Job Description
The Senior Relationship Manager (WM) is responsible for acquiring, onboarding and advising high-net-worth (HNW) and ultra-high-net-worth (UHNW) clients, delivering holistic wealth management solutions across investments and relevant banking/wealth services. The role focuses on building long-term client relationships through high-quality advice, disciplined portfolio and risk management conversations, and strict adherence to regulatory, cross-border, AML and suitability requirements.
Key responsibilities
Client acquisition and relationship management
- Source, prospect and onboard new HNW/UHNW clients through own network, referrals and targeted business development activities.
- Build, maintain and expand a sustainable client book by delivering a high standard of service, responsiveness and relationship coverage.
- Represent Schroders’ brand and values externally, including at client meetings and market events.
- Follow up on...