Senior Relationship Manager

Role overview

The Senior Relationship Manager (WM) is responsible for acquiring, onboarding and advising high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, delivering holistic wealth management solutions across investments and relevant banking/wealth services. The role focuses on building long-term client relationships through high-quality advice, disciplined portfolio and risk management conversations, and strict adherence to regulatory, cross-border, AML and suitability requirements.

Key responsibilities

Client acquisition and relationship management

• Source, prospect and onboard new HNW/UHNW clients through own network, referrals and targeted business development activities.
• Build, maintain and expand a sustainable client book by delivering a high standard of service, responsiveness and relationship coverage.
• Represent Schroders’ brand and values externally, including at client meetings and market events.
• Follow up on referral business and collaborate with internal stakeholders to maximise client outcomes.

Advisory, portfolio and solutions delivery

• Conduct fact-finds and client discovery to understand objectives, time horizon, liquidity needs, constraints and risk appetite.
• Provide investment advisory and tailored solutions across relevant asset classes and wealth management offerings, ensuring appropriateness and suitability.
• Present investment ideas and opportunities clearly and timely, enabling clients to make informed decisions.
• Partner with Investment, Product, Treasury and other specialists to originate and deliver relevant solutions (e.g., discretionary/ advisory mandates, structured solutions, alternatives, lending where applicable, and other WM services subject to platform offering).
• Perform regular portfolio reviews and risk profile refreshes; proactively address changes in client circumstances, markets or portfolio performance.

Risk management, controls and regulatory compliance

• Maintain strict observance of applicable regulatory requirements and internal policies, including suitability/appropriateness, fair dealing, cross-border rules and AML/CFT obligations.
• Complete timely and accurate documentation, including KYC, client risk assessments, call reports and meeting notes.
• Escalate potential issues, red flags or irregularities promptly to line management and/or Compliance in accordance with internal procedures.
• Attend required regulatory and internal trainings and meet any licensing/competency requirements relevant to the role.

Business management and collaboration

• Maintain disciplined pipeline management; submit regular progress reporting on prospects, onboarding status and revenue activity.
• Support team coverage by backing up colleagues during leave or absences, ensuring continuity of client service.
• Assist with planning and execution of small-scale client engagement activities (e.g., investment forums, briefings, social events), in line with internal approvals and governance.
• Provide structured client feedback and market intelligence to support product development and proposition enhancement.

Key performance indicators (indicative)

• Net new client acquisition and quality of onboarding (KYC completeness, time-to-onboard).
• Growth in assets under management/advisory and wallet share.
• Client retention, satisfaction and service quality metrics.
• Adherence to suitability, documentation and control requirements (audit/compliance outcomes).
• Pipeline health and conversion rates.

Requirements

Experience and qualifications

• Minimum 15 years’ relevant experience in wealth management, investment advisory and/or relationship management (HNW/UHNW).
• Recognised university degree.
• Relevant regulatory licences and certifications applicable to Singapore wealth management advisory (e.g., CMFAS modules and any other required local credentials); CACS desirable where relevant.
• Proven track record of client acquisition, retention and revenue generation.
• CFA charterholder is an advantage.

Knowledge and skills

• Strong understanding of capital markets and investment products (e.g., funds, equities, fixed income, structured products, alternatives) and portfolio construction principles.
• Deep appreciation of suitability, fair dealing, cross-border considerations, and AML/CFT requirements in a regulated environment.
• Excellent relationship management, consultative selling and stakeholder management skills.
• Strong communication and presentation skills; able to translate market views into client-relevant advice.
• High discipline in documentation, follow-through, and operating within governance frameworks.
• Proactive, client-centric, collaborative, and commercially astute.

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 helps us make better decisions and better achieve our purpose. Inclusion and diversity are a strategic priority and we are an equal opportunities employer: you are welcome here regardless of age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background or any other protected characteristic.