and Channel Islands we are known as Cazenove Capital.
We want someone who can work as a part of a successful team, enjoys prospecting for new business and who is passionate about delivering excellent client service and investment solutions for our clients.
The successful candidate will be busy, hands-on and have a ‘can-do’ approach.
What you’ll do
Manage, either directly or in conjunction with a Portfolio Director, client relationships and individual client portfolios to ensure that:
Mandates are adhered to;
Risk profiles are respected;
Clients are treated fairly;
Suitable revenue from the clients is achieved;
Performance dispersion is minimised across client base when mandate/risk profile are similar
Fully understand each client’s inter-family relationships, individual circumstances, risk profile, financial composure, investment objectives and specific restrictions
Report to clients in a timely and professional manner
Meet with clients regularly to update them on progress, re-assess their circumstances, ensure any agreed action is recorded and implemented
React to all client related enquiries in a timely manner and be proactive in relation to a changing economic background where relevant
Actively support our business development activities, identify and convert new business opportunities into profitable new client relationships
Assist with the preparation of investment proposals.
The Knowledge, Qualifications And Experience You Will Need
An approved Level 4 or above approved regulatory qualification;
If not held, willingness to study for (and achieve) The CISI Chartered Wealth Manager or equivalent higher level qualification;
Must obtain a Statement of Professional Standing on an annual basis.
Demonstrable client relationship and portfolio management experience
Have a sound understanding of the key wealth management compliance and regulatory requirements
Hold the relevant housing qualification to live and work in Jersey.
What you'll be like or have
Professional, organised, motivated, self-starter, strong interpersonal and verbal/written communication skills
Ability to inspire confidence and win the trust of internal / external professional counterparts, prospective and existing clients
A real attention to detail
Ability to make sound judgements with limited information
Good at working within a team, and collaborate well with other teams across the Wealth Management Division and Group
Able to work successfully under pressure and to tight deadlines
A willingness to learn and a desire to work with 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.
Due to strict housing controls in the Channel Islands, as part of the application process candidates must be able to demonstrate their right to live and work in Jersey.
About the Company
As a global investment manager, we help institutions, intermediaries and individuals across the planet meet their goals, fulfil their ambitions, and prepare for the future. But as the world changes, so do our clients’ needs. That’s why we have a long history of adapting to suit the times and keeping our focus on what matters most to our clients. Doing this takes experience and expertise. We bring together people and data to spot the trends that will shape the future. This provides a unique perspective which allows us to alw... Know more
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