Oxford Portfolio Manager - DFM/IFA Focus

Posted 9 hours 52 minutes ago by Schroders

Permanent
Full Time
Banking & Financial Services Jobs
Oxfordshire, Oxford, United Kingdom, OX1 1
Job Description
A leading global investment manager is seeking a Portfolio Manager to oversee intermediary relationships and discretionary portfolios. The role is based in Oxford, requiring strong communication and organizational skills, alongside a CISI Level 7 qualification or equivalent. Candidates should have over 5 years of relevant experience and be ready to take ownership of client relationships Responsibilities include managing portfolios, attending client meetings, and implementing investment strategies. Regional travel is essential for client support and relationship building.