Summary

Portfolio Manager responsible for managing a defined portfolio of US clients through Cazenove Capital’s UK operating model, providing investment expertise, portfolio oversight, and client relationship management. The role supports client retention and growth, operates within UK and US regulatory requirements, and helps develop junior colleagues.

Responsibilities

• Manage a defined portfolio of clients
• Build long-term client relationships
• Deliver investment and portfolio oversight
• Complete KYC reviews and documentation
• Escalate complex and high-risk matters
• Track client assets, revenue, and profitability
• Coach junior portfolio colleagues