Bristol Portfolio Manager: DFM/IFA Relationships Lead

Company: Schroders
Apply for the Bristol Portfolio Manager: DFM/IFA Relationships Lead
Location: Bristol
Job Description:

A global investment manager is seeking a Portfolio Manager to lead discretionary portfolio management and client relationships in Bristol.

In order to make an application, simply read through the following job description and make sure to attach relevant documents.

The ideal candidate will have over 5 years of relevant experience, strong communication skills, and a professional investment qualification at CISI Level 7.

This role requires building relationships with intermediaries and managing discretionary portfolios, ensuring responsive and high-quality service. xwzovoh

Travel across the South West and Wales is expected, and driving capability is strongly preferred.…

Posted: April 7th, 2026