Client Manager
Schroders
Client Manager
Schroders
Global asset manager; manages investments
Job Role： Client Manager
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.
Overview of role
The role is to build, maintain, and manage relationship management for the assigned channels and to achieve sales target.
Responsibility
Ÿ Establish strong relationship with gate keepers, key decision makers and influencers for the assigned channels.
Ÿ Work with assigned channels on fund on-boarding to enhance product offering and to roll out campaigns to drive sales.
Ÿ Identifying potential opportunity and growing business from assigned channels.
Ÿ Develop business from under-tapped channels.
Ÿ Conduct branch roadshows/trainings/client seminars.
Ÿ Meet individual sales target and facilitate team head to achieve team goal.
Ÿ Work closely within the team and cross-team to drive best sales results.
Ÿ Executing agreed plans and assigned duties.
Ÿ Collect and share market intelligence in a timely fashion.
Qualifications
Ÿ At least 5 years of intermediary sales experience
Ÿ Experience in ETF or handling insurance channel/bancassurance/bank would be a plus
Ÿ SITCA SITE/SICE or Senior Broker License is required.
Ÿ University graduate or above
Essential Skills
Ÿ Excellent interpersonal skills and ability to build strong relationship with channel partners and engage with people
Ÿ Good articulation and presentation skills
Ÿ Teamwork mindset
Ÿ Previous experience of driving successful channel sales
Ÿ Good business astute and good business risk conduct
Desirable Skills
Ÿ Good command of English is preferred.
Ÿ Self -driven, highly motivated, ambitious
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.
Advertised Salary: Competitive
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.
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