Senior Expat Wealth & Cross-Border Advisor

SCHRODER & CO. (ASIA) LIMITED; Singapore; On-site; SGD 180,000 - 320,000; Full time

Job summary

Schroders & Co. (Asia) Limited is seeking a Senior Relationship Manager in Singapore to acquire, advise and grow relationships with HNW/UHNW international clients, including expatriates and UK-connected clients with cross-border wealth needs.

You will deliver holistic wealth management solutions and coordinate with specialists to meet tax, residence and structuring sensitivities. The role requires a strong private banking background, cross-border advisory experience and the ability to navigate

Qualifications

• Minimum 8 years’ relevant experience in wealth management, private banking, investment advisory and/or relationship management.
• Recognised university degree and Singapore wealth advisory licences/certifications, including CACS and CMFAS modules.
• Strong ability to originate, acquire, retain and grow client relationships with revenue and asset growth.
• Strong coverage experience with expatriate clients in Singapore and UK-connected clients with cross-border needs.
• Practical understanding of UK private client tax considerations including residence/domicile, income tax, CGT, IHT and offshore structures.
• Able to recognise when specialist tax or legal advice is required and coordinate with advisers.

Responsibilities

• Source, prospect and onboard HNW/UHNW expatriate, international and UK-connected clients.
• Build, retain and grow a sustainable client book across expatriates and cross-border clients.
• Represent Schroders’ brand in meetings, events and forums; pursue referrals.
• Conduct detailed client discovery on objectives, residence, tax exposure and risk.
• Provide tailored investment advisory and wealth management solutions across asset classes.
• Present investment ideas and translate UK tax/domicile considerations into planning discussions.
• Collaborate with Investment, Product, Treasury and Wealth Planning to deliver solutions.
• Perform regular portfolio reviews and refresh risk profiles.
• Maintain compliance with regulatory and internal requirements.

Skills

Wealth management

Relationship management

Cross-border advisory

UK tax awareness

Education

University degree + Singapore wealth licences (CACS, CMFAS)

Job description

Schroders & Co. (Asia) Limited is seeking a Senior Relationship Manager in Singapore to acquire, advise and grow relationships with HNW/UHNW international clients, including expatriates and UK-connected clients with cross-border wealth needs.

You will deliver holistic wealth management solutions and coordinate with specialists to meet tax, residence and structuring sensitivities. The role requires a strong private banking background, cross-border advisory experience and the ability to navigate