Private Wealth Relationship & Portfolio Support Specialist

Schroders; Singapore; On-site; SGD 50,000 - 86,000; Full time

Job summary

Schroders Wealth is seeking a Relationship Management Assistant to support Relationship Managers in delivering high-quality servicing for private wealth clients. You will handle portfolio administration, client communications, onboarding, and trade execution support while ensuring compliance and accuracy across processes.

Working closely with Relationship Managers and operations, you will contribute to process improvements and deliver a seamless client experience in a fast-paced environment.

Qualifications

• Minimum 5 years’ experience in client servicing or operations within private wealth or asset management.
• Strong knowledge of investment products and portfolio administration with attention to detail.

Responsibilities

• Support Relationship Managers to service private wealth clients and portfolios.
• Respond to client inquiries promptly and maintain accurate records of actions.
• Handle client administration including cash transfers and onboarding documentation.
• Assist in preparing investment proposals and client meeting materials.
• Execute client trades in line with instructions and approvals.
• Collaborate with operations and compliance to ensure regulatory adherence.

Skills

Client servicing

Regulatory compliance

Portfolio administration

Stakeholder management

Education

Bachelor's degree in Finance / related field

Tools

CRM systems

Portfolio systems

Job description

Schroders Wealth is seeking a Relationship Management Assistant to support Relationship Managers in delivering high-quality servicing for private wealth clients. You will handle portfolio administration, client communications, onboarding, and trade execution support while ensuring compliance and accuracy across processes.

Working closely with Relationship Managers and operations, you will contribute to process improvements and deliver a seamless client experience in a fast-paced environment.