Skip to content
CV Rocket
Get started
How it worksThe enginePricingBlogContactSign in

Open nowPosted yesterday

Portfolio Director

Schroders Referral121 open roles

Where
London, United Kingdom
Get the CV for this job

From $25 per CV, paid once. No subscription.

Your applicationOpen nowPortfolio DirectorSchroders Referral · London, United Kingdom

  1. YouYes, apply to this one.

  2. CV RocketCV written for this posting.

  3. 25 readersRecruiter, hiring manager, skeptic. Round after round.

  4. CV RocketApplied on Schroders Referral's own form.

The reply lands in your private mailbox

3×more interviews than doing it yourself with ChatGPT.

The clock on this job

Early applications get read.

13.5% of postings close within 7 days. Measured by our own scanner across the market. Schroders Referral postings stay open a median of 13 days.

Share of postings closed within
  1. 2.3%1 day
  2. 4.6%3 days
  3. 13.5%7 days
  4. 21.8%14 days
  5. 36.6%30 days
  6. 58.9%60 days
This job: posted yesterday

Schroders Referral median: 13 days open

The posting

Job Description

Who we’re looking for

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.

About Schroders, our parent company

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.

The base (London)

This is a London-based Portfolio Director role. You will be expected to be in the London office regularly, particularly during the onboarding period. The role also involves travel across the UK to support intermediary and client relationships.

The team

You will join our London investment team, responsible for discretionary portfolio management and supporting intermediary-led relationships. As a senior member of the team, you will help set the standard for investment and client service, and support the development of more junior colleagues. You will work closely with colleagues across investments, operations, risk and compliance, as well as business development, to deliver strong client outcomes and a high standard of service.

What you’ll do

This is a Portfolio Director role with a strong DFM / IFA (intermediary) focus.

You will hold full ownership of a book of intermediary relationships and associated discretionary portfolios, providing excellent service and robust investment oversight. You will act as a senior point of contact for intermediaries and their clients, and play a leading role in growing the intermediary book in partnership with business development colleagues, while operating within agreed governance and risk frameworks.

The DFM / IFA model (how the role operates)

  • Intermediary partners (IFAs) introduce clients and remain the primary relationship owner with the end-client.
  • We act as the discretionary investment manager, responsible for portfolio construction, implementation, and ongoing management within agreed objectives and suitability.
  • Business development colleagues will support “door opening” and introductions; the Portfolio Director leads the relationship from there, winning confidence, articulating the investment approach, and running and retaining mandates through high-quality ongoing service.

Key responsibilities

  • Take full responsibility for a book of discretionary portfolios linked to intermediary (IFA) relationships, acting as the senior investment and relationship lead.
  • Build and maintain strong, long-term relationships with IFAs through responsiveness, professionalism, and credibility in external meetings.
  • Lead meetings with IFAs and end-clients, clearly explaining portfolio strategy, positioning, performance, and key risks.
  • Oversee the implementation of portfolio actions (rebalancing, transitions, cash management and mandate changes) in line with client objectives, suitability, mandate guidelines, and internal governance.
  • Maintain strong market awareness and contribute to investment decision-making, including (where relevant) portfolios with exposure to direct securities as well as funds.
  • Work closely with internal stakeholders (research, trading, operations, risk and compliance) to ensure efficient implementation and strong control standards.
  • Contribute to investment governance and reporting, including portfolio commentary and materials for internal forums.
  • Lead business development with intermediaries in partnership with business development colleagues: convert introductions into funded mandates, and support retention through excellent service and communication.
  • Support the development of more junior colleagues through coaching, review and sharing of best practice.
  • Identify and escalate portfolio, operational, or relationship risks; ensure timely remediation and accurate documentation.
  • Adhere to all relevant policies, procedures, and regulatory requirements.

The knowledge, experience and qualifications you need

  • Significant experience in portfolio management / investment management, with a proven track record in DFM and IFA servicing.
  • Strong understanding of the service model and expectations when operating via intermediaries (pace, responsiveness, relationship management, suitability).
  • Confident, credible communicator with resilience and professionalism; able to represent the business at a senior level in meetings with intermediaries and clients.
  • Strong organisational skills and attention to detail; able to manage competing priorities in a client-facing role.
  • Professional investment qualification at CISI Level 7 (or equivalent).
  • Typically 8+ years’ relevant experience, with evidence of managing a book of intermediary relationships and portfolios independently.
  • London-based (commutable) and willing to travel across the UK.

The knowledge, experience and qualifications that will help

  • Experience leading business development activity with intermediaries (networking, proposition discussions, conversion).
  • Experience managing portfolios that include a blend of funds and direct securities.
  • Experience mentoring or developing junior investment colleagues.
  • Ability to produce client-ready materials (presentations, market updates, portfolio commentary).
  • Strong working knowledge of Excel and PowerPoint; comfortable using investment data and research platforms.

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.

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.

About Us

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.

From $25, paid onceGet the CV for this job

What happens when you press

One press. We do the rest.

  1. A CV for this posting

    Written against Schroders Referral's own wording, from every piece of relevant proof in your profile.

  2. 25 readers review it

    Recruiter, hiring manager, skeptic and more read every draft, round after round. You get the best round.

    The review screen in CV Rocket: how each CV was read, round by round.

  3. We apply on Schroders Referral's form

    Our application engine gets through the hardest forms there are. Where a question needs you, AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

    An application in CV Rocket: every answer filled in on the employer's form.

  4. Every reply, sorted

    Schroders Referral's answer lands in your private mailbox, and we classify it on arrival: interview, question, rejection.

    The CV Rocket inbox: each employer reply classified as an interview, an action or a rejection.

  5. Reply with AI

    AI helps you write the email, checks it and sends it. We show you whether the recruiter read it.

  6. The interview in your calendar

    Full integration with your calendar. The invitation goes straight in.

    An interview invitation in the CV Rocket inbox, added to the candidate's calendar.
Get the CV for this job

From $25 per CV, paid once. No subscription.

Why it works

3×

more interviews than doing it yourself with ChatGPT.

ChatGPT writes a CV and never learns what happened to it. We see every reply. For each CV we know:

  • How it was written, and how the review scored it
  • When we applied, and how long after the posting went up
  • Which posting, which company, which city
  • Who got the interview, and who heard nothing

That is how we know which CVs get called.

Get the CV for this job

From $25 per CV, paid once. No subscription.

The numbers game

More applications. More interviews.

Every application goes out with its own CV, written for that posting and paid once. Send enough of them and the law of large numbers finds you the job.

Get the CV for this job
By hand5–10
With CV Rocket100
applications a day

Nearby

Live postings like this one

Same employer first, then the same role elsewhere.

Before you press

Straight answers

Get the CV for this job

From $25 per CV, paid once. No subscription.

What if my background isn't good enough?

We make the most of the background you have. The CV uses every piece of relevant proof your profile holds, and one of the 25 readers reads your whole profile and flags what the CV left out.

Do you really apply for me?

Yes, on the employer's own form, the hardest ones included. Where a question needs you, you answer it right there and AI suggests the best answer. Don't want us applying from our IP addresses? Use our Chrome extension: we apply straight from your own browser.

Is it a subscription?

No. You pay once per CV, from $25. Every application goes out with its own CV, written for that posting.

One job. One CV.
Paid once.

Pick the posting you want. We write for it, apply for you and catch the reply.

Get the CV for this job

From $25 per CV, paid once. No subscription.