About this role
Portfolio Manager (Cazenove Bristol) at Schroders. Location: Bristol, England, United Kingdom. Role: managing portfolios, building relationships, producing reports Requirements: 5+ years investment/portfolio management experience with DFM/IFA servicing, CISI Level 7 (Level 6 considered), strong client relationship, communication and organisational skills; Bristol-based and willing to travel regionally; driving preferred. Category: Finance and Accounting Seniority: Senior Level Tools: Microsoft Excel, Microsoft PowerPoint Certifications: cisi level 7, cisi level 6 Commitment: Full Time Workplace: Onsite Languages: English