About this role
Supports Relationship Managers in providing day-to-day servicing for private wealth clients, focusing on portfolio administration and trade execution. Manages client communications, account onboarding, and ensures all activities comply with internal policies and regulations.
Requires proven experience in client servicing or operations within private wealth or asset management. Must possess strong knowledge of investment products, regulatory standards like KYC/AML, and proficiency in CRM and portfolio platforms.
What they're looking for
Portfolio AdministrationClient ServicingTrade ExecutionKYC/AMLStakeholder ManagementAccount DocumentationCRM ProficiencyInvestment Product Knowledge
Frequently asked questions
What does a Relationship Management Assistant at Schroders do?
Supports Relationship Managers in providing day-to-day servicing for private wealth clients, focusing on portfolio administration and trade execution. Manages client communications, account onboarding, and ensures all activities comply with internal policies and regulations. Requires proven experien…
What skills does this Relationship Management Assistant role need?
Key skills for this role include Portfolio Administration, Client Servicing, Trade Execution, KYC/AML, Stakeholder Management, Account Documentation.
How much does a Relationship Management Assistant at Schroders pay?
The employer did not list a salary for this role. Most similar Singapore roles publish their band on the job page.
Is this Relationship Management Assistant role remote, hybrid, or on-site?
This role is on-site, based in Singapore.
How do I apply for this Relationship Management Assistant role?
You can apply directly on Schroders's careers page. ApplyLah can tailor your résumé and cover letter to this exact role in seconds first.