Relationship Manager - Singapore - Schroders

Schroders

Verified Company

Singapore

1 week ago

Posted by:

Wei Jie

beBee Recruiter

Description

Overview of role

Sourcing and onboarding 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 / crossborder / 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 duties

Buildup, maintain and expand a network of clients, introducing them to the Schroders company and Wealth Management platform
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 handinhand with investment and treasury department, giving input for generating new investment/product ideas
Attend regulatory and inhouse training session and pass regulatory licencing requirement tests
Backup and assist other team members, while on leave or out stationed
Source and assist in organizing smallscale marketing events (Investment forums, social gatherings, sports events)
Followup on referral business
Observe and follow regulatory and bank's policies and procedures like advisory handbook, crossborder rules, AML guidelines, and other risk/compliance issues: diligent and prompt reporting of irregularities/red flags to line manager/compliance officer
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, clientoriented with strong business acumen
Proficient, proactive whilst collaborative
CFA charterholder 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:
SIN01360)