What the job is
You manage the investments of wealthy clients with ties to America, looking after their portfolios and their relationship with the firm from London. The seat sits in the Schroders wealth management business, in a team that looks after private individuals, families and trusts connected to America, and has to meet both British and American rules. You own a set of clients, keep them well served and help their relationship with the firm grow.
Read the whole briefing, free 6 more sections
Your application
Your CV fitted to Schroders’s team, the letter and the form's answers, written from your own material
- Your CV Free. Build it here and download it as PDF and Word
- The letter Members Written for this team from your own material
- The form's answers Members Each question answered from what you have done
- This firm's interview questions What candidates were asked
- Coach Members Does it fit you, and what to do first
More like this
- Wealth management · Planner Chartered · Schroders · same firm · 6w
- Wealth management · Bank transition · JPMorgan · same kind of work · 1d