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Schroders Wealth Management - Associate Relationship Manager

ExperiencedNo visa sponsorship
Schroders logo

at Schroders

Asset Management

Posted 15 days ago

No clicks

**Schroders Wealth Management - Associate Relationship Manager** Support senior RM's managing UHNW/HNW client portfolios, driving client satisfaction and business growth. Ideal candidate holds 3+ years in wealth management, familiarity with Asian financial structures, and MAS regulations. CFA certifications a plus. Collaborate cross-functionally, feed market insights, and evolve into a trusted advisor. Based in Singapore.

Compensation
Not specified

Currency: Not specified

City
Singapore
Country
Singapore

Full Job Description

Location: Singapore

Who were looking for 
Schroders Wealth Management (SCAL) is a client-first, investment-led wealth manager offering an alternative to the traditional private banking model. Our approach combines high-conviction investment expertise with open architecture advice, giving clients access to a broad range of solutions across a multi-custodial platform. Backed by institutional investment capabilities, we work closely with clients across Singapore and the region as long-term, trusted partners in managing and growing their wealth.


We are looking for someone to work closely with our Senior Relationship Managers, with the curiosity and ambition to develop into a trusted adviser over time. You will enjoy being close to clients, understand the nuances of UHNW/HNW relationships in Asia, and take pride in delivering strong investment outcomes and a seamless client experience.


You are hands-on, collaborative, and commercially mindedcomfortable supporting day-to-day client needs while also contributing to new business opportunities.

About Us
Schroders is a global investment manager which provides active asset management, wealth management and investment solutions. We aim to provide excellent investment performance to clients through active management. We serve a diverse client base that includes pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high net worth individuals, family offices, as well as end clients through partnerships with distributors, financial advisers, and online platforms.

Established in 1804, we have around 5,500 people across 36 global locations. Schroders' success can be attributed to its diversified business model, spanning different asset classes, client types and geographies.


What you'll do

    Partner with Relationship Managers to manage client portfolios in line with agreed strategies, mandates, and MAS regulatory expectations, while building long-term client trust
    Develop a strong understanding of clients financial situations, family structures (including regional dynamics), investment objectives, and risk appetite
    Execute trades and implement investment recommendations accurately and efficiently
    Prepare for and attend client meetings; produce clear, high-quality follow-ups and ensure timely execution of agreed actions
    Stay close to market developments through internal investment discussions and external manager interactions
    Communicate investment views and portfolio updates to clients in a clear, relevant, and timely way
    Deliver portfolio reviews and reporting to clients professionally and consistently
    Support business development efforts, including identifying opportunities within existing networks and contributing to new client acquisition
    Assist in preparing investment proposals and client materials tailored to the Singapore and broader Asia client base
    Work closely with internal teams (e.g., operations, compliance, product specialists) to ensure smooth client onboarding and ongoing servicing
    Manage client administration proactively, including account opening, transfers, and monitoring of balances and exposures
    Keep abreast of market trends, products, and regulatory developments through ongoing professional development
    Represent Schroders  brand and values confidently in the local market


The knowledge, experience and qualifications you need
    Minimum 3 years experience in private banking or wealth management, ideally within Singapore or regional coverage
    Recognised university degree; CACS (or equivalent MAS-recognised licensing) preferred
    Familiarity with wealth structuring solutions commonly used by Asian clients, including trust and estate planning structures
    Experience across public and private markets (including alternatives exposure relevant to UHNW clients)
    Strong working knowledge of MAS regulations and compliance requirements
    Demonstrated ability to build relationships and support business development initiatives
    CFA certification a plus

What you'll be like
    Client-first mindset with a strong sense of ownership and commercial awareness
    Proactive and reliable, with the ability to work closely with senior stakeholders and clients
    Clear and confident communicatorable to distil complex ideas into practical advice
    Strong numerical and analytical skills
    High attention to detail and disciplined execution
    Comfortable working in a fast-paced, client-driven environment
    Collaborative team player who enjoys working across functions
    Self-motivated, with a genuine interest in markets and continuous learning

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.
 

Schroders Wealth Management - Associate Relationship Manager

Compensation

Not specified

City: Singapore

Country: Singapore

Schroders logo
Asset Management

15 days ago

No clicks

at Schroders

ExperiencedNo visa sponsorship

**Schroders Wealth Management - Associate Relationship Manager** Support senior RM's managing UHNW/HNW client portfolios, driving client satisfaction and business growth. Ideal candidate holds 3+ years in wealth management, familiarity with Asian financial structures, and MAS regulations. CFA certifications a plus. Collaborate cross-functionally, feed market insights, and evolve into a trusted advisor. Based in Singapore.

Full Job Description

Location: Singapore

Who were looking for 
Schroders Wealth Management (SCAL) is a client-first, investment-led wealth manager offering an alternative to the traditional private banking model. Our approach combines high-conviction investment expertise with open architecture advice, giving clients access to a broad range of solutions across a multi-custodial platform. Backed by institutional investment capabilities, we work closely with clients across Singapore and the region as long-term, trusted partners in managing and growing their wealth.


We are looking for someone to work closely with our Senior Relationship Managers, with the curiosity and ambition to develop into a trusted adviser over time. You will enjoy being close to clients, understand the nuances of UHNW/HNW relationships in Asia, and take pride in delivering strong investment outcomes and a seamless client experience.


You are hands-on, collaborative, and commercially mindedcomfortable supporting day-to-day client needs while also contributing to new business opportunities.

About Us
Schroders is a global investment manager which provides active asset management, wealth management and investment solutions. We aim to provide excellent investment performance to clients through active management. We serve a diverse client base that includes pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high net worth individuals, family offices, as well as end clients through partnerships with distributors, financial advisers, and online platforms.

Established in 1804, we have around 5,500 people across 36 global locations. Schroders' success can be attributed to its diversified business model, spanning different asset classes, client types and geographies.


What you'll do

    Partner with Relationship Managers to manage client portfolios in line with agreed strategies, mandates, and MAS regulatory expectations, while building long-term client trust
    Develop a strong understanding of clients financial situations, family structures (including regional dynamics), investment objectives, and risk appetite
    Execute trades and implement investment recommendations accurately and efficiently
    Prepare for and attend client meetings; produce clear, high-quality follow-ups and ensure timely execution of agreed actions
    Stay close to market developments through internal investment discussions and external manager interactions
    Communicate investment views and portfolio updates to clients in a clear, relevant, and timely way
    Deliver portfolio reviews and reporting to clients professionally and consistently
    Support business development efforts, including identifying opportunities within existing networks and contributing to new client acquisition
    Assist in preparing investment proposals and client materials tailored to the Singapore and broader Asia client base
    Work closely with internal teams (e.g., operations, compliance, product specialists) to ensure smooth client onboarding and ongoing servicing
    Manage client administration proactively, including account opening, transfers, and monitoring of balances and exposures
    Keep abreast of market trends, products, and regulatory developments through ongoing professional development
    Represent Schroders  brand and values confidently in the local market


The knowledge, experience and qualifications you need
    Minimum 3 years experience in private banking or wealth management, ideally within Singapore or regional coverage
    Recognised university degree; CACS (or equivalent MAS-recognised licensing) preferred
    Familiarity with wealth structuring solutions commonly used by Asian clients, including trust and estate planning structures
    Experience across public and private markets (including alternatives exposure relevant to UHNW clients)
    Strong working knowledge of MAS regulations and compliance requirements
    Demonstrated ability to build relationships and support business development initiatives
    CFA certification a plus

What you'll be like
    Client-first mindset with a strong sense of ownership and commercial awareness
    Proactive and reliable, with the ability to work closely with senior stakeholders and clients
    Clear and confident communicatorable to distil complex ideas into practical advice
    Strong numerical and analytical skills
    High attention to detail and disciplined execution
    Comfortable working in a fast-paced, client-driven environment
    Collaborative team player who enjoys working across functions
    Self-motivated, with a genuine interest in markets and continuous learning

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.