Private Wealth Relationship Associate

Schroders; Singapore; On-site; SGD 75,000 - 110,000; Full time

Benefits offered by this job

Flexible working arrangements

Job summary

Schroders Wealth is seeking a Relationship Management Assistant to support Relationship Managers in 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 to provide a seamless client experience, contribute to process improvements, and ensure activities are accurate, timely and compliant with internal controls and applicable regulations.

Qualifications

• Minimum 5 years’ experience in client servicing, client administration or operations within private wealth/asset management or related financial services.
• Regulatory licences and local credentials; CMFAS modules and CACS Paper 1/2 desirable where relevant.
• Strong knowledge of investment products and portfolio administration; control processes and operational risk.
• Familiarity with regulatory expectations (KYC/AML, suitability, conduct and documentation).
• Excellent stakeholder management and communication skills under time pressure.

Responsibilities

• Support Relationship Managers to manage clients’ portfolios in line with investment wishes, rules, and regulations.
• Act as a primary contact for clients; respond promptly and maintain records of responses and actions.
• Handle client administration, including cash transfers, overdrafts and follow-ups on items.
• Set up accounts for new clients and coordinate onboarding documentation.
• Prepare and process cash-transfer requests with adherence to controls.
• Review transaction statements, monitor settlements and resolve discrepancies.
• Maintain ongoing account maintenance and regulatory documentation as required.
• Assist in portfolio suitability assessments and preparation of investment proposals and materials.
• Execute trades in line with client instructions and dealing controls.
• Support daily BAU tasks and broader client service initiatives.

Skills

Client servicing

Relationship management

Portfolio administration

KYC/AML

Regulatory compliance

Stakeholder management

Attention to detail

CPD

Education

CMFAS modules

CACS Paper 1/2

Tools

CRM systems

Portfolio/transaction systems

Job description

Schroders Wealth is seeking a Relationship Management Assistant to support Relationship Managers in 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 to provide a seamless client experience, contribute to process improvements, and ensure activities are accurate, timely and compliant with internal controls and applicable regulations.