Schroders Logo

Schroders

Sales Support

Posted 7 Days Ago
Be an Early Applicant
In-Office
Singapore, SGP
Junior
In-Office
Singapore, SGP
Junior
Supports intermediary sales teams by coordinating sales materials, pitches, proposals, RFPs, client communications, fee approvals, meetings, and CRM records. Tracks leads, pipelines, new business, and retention opportunities while maintaining accurate sales data and supporting client-focused acquisition activities. The role collaborates with Sales Managers, RFP teams, and internal stakeholders to meet deadlines and improve sales processes.
The summary above was generated by AI

Business Area: Client Group – Intermediary Sales Singapore
Location: Singapore 
Reporting to: Head of Wealth, Retail Client Business, Singapore
Job title: Sales Support 
    
About Schroders
Schroders is a global investment manager which provides active asset management, wealth management and investment solutions. We aim to provide excellent investment performance to clients through active management. We serve a diverse client base that includes pension schemes, insurance companies, sovereign wealth funds, endowments, foundations, high net worth individuals, family offices, as well as end clients through partnerships with distributors, financial advisers, and online platforms.

Established in 1804, we have around 5,500 people across 36 global locations. Schroders' success can be attributed to its diversified business model, spanning different asset classes, client types and geographies.

What you’ll do

•    Support revenue-generating activities by working closely with Sales Managers and teams, ensuring administrative and organisational needs are met and contributing to the achievement of business targets.
•    Assist in the preparation of effective sales and marketing materials by contributing to documentation, coordinating inputs, and ensuring materials are tailored to client needs and delivered to deadlines.
•    Participate in sales meetings and pitches where appropriate, supporting the Sales Managers through preparation, distribution of materials, and accurate recording and follow-up of actions.
•    Help identify, prioritise, and progress new business opportunities by monitoring leads, supporting lead generation activities, and tracking pipeline progress through the CRM system.
•    Coordinate the preparation of proposals and client communication materials for acquisition of new clients, ensuring accuracy, consistency, and alignment with business requirements.
•    Provide support for RFP/RFI processes in partnership with the RFP team, validating responses, gathering supporting information, and ensuring timely coordination.
•    Coordinate internal fee approval processes by managing documentation requirements and share class waiver requests.
•    Respond to acquisition-related client queries in a prompt, professional manner, escalating when required and ensuring all communications are client-centric and accurate.
•    Organise and support client meetings, such as new business pitches —by managing logistics, preparing and distributing materials, and documenting meeting outcomes.
•    Maintain CRM records and sales data integrity by updating client details, contact hierarchies, meeting notes, and opportunity statuses, supporting accurate reporting and informed decision-making.
•    Track and review new business and retention opportunities by diligently logging outcomes, assisting with the review of unsuccessful pitches, and contributing feedback for future improvements.

What You’ll Be Like

•    Take Ownership and Deliver: You consistently step up to challenges, taking accountability for client outcomes. Your expertise, integrity and commitment set a high standard for others, and you deliver on promises with precision and reliability.
•    Collaborative Partner: You actively champion collaboration, breaking down silos and building effective partnerships across teams to deliver the best possible client solutions. You address challenges openly and constructively, focusing on resolving issues and driving improvement.
•    Innovative and Curious: You challenge the status quo and are comfortable adapting your approach with agility. You seek out opportunities to simplify complexity, bringing forward creative solutions that drive progress for clients and the business.
•    Inspiring Colleague: You embody the values and culture of the firm, leading by example and inspiring those around you. You recognise and celebrate strengths in others, encourage growth, and empower your colleagues to excel and contribute meaningfully.
•    Client Centric and Future-Focused: You anticipate institutional clients’ evolving needs with foresight and proactively address potential challenges. You strive to provide a seamless, exceptional experience for every client, delivering with attention to detail and quality at all times.

The knowledge, experience and qualifications you need

•    Recognised university degree with 1 to 2 years of experience within asset management preferred. Candidates with no prior experience may also be considered.
•    Ability to manage projects
•    Strong analytical and problem-solving abilities, particularly when addressing client queries, change requests, and escalations.
•    Excellent verbal and written communication skills
•    Proficiency in Excel, PowerPoint, and potentially data visualisation software.
•    Strong client-first mindset, with experience tailoring service to meet diverse client needs

We're looking for the best, whoever they are
Our purpose is to deliver excellent investment performance to clients through active management. We believe diverse perspectives and an inclusive culture help us make better decisions and achieve better outcomes for our clients. That's why inclusion is a strategic priority for us, and we are an equal opportunities employer. You are welcome here, regardless of your age, disability, gender identity, religious beliefs, sexual orientation, socio-economic background, or any other protected characteristic.

We will consider flexible working arrangements for all roles and provide reasonable accommodations to support applicants and employees, including those with neurodiversity, disability, or physical and mental health needs. For more information, please visit our FAQs.



About Us
We're a global investment manager. We help institutions, intermediaries and individuals around the world invest money to meet their goals, fulfil their ambitions, and prepare for the future.

We have around 6,000 people on six continents. And we've been around for over 200 years, but keep adapting as society and technology changes. What doesn't change is our commitment to helping our clients, and society, prosper.

Schroders Singapore, Singapore, SGP Office

Singapore, Singapore

Similar Jobs

8 Days Ago
In-Office
Singapore, SGP
Junior
Junior
Insurance • Payments • Financial Services
Supports consumer lending sales teams by coordinating loan documentation, tracking applications, maintaining records, and assisting with onboarding and disbursement. Serves as a customer contact, performs preliminary compliance and credit-guideline checks, and manages high-volume documentation. Uses advanced Excel for sales pipeline analysis and reporting while coordinating with sales, credit operations, and customers.
Top Skills: Core Banking SystemsLoan Origination SoftwareExcelPivot TablesXlookup
20 Days Ago
In-Office
Singapore, SGP
Entry level
Entry level
Healthtech
Provides administrative and operational support to a Singapore partnership sales team by reviewing and processing insurance applications, verifying documentation, coordinating with underwriting and internal teams, tracking outstanding requirements, maintaining records and reports, supporting policy issuance and payments, handling customer information securely, and assisting with audits, training, onboarding, and routine queries.
Top Skills: Crm SystemsDocument-Management SystemsExcelMS OfficeWorkflow Systems
22 Days Ago
In-Office
Singapore, SGP
Junior
Junior
Fintech • Payments • Financial Services
Provides client onboarding, customer service, trading and funding support through calls, chats, and CRM cases. Conducts cold calls to prospective clients, supports first funding and trades, manages account access and updates, handles platform incidents, and shares product campaigns. The role gathers client feedback, participates in events, follows compliance and service-level procedures, and collaborates with global teams to resolve escalated issues.
Top Skills: Case Management SystemsCRMPlatform ChatTrading Platforms

What you need to know about the Singapore Tech Scene

The digital revolution has driven a constant demand for tech professionals across industries like software development, data analytics and cybersecurity. In Singapore, one of the largest cities in Southeast Asia, the demand for tech talent is so high that the government continues to invest millions into programs designed to develop a talent pipeline directly from universities while also scaling efforts in pre-employment training and mid-career upskilling to expand and elevate its workforce.

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account