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Client Relationship Executive
2 months ago
About Schroders
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 investment evolves, we remain attuned to the changing needs of our clients, which distinguishes us in the marketplace.
With assets under management totaling £449.4 billion, we are entrusted by clients who depend on us for sustainable returns. Our diverse team of 4,100 professionals across six continents is committed to fostering future prosperity for our clients and society. We pride ourselves on our global reach combined with a local approach, ensuring that our clients' needs are central to our operations.
Our core values—Integrity, Passion, Teamwork, Innovation, and Excellence—are fundamental to our success, and we strive to embody these principles in all our initiatives.
Position Overview :
This role is a full-time temporary position with 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 focus on establishing mutual trust and a profound understanding of client needs by delivering exceptional service. Reporting to the Head of Cross Border, China Business, this individual will also assist in coordinating sales initiatives and marketing events to enhance Schroders' brand visibility and showcase our investment capabilities. Additionally, this role involves central coordination of proposal pitching and client onboarding processes in collaboration with colleagues.
Key Responsibilities :
Sales & Marketing
Collaborate with the Head of Cross Border, China Business, to devise and execute business development strategies. Assist the team in nurturing relationships with assigned accounts and identifying new prospects. Prepare investment proposals and client presentations by effectively coordinating with internal stakeholders. Facilitate internal discussions regarding contracts and manage client onboarding processes, including KYC and account setup. Organize business activities such as online/offline roadshows, client meetings, and training sessions. Work closely with the Marketing team to enhance our profile and client recognition through events.Client Services
Ensure timely and professional responses to client inquiries. Manage relationships across various time zones to deliver exceptional service to clients.Key Qualifications :
A self-driven individual with strong communication and interpersonal skills. Exceptional attention to detail. Capable of multitasking and performing under pressure while meeting tight deadlines. A dependable 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.Commitment to Diversity :
At Schroders, we recognize potential in every individual. Our mission is to deliver outstanding investment performance through active management. We believe that a diverse range of perspectives, supported by an inclusive culture, enables us to make better decisions and fulfill our mission. Inclusion and diversity are strategic priorities for us, and we are proud to be an equal opportunities employer, welcoming individuals from all backgrounds.
