Who we’re looking for at SCAL
We offer an alternative to the traditional private banking model. At Schroders Wealth Management, we offer an investment-led wealth management service that applies independent and tailored client advice across a multi-custodial and open architecture platform. This approach is supported by the institutional buy-side investment expertise of the Schroders group and enhances our position in working alongside clients as their trusted advisers.
We want someone who can work alongside our Senior Relationship Managers, with the desire and curiosity to learn their job as well as your own. Someone who is passionate about delivering excellent client service and investment management for our clients.
We want someone who can work as a part of a team, potentially managing reports and someone who enjoys prospecting for new business. You'll be busy, hands-on and can-do.
Key Responsibilities:
- Work with Relationship Managers to manage clients' portfolios in line with their investment wishes, our rules and the regulations whilst developing relationships of trust
-Full understand the client's inter-family relationships, individual circumstances, long-term objectives, risk profile, mandates, restrictions and future needs
- Carry out trades in client portfolios in line with instructions and investment recommendations
- Prepare for and attend client meetings; write comprehensive meeting notes; and, respond to actions arising efficiently and accurately
-Take part in external fund manager meetings and internal investment meetings across Schroders to share information and insights on market knowledge
- Enable the client to make informed financial decisions by providing clear, relevant and timely information
- Report to the clients in a timely and professional manner
- Undertake regular review of the work of allocated to Relationship Management Assistant/ Client Service Executive to ensure that
- Mandates are adhered to;
- Risk profiles are respected;
- Clients are treated fairly;
- Suitable revenue from the clients is achieved.
- Actively market and develop profitable new client relationships both internally and externally
- Identify and convert new business opportunities in order to achieve your personal New Business target
- Develop an understanding of the full range of services offered by the business
- Contribute to business development including preparing investment proposals
- Close collaboration across all functional areas to facilitate efficient operation of accounts, resolve client issues and develop a position of trust with clients
- Maintain and update your knowledge through continual professional development (CPD)
- Manage and train RMAs/CSEs on the team where applicable
- Represent the Schroders brand and values in the market
The knowledge, experience and qualifications you need
- Minimum 3 years of experience in private wealth management
- Recognized university degree and CACS certification
- Experience with structures used by private clients for asset protection, tax efficiency and estate planning
- Experience in investing and administering assets in public and private markets
- Disciplined, with deep understanding of Compliance and Regulatory framework of the industry
- Strong relationship management and sales skills
- CFA charter-holder a plus
What you'll be like
- Driven, client-oriented with strong business acumen
- Proficient, proactive whilst collaborative
- A really good communicator – great at listening, being clear and giving reassurance
- A good number cruncher
- Self-motivated and enthusiastic
- Good at working in a team, and with other teams
- You’ll 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 outcome
