About Us
Schroders 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.
Overview
The Portfolio Manager is responsible for managing and growing a portfolio of clients, delivering strong day-to-day client outcomes while operating within clear commercial, risk, and governance frameworks. The role focuses on building trusted client relationships, executing agreed strategies, and maintaining high standards of service, suitability, and professionalism.
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.
Cazenove Charities is the specialist charity investment department within the Schroders Group. We employ a team of twenty five portfolio directors, managers and support staff who are all based together in our London office. We offer a range of investment solutions supported by the significant research capabilities and breadth of investment expertise of the Schroders’ Group, which we apply to suit our clients’ individual circumstances. We pride ourselves on working collaboratively with our charity clients, and the charity sector as a whole, with a full events programme and thought leadership on best practice in charity investment. The Charities business manages assets of circa £16.5 billion on behalf of 1,800 charity clients and are the largest UK investment manager of charitable assets.
Scope & Accountability
• Ownership of a defined portfolio of clients
• Accountability for client service, retention, and delivery against client objectives
• Responsibility for operating within agreed risk and governance parameters
• Contribution to team culture, collaboration, and shared success
• Active support for the development of junior colleagues and future talent
• Personal development towards more senior client leadership roles
Key Responsibilities
1. Client Management & Growth
• Manage a portfolio of clients, delivering consistent, high-quality service
• Build trusted, long-term relationships through regular, proactive engagement
• Identify opportunities to grow client relationships in line with client needs
• Support net new business through referrals and introductions
• Deliver revenue growth through disciplined, client-appropriate activity
• Deliver agreed targets across net new assets, revenue growth, and client profitability metrics
• Escalate complex or high-risk matters appropriately
2. Client Experience & Delivery
• Provide a responsive, professional, and personal client experience
• Ensure client objectives, circumstances, and risk profiles are well understood
• Maintain accurate records and documentation for all client interactions
• Support client reviews, portfolio updates, and implementation activity
• Work closely with Investment, Planning, and specialist teams to deliver solutions
• Contribute positively to client retention and satisfaction
3. Risk Awareness & Governance
• Operate within all regulatory, group, and divisional policies
• Complete KYC, client reviews, and documentation accurately and on time
• Understand portfolio risk parameters and escalate concerns early
• Demonstrate sound judgement in client decision-making
• Support a strong risk culture through disciplined behaviours
• Complete all mandatory training within required timelines
4. Platform & Operational Effectiveness
• Use the firm’s platform effectively to support client outcomes
• Follow agreed processes to ensure consistency and efficiency
• Support appropriate use of discretionary or centralised solutions
• Use data and tools to track client activity and delivery
• Leverage data, insights, and digital tools to improve client outcomes and decision-making
• Adopt new tools and ways of working where they add value
• Contribute to continuous improvement of client processes
5. Collaboration, Team Contribution & Development of Others
• Work collaboratively with colleagues across Wealth Management
• Support Portfolio Directors and Team Managers in delivering client outcomes
• Develop and support more junior colleagues, including Assistant/Associate Portfolio Managers and Client Services Executives, through coaching, knowledge-sharing, and day-to-day guidance
• Share knowledge, insight, and best practice with peers
• Contribute to a positive, inclusive, and professional team environment
• Represent the firm positively with clients and internal partners
6. Professional Development & Role Modelling
• Take ownership of personal development and capability building
• Seek feedback and coaching to strengthen performance and judgement
• Build commercial, technical, and client leadership skills over time
• Demonstrate professionalism, integrity, and accountability in all activities
• Act as a role model for firm values and expected behaviours
Key Relationships
• Clients within assigned portfolio of clients
• Portfolio Directors, Team Managers, and Team Heads
• Assistant/Associate Portfolio Managers and Client Services Executives
• Investment, Planning, and specialist teams
• Risk, Compliance, and operational colleagues
What Success Looks Like
• A well-managed, stable, and growing portfolio of clients
• Strong client relationships and retention
• Consistent delivery of high service and governance standards
• Visible contribution to the development of junior colleagues and team capability
• Growing confidence, capability, and commercial judgement
• Positive contribution to team performance and culture
• Readiness over time for broader responsibility
We Recognise Potential, Whoever You Are
Our 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.
Skills Required
- Suitable regulatory-approved Level 4 qualification, such as CISI
- Suitable regulatory-approved Level 7 qualification, such as CISI
Schroders Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Schroders and has not been reviewed or approved by Schroders.
-
Retirement Support — Retirement plans are described as mature and competitive, with strong employer-supported schemes in the UK and a well-regarded 401(k) offering in the U.S. Pensions and retirement savings stand out as a distinctive strength within the total rewards package.
-
Leave & Time Off Breadth — Time off and flexibility are emphasized, with generous annual leave in some markets and volunteer days highlighted in the UK. Flexible/hybrid working is presented as standard, supporting practical use of time-off benefits.
-
Parental & Family Support — Parental leave is highlighted as a strength, including enhanced policies in the UK and an increased paid leave period in the U.S. Family-supportive provisions are positioned as part of a broader wellbeing focus.
Schroders Insights
Similar Jobs
.png){kind=logo}
What We Do
As a global investment manager, we help institutions, intermediaries and individuals across the planet meet their goals, fulfil their ambitions, and prepare for the future. But as the world changes, so do our clients’ needs. That’s why we have a long history of adapting to suit the times and keeping our focus on what matters most to our clients. Doing this takes experience and expertise. We bring together people and data to spot the trends that will shape the future. This provides a unique perspective which allows us to always invest with conviction. We are responsible for £773.7 billion (€912.6 billion/$978.1 billion)* of assets for our clients who trust us to deliver sustainable returns. We remain determined to build future prosperity for them, and for all of society. Today, we have 6,000+ people across six continents who focus on doing just this. We are a global business that’s managed locally. This allows us to always keep our clients’ needs at the heart of everything we do. For over two centuries and more than seven generations we’ve grown and developed our expertise in tandem with our clients’ needs and interests. Source: Schroders, all data as at 30 June 2024. Disclaimer: Investing in securities is subject to risk. The value of investments can go down as well as up and is not guaranteed. Schroders will not make direct contact with you, via any social media platform or direct messaging service, to sell our products. If you think you have been a victim of a scam or have received unsolicited contact using the Schroders name or any associated names, and have any concerns, then please contact our Financial Crime Team using the details below: Telephone: +44(0)20 7658 4004 Email: [email protected] Schroder Investment Management Limited (Head Office): 1 London Wall Place, London EC2Y 5AU Tel: +44 (0)20 7658 6000 Schroder Fund Advisors LLC, Member FINRA, SIPC (US): 875 Third Avenue, New York, NY, 10022 Tel: +1 (800) 730-2932
