# Relationship Management Assistant [Schroders](https://www.jorb.ai/firms/schroders.md) · Singapore · [Private Wealth](https://www.jorb.ai/jobs/private-wealth.md) Schroders is hiring a Relationship Management Assistant in Singapore. Posted 2026-06-17; applications close 2026-08-16. **Apply**: https://ekbq.fa.em2.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_2/job/1650 Posted 5d ago. ## Role details ## Role Summary The Relationship Management Assistant supports Relationship Managers in delivering high-quality day-to-day servicing for private wealth clients. The role focuses on portfolio administration, client communications, account documentation maintenance and trade execution support, ensuring all activity is completed accurately, on time and in line with internal policies and applicable regulations. You will work closely with Relationship Managers and operations and compliance teams to provide seamless client experience, while also contributing to process improvements and broader client service initiatives. ## Key Responsibilities - Support Relationship Managers to manage clients’ portfolios in line with their investment wishes and regulatory requirements, while developing relationships of trust. - Act as a key point of contact for clients; respond to all inquiries in a timely manner and maintain an accurate record of responses and actions taken. - Handle client administration promptly and accurately, including cash transfer requests, monitoring overdrafts and follow-ups on outstanding items. - Set up accounts for new clients, coordinate onboarding documentation and arrange client meetings (including preparation of meeting materials where required). - Create and process cash-transfer requests, liaising with Relationship Managers and adhering to regulatory and internal controls to ensure client instructions are met. - Review clients’ transaction statements, monitor outstanding deals/settlements and escalate or report errors and discrepancies for resolution. - Support ongoing account maintenance (including static data updates, mandates and account documentation) in accordance with procedures and regulatory requirements. - Help to ensure client accounts remain compliant, including supporting periodic reviews, documentation refreshes and adherence to suitability and conduct requirements. - Work closely with operations and related internal teams to ensure smooth execution and a consistent client experience across the service chain. - Support assessment of portfolio suitability and performance; assist in preparing investment proposals and presentation materials for client discussions. - Execute trades in client portfolios in line with client instructions, approved investment recommendations and relevant dealing controls (as applicable to the role and permissions). - Manage daily BAU tasks alongside longer-term projects with varying deadlines, prioritising effectively while responding to incoming client and internal inquiries. - Maintain and update product, market and regulatory knowledge through continual professional development (CPD). - Contribute to business-wide client service and internal process committees as required; build a strong internal network and develop an understanding of key client service themes and risks. - Embody Schroders’ values of Excellence, Innovation, Teamwork, Passion and Integrity in all aspects of your work. ## Qualifications / Requirements - Proven experience in client servicing, client administration or operations within private wealth, asset management, private banking or a related financial services environment. - Strong working knowledge of investment products and portfolio administration (e.g., equities, funds, bonds), with a good understanding of control processes and operational risk. - Familiarity with regulatory and compliance expectations relevant to client accounts (e.g., KYC/AML, suitability, conduct and documentation standards), with high attention to detail. - Excellent stakeholder management and communication skills, able to work effectively with clients, Relationship Managers and operations teams under time pressure. - Strong organizational skills and proficiency with common office systems and client/portfolio platforms (e.g., CRM and portfolio/transaction systems), with a continuous improvement mindset. 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. ## Applying to this role This Relationship Management Assistant role at Schroders runs through the firm's own careers portal and expects a CV and cover letter written specifically for the posting, not a portable submission carried across firms. Jorb AI's application agent tailors a CV and cover letter from your background to this posting and tracks the role alongside the rest of your applications. [Tailor this application](https://www.jorb.ai/signup?ref=job-atom&firm=schroders&job=6a325487cce39f97bb7c5321) ## More open roles at Schroders - [Investor Relations Analyst](https://www.jorb.ai/jobs/6a32c5b72e6cdc9a8a0cc6cf.md) – United Kingdom, posted 5d ago - [Student Trainee](https://www.jorb.ai/jobs/6a328d519480a9978cd49b29.md) – Hong Kong, posted 5d ago - [Business Innovation Analyst](https://www.jorb.ai/jobs/69e244e2d45fd16f04215b25.md) – London, posted 2mo ago ## Other open Private Wealth roles - [Investment Advisory Internship](https://www.jorb.ai/jobs/6a272083ae1187b05dc34b07.md) at [Endowus](https://www.jorb.ai/firms/endowus.md) – Singapore, posted 14d ago - [Private Wealth Associate](https://www.jorb.ai/jobs/69e7dfa6d930265e52dac438.md) at [AllianceBernstein](https://www.jorb.ai/firms/alliancebernstein.md) – New York, posted 2mo ago - [Wealth Planning Analyst](https://www.jorb.ai/jobs/6a344ed0327723538fb79b3e.md) at [Neuberger Berman](https://www.jorb.ai/firms/neuberger-berman.md) – New York, posted 5d ago - [2027 Blackstone Private Wealth Summer Analyst (London)](https://www.jorb.ai/jobs/6a2fe9f74d1c766f5f04fb71.md) at [Blackstone](https://www.jorb.ai/firms/blackstone.md) – London, posted 8d ago - [Analyst/Associate, Product Specialist – APAC Private Markets](https://www.jorb.ai/jobs/6a350489aedc869dbd110133.md) at [Macquarie Group](https://www.jorb.ai/firms/macquarie-group.md) – Singapore, posted 10d ago --- Updated: 2026-06-23 Canonical: https://www.jorb.ai/jobs/6a325487cce39f97bb7c5321