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Relationship Manager
Overview of role Sourcing and onboarding of new clients Understand needs, objectives and risk profile of clients Advise clients on investment ideas / opportunities and other wealth management services and ensure investment suitability and timely execution Regular review of investment portfolios and risk profiles with clients Strict observance of risk and compliance / cross-border / AML issues and regulations Ensure that we achieve excellence in our clients' experience, building lasting relationships based on high standards of service and quality advice Key duties Build-up, maintain and expand a network of clients, introducing them to the Schroders company
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