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Full-time
Posted 13d ago
Apply by Aug 8
~40 hrs/week
Responsibilities
The Relationship Manager Assistant will support the desk by managing client onboarding, documentation, and day-to-day servicing for private banking clients. They will also coordinate with internal teams to ensure operational efficiency and maintain accurate client records.
Requirements
Candidates should have experience in international wealth management or private banking, with strong organizational skills and attention to detail. Proficiency in English and Excel is required, while knowledge of BI tools is considered an advantage.
Full job description
About Schroders Group
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 join a successful Middle East desk in Geneva currently comprising four Relationship Managers and two Assistants across Switzerland, working together to cover and service Middle East-domiciled private banking clients. The team collaborates closely with internal partners (e.g. Compliance, Operations, Investment Specialists, Credit and Onboarding) as well as our Dubai entity to deliver consistent, timely and client-focused outcomes.
What you'll do
Client support & service
Support RMs in the day-to-day servicing of UK-domiciled clients, ensuring timely responses and high service standards
Act as a key point of contact for client queries and requests, advancing appropriately to the RM
Documentation, Onboarding & Controls
Coordinate client onboarding, account opening, KYC/AML refreshes and documentation collection in line with internal policies and regulatory requirements
Maintain accurate client records and ensure documentation is complete, up to date and appropriately filed
Support periodic reviews and assist with audit/compliance requests where required
Operational Coordination
Liaise with Operations and other internal teams to progress client instructions (e.g. payments, transfers, account maintenance, corporate actions queries), ensuring proper controls and timelines
Track and follow up open items, maintaining clear status updates for RMs and clients
Support transaction and account-related administrative tasks, including the preparation of standard forms and internal requests
Business Support
Assist with pipeline management, reporting, and maintaining CRM updates (e.g. client contact notes, activities, tasks)
Contribute to team improvements in execution and help standardise ways of working across the desk
Provide cover for other Assistants within the UK Desk as needed
The knowledge, experience and qualifications you need
Experience in international (preferably UK market) Wealth Management/Private Banking environment
Strong organisational skills with the ability to manage several priorities, deadlines, and collaborators
High attention to detail, reliability, and a strong sense of ownership
Client-centric approach with professional communication skills (written and verbal)
Comfortable working in a regulated environment with strong adherence to controls and confidentiality
Fluent in English (written and spoken), with German/French a plus
High proficiency in Excel; experience with BI tools (Power BI) is advantageous
What you'll be like
Highly organised and diligent, able to balance multiple client and internal requests in parallel without losing accuracy
Proactive and solutions-focused, anticipating next steps and following through to completion
Service-minded and professional, comfortable communicating with fast paced, high-expectation clients and senior internal collaborators
Collaborative and team-oriented, happy to share knowledge, support colleagues and provide cover when required
We recognize potential, whoever you are Our purpose is to provide excellent investment performance to clients through active management. Diversity of thought, facilitated by an inclusive culture, will allow us to make better decisions and better achieve our purpose. This is why inclusion and diversity are a strategic priority for us and why 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'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.
A global investment manager, partnering with institutions, intermediaries and individuals to create prosperity together.
Industry
Financial Services
Company size
5,001-10,000 employees
Founded
1804
Headquarters
London, Greater London
LinkedIn followers
282,405
Total funding
$9M
Schroders is a global investment manager, partnering with institutions, intermediaries and individuals to create prosperity together.
For more than 200 years, we have helped clients to see things differently, navigating complexity in changing markets. Today, we manage £823.7 billion* on behalf of clients across public and private markets, operating across six continents with local expertise supported by global scale.
Active management is central to how we invest, engage and steward capital. Over one, three and five years, 70% or more* of our clients’ assets have outperformed their stated comparators. Sustainability is embedded in our investment approach, supported by proprietary tools and active ownership. Our current portfolio temperature score for in scope assets is 2.4°C*, and we aim to achieve 2.2°C by 2030.
Our talented team of more than 5,700* people worldwide are fundamental to our active philosophy. Their capabilities and expertise are enhanced by proprietary technology and data. We prioritise excellence and diversity of thought in pursuit of high performance and client success. By combining global reach with trusted advice, we aim to deliver resilient outcomes for clients, shareholders and society.
*Source: Schroders, all data as at 31 December 2025.
Disclaimer:
Investing in securities is subject to risk. The value of investments can go down as well as up and is not guaranteed.
Schroders will not make direct contact with you, via any social media platform or direct messaging service, to sell our products. If you think you have been a victim of a scam or have received unsolicited contact using the Schroders name or any associated names, and have any concerns, then please contact our Financial Crime Team using the details below:
Telephone: +44(0)20 7658 4004
Email: [email protected]
Offices: 1 London Wall Place, London, Greater London EC2Y 5AU, GB · 7 Bryant Park, New York, New York 10018-3706, US · 138 Market St, Singapore, Singapore, SG · Level 17, 39 Martin place, Sydney NSW 2000, Australia, Sydney NSW, AU · 33/F, Two Pacific Place, 88 Queensway, Admiralty, Hong Kong, Hong Kong, HK
A global investment manager, partnering with institutions, intermediaries and individuals to create prosperity together.
Industry
Financial Services
Company size
5,001-10,000 employees
Founded
1804
Headquarters
London, Greater London
LinkedIn followers
282,405
Total funding
$9M
Schroders is a global investment manager, partnering with institutions, intermediaries and individuals to create prosperity together.
For more than 200 years, we have helped clients to see things differently, navigating complexity in changing markets. Today, we manage £823.7 billion* on behalf of clients across public and private markets, operating across six continents with local expertise supported by global scale.
Active management is central to how we invest, engage and steward capital. Over one, three and five years, 70% or more* of our clients’ assets have outperformed their stated comparators. Sustainability is embedded in our investment approach, supported by proprietary tools and active ownership. Our current portfolio temperature score for in scope assets is 2.4°C*, and we aim to achieve 2.2°C by 2030.
Our talented team of more than 5,700* people worldwide are fundamental to our active philosophy. Their capabilities and expertise are enhanced by proprietary technology and data. We prioritise excellence and diversity of thought in pursuit of high performance and client success. By combining global reach with trusted advice, we aim to deliver resilient outcomes for clients, shareholders and society.
*Source: Schroders, all data as at 31 December 2025.
Disclaimer:
Investing in securities is subject to risk. The value of investments can go down as well as up and is not guaranteed.
Schroders will not make direct contact with you, via any social media platform or direct messaging service, to sell our products. If you think you have been a victim of a scam or have received unsolicited contact using the Schroders name or any associated names, and have any concerns, then please contact our Financial Crime Team using the details below:
Telephone: +44(0)20 7658 4004
Email: [email protected]
Offices: 1 London Wall Place, London, Greater London EC2Y 5AU, GB · 7 Bryant Park, New York, New York 10018-3706, US · 138 Market St, Singapore, Singapore, SG · Level 17, 39 Martin place, Sydney NSW 2000, Australia, Sydney NSW, AU · 33/F, Two Pacific Place, 88 Queensway, Admiralty, Hong Kong, Hong Kong, HK