Portfolio Manager (US/UK)

Overview

As a Portfolio Manager, you will oversee a defined portfolio of US clients serviced through our UK operating model, providing investment guidance and ensuring regulatory compliance. You will collaborate with global teams to deliver consistent outcomes and high-quality client service. The role supports junior colleagues and contributes to the firm’s client franchise, serving as a pathway to senior leadership. This position combines relationship management, risk governance, and cross-team collaboration to drive client value and growth.

Pay / Benefits

• flexible working arrangements
• reasonable accommodations to support neurodiversity and health needs

Responsibilities

• Manage a defined portfolio of clients and deliver consistent, high-quality service
• Build and sustain trusted, long-term relationships through proactive engagement
• Identify opportunities to grow client relationships aligned with client needs
• Support net new business through referrals and introductions
• Drive revenue growth and client profitability while meeting targets
• Escalate complex or high-risk matters appropriately
• Deliver responsive client experiences and maintain accurate records of interactions
• Collaborate with Investment, Planning, and specialist teams to implement solutions
• Maintain awareness of portfolio risk parameters and escalate concerns early
• Promote continuous improvement of client processes and governance
• Support the development of junior colleagues and act as a role model for firm values

Key requirements

• Regulatory-approved Level 4 and 7 qualifications (e.g., CISI)
• Experience managing client portfolios within wealth management
• Strong relationship-management and client service skills
• Ability to collaborate across global teams and with cross-functional partners
• Sound judgement in client decision-making and risk awareness
• Commitment to governance, KYC, client reviews, and regulatory training

• Collaborative
• Client-centric
• Coaching and mentoring
• Use of firm platforms and data/tools to support client outcomes
• Data-driven decision-making
• Adaptability to new tools and digital solutions

…