Who we're looking for
We are seeking an Assistant Portfolio Manager to join our Wealth Management division, Cazenove Capital, within the Schroders group. The ideal candidate will be passionate about providing exceptional client service and investment management expertise. You will work alongside our Portfolio Managers, demonstrating the desire and curiosity to learn both their roles and your own. Your responsibilities will include understanding the analysis, checks, and balances that ensure our clients' portfolios remain in excellent condition.
In this dynamic role, you will engage proactively, honing your investment knowledge, tuning in to clients' needs, and ensuring that Portfolio Managers are kept informed and updated.
About Cazenove Capital At Cazenove Capital we look after private individuals, families and charities. We are the wealth management business of the FTSE-listed 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.
What you'll do
Support Portfolio Managers and Directors in managing client portfolios in alignment with clients' investment preferences, our internal policies, and regulatory requirements, fostering trust in client relationships. Act as a point of contact for clients, responding to inquiries promptly and maintaining comprehensive records. Assist in planning, organising, and attending client meetings. Prepare client materials, including meeting packs and reports. Manage the account opening process for new clients and additional portfolios for existing clients. Participate in external fund manager meetings and internal investment meetings across Schroders to share insights and market knowledge. Assist Portfolio Managers with investment recommendations and execute changes to underlying securities or funds upon their approval. Evaluate portfolio suitability and performance, drafting investment proposals. Execute trades in client portfolios in accordance with instructions and investment recommendations. Complete administrative duties efficiently, ensuring accurate checks of clients' transaction statements and monitoring outstanding deals. Keep team members informed about clients' portfolios, addressing any changes, queries, or issues. Balance regular daily tasks with long-term projects, adapting to varying deadlines and responding to incoming inquiries. Engage in our leading in-house presentation programme. Continuously update your knowledge through professional development (CPD). Receive support in pursuing professional qualifications (RDR Level 7), such as the CISI Level 7 Chartered Wealth Manager qualification, which includes 10 days of study leave and sponsored courses. Uphold Schroders' core values of Excellence, Innovation, Teamwork, Passion, and Integrity in all aspects of your work.
The knowledge, experience and qualifications you need
Strong IT proficiency, particularly in the Microsoft Office suite. Driving License needed. A keen interest in the wealth management industry. Awareness of global financial news and markets. Excellent communication skills and the ability to manage multiple tasks simultaneously.
What you'll be like
A highly effective communicator, skilled in listening, articulating clearly, and providing reassurance. Analytical and adept with numbers. Self-motivated and enthusiastic. Collaborative, with the ability to work effectively within and across teams. Attentive to detail. Able to perform under pressure and meet tight deadlines. Eager to learn and develop, with a commitment to achieving excellent client outcomes through teamwork.
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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About Cazenove Capital At Cazenove Capital we look after private individuals, families and charities. We are the wealth management business of the FTSE-listed 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.
What you'll do
Support Portfolio Managers and Directors in managing client portfolios in alignment with clients' investment preferences, our internal policies, and regulatory requirements, fostering trust in client relationships. Act as a point of contact for clients, responding to inquiries promptly and maintaining comprehensive records. Assist in planning, organising, and attending client meetings. Prepare client materials, including meeting packs and reports. Manage the account opening process for new clients and additional portfolios for existing clients. Participate in external fund manager meetings and internal investment meetings across Schroders to share insights and market knowledge. Assist Portfolio Managers with investment recommendations and execute changes to underlying securities or funds upon their approval. Evaluate portfolio suitability and performance, drafting investment proposals. Execute trades in client portfolios in accordance with instructions and investment recommendations. Complete administrative duties efficiently, ensuring accurate checks of clients' transaction statements and monitoring outstanding deals. Keep team members informed about clients' portfolios, addressing any changes, queries, or issues. Balance regular daily tasks with long-term projects, adapting to varying deadlines and responding to incoming inquiries. Engage in our leading in-house presentation programme. Continuously update your knowledge through professional development (CPD). Receive support in pursuing professional qualifications (RDR Level 7), such as the CISI Level 7 Chartered Wealth Manager qualification, which includes 10 days of study leave and sponsored courses. Uphold Schroders' core values of Excellence, Innovation, Teamwork, Passion, and Integrity in all aspects of your work.
The knowledge, experience and qualifications you need
Strong IT proficiency, particularly in the Microsoft Office suite. Driving License needed. A keen interest in the wealth management industry. Awareness of global financial news and markets. Excellent communication skills and the ability to manage multiple tasks simultaneously.
What you'll be like
A highly effective communicator, skilled in listening, articulating clearly, and providing reassurance. Analytical and adept with numbers. Self-motivated and enthusiastic. Collaborative, with the ability to work effectively within and across teams. Attentive to detail. Able to perform under pressure and meet tight deadlines. Eager to learn and develop, with a commitment to achieving excellent client outcomes through teamwork.
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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