Portfolio Director

The Portfolio Director is responsible for leading and growing a high‑value client portfolio, delivering strong commercial outcomes while setting the standard for client experience, risk discipline, and collaborative leadership. The role balances revenue growth with long‑term client outcomes, team contribution, and firm‑wide stewardship. The role holder should hold suitable regulatory-approved Level 4 and 7 qualifications, such as CFA or CISI. 

Scope & Accountability

• Ownership of a defined client portfolio

• Accountability for client service, retention, and portfolio delivery

• Responsibility for operating within agreed risk and governance parameters

• Contribution to team culture, collaboration, and shared success

• Personal development towards more senior client leadership roles

Key Responsibilities

1. Growth & Commercial Leadership

• Own and deliver sustainable net new business growth across the portfolio

• Drive annual revenue growth through deep client relationships and proactive opportunities

• Originate and convert high‑quality opportunities, including complex or strategic mandates

• Act as a trusted referral partner across the firm, generating and receiving meaningful internal referrals

2. Client Leadership & Experience

• Set the standard for exceptional client service and long‑term retention

• Build trusted, multi‑generational relationships with key clients and influencers

• Actively manage client risk profiles, ensuring suitability and long‑term alignment

• Lead collaborative client solutions, drawing on specialist and investment expertise

• Represent the firm credibly with high‑value and high‑risk clients

3. People & Role Modelling 

• Demonstrate visible leadership through behaviour, professionalism, and accountability

• Act as a role model for client focus, collaboration, and ethical judgement

• Invest in personal development and seek regular feedback to continuously improve

• Contribute to a high‑performance culture by supporting, coaching, or mentoring others

• Serve as the principal spokesperson in internal and external forums

4. Operational & Platform Excellence 

• Grow the portfolio profitably, balancing revenue, costs, and capital efficiency

• Ensure effective use of the firm’s platform, including appropriate delegation of portfolios

• Champion scalable, innovative, and efficient ways of working that support long‑term growth

• Leverage data, insights, and digital tools to improve client outcomes and decision-making

5. Risk, Governance & Professional Standards 

• Maintain a strong risk culture with disciplined client and portfolio oversight

• Ensure KYC, client documentation, and ongoing reviews are completed to a high standard

• Actively reduce and manage high‑risk exposures within the portfolio

• Comply fully with all firm, divisional, and regulatory policies

• Complete mandatory training on time and maintain high professional standards

Key Relationships

• Clients and family groups within assigned portfolio

• Portfolio Directors, Team Managers, and Team Heads

• Investment, Planning, and specialist partners

• Risk, Compliance, and operational colleagues

What Success Looks Like

• A growing, profitable, and well‑balanced client portfolio

• High client satisfaction and strong long‑term retention

• Trusted partnerships across the firm

• Strong risk outcomes with no avoidable issues

• Recognised as a senior role model for clients, colleagues, and culture

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.