Portfolio Manager (US/UK)

Who we’re looking for The Portfolio Manager is responsible for manage and developing relationships with US clients serviced through SWUSL’s UK operating model, providing investment expertise and portfolio oversight while ensuring compliance with applicable UK and US regulatory requirements. Collaborate with colleagues across global teams to deliver consistent, high-quality investment outcomes and client service.Portfolio Managers work closely with senior colleagues and specialists, developing their judgement, capability, and commercial confidence over time. They also play an important role in supporting the development of more junior colleagues, sharing knowledge, and helping build capability across the team. This role is a core building block in the firm’s client franchise and a key pipeline role for future senior leaders. The role holder should hold suitable regulatory-approved Level 4 and 7 qualifications, such as CISI.About Cazenove CapitalAt 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.About Schroders, our parent companySchroders is a global investment manager which provides active asset management, wealth management and investment solutions. We aim to provide excellent investment performance to clients through active management. We serve a diverse client base that includes pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high net worth individuals, family offices, as well as end clients through partnerships with distributors, financial advisers, and online platforms.Established in 1804, we have around 5,500 people across 36 global locations. Schroders' success can be attributed to its diversified business model, spanning different asset classes, client types and geographies.The baseWe have been at 1 London Wall Place since 2018. We’re close to our clients, in the heart of the UK’s financial centre, and have everything we need to work flexibly.Scope & AccountabilityOwnership of a defined portfolio of clientsAccountability for client service, retention, and delivery against client objectivesResponsibility for operating within agreed risk and governance parametersContribution to team culture, collaboration, and shared successActive support for the development of junior colleagues and future talentPersonal development towards more senior client leadership rolesKey Responsibilities1. Client Management & GrowthManage a portfolio of clients, delivering consistent, high-quality serviceBuild trusted, long-term relationships through regular, proactive engagementIdentify opportunities to grow client relationships in line with client needsSupport net new business through referrals and introductionsDeliver revenue growth through disciplined, client-appropriate activityDeliver agreed targets across net new assets, revenue growth, and client profitability metricsEscalate complex or high-risk matters appropriately2. Client Experience & DeliveryProvide a responsive, professional, and personal client experienceEnsure client objectives, circumstances, and risk profiles are well understoodMaintain accurate records and documentation for all client interactionsSupport client reviews, portfolio updates, and implementation activityWork closely with Investment, Planning, and specialist teams to deliver solutionsContribute positively to client retention and satisfaction3. Risk Awareness & GovernanceOperate within all regulatory, group, and divisional policiesComplete KYC, client reviews, and documentation accurately and on timeUnderstand portfolio risk parameters and escalate concerns earlyDemonstrate sound judgement in client decision-makingSupport a strong risk culture through disciplined behavioursComplete all mandatory training within required timelines4. Platform & Operational EffectivenessUse the firm’s platform effectively to support client outcomesFollow agreed processes to ensure consistency and efficiencySupport appropriate use of discretionary or centralised solutionsUse data and tools to track client activity and deliveryLeverage data, insights, and digital tools to improve client outcomes and decision-makingAdopt new tools and ways of working where they add valueContribute to continuous improvement of client processes5. Collaboration, Team Contribution & Development of OthersWork collaboratively with colleagues across Wealth ManagementSupport Portfolio Directors and Team Managers in delivering client outcomesDevelop and support more junior colleagues, including Assistant/Associate Portfolio Managers and Client Services Executives, through coaching, knowledge-sharing, and day-to-day guidanceShare knowledge, insight, and best practice with peersContribute to a positive, inclusive, and professional team environmentRepresent the firm positively with clients and internal partners6. Professional Development & Role ModellingTake ownership of personal development and capability buildingSeek feedback and coaching to strengthen performance and judgementBuild commercial, technical, and client leadership skills over timeDemonstrate professionalism, integrity, and accountability in all activitiesAct as a role model for firm values and expected behavioursKey RelationshipsClients and family groups within assigned portfolio of clientsPortfolio Directors, Team Managers, and Team HeadsAssistant/Associate Portfolio Managers and Client Services ExecutivesInvestment, Planning, and specialist teamsRisk, Compliance, and operational colleaguesWhat Success Looks LikeA well-managed, stable, and growing portfolio of clientsStrong client relationships and retentionConsistent delivery of high service and governance standardsVisible contribution to the development of junior colleagues and team capabilityGrowing confidence, capability, and commercial judgementPositive contribution to team performance and cultureReadiness over time for broader responsibilityWe recognise potential, whoever you areOur purpose is to deliver excellent investment performance to clients through active management. We believe diverse perspectives and an inclusive culture help us make better decisions and achieve better outcomes for our clients. That's why inclusion is a strategic priority for us, and 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.We will consider flexible working arrangements for all roles and provide reasonable accommodations to support applicants and employees, including those with neurodiversity, disability, or physical and mental health needs. For more information, please visit our FAQs.
We're 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 6,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper.
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