Job Description
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.
Key Responsibilities
- 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
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.
