Asset Management

Posted 13 days ago

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**Head of Investment Advisory, Asia - Singapore** - Lead & oversee Asia's Investment Advisory, aligning with regional & global needs - Develop & implement advisory framework; build/modify products & services - Manage & expand client portfolio, driving commercial outcomes & strategic clients - CFA preferred, minimum 15 yrs exp. in wealth mgmt, advisory or similar roles - Strong stakeholder management & commercial acumen skills

Compensation: Not specified
City: Singapore
Country: Singapore

Full Job Description

Location: Singapore

Head of Investment Advisory

Who were looking for

The Head of Investment Advisory, Asia will be responsible for developing, leading and overseeing the Investment Advisory business across Asia. The role will work closely with Global Advisory partners to build robust investment advisory capabilities, delivering breadth and depth in products and services to clients while supporting the firms independent, objective and open architecture proposition.

About Schroders (included on the external careers site)

Were a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

We have around 6,000 people on six continents. And weve been around for over 200 years, but keep adapting as society and technology changes. What doesnt change is our commitment to helping our clients, and society, prosper.

What you'll do

Develop, lead and oversee the Investment Advisory business in Asia, ensuring the platform is commercially relevant, scalable and aligned with client needs, regional business priorities, regulatory expectations and client outcomes.
Develop and implement the Investment Advisory Framework for Asia, including advisory governance, processes, controls and standards to support consistent and disciplined execution across the platform.
Work closely with Global Advisory partners to build robust Investment advisory capabilities, ensuring Asia delivers breadth and depth in products and services to clients.
Build and manage investment advisory product capabilities and services to support the front office in building their business, deepening client engagement and strengthening commercial outcomes.
Build and deepen own clients portfolio directly in a dual role as Senior Client Advisor, supporting high-quality client relationships across HNW, UHNW and family office segments.
Serve as a member of the Asia Investment Committee and Global Advisory Committee, contributing market insight, investment judgement and Asias advisory priorities to regional and global discussions.
Support the management team in building up the Third Party Custodian business as a leading Bank in Asia, providing an independent, objective and open architecture platform with best in class buy-side solutions.
Assist relationship managers in client visits, pitches for new business and strategic client conversations, translating investment views into practical portfolio ideas and client-ready solutions.
Communicate market views and investment ideas across asset classes, and perform research on investment products to identify suitable advisory ideas for clients and prospects.
Provide leadership, coaching and subject matter expertise to strengthen advisory standards, risk discipline, commercial focus and partnership between the advisory platform and the front office.

The knowledge, experience and qualifications you need

Minimum 15 years experience in the same or similar role within the wealth management, private banking, asset management or investment advisory industry.
Proven track record in building and managing an Investment Advisory business, platform or framework across Asia or comparable regional markets.
Strong technical knowledge across multi-asset investment solutions, including equities, fixed income, funds, structured products, alternatives, and private markets.
Experience supporting HNW, UHNW and family office clients, with the ability to translate investment views into practical portfolio ideas and client conversations.
Strong understanding of open architecture platforms, Third Party Custodian models, advisory governance, suitability, conduct risk and regulatory expectations in Asia.
Demonstrated ability to partner effectively with relationship managers, investment teams, product specialists, compliance, risk and senior management.
Strong leadership, stakeholder management and communication skills, with the credibility to represent the advisory function in senior committees and client-facing settings.

The knowledge, experience and qualifications thatll help

CFA preferred; other relevant investment, wealth management or professional qualifications will be advantageous.

We recognise potential, whoever you are

Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought, facilitated by an inclusive culture, will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why 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.

Full Job Description

Location: Singapore

Head of Investment Advisory

Who were looking for

About Schroders (included on the external careers site)

Were a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

What you'll do

Develop, lead and oversee the Investment Advisory business in Asia, ensuring the platform is commercially relevant, scalable and aligned with client needs, regional business priorities, regulatory expectations and client outcomes.
Develop and implement the Investment Advisory Framework for Asia, including advisory governance, processes, controls and standards to support consistent and disciplined execution across the platform.
Work closely with Global Advisory partners to build robust Investment advisory capabilities, ensuring Asia delivers breadth and depth in products and services to clients.
Build and manage investment advisory product capabilities and services to support the front office in building their business, deepening client engagement and strengthening commercial outcomes.
Build and deepen own clients portfolio directly in a dual role as Senior Client Advisor, supporting high-quality client relationships across HNW, UHNW and family office segments.
Serve as a member of the Asia Investment Committee and Global Advisory Committee, contributing market insight, investment judgement and Asias advisory priorities to regional and global discussions.
Support the management team in building up the Third Party Custodian business as a leading Bank in Asia, providing an independent, objective and open architecture platform with best in class buy-side solutions.
Assist relationship managers in client visits, pitches for new business and strategic client conversations, translating investment views into practical portfolio ideas and client-ready solutions.
Communicate market views and investment ideas across asset classes, and perform research on investment products to identify suitable advisory ideas for clients and prospects.
Provide leadership, coaching and subject matter expertise to strengthen advisory standards, risk discipline, commercial focus and partnership between the advisory platform and the front office.

The knowledge, experience and qualifications you need

Minimum 15 years experience in the same or similar role within the wealth management, private banking, asset management or investment advisory industry.
Proven track record in building and managing an Investment Advisory business, platform or framework across Asia or comparable regional markets.
Strong technical knowledge across multi-asset investment solutions, including equities, fixed income, funds, structured products, alternatives, and private markets.
Experience supporting HNW, UHNW and family office clients, with the ability to translate investment views into practical portfolio ideas and client conversations.
Strong understanding of open architecture platforms, Third Party Custodian models, advisory governance, suitability, conduct risk and regulatory expectations in Asia.
Demonstrated ability to partner effectively with relationship managers, investment teams, product specialists, compliance, risk and senior management.
Strong leadership, stakeholder management and communication skills, with the credibility to represent the advisory function in senior committees and client-facing settings.

The knowledge, experience and qualifications thatll help

CFA preferred; other relevant investment, wealth management or professional qualifications will be advantageous.

We recognise potential, whoever you are

Head of Investment Advisory, Asia

Full Job Description

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Full Job Description

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