This role has the following principal responsibilities:
Lead a Team in expanding the client base and AUM, and exploring new products that are suitable for client needs
Promote and build a unique branding of the Schroders Wealth Management business whilst ensuring a high level of client service
Sourcing and on-boarding of new clients
Understand needs, objectives and risk profile of clients
Advise clients on investment ideas/opportunities and other wealth management services and ensure investment suitability and timely execution
Regular review of investment portfolios and risk profiles with clients
Strict observance of risk and compliance/cross-border/AML issues and regulations
Ensure that we achieve excellence in our clients’ experience, building lasting relationships based on high standards of service and quality advice
Key Responsibilities:Manage a t...