In order to search for jobs specifically for CAIA Charterholders or those pursuing the CAIA Charter please enter “CAIA” in the search panel.
This will enable you to search for CAIA specific roles globally.
To assist the Relationship Manager with administrative duties.
Support the team (as above) in the development and maintenance of spreadsheets, preparation of reporting and meeting materials and maintain key product and team statistics;
Oversee the account set-up process
Interaction with administrative / operational units within Schroders Wealth Management (based in Zurich, London and the Channel Islands) or its custodians and assist with the management of the service to ensure seamless client relationship management;
Assist team members at quarter-end to complete and send out client reports and prepare client presentations;
Ensure the proper operation of clients' portfolios and accounts in line with SFC regulations and the Schroders Wealth Management business rules and regulations;
Deal with administrative enquiries or problems from clients, intermediaries, solicitors, trustees and accountants etc., liaising where necessary with appropriate departments in Schroders Wealth Management or with the appropriate 3rd party and taking responsibility for ensuring timely client response and satisfaction;
Check bargains, monitor outstanding deals and report / monitor errors;
Create cash transfer requests ensuring compliance with Schroders Wealth Management regulations re fax/email indemnity and mandated information. Liaise with the portfolio managers to ensure sufficient cash on account to meet client requirements;
Ensure that all relevant senior staff are fully aware of issues and developments concerning their clients, in particular relaying any problems, errors or queries immediately and seeking guidance;
Arranging internal and external meetings, and liaising with clients and intermediaries as necessary; and
Filing, in conjunction with Hong Kong filing procedures
Strong in details and numeric
Professional, organised, motivated, strong interpersonal and verbal/written communication skills
Good level of written and spoken English and Mandarin, the latter for the need to assist Chinese clients
Experience in settlement and operational support functions;
Good familiarity with the in-house systems necessary to fulfil the above functions;