Relationship Manager
- Employer
- Schroders Investment Management
- Location
- Singapore, Singapore
- Salary
- Competitive
- Closing date
- Apr 13, 2021
View more
- Job Function
- Wealth Management
- Industry Sector
- Finance - General
- Employment Type
- Full Time
- Education
- Bachelors
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Overview of role
Key duties
Requirements
- 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 / cross-border / 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
- Build-up, 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 hand-in-hand with investment and treasury department, giving input for generating new investment/product ideas
- Attend regulatory and in-house training session and pass regulatory licencing requirement tests
- Back-up and assist other team members, while on leave or out stationed
- Source and assist in organizing small-scale marketing events (Investment forums, social gatherings, sports events)
- Follow-up on referral business
- Observe and follow regulatory and bank's policies and procedures like advisory handbook, cross-border 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 8-10 years' relevant experience in wealth management investment advisory / sales
- Recognized university degree and relevant CACS certification
- Proven track record in client acquisition and retention success
- Disciplined, with deep understanding of Compliance and Regulatory framework of the industry
- Extensive investment product and market knowhow
- Strong relationship management and sales skills
- Driven, client-oriented with strong business acumen
- Proficient, proactive whilst collaborative
- CFA charter-holder a plus
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