Relationship Manager

2 weeks ago

Singapore Schroders Full time

**Job Summary**:

- Sourcing and on-boarding of new clients
- Understand needs, objectives and risk profile of clients
- Advise clients on investment ideas/opportunities and other wealth management services and ensure investment suitability and timely execution
- Regular review of investment portfolios and risk profiles with clients
- Strict observance of risk and compliance/cross-border/AML issues and regulations
- Ensure that we achieve excellence in our clients’ experience, building lasting relationships based on high standards of service and quality advice

**Key Responsibilities**:

- Build-up, maintain and expand a network of clients, introducing them to the Schroders company and Wealth Management platform
- Ensure thorough due-diligence, including KYC and SOW at client on-boarding and also throughout the client relationship
- Provide exceptional advice, service and appropriate recommendations to clients with focus on understanding their needs, objectives and risk tolerance.
- Develop personalized wealth management solutions and investment ideas
- Enable the client to make informed financial decisions by providing clear, relevant and timely information
- Ensure a fair dealing of the customer
- Regular and timely submission of progress reports, incl. existing business and prospect pipeline.
- Constant and timely filing of call reports, following meetings/conversations with clients.
- Communicate and work hand-in-hand with investment and treasury department, giving input for generating new investment/product ideas
- Attend regulatory and in-house training session and pass regulatory licencing requirement tests
- Back-up and assist other team members, while on leave or out stationed
- Source and assist in organizing small-scale marketing events (Investment forums, social gatherings, sports events)
- Follow-up on referral business
- Observe and follow regulatory as well as the bank’s policies and procedures, guided by the Advisory Handbook, cross-border rules, AML guidelines, Addendum to Schroders WM Credit Risk Policy, Credit Procedure and other risk/compliance related procedures; diligent and prompt reporting of irregularities/red flags to line manager/compliance officer/respective head of department
- Keep updated on latest developments on capital markets and the industry
- Represent the Schroders brand and values in the market

**Requirements**:

- At least 15 years of direct client relationship management experience in wealth management / investment advisory sales
- Recognized university degree and CACS certification
- Experience in client acquisition and retention success
- Disciplined, with deep understanding of Compliance and Regulatory framework of the industry
- Experience in investment product and market knowhow
- Strong relationship management and sales skills
- Driven, client-oriented with strong business acumen
- Proficient, proactive whilst collaborative
- CFA charter-holder a plus

**We’re looking for the best, whoever they are**
Schroders is an equal opportunities employer. You’re welcome here whatever your sex, marital status, ethnic origin, sexual orientation, religious belief or age.

(Job ID: SIN01820)

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