Head of Wealth Management: Client Growth & Advisory

Schroders; Singapore; On-site; SGD 100,000 - 150,000; Full time

Job summary

Schroders in Singapore is seeking a seasoned professional to lead a team of Relationship Managers and expand the client base. The role involves managing client relationships with a focus on wealth-management services, investment advice, and compliance with regulations.

The ideal candidate will bring a minimum of 15 years' experience in wealth management, a recognized university degree, and relevant regulatory licenses. Candidates with a CFA designation will have an advantage.

Qualifications

• Minimum 15 years of relevant experience in wealth management, investment advisory, and/or relationship management.
• Proven track record of client acquisition, retention, and revenue generation.
• CFA charterholder is an advantage.

Responsibilities

• Manage a team of Relationship Managers and Assistants.
• Source and onboard new clients, advising on investment ideas.
• Conduct regular portfolio and risk reviews.
• Ensure thorough due diligence for client onboarding.
• Represent Schroders brand and values in the market.

Skills

Capital markets understanding

Relationship management

Stakeholder management

Communication skills

Consultative selling

Education

Recognised university degree

Relevant regulatory licences (e.g., CMFAS)

Job description

Schroders in Singapore is seeking a seasoned professional to lead a team of Relationship Managers and expand the client base. The role involves managing client relationships with a focus on wealth-management services, investment advice, and compliance with regulations.

The ideal candidate will bring a minimum of 15 years' experience in wealth management, a recognized university degree, and relevant regulatory licenses. Candidates with a CFA designation will have an advantage.