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Schroders

Schroders Wealth Management - Associate Relationship Manager

Schroders is hiring a Schroders Wealth Management - Associate Relationship Manager in Singapore, Singapore. Level rates it ; you can apply on Schroders.

Level's read on this job

  • On Level's scale, this role is Little AI ●○○○: aI is not part of the work.
  • The posting mentions wealth management, portfolio management and client relations among its tools and skills.
  • Level classes it as a mid-level role.
  • Schroders has 80 other open roles on Level.

AI in this role

Support relationship managers in managing UHNW/HNW client portfolios and delivering wealth management solutions.

wealth-managementportfolio-managementclient-relationsfinancial-analysisinvestment-management

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.

About Us
Schroders is a global investment manager which provides active asset management, wealth management and investment solutions. We aim to provide excellent investment performance to clients through active management. We serve a diverse client base that includes pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high net worth individuals, family offices, as well as end clients through partnerships with distributors, financial advisers, and online platforms.

Established in 1804, we have around 5,500 people across 36 global locations. Schroders' success can be attributed to its diversified business model, spanning different asset classes, client types and geographies.


What you'll do

• 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

We Recognise Potential, Whoever You Are
Our purpose is to deliver excellent investment performance to clients through active management. We believe diverse perspectives and an inclusive culture help us make better decisions and achieve better outcomes for our clients. That's why inclusion is a strategic priority for us, and 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 characteristic.

We will consider flexible working arrangements for all roles and provide reasonable accommodations to support applicants and employees, including those with neurodiversity, disability, or physical and mental health needs. For more information, please visit our FAQs.

How we rate this

Schroders Wealth Management - Associate Relationship Manager at Schroders rates 0 out of 100 for how much of the daily work is AI. That makes it Little AI (AI Level 1 of 4). The level is about AI in the job, not seniority.

Classification

Little AI. AI is not part of the work.

  1. ●●●● Builds AI80 to 100
  2. ●●●○ Works on AI60 to 79
  3. ●●○○ Uses AI40 to 59
  4. ●○○○ Little AI0 to 39

Levels come from how often the tools, models and workflows of the role are named in the posting itself. Read the description and count the AI tools, models and workflows it names.

Prepare for this job

Built from this posting and from similar jobs on Level.

Skills and AI tools this role asks for

Wealth ManagementPortfolio ManagementClient RelationsFinancial AnalysisInvestment Management

Questions you could be asked

  1. Tell me about a project where wealth management was part of your work. What did you do?
  2. Tell me about a project where portfolio management was part of your work. What did you do?
  3. Tell me about a project where client relations was part of your work. What did you do?
  4. Tell me about a project where financial analysis was part of your work. What did you do?
  5. Tell me about a project where investment management was part of your work. What did you do?

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  • List these exact terms on your resume: Wealth Management, Portfolio Management, Client Relations, Financial Analysis, and Investment Management. An applicant tracking system matches the wording, not the idea.
  • Attach one line of real, concrete experience to at least one of them. A tool named with nothing behind it rarely survives a human read.

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