Client Relationship Manager
7 days ago
About Us
Schroders is a leading global investment manager dedicated to assisting institutions, intermediaries, and individuals in achieving their financial objectives and aspirations. As the landscape of finance evolves, so do the requirements of our clients. Our unique ability to adapt to these shifts while maintaining a steadfast focus on client priorities distinguishes us in the industry.
We oversee assets totaling £449.4 billion, entrusted to us by clients who depend on our expertise to generate sustainable returns. Our team of 4,100 professionals, spread across six continents, is devoted to fostering future prosperity for our clients and society as a whole. We operate as a global entity with a localized approach, ensuring that our clients' needs remain central to our operations.
Our culture is built on core values of Integrity, Passion, Teamwork, Innovation, and Excellence, which are essential to our success and are reflected in all our activities.
Job Overview :
This role is a full-time temporary position for a duration of six months. The primary responsibility is to support the China Cross Border Business team in cultivating new business opportunities and maintaining robust relationships with institutional clients in China. The ideal candidate will strive to establish mutual trust and a comprehensive understanding of client needs by delivering exceptional client service. Reporting to the Head of Cross Border, China Business, this individual will also assist in various capacities as needed. Frequent engagement in coordinating sales initiatives and marketing events will be essential to enhance Schroders's brand and showcase our investment capabilities. Additionally, this role will involve central coordination of pitching proposals and onboarding new clients with the assistance of colleagues.
Key Responsibilities :
Sales & Marketing
Collaborate with the Head of Cross Border, China Business to formulate and execute business development strategies. Assist the team in expanding business and fostering relationships with assigned accounts and prospective clients. Prepare investment proposals and client presentations by effectively coordinating with internal stakeholders. Facilitate internal discussions regarding contracts and oversee client onboarding processes, including KYC and account setup, custodian onboarding, and agreement negotiations, with support from client services and other departments. Organize business activities, including online and offline roadshows, client meetings, management visits, and training sessions. Collaborate closely with the Marketing team to enhance client events, thereby strengthening our company profile and client recognition.Client Services
Prepare timely and professional responses to client inquiries. Manage internal relationships across various time zones to deliver exceptional service to clients.Key Requirements :
A self-motivated individual with strong communication and interpersonal skills. Exceptional attention to detail. A hardworking individual capable of multitasking and delivering results under pressure and tight deadlines. A reliable team player with a growth mindset, eager to learn and embrace challenges. Proficiency in both written and spoken English and Mandarin is essential. A minimum of three years of relevant experience in the finance sector, with a preference for prior experience in asset management.We value potential, regardless of background:
Our mission is to provide outstanding investment performance to clients through active management. We believe that diversity of thought, fostered by an inclusive culture, enables us to make better decisions and fulfill our mission. This is why inclusion and diversity are strategic priorities for us, and we are proud to be an equal opportunities employer: everyone is welcome here, irrespective of age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristics.
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