Team Head, Wealth Management

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

Manage a t...

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