Teams at Schroders

Lead and grow a high-value client portfolio, driving revenue and retention while ensuring risk discipline, excellent client experience, and collaborative leadership. Originate and convert business, manage client suitability and KYC, mentor colleagues, and use firm platforms and data to deliver profitable, scalable outcomes.

Support Wealth Management FP&A by producing variance analysis, budgeting and forecasting, performance tracking, cost allocation analysis, system reconciliations, process improvements, and ad-hoc financial projects to inform senior stakeholders and finance business partners.

Lead delivery of bespoke wealth planning for HNW/UHNW clients, drive business development, ensure regulatory compliance (KYC/AML, FCA/PRA), manage and mentor planning team, and contribute to firm strategy and governance.