Who we're looking for The job holder acts as Schroders' liaison representative in mainland China Intermediary businesses.
About Schroders 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 £574.4 billion (€641.7 billion/US$785.1 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 over 5,500 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.
*Data as at 31 December 2020.
The base Shanghai, China.
The team China Business Team
What you'll do
Liaison & Corporate Marketing
• To initiate contacts with intermediary business clients, including local banks, distributors and insurance. • To ensure client coverage by making cold calls, attending client meetings and visiting local bank branches. • To establish strong working relationships by understanding fully each client's requirements and building up rapport with clients. • To facilitate understanding of the full range of Schroders investment capabilities to existing eligible China-based and prospective clients. • To ascertain gaps and devise appropriate positioning approaches to influence clients to review products. • To understand client's decision-making process. • To continuously monitor business effectiveness and recommend action plans where necessary. • To understand and keep up-to-date with the client's organisational structure/business model and selection process. • To responsible for preparing business proposals and client meeting presentation materials by liaising and coordinating with internal parties/departments, such as RFP team, Fund/Product Managers and other related support teams. • To attend industry events to ensure Schroders' presence in the industry. • To work closely with Marketing Team for corporate marketing events to strengthen and promote our company profile. • To facilitate business activities, including marketing trips by investment teams, fund roadshows, client seminars and investor education events. • To deliver presentations of an educational nature to the public at client seminars, industry forums and conferences as a representative of Schroders • To facilitate discussion and negotiation of contracts that are signed by representatives of other Schroders entities located outside of China.
• To understand and keep up-to-date with clients' needs and the China financial market landscape as well as Schroders' products range. • Research market demand as well as competitors' products in order to identify an appropriate product strategy for the China market. • To keep abreast of industry/regulatory developments and competitors' products. • To identify Schroders' competitive advantage against competitors. • To generate product ideas and investment themes for discussion with clients.
• To initiate new client relationships. • To establish strong working relationships by understanding fully each client's requirements and building up rapport with clients. • To provide professional and excellent service to clients (where appropriate). • To communicate with potential clients on a regular basis to identify and advocate investment and product ideas. • To respond in a timely and comprehensive manner to requests from clients. • To identify ways to anticipate and better fulfil client's requirements by soliciting feedback from clients. • To maintain regular context with major consultants and distributors. • To manage internal relationships across distance and time zones (e.g. Investment Product teams globally).
The knowledge, experience and qualifications you need • 6-8 years asset management / wealth management related experience. • Direct experience of working in Investment Management firms is most welcomed. • Exposure to asset management business in commercial banks, and product management in mutual / private funds are plus. • University graduate: Bachelor's Degree or above • Asset Management Association of China (AMAC) license • Excellent English and Chinese written and verbal communication skill • Strong analytical skills and investment knowledge
What you'll be like • Sound investment and asset management knowledge, plus the ability to communicate effectively. • Strong analytical skills and product knowledge. • Efficient and responsive to internal and external requests, and good at multi-tasking. • Intelligence with the ability to quickly gain an understanding. • Works well within a team and/or independently. • Diligent and self-motivated. • Proactive and a sense of initiative. • Willingness to frequent travel arrangements.
We're looking for the best, whoever they are Schroders is an equal opportunities employer. You're welcome here whatever your sex, marital status, ethnic origin, sexual orientation, religious belief or age.