Relationship Manager

Schroders is a leading provider of active asset management, advisory and wealth management services and is widely recognised as a leader in sustainability. Few investment managers can match the combination of capabilities and global reach that Schroders offers. This breadth of services across public and private markets allows for distinctive solutions for the diverse needs of clients, who look to Schroders to provide superior long-term investment outcomes.

Schroders in Switzerland is a renowned Financial Institution with around 300 employees located in Zurich and Geneva. For our private clients we provide tailor-made investment solutions and complementary financial services. We invest in a broad range of asset classes across equities, fixed income, multi-asset and alternatives. We also specialize in providing high-quality private equity solutions to our clients.

The team

You will be working closely across various teams including the UK, Middle East, Germany and Swiss domestic markets, working together to cover and serviceaffluent clients and accounts earmarked for closure. The team collaborates closely with internal partners (e.g. Compliance, Operations, Investment Specialists, Credit and Onboarding) and our other international entities where relevant.

What you’ll do

• Management of the Termination Pool
  • Management and oversight of the Termination Pool, which will contain clients that are earmarked for exit but where closure is not possible
  • Prioritise closure of the Termination Pool accounts where possible, proactively exploring opportunities for exiting widely-held illiquid assets and collaborating with the Private Assets team and Legal & Compliance
  • Assist existing relationship managers with the process of transitioning clients into the Termination Pool
  • Ensure the maintenance and servicing of the accounts of the Termination Pool. This includes meeting all regulatory requirements including client reviews as necessary
  • Throughout the process, including transition to the Termination Pool, ongoing maintenance and ultimately account closure, ensure high quality service and protect the reputation of the bank
• Management and development of the Affluent client book
  • Build trust with clients and effectively manage relationships
  • Understand client’s need and objectives and be responsible for advising on and implementing investments and banking solutions
  • Leverage and coordinate all resources of the Bank to deliver excellence in execution for client queries and transactions
  • Ensure high quality service and protect the reputation of the bank
  • Identify and pursue opportunities to grow assets of clients
  • Follow all regulations, policies, and standards across markets. This includes meeting all regulatory requirements including client reviews as necessary

The Affluent book consists of accounts with long term growth potential and assets below the minimum requirements (currently defined as