Summary

Senior portfolio manager responsible for discretionary portfolios and intermediary-led relationships in the Bristol-based Cazenove Capital team. The role covers portfolio construction, implementation, client servicing, investment governance, and regional travel, with regular attendance expected at the Bristol office.

Responsibilities

• Manage discretionary portfolios for intermediary relationships
• Build and maintain strong IFA relationships
• Explain portfolio strategy, performance, and risks
• Implement rebalancing, transitions, and cash management
• Support investment governance and portfolio reporting
• Convert intermediary introductions into funded mandates
• Escalate portfolio and operational risks promptly