Portfolio Director

The Portfolio Director is responsible for leading a portfolio of client relationships, delivering strong commercial outcomes while setting the standard for client experience, risk discipline, and collaborative leadership. The role balances business development, long-term client outcomes, team contribution, and firm-wide stewardship. The role holder should hold appropriate regulatory qualifications and maintain the professional standards required for the role, recognising that equivalent historic qualifications may also be relevant depending on experience and date of qualification.

Responsibility for a defined portfolio of client relationships

Accountability for client service, retention, and commercial performance against agreed targets

Responsibility for operating within agreed risk, governance, and regulatory parameters

Contribution to team culture, collaboration, and shared success

Commitment to personal development and supporting the development of others

Deliver agreed targets across net new assets, revenue growth, and client profitability metrics

Drive revenue growth through deep client relationships, proactive opportunity identification, and a clear business development plan

Originate and convert high-quality opportunities, including complex or strategic mandates

Act as a trusted referral partner across the firm, generating and receiving meaningful internal and external referrals

Set the standard for exceptional client service and long-term retention

Build trusted, multi-generational relationships with key clients, families, and influencers

Demonstrate a clear understanding and application of the firm’s strategies and offerings to ensure suitability and alignment with clients’ long-term financial objectives

Lead collaborative client solutions, drawing on specialist and investment expertise as appropriate

Support next-generation planning and longer-term relationship continuity where relevant to client needs

Demonstrate visible leadership through behaviour, professionalism, sound judgement, and accountability

Act as a role model for client focus, collaboration, and ethical decision-making

Support, coach, and help develop others, including Portfolio Managers, Assistant/Associate Portfolio Managers, and Client Services Executives

Invest in personal development, seek regular feedback, and contribute to a high-performance culture

Contribute thought leadership internally and represent the firm credibly in appropriate external forums

Ensure portfolios are managed in a commercially sustainable and profitable manner, within the parameters and controls available to the role

Ensure effective use of the firm’s platform, including appropriate delegation and oversight of portfolios where relevant

Champion scalable, innovative, and efficient ways of working that support long-term client and business outcomes

Use data, insight, and digital tools to support effective decision-making and improved client outcomes

Maintain a strong risk culture with disciplined client and portfolio oversight

Ensure KYC, client documentation, suitability assessments, and ongoing reviews are completed to a high standard

Manage high-risk exposures appropriately within the portfolio of client relationships and underlying client portfolios

Comply fully with all firm, divisional, regulatory, and, where applicable, SMCR responsibilities relevant to the role

Complete mandatory training on time and maintain high professional and conduct standards

Clients and family groups within the assigned portfolio of client relationships

Portfolio Managers, Assistant/Associate Portfolio Managers, Client Services Executives, Team Managers, and Team Heads

Investment, Planning, and specialist partners

Risk, Compliance, and operational colleagues

A well-managed and commercially sustainable portfolio of client relationships, delivered within agreed targets and risk parameters

High client satisfaction and strong long-term retention

Trusted partnerships across the firm and a strong contribution to referrals and collaboration

Strong risk and governance outcomes with no avoidable issues

Recognition as a senior role model who develops others and contributes positively to team culture

We Recognise Potential, Whoever You Are Our purpose is to deliver excellent investment performance to clients through active management. We believe diverse perspectives and an inclusive culture help us make better decisions and achieve better outcomes for our clients. That's why inclusion is a strategic priority for us, and we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.

We will consider flexible working arrangements for all roles and provide reasonable accommodations to support applicants and employees, including those with neurodiversity, disability, or physical and mental health needs. For more information, please visit our FAQs.