Company Overview
As a global investment manager, we help institutions, intermediaries and individuals meet their goals, fulfil their ambitions, and prepare for the future. But as the world changes, so do our clients needs. Thats why we have a long history of adapting to suit the times and keeping our focus on what matters most to our clients. Our corporate purpose is to invest actively and responsibly to create better futures for our clients.
Doing this takes experience and expertise. We bring together people and data to spot the trends that will shape the future. This provides a unique perspective which allows us to always invest with conviction. We are responsible for £
- 7 billion (912.6 billion/US$978.1 billion)* of assets for our clients who trust us to deliver sustainable returns. We remain determined to build future prosperity for them, and for all of society. Today, we have 6,000+ people across six continents who focus on doing just this.
We are a global business which is managed locally. This allows us to always keep our clients needs at the heart of everything we do. For over 200 years and more than seven generations weve grown and developed our expertise in tandem with our clients needs and interests.
- as at 30 June 2024.
Who were looking for
A dynamic person with positive attitude, who can perform under pressure and who has an inquisitive mind to want to find out the rationale rather than just accepting things as they are.
As an integral part of the Singapore Wealth Retail Sales team, the Client Service Executive works closely with the Client Managers to bring Schroders products and solutions to our clients.
What youll do
Client service and sales support providing a regular summary of specific funds including market updates and performance for distributors, extraction of information on products and to update presentation materials to support the USPs
Monitor Morningstar and Bloomberg terminals for funds comparison and market analysis.
Coordination of training schedules and other logistics matters relating to fund training for distributors and seminars (training, fund launches etc.)
Acquire knowledge of the regulatory landscape plus internal risk and policy processes.
Prepare market and business reports for management updates.
Co-ordinate monthly ILP reporting for insurance clients
Ensure compliance to internal governance and risk controls processes
Conduct KYC/AML, on-going due diligence and other on-boarding documentation
Maintain database of client reporting needs and ensure robust process in place to fulfil
Interface with external and internal stakeholders on legal contracts, agreements and offering documents
Essential Skills
Recognised banking or finance university degree with 1-2 years of prior experience in asset management/funds related work preferred. Candidates with no prior experience may also be considered.
Good knowledge of mutual funds
Ability to manage projects
Meticulous, proactive and able to think creatively
Strong communication skills in writing and speaking
Strong interpersonal skills to effectively interact with colleagues and external parties of all levels
Proficient in MS Office, especially Word, Powerpoint and Excel
We recognise potential, whoever you are
Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought facilitated by an inclusive culture will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why 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 characteristics.
