Portfolio/Relationship Manager

Contact Name: Vanessa Harris
Contact Email: vanessa.harris@cazenovecapital.com
Contact Telephone: 01481 703740
Job Type: Permanent
Job Location: Guernsey

Portfolio/Relationship Manager,

Investment Team Cazenove Capital

As a global wealth manager and part of Schroders, we help intermediaries and

individuals meet their goals, fulfil their ambitions and prepare for the future. As the

world changes, so do our clients’ requirements; which is why we have a long history

of adapting to suit the times and keeping our focus on what matters most to our


We are a global business with a local presence. This allows us to keep our clients at

the heart of everything we do. Schroders’ culture and core values of Integrity,

Passion, Teamwork, Innovation and Excellence are fundamental to our success.

The responsibilities will include:

• a primary focus on working in partnership with Financial Advisers and other

intermediaries to provide outsourced investment solutions

• working as part of our Discretionary Investment Team, the successful applicant

will also have the potential to work with clients to whom they provide a full

wealth management service

The successful applicant will have:

• A degree or equivalent

• IMC, CISI or CFA qualification

• excellent organisational and communication skills

• the ability to win the trust of professional counterparts, potential clients and


If you are interested in finding out more about this position, please feel free to contact

Vanessa Harris on 01481 703740. Alternatively, please make a formal application by

sending your CV in full confidence to vanessa.harris@cazenovecapital.com by

12 August 2019.

Schroders (C.I.) Limited, Regency Court, Glategny Esplanade,

St Peter Port, GY1 3UF

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