Client Manager

Company Overview

As a global investment manager, we help institutions, intermediaries and individuals meet their goals, fulfil their ambitions, and prepare for the future. But as the world changes, so do our clients’ needs. That’s why we have a long history of adapting to suit the times and keeping our focus on what matters most to our clients.

Doing this takes experience and expertise. We bring together people and data to spot the trends that will shape the future. This provides a unique perspective which allows us to always invest with conviction. We are responsible for $978.1 billion (£773.7 billion / €912.6 billion)* of assets for our clients who trust us to deliver sustainable returns. We remain determined to build future prosperity for them, and for all of society. Today, we have 6,000+ people across six continents who focus on doing just this.

We are a global business that’s managed locally. This allows us to always keep our clients’ needs at the heart of everything we do. For over 200 years and more than seven generations we’ve grown and developed our expertise in tandem with our clients’ needs and interests.

*as at 30 June 2024

Overview of role

• Sale of Schroders retail products through intermediaries in Singapore
• Client Servicing 

Key Responsibilities:

Sales

• Proactive in selling and promotion of Schroders funds to clients through building excellent relationships and understanding clients’ business model and fund selection process.
• Deliver effective presentations to clients by building strong value propositions in core investment strategies such as focused funds and preparing high quality presentations slides.
• Key contact for designated clients and prospects
• Continuously monitor sales and redemption from clients and recommend action plan where necessary
• Assist in the preparation of RFI and liaise with due diligence teams to ensure successful product approval 

Client Servicing

• To provide “best-in-class” service to clients by ensuring excellent knowledge of markets and funds which is disseminated to clients on a timely basis
• Working on tight deadlines to provide bespoke information to clients 
• Keep abreast of industry and regulatory development and competitors’ products
• Maintain knowledge of all key market, economic and fund and investment views from SIM London including webcasts so as to be effective when servicing clients 

Essential Skills

• At least 5 years’ relevant business development and distribution experience
• Have already passed all the necessary regulatory licenses required to perform the sales roles, such as M3, M5 and M8a
• Have good experience in preparing sales related materials using MS PowerPoint
• Have good understanding of financial terminology used in mutual fund industry
• Excellent communication skills to effectively collaborate with business and technology partners
• Passionate about the digital space with an innovative mindset for continued improvement and transformation to support business growth
• Team player and contributes to team effort by accomplishing related results as required. 

We recognise potential, whoever you are

Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought facilitated by an inclusive culture will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why 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 characteristics.