Job Description
Who we&aposre looking for at Schroders Wealth Management
We&aposre looking for a Relationship Manager Assistant to join the Wealth Management division of the Schroders group. Someone who is passionate about delivering excellent client service and investment management for our clients.
You will work alongside a team of Relationship Managers and will be a critical part of the Financial Intermediaries team and in some cases serving as the first port of call for financial intermediaries in their dealings and administrative requests. You will take a proactive role alongside the Relationship Manager in delivering excellent client service. Youll be busy, hands-on and can-do. You will develop deep technical knowledge of our processes and systems and work across the business to challenge, develop and improve our processes and foster a wider understanding.
What You&aposll Do
- Support Relationship Managers to manage clients&apos portfolios in line with their investment wishes, our rules and the regulations whilst developing relationships of trust
- Be a point of contact for our financial intermediary clients, react to all enquires in a timely manner and maintain a record of responses
- Handle administrative duties promptly for our clients, such as cash transfer requests and monitoring overdrafts
- Set up accounts for new clients and intermediaries and arrange meetings with them
- Support our intermediary clients and the investment team by providing the information they need
- Create cash-transfer requests, liaising with Relationship Managers and complying with regulations to make sure we meet clients&apos instructions
- Check clients&apos transaction statements, monitor outstanding deals and report any errors
- Help to ensure client accounts are compliant and in-keeping with current regulation and procedures
- You may be asked to contribute to business-wide client service and internal process committees. You will build a strong internal network and have a good understanding of the key client service issues affecting the business
- Work closely with our Operations teams to make our clients&apos experience seamless
- Help with assessing portfolio suitability and performance and prepare investment proposals
- Carry out trades in client portfolios in line with instructions and investment recommendations
- Combine regular daily tasks with longer term projects with varying deadlines whilst responding to incoming enquiries
- Maintain and update your knowledge through continual professional development (CPD)
- Embody the core Schroders values of Excellence, Innovation, Teamwork, Passion and Integrity in all aspects of your work
The Knowledge, Experience And Qualifications You Need
- 2-3 years working experience in the wealth management sector
- Excellent IT skills, especially with the Microsoft Office suite
- A keen interest in in helping our clients and their families
- An interest in global financial news and markets
- Excellent communication skills and an ability to multi-task
- Completed Client Adviser Competency Standards (CACS) Assessment 1 & 2
What You&aposll Be Like
- A really good communicator great at listening, being clear and giving reassurance
- Self-motivated and enthusiastic
- Good at working in a team, and with other teams
- Youll have real attention to detail
- Able to work under pressure and to tight deadlines
- Show a willingness to learn and develop and a desire to work with your colleagues to achieve excellent client outcomes
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 will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why 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 characteristics.
About Us
We&aposre 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&aposve been around for over 200 years, but keep adapting as society and technology changes. What doesn&apost change is our commitment to helping our clients, and society, prosper.
