Investment Advisor

2 weeks ago

Kuala Lumpur, Kuala Lumpur, Malaysia Standard Chartered Full time

About Wealth and Retail Banking
Wealth and Retail Banking (WRB) serves more than 11 million clients in many of the world's fastest-growing markets. Our client continuum spans from Mass Retail to Affluent, including high-net worth clients served by our Private Bank. We leverage digital banking channels with a human touch to provide clients with differentiated products and services such as deposits, payments, financing, wealth management and personalised advice. We also support small business clients with their business banking needs.

Job Summary
As an Investment Advisor, you'll be responsible in providing comprehensive support to Relationship Manager in delivering tailored wealth solutions to high net worth clients, this includes communicating global market insights, leveraging the Standard Chartered Wealth Select framework, developing strategic allocation proposals and contributing to overall Assets Under Management (AUM) growth.

Responsibilities

  1. Work to achieve business strategy and financial budget in terms of revenue targets and Assets Under Management (AUM) growth.
  2. Work to ideate and communicate house views on market outlook and actionable ideas and product solutions.
  3. Ensure daily morning huddle at branches to brief current market direction and investment solutions.
  4. Manage clients' investment through frequent and consistent portfolio review and advice.

Business

  1. Ensure proper and timely training for frontline prior to product/campaign launch.
  2. Work closely with distribution channels to provide coaching and improve frontline sales competency.

Risk Management

  1. Ensure all transactions follow all regulations and controls set by the Bank and external regulatory authorities; which includes but not limited to KYC, proper documentation of transactions, risk-profiling, pre-investment forms.
  2. Ensure periodic updates of new regulatory requirements and/or operating procedures to sales force.

Our Ideal Candidate

  1. Bachelor Degree in Business Marketing/Finance/Economics & equivalent, CFP/CFA candidates or charter holders are added advantage.
  2. Professional Accreditation: FIMM (Federation of Investment Manager Malaysia), IPPC (Investor Protection Professional Certification), PKMC (Pasaran Kewangan Malaysia Certificate).
  3. Preferred level of Experience: Minimum 5 years' experience and 3 years in Marketing, Sales and Investors Advisory.
  4. Must be able to travel for conducting business.
  5. Self-motivated team player who is able to work under pressure and have high attention to detail.
  6. Good communication and interpersonal skills.

Role Specific Technical Competencies

  1. Portfolio Theory
  2. Asset Allocation
  3. Market Knowledge

About Standard Chartered
We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.

Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.

Together we:

  • Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do.
  • Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well.
  • Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term.

What we offer
In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.

  • Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
  • Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
  • Flexible working options based around home and office locations, with flexible working patterns.
  • Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits.
  • A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
  • Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.
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