Job Description
Client Manager
Company Overview
As a global investment manager, we help institutions, intermediaries and individuals meet their goals, fulfil their ambitions, and prepare for the future. But as the world changes, so do our clients' needs. That's why we have a long history of adapting to suit the times and keeping our focus on what matters most to our clients.

Doing this takes experience and expertise. We bring together people and data to spot the trends that will shape the future. This provides a unique perspective which allows us to always invest with conviction. We are responsible for £778.7 billion* of assets for our clients who trust us to deliver sustainable returns. We remain determined to build future prosperity for them, and for all of society. Today, we have 6,000+ people across six continents who focus on doing just this.

We are a global business that's managed locally. This allows us to always keep our clients' needs at the heart of everything we do. For over 200 years and more than seven generations we've grown and developed our expertise in tandem with our clients' needs and interests. *as at 31 December 2024

Job Summary
Responsible for promoting Schroder products and solutions to distributors and asset management companies.

Key Responsibilities

• Propose new product to distributors, develop new marketing channels and sales promotion.
• Deliver effective presentations to clients by building strong value propositions in core investment strategies such as focused funds.
• Relationship management with mega banks, major brokers, regional banks, mid-sized brokers and asset management companies (to be assigned based on candidates' experience).
• Build positive and productive relationships with existing clients.
• Provide a high-quality client servicing to existing relationships in an accurate and timely manner.
• Keep abreast of industry developments (i.e. regulations, competition, etc.) that may have an effect on our client base.
• Responsible for the production of high-quality marketing content to support the promotion of focus products and drive brand preference for Schroders while supporting our business growth objectives in intermediary (retail clients) business.
• With channel marketing, digital marketing, and public relations functions, plans and implements fund sales promotional ideas for intermediary (retail clients) business.
• Ensure there is constant measurement and analysis around the effectiveness of product campaigns and content distribution.
• Ensure marketing materials fully aligned with regulatory requirement and the global brand policy.
• Continuously monitor sales and redemption from clients and recommend action plan where necessary.

Qualification

• Educated to degree level or equivalent
• Industry experience: Minimum 5 years of experience as Client Relationship Manager in intermediary business or financial sectors or Planning/Product department that provide investment products either/both institutional or/and retail clients. Preferably, experience of creation of client materials, e.g. product pitch book, white-papers, fund brochures (販売用資料). Holistic knowledge of regulatory requirement on client materials and fund brochures.
• Knowledge on over-all investment products, markets, marketing, especially product/fund marketing
• Skills for creating materials/content for clients with convincing story and relevant data and information of markets and products
• English: In order to capture and digest wide range of investment and market information from both internal and external resource, higher business level of English skill is required.
• CMA/CFA would be preferred

Personal Profile

• Attention to detail and strong organizational skills
• Strong communications and interpersonal skills
• Strong analytical skills; ability to work under pressure and to meet demanding deadlines
• Able to contribute positively and collaboratively in a team environment
• Creative, innovative, and pro-active
• The ability to promote a positive and professional image and being helpful and polite would be essential.

Schroders is an equal opportunities employer and welcomes applications regardless of sex, marital status, ethnic origin, sexual orientation, religious belief or age.
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.