Teams at Schroders

Supports Relationship Managers serving private wealth clients through portfolio administration, client communications, account onboarding and maintenance, cash transfers, trade execution, transaction monitoring, compliance reviews, and preparation of investment materials. The role coordinates with operations and compliance teams, maintains accurate records, responds to client enquiries, resolves discrepancies, manages competing deadlines, and contributes to process improvement and client service initiatives.

Coordinate end-to-end onboarding for private wealth clients (individuals, corporates, trusts, family offices, VCCs). Liaise between RMs, internal onboarding, operations and compliance teams to collect and validate KYC/AML/CDD documentation, track progress, support VCC administration, maintain records, and ensure timely, compliant account setup and ongoing maintenance.

Lead a wealth management team to grow client base and AUM, source and onboard HNW/UHNW clients, deliver investment advice and portfolio reviews, ensure KYC/AML and regulatory compliance, train and manage relationship managers, coordinate with investment teams, and represent the firm's brand while driving revenue and client experience.