Aspiring Wealth Relationship Advisor

SCHRODER & CO. (ASIA) LIMITED; Singapore; On-site; SGD 90,000 - 150,000; Full time

Job summary

Schroders Wealth Management (SCAL) in Singapore is seeking a client-focused adviser to work closely with Senior Relationship Managers. You will manage UHNW/HNW client portfolios, develop deep client understanding, execute trades, and contribute to new business opportunities across Singapore and Asia.

The role requires a minimum of 3 years in private banking/wealth management, MAS licensing familiarity, and strong MAS regulatory knowledge. CFA is a plus.

Qualifications

• 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

Responsibilities

• 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 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

Skills

Relationship building

Client-focused

Communication

Analytical skills

Education

University degree

MAS licensing (CACS)

CFA certification (a plus)

Job description

Schroders Wealth Management (SCAL) in Singapore is seeking a client-focused adviser to work closely with Senior Relationship Managers. You will manage UHNW/HNW client portfolios, develop deep client understanding, execute trades, and contribute to new business opportunities across Singapore and Asia.

The role requires a minimum of 3 years in private banking/wealth management, MAS licensing familiarity, and strong MAS regulatory knowledge. CFA is a plus.