Associate Portfolio Manager
Associate Portfolio Manager
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Job Description
About Cazenove Capital
At Cazenove Capital we look after private individuals families and charities. We are the wealth management business of the FTSElisted 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 company
Were 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 6000 people on six continents. And weve been around for over 200 years but keep adapting as society and technology changes. What doesnt change is our commitment to helping our clients and society prosper.
The base
We moved into our new HQ in the City of London in 2018. Were close to our clients in the heart of the UKs financial centre. And we have everything we need to work flexibly.
The team
We are one of the largest UKbased 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.
Were open to flexible working so we can all balance our personal and professional commitments.
What youll do
Assist Portfolio Directors with daytoday management of client relationships and investment portfolios with the intention to develop the skills necessary to progress to a Portfolio Manager role. Main duties and responsibilities include:
Ensure delivery of excellent client service including involvement with projects to enhance the client experience;
Understand the clients interfamily relationships individual circumstances longterm objectives risk profile mandates restrictions and future needs;
Report to clients in a timely manner and contribute with ideas for content;
Prepare for and attend client meetings; write comprehensive meeting notes; and respond to actions arising efficiently and accurately;
Respond to client queries and administrative needs in a timely and professional manner;
Close collaboration across all functional areas to facilitate efficient operation of accounts resolve client issues and develop a position of trust with clients;
Be an additional point of contact for clients when the Family Office Services Director and/or Portfolio Director are not available;
Help monitor clients portfolios in line with agreed Strategic Asset Allocation benchmarks and restrictions;
Ensure investment mandate changes are captured recorded and implemented;
Monitor income levels for clients with specific targets;
Maintain client data and spreadsheets for large family groups;
Contribute to business development through helping to identify opportunities to expand the scope of services provided in support of client goals and by editing and tailoring RFPs;
Develop an understanding of the full range of services offered by Schroders Global Family Office Service and Cazenove Capital and their appropriateness for individual clients portfolios;
Oversee the setting up of new accounts to capture client wishes and instructions correctly;
Ensure that clients are treated fairly.
The knowledge experience and qualifications you need
Degree qualified or equivalent
Should hold the Investment Advice Diploma (IAD) qualification or equivalent Level 4 FCA approved qualification (Preferred) *
Study the CISI Masters in Wealth Management or equivalent FCA approved qualification
*The incumbent is required to obtain the full IAD or equivalent FCA approved RDR compliant qualification within a reasonable timeframe after joining the Firm.
The knowledge experience and qualifications that will help
Previous professional corporate experience
Some familiarity with investments settlement and operational functions
Able to demonstrate and evidence Continued Professional Development
What youll be like
Professional
Clientfocused
Strong relationship interpersonal and verbal/written communication skills
High level of numeracy
Intermediate level in Microsoft Word Excel and PowerPoint
Empathetic; able to build understanding and trust
Highly organised with attention to detail
Solutionoriented
A motivated selfstarter
Ability to work as part of a team and under pressure
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 socioeconomic background or any other protected characteristic.
About Cazenove Capital
At Cazenove Capital we look after private individuals families and charities. We are the wealth management business of the FTSElisted 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 company
Were 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 6000 people on six continents. And weve been around for over 200 years but keep adapting as society and technology changes. What doesnt change is our commitment to helping our clients and society prosper.
The base
We moved into our new HQ in the City of London in 2018. Were close to our clients in the heart of the UKs financial centre. And we have everything we need to work flexibly.
The team
We are one of the largest UKbased 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.
Were open to flexible working so we can all balance our personal and professional commitments.
What youll do
Assist Portfolio Directors with daytoday management of client relationships and investment portfolios with the intention to develop the skills necessary to progress to a Portfolio Manager role. Main duties and responsibilities include:
Ensure delivery of excellent client service including involvement with projects to enhance the client experience;
Understand the clients interfamily relationships individual circumstances longterm objectives risk profile mandates restrictions and future needs;
Report to clients in a timely manner and contribute with ideas for content;
Prepare for and attend client meetings; write comprehensive meeting notes; and respond to actions arising efficiently and accurately;
Respond to client queries and administrative needs in a timely and professional manner;
Close collaboration across all functional areas to facilitate efficient operation of accounts resolve client issues and develop a position of trust with clients;
Be an additional point of contact for clients when the Family Office Services Director and/or Portfolio Director are not available;
Help monitor clients portfolios in line with agreed Strategic Asset Allocation benchmarks and restrictions;
Ensure investment mandate changes are captured recorded and implemented;
Monitor income levels for clients with specific targets;
Maintain client data and spreadsheets for large family groups;
Contribute to business development through helping to identify opportunities to expand the scope of services provided in support of client goals and by editing and tailoring RFPs;
Develop an understanding of the full range of services offered by Schroders Global Family Office Service and Cazenove Capital and their appropriateness for individual clients portfolios;
Oversee the setting up of new accounts to capture client wishes and instructions correctly;
Ensure that clients are treated fairly.
The knowledge experience and qualifications you need
Degree qualified or equivalent
Should hold the Investment Advice Diploma (IAD) qualification or equivalent Level 4 FCA approved qualification (Preferred) *
Study the CISI Masters in Wealth Management or equivalent FCA approved qualification
*The incumbent is required to obtain the full IAD or equivalent FCA approved RDR compliant qualification within a reasonable timeframe after joining the Firm.
The knowledge experience and qualifications that will help
Previous professional corporate experience
Some familiarity with investments settlement and operational functions
Able to demonstrate and evidence Continued Professional Development
What youll be like
Professional
Clientfocused
Strong relationship interpersonal and verbal/written communication skills
High level of numeracy
Intermediate level in Microsoft Word Excel and PowerPoint
Empathetic; able to build understanding and trust
Highly organised with attention to detail
Solutionoriented
A motivated selfstarter
Ability to work as part of a team and under pressure
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 socioeconomic background or any other protected characteristic.
About Cazenove Capital
At Cazenove Capital we look after private individuals families and charities. We are the wealth management business of the FTSElisted 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 company
Were 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 6000 people on six continents. And weve been around for over 200 years but keep adapting as society and technology changes. What doesnt change is our commitment to helping our clients and society prosper.
The base
We moved into our new HQ in the City of London in 2018. Were close to our clients in the heart of the UKs financial centre. And we have everything we need to work flexibly.
The team
We are one of the largest UKbased 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.
Were open to flexible working so we can all balance our personal and professional commitments.
What youll do
Assist Portfolio Directors with daytoday management of client relationships and investment portfolios with the intention to develop the skills necessary to progress to a Portfolio Manager role. Main duties and responsibilities include:
Ensure delivery of excellent client service including involvement with projects to enhance the client experience;
Understand the clients interfamily relationships individual circumstances longterm objectives risk profile mandates restrictions and future needs;
Report to clients in a timely manner and contribute with ideas for content;
Prepare for and attend client meetings; write comprehensive meeting notes; and respond to actions arising efficiently and accurately;
Respond to client queries and administrative needs in a timely and professional manner;
Close collaboration across all functional areas to facilitate efficient operation of accounts resolve client issues and develop a position of trust with clients;
Be an additional point of contact for clients when the Family Office Services Director and/or Portfolio Director are not available;
Help monitor clients portfolios in line with agreed Strategic Asset Allocation benchmarks and restrictions;
Ensure investment mandate changes are captured recorded and implemented;
Monitor income levels for clients with specific targets;
Maintain client data and spreadsheets for large family groups;
Contribute to business development through helping to identify opportunities to expand the scope of services provided in support of client goals and by editing and tailoring RFPs;
Develop an understanding of the full range of services offered by Schroders Global Family Office Service and Cazenove Capital and their appropriateness for individual clients portfolios;
Oversee the setting up of new accounts to capture client wishes and instructions correctly;
Ensure that clients are treated fairly.
The knowledge experience and qualifications you need
Degree qualified or equivalent
Should hold the Investment Advice Diploma (IAD) qualification or equivalent Level 4 FCA approved qualification (Preferred) *
Study the CISI Masters in Wealth Management or equivalent FCA approved qualification
*The incumbent is required to obtain the full IAD or equivalent FCA approved RDR compliant qualification within a reasonable timeframe after joining the Firm.
The knowledge experience and qualifications that will help
Previous professional corporate experience
Some familiarity with investments settlement and operational functions
Able to demonstrate and evidence Continued Professional Development
What youll be like
Professional
Clientfocused
Strong relationship interpersonal and verbal/written communication skills
High level of numeracy
Intermediate level in Microsoft Word Excel and PowerPoint
Empathetic; able to build understanding and trust
Highly organised with attention to detail
Solutionoriented
A motivated selfstarter
Ability to work as part of a team and under pressure
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 socioeconomic background or any other protected characteristic.
Required Experience:
Manager
Employment Type
Full Time
