Client Director
About the job
- At least 10 years of experience in asset management distribution, private banking, wealth management, or a closely related financial services sales role, ideally with meaningful exposure to the Hong Kong private wealth market.
- A strong track record of managing and growing institutional or intermediary relationships, with demonstrable success in delivering commercial outcomes and meeting sales objectives.
- Established understanding of private bank distribution models, product approval processes, portfolio construction considerations, and the needs of fund selectors, advisers, and relationship managers.
- Strong investment knowledge across public markets, with the ability to discuss equities, fixed income, multi-asset, and alternative strategies credibly with sophisticated stakeholders.
- Ability to explain complex investment concepts clearly, persuasively, and appropriately for different audiences.
- Ability to engage senior internal and external stakeholders effectively with maturity, judgement, and professionalism.
- Ability to manage multiple priorities, follow through consistently, and operate with a strong sense of ownership.
- Ability to work effectively across functions, geographies, and business lines in a matrix environment.
- Develop and execute a focused Private Wealth distribution strategy for Hong Kong, with clear priorities, account plans, and measurable commercial objectives.
- Deepen strategic relationships with private banks, fund selectors, investment advisers, discretionary portfolio managers, relationship managers, and other senior decision-makers across the wealth channel.
- Drive fund penetration, net new flows, and revenue growth by identifying client needs and positioning Schroders’ investment capabilities in a clear, relevant, and solutions-led manner.
- Represent Schroders in senior client meetings, product briefings, investment forums, roadshows, training sessions, and partner-led events.
- Partner with investment, product, marketing, client service, legal, compliance, and operations teams to deliver high-quality client engagement and seamless execution.
- Provide market intelligence, client feedback, and distribution insights to inform product positioning, campaign development, and future business opportunities.
- Maintain disciplined pipeline management, accurate customer relationship management records, and robust follow-up practices to support effective governance and business planning.
- Contribute to the broader Client Group strategy in Asia by supporting cross-border collaboration, sharing best practice, and helping to build Schroders’ profile across the private wealth ecosystem.
- Existing senior relationships across Hong Kong private banks, family offices, external asset managers, or other wealth distribution partners.
- Experience distributing a broad range of asset classes, including private markets, alternatives, thematic strategies, or bespoke investment solutions.
- Professional qualifications such as CFA, CAIA, or other relevant investment, finance, or business credentials.
- Familiarity with Salesforce or similar customer relationship management tools, together with strong working knowledge of PowerPoint, Excel, and other client presentation tools.
- Mandarin language proficiency for engagement with Mandarin-speaking partners and stakeholders.
- Experience contributing to regional sales strategy, product campaign planning, or new business development initiatives across Asia.
About the company
Schroders is a global asset manager with a long history and offices in 27 countries. It manages assets for institutional and retail investors, wealth management clients, and financial institutions, aiming to grow long-term value for clients. How it works: Schroders pools money from clients and invests it across a range of asset classes through its investment teams, producing tailored portfolios and services such as portfolio management, wealth planning, and banking support. How it differentiates itself: it emphasizes aligning its goals with clients’ interests, scales to manage hundreds of billions of pounds in assets, and has a long-standing presence with a widespread global footprint and a focus on responsible corporate citizenship. Its goal is to help investors meet financial objectives by channelling money into the economy and delivering sustainable, long-term performance.
Company Size
1,001-5,000
Company Stage
IPO
Headquarters
London, United Kingdom
Founded
1804
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Simplify's Take
What believers are saying
- H1 2026 adjusted operating profit rose 46% to £459.8 million, proving operating leverage.
- Record AUM reached £867.8 billion on 30 June 2026, aided by markets and FX.
- SOAR’s Irish approval and 2026 active ETF momentum signal continued product innovation and fund launches.
What critics are saying
- Nuveen’s acquisition is expected in Q4 2026, ending Schroders’ independence as an employer.
- H1 2026 net outflows hit £8.3 billion excluding JVs, pressuring future organic growth.
- Benchmark sale, Brazil exit, and Indonesia exit shrink the platform before integration or sale closes.
What makes Schroders unique
- Schroders runs active public-to-private credit products, including 2026 ELTIFs and tokenised money funds.
- Its global brand spans 27 countries, serving institutions, wealth clients, and charities.
- China partnership optionality and J.P. Morgan Kinexys integration give Schroders distribution and infrastructure breadth.
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Benefits
Flexible Work Hours
Company News
Schroders PLC has raised its stake in LendInvest PLC to 13.579557% of the company's shares outstanding, up from 10.039607%. The increase took place on October 13, 2026, and leaves Schroders holding 19,389,167 shares. It notified the company on October 14, 2026. The holding is spread across several Schroders entities, including Schroder Investment Management Limited.
Schroders has received approval from the Central Bank of Ireland to launch a tokenised share class in a US dollar money market fund. The share class, called Schroders onchain active returns (SOAR), uses J.P. Morgan's Kinexys multi-chain tokenisation system. Investors will be able to use blockchain-based smart contracts to automatically process transactions such as redemptions and transfers. The structure allows the fund to operate outside conventional systems, including enabling direct transfers between clients. Schroders said the technology could enable future applications like collateralisation and round-the-clock treasury management. The Ireland-domiciled fund will be managed by Neil Sutherland, head of US fixed income at Schroders, alongside credit specialists. The launch follows Schroders Capital's introduction of tokenised features to its insurance-linked securities platform earlier this year.
Schroders reported adjusted operating profit of £459.8m for the first half of 2026, up 46% from £316m in the same period last year. Pre-tax profit rose to £396.8m from £196.9m. Assets under management reached a record £867.8bn on 30 June 2026, up from £823.7bn at the end of 2025. The increase reflected market gains, favourable foreign exchange movements and investment performance, partly offset by net outflows of £8.3bn excluding joint ventures and associates. The firm has delivered over 98% of its £150m annualised cost savings target set in March 2025. Schroders announced the sale of Benchmark, its UK financial advice business, and completed exits from Brazil and Indonesia. Shareholders approved Nuveen's acquisition of Schroders with over 99% support. The deal, expected to close in Q4 2026, would create a combined entity managing approximately $2.5tn in assets.
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Anker Innovations, a Chinese consumer electronics company, has launched a Hong Kong IPO of 46.6 million H shares priced at up to HK$99.32 each, targeting net proceeds of approximately HK$4.52 billion ($576 million). Trading is expected to commence on 2 July 2026. The company will allocate 10% of shares to the Hong Kong public offering and 90% to international investors. Cornerstone investors including Schroders, UBS AM Singapore, Jane Street and Taikang Life Insurance have committed to subscribe for shares worth $295 million combined. Proceeds will fund product innovation, research and development, talent recruitment, brand building, direct-to-consumer expansion, supply chain upgrades and working capital. Anker is already listed on Shenzhen's A-share market and sells charging devices, energy storage products and home electronics.