Schroders Wealth Management - Associate Relationship Manager

Posted 2 Days Ago
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Singapore, SGP
In-Office
Mid level
Financial Services
The Role
Supports Senior Relationship Managers in serving UHNW and HNW clients across Singapore and Asia. Responsibilities include portfolio administration, trade execution, investment recommendations, client meetings, portfolio reviews, reporting, onboarding, account transfers, and business development. The role requires understanding clients’ financial objectives, family structures, risk profiles, wealth planning solutions, public and private markets, and MAS regulations while coordinating with internal teams to deliver high-quality client service.
Summary Generated by Built In

Who we’re 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 minded—comfortable 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 communicator—able 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.
 

About Us
We're 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 we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper.

Skills Required

  • Minimum 3 years of experience in private banking or wealth management
  • Recognized university degree
  • Familiarity with wealth structuring solutions, including trust and estate planning structures
  • Experience across public and private markets, including alternatives relevant to UHNW clients
  • Strong working knowledge of MAS regulations and compliance requirements
  • Demonstrated ability to build relationships and support business development initiatives
  • CACS or equivalent MAS-recognized licensing
  • CFA certification

Schroders Compensation & Benefits Highlights

The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about Schroders and has not been reviewed or approved by Schroders.

  • Retirement Support — Retirement plans are described as mature and competitive, with strong employer-supported schemes in the UK and a well-regarded 401(k) offering in the U.S. Pensions and retirement savings stand out as a distinctive strength within the total rewards package.
  • Leave & Time Off Breadth — Time off and flexibility are emphasized, with generous annual leave in some markets and volunteer days highlighted in the UK. Flexible/hybrid working is presented as standard, supporting practical use of time-off benefits.
  • Parental & Family Support — Parental leave is highlighted as a strength, including enhanced policies in the UK and an increased paid leave period in the U.S. Family-supportive provisions are positioned as part of a broader wellbeing focus.

Schroders Insights

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The Company
HQ: London
5,387 Employees

What We Do

As a global investment manager, we help institutions, intermediaries and individuals across the planet meet their goals, fulfil their ambitions, and prepare for the future. But as the world changes, so do our clients’ needs. That’s why we have a long history of adapting to suit the times and keeping our focus on what matters most to our clients. Doing this takes experience and expertise. We bring together people and data to spot the trends that will shape the future. This provides a unique perspective which allows us to always invest with conviction. We are responsible for £773.7 billion (€912.6 billion/$978.1 billion)* of assets for our clients who trust us to deliver sustainable returns. We remain determined to build future prosperity for them, and for all of society. Today, we have 6,000+ people across six continents who focus on doing just this. We are a global business that’s managed locally. This allows us to always keep our clients’ needs at the heart of everything we do. For over two centuries and more than seven generations we’ve grown and developed our expertise in tandem with our clients’ needs and interests. Source: Schroders, all data as at 30 June 2024. Disclaimer: Investing in securities is subject to risk. The value of investments can go down as well as up and is not guaranteed. Schroders will not make direct contact with you, via any social media platform or direct messaging service, to sell our products. If you think you have been a victim of a scam or have received unsolicited contact using the Schroders name or any associated names, and have any concerns, then please contact our Financial Crime Team using the details below: Telephone: +44(0)20 7658 4004 Email: [email protected] Schroder Investment Management Limited (Head Office): 1 London Wall Place, London EC2Y 5AU Tel: +44 (0)20 7658 6000 Schroder Fund Advisors LLC, Member FINRA, SIPC (US): 875 Third Avenue, New York, NY, 10022 Tel: +1 (800) 730-2932

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