Private Wealth Relationship Assistant

Schroders; Singapore; On-site; SGD 55,000 - 75,000; Full time

Job summary

Schroders Wealth in Singapore is seeking a Relationship Management Assistant to support Relationship Managers in delivering high‑quality day‑to‑day servicing for private wealth clients, focusing on portfolio administration, client communications and trade execution support.

You will collaborate with operations and compliance teams, maintain accurate client records, assist with onboarding and proposals, and help ensure regulatory and internal controls are followed, all while building trusted

Qualifications

• Minimum 5 years’ experience in client servicing or operations within private wealth or asset management.
• Regulatory licences or certifications such as CMFAS modules; CACS preferred where relevant.
• Strong knowledge of investment products and portfolio administration.
• Attention to detail and regulatory/compliance awareness (KYC/AML, suitability).
• Excellent stakeholder management and communication skills with time pressure.

Responsibilities

• Support Relationship Managers in delivering high‑quality client servicing and portfolio administration.
• Process cash transfers, monitor statements, and assist with trade execution support.
• Coordinate onboarding, documentation and client meetings with prepared materials.
• Maintain accurate client records and ensure regulatory and internal controls are followed.
• Prepare investment proposals and presentations for client discussions.
• Work with operations and compliance to ensure smooth service across the chain.

Skills

Portfolio administration

Client servicing

Regulatory compliance

Stakeholder management

Trade support

Education

CMFAS modules

Tools

CRM systems

Portfolio/transaction systems

MS Office

Job description

Schroders Wealth in Singapore is seeking a Relationship Management Assistant to support Relationship Managers in delivering high‑quality day‑to‑day servicing for private wealth clients, focusing on portfolio administration, client communications and trade execution support.

You will collaborate with operations and compliance teams, maintain accurate client records, assist with onboarding and proposals, and help ensure regulatory and internal controls are followed, all while building trusted