Investment Advisor - STANDARD CHARTERED BANK

Job Description

Provide specialist investment advice to clients and Relationship Manager to meet clients’ desired risk/investment performance requirements and increase bank’s “share of client wallet”. Liaise with the product specialists within the central WM Product Development team to discuss client requirements and feedback to ensure provision of best solutions. Provide Portfolio analysis and liaise with clients on own portfolio to feedback on portfolio performance and seek opportunity to cross-sell and deepen wallet share

Key Roles & Responsibilities

Investment Advice Provision 

Provide advice on quality of clients’ existing portfolio based on sound asset allocation principles 

Understand client risk appetite, investment preference and return expectations through consultation with Client Advisor and in direct client meetings 

• Trusted investment advisor of choice, e.g., acts as sounding board for competitor proposals 
• Provide timely analysis of market and product information 
• Be capable of addressing multi-asset class and different product requirements 
• Review client investment portfolios on an annual basis 
• Educate Client Advisors on new product ideas 

Solution Generation 

• Provision of relevant solutions given client needs / objectives 
• Understand specific client issues, including restrictions, to provide optimal solutions 
• Identify opportunities/solutions from the wider SCB group which benefit the client 
• Focus on suitability of investments for clients 

Product Development 

• Collaboratively create new products with central product development team 
• Generate new product ideas through understanding client needs and providing feedback to the central product team 
• Keep abreast of 3rd party product offering to enhance ability to advise clients 

Sales 

• Direct marketing to certain clients and co-marketing with Relationship Managers 
• Deliver solutions / proposals which lead to action by clients 
• Promote higher share of wallet from clients 

Transaction Execution 

• Timely and accurate dealing of client orders 
• Track and provide regular feedback on processed transactions/ solution to client

Qualifications & Skills

This aggressive / challenging sales role requires a vital mix of sales and analytical skills

• University Graduate with a minimum 2-3 years’ sales management experience in commercial/consumer financial services (preferably with Wealth management / Investment products) 
• Commitment to achieve/complete CFA qualification required 
• Strong sales and marketing Skills 
• A good understanding of the offshore investment products and the inherent risks 
• Strong analytical and research skills 
• Knowledge of the Market and competitive environment 
• Excellent interpersonal and networking skills, internally and externally.

Diversity & Inclusion

Standard Chartered is committed to diversity and inclusion. We believe that a work environment which embraces diversity will enable us to get the best out of the broadest spectrum of people to sustain strong business performance and competitive advantage. By building an inclusive culture, each employee can develop a sense of belonging, and have the opportunity to maximise their personal potential.

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