Relationship Manager Assistant - #49821

Relationship Management Assistant (Wealth Management)

Schroder & Co Bank AG, Zurich

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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.

The team

You will join a successful UK Desk team in Zurich currently comprising three Relationship Managers and two Assistants, working together to cover and service UK-domiciled private banking clients. The team collaborates closely with internal partners (e.g. Compliance, Operations, Investment Specialists, Credit and Onboarding) 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

• Prepare meeting materials (agenda, portfolio overviews, account information, follow-ups) and coordinate client meetings (in-person/virtual)

• Act as a key point of contact for client queries and requests, escalating 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 process improvements 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 multiple priorities, deadlines, and stakeholders

• High attention to detail, reliability, and a strong sense of ownership

• Client-centric mindset with professional communication skills (written and verbal)

• Comfort 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 detail-oriented, able to handle 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 demanding, high-expectation clients and senior internal stakeholders

• Collaborative and team-oriented, happy to share knowledge, support colleagues and provide cover when required
  

We recognise 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.