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