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Lead and manage a team of Relationship Managers and Relationship Management Assistants to expand the client base and Assets Under Management (AUM). Explore and introduce new products that meet client needs while promoting and building a unique branding for Schroders Wealth Management. Source and onboard new clients, understanding their objectives and risk profiles, and advise on investment ideas and wealth‑management services with a focus on suitability and timely execution. Conduct regular portfolio and risk reviews, maintain high acceptance of risk and compliance, cross‑border, and AML regulations, and deliver an excellent client experience that builds lasting relationships.
Key Responsibilities