Relationship Manager

About Schroders Group

Schroders is a leading provider of active asset management, advisory and wealth management services and is widely recognised as a leader in sustainability. Few investment managers can match the combination of capabilities and global reach that Schroders offers. This breadth of services across public and private markets allows for distinctive solutions for the diverse needs of clients, who look to Schroders to provide superior long-term investment outcomes.

Schroders in Switzerland is a renowned Financial Institution with around 300 employees located in Zurich and Geneva. For our private clients we provide tailor-made investment solutions and complementary financial services. We invest in a broad range of asset classes across equities, fixed income, multi-asset and alternatives. We also specialize in providing high-quality private equity solutions to our clients.

The team

You will be working closely across various teams including the UK, Middle East, Germany and Swiss domestic markets, working together to cover and service affluent clients and accounts earmarked for closure. The team collaborates closely with internal partners (e.g. Compliance, Operations, Investment Specialists, Credit and Onboarding) and our other international entities where relevant.

What you’ll do

• Management of the Termination Pool
  • Management and oversight of the Termination Pool, which will contain clients that are earmarked for exit but where closure is not possible
  • Prioritise closure of the Termination Pool accounts where possible, proactively exploring opportunities for exiting widely-held illiquid assets and collaborating with the Private Assets team and Legal & Compliance
  • Assist existing relationship managers with the process of transitioning clients into the Termination Pool
  • Ensure the maintenance and servicing of the accounts of the Termination Pool. This includes meeting all regulatory requirements including client reviews as necessary
  • Throughout the process, including transition to the Termination Pool, ongoing maintenance and ultimately account closure, ensure high quality service and protect the reputation of the bank
• Management and development of the Affluent client book
  • Build trust with clients and effectively manage relationships
  • Understand client’s need and objectives and be responsible for advising on and implementing investments and banking solutions
  • Leverage and coordinate all resources of the Bank to deliver excellence in execution for client queries and transactions
  • Ensure high quality service and protect the reputation of the bank
  • Identify and pursue opportunities to grow assets of clients
  • Follow all regulations, policies, and standards across markets. This includes meeting all regulatory requirements including client reviews as necessary

The Affluent book consists of accounts with long term growth potential and assets below the minimum requirements (currently defined as <1M CHF in AUM) across all markets covered and serviced from Geneva.

The Knowledge, Experience and Qualifications You Need

• Bachelor’s degree in Finance, Business Administration, or related field
• Minimum 5 years of experience in private banking, wealth management, or relationship management, with a proven track record of managing and growing client relationships 
• Experience managing existing client portfolios and finding opportunities to deepen client engagement and grow assets under management
• Strong understanding of financial markets, investment products, and wealth management solutions 
• Excellent communication and interpersonal skills in English

What You’ll Be Like

• Dedicated to building strong connections with a passion for delivering an outstanding client experience
• Commercially minded and proactive in growing and developing client relationships 
• Highly organised, diligent and able to manage competing priorities
• Professional, discreet and resilient in a fast-paced client environment 
• Collaborative and encouraging, with a strong team-first approach

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 characteristic.