Client Manager at Schroders | Balance Board

Job Role： Client Manager

About Us

Schroders is a global investment manager which provides active asset management, wealth management and investment solutions. We aim to provide excellent investment performance to clients through active management. We serve a diverse client base that includes pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high net worth individuals, family offices, as well as end clients through partnerships with distributors, financial advisers, and online platforms.

Established in 1804, we have around 5,500 people across 36 global locations. Schroders' success can be attributed to its diversified business model, spanning different asset classes, client types and geographies.

Overview of role

The role is to build, maintain, and manage relationship management for the assigned channels and to achieve sales target.

Responsibility

Establish strong relationship with gate keepers, key decision makers and influencers for the assigned channels.

Work with assigned channels on fund on-boarding to enhance product offering and to roll out campaigns to drive sales.

Identifying potential opportunity and growing business from assigned channels.

Develop business from under-tapped channels.

Conduct branch roadshows/trainings/client seminars.

Meet individual sales target and facilitate team head to achieve team goal.

Work closely within the team and cross-team to drive best sales results.

Executing agreed plans and assigned duties.

Collect and share market intelligence in a timely fashion.

Qualifications

At least 5 years of intermediary sales experience

Experience in ETF or handling insurance channel/bancassurance/bank would be a plus

SITCA SITE/SICE or Senior Broker License is required.

University graduate or above

Essential Skills

Excellent interpersonal skills and ability to build strong relationship with channel partners and engage with people

Good articulation and presentation skills

Teamwork mindset

Previous experience of driving successful channel sales

Good business astute and good business risk conduct

Desirable Skills

Good command of English is preferred.

       Self -driven, highly motivated, ambitious

We Recognise Potential, Whoever You Are

Our purpose is to deliver excellent investment performance to clients through active management. We believe diverse perspectives and an inclusive culture help us make better decisions and achieve better outcomes for our clients. That's why inclusion is a strategic priority for us, and we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.

We will consider flexible working arrangements for all roles and provide reasonable accommodations to support applicants and employees, including those with neurodiversity, disability, or physical and mental health needs. For more information, please visit our FAQs.

We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

We have around 6,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper.

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