Portfolio Wealth Specialist

2 weeks ago

Kuala Lumpur, Kuala Lumpur, Malaysia Standard Chartered Full time
Portfolio Wealth Specialist

Standard Chartered Kuala Lumpur, Malaysia

Job Summary
This role focuses on enhancing the wealth management capabilities of Associate Relationship Managers (ARM) and Relationship Manager (RM). The incumbent will be responsible for training Associate Relationship Managers (ARM) and Relationship Manager (RM) on wealth solutions, providing regular market updates, collaborating with various stakeholders to deliver investment strategies, building investment knowledge within sales teams, and developing wealth platform and sales tools. The role also involves building the skillset of RMs in addressing the needs of affluent clients, driving wealth management business growth, and ensuring compliance with sales processes and regulations.

Role Responsibilities

Strategy

  • To build RMs skillset in delivering the needs and aspiration of affluent clients, particularly in wealth solutions, financial planning and legacy planning.

Business

  • To drive the Wealth Management business against Wealth targets, including Financials, New to Wealth, growing Wealth AUM.

Processes

  • To help RMs acquire knowledge and ability to use tools and processes such as SC Market Analyst, SC Wealth Select and sales process.

Risk Management

  • To have a good understanding of Wealth Solutions sales processes and policies in order to develop programs to guide RMs.

Qualification

  • Degree holder in the fields of either Finance, Business, Economics or Banking with at least 8 years of experience in advisory role or similar capacity.
  • Advanced financial markets & concepts.
  • Keen interest in and affinity for the financial markets.
  • Good understanding of Wealth Solutions.
  • Strong excel and PowerPoint skills.
  • Fluent in both written and verbal English, and an ability to articulate information, ideas and solutions to clients (Other languages are a plus point).
  • Strong team player who takes initiative and is detail oriented.

Role Specific Technical Competencies

  • Knowledge of Wealth Products.
  • Sales Ability.
  • Presentation and pitching.
  • People Training.

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.

www.sc.com/careers

20850

Apply now >

#J-18808-Ljbffr

  • Portfolio Wealth Specialist

    2 weeks ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Standard Chartered Full time

    This role focuses on enhancing the wealth management capabilities of Associate Relationship Managers (ARM) and Relationship Managers (RM). The incumbent will be responsible for training Associate Relationship Managers (ARM) and Relationship Managers (RM) on wealth solutions, providing regular market updates, collaborating with various stakeholders to deliver...

  • Portfolio Wealth Specialist

    2 weeks ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Standard Chartered Full time

    Job SummaryThis role focuses on enhancing the wealth management capabilities of Associate Relationship Managers (ARM) and Relationship Manager (RM). The incumbent will be responsible for training Associate Relationship Managers (ARM) and Relationship Manager (RM) on wealth solutions, providing regular market updates, collaborating with various stakeholders...

  • Portfolio Wealth Specialist

    2 weeks ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Standard Chartered Life and Careers Full time

    This role focuses on enhancing the wealth management capabilities of Associate Relationship Managers (ARM) and Relationship Managers (RM). The incumbent will be responsible for training Associate Relationship Managers (ARM) and Relationship Managers (RM) on wealth solutions, providing regular market updates, collaborating with various stakeholders to deliver...

  • Wealth Management Expert

    2 weeks ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Finspiration Advisory I Wealth Management Full time

    Finspiration Advisory I Wealth Management is a dynamic and thriving organization seeking passionate individuals to join our team. Our goal is to provide exceptional wealth management solutions to clients, ensuring their financial needs are met.Key Responsibilities:We design and implement customized investment strategies tailored to clients' goals.We build...

  • Wealth Management Specialist

    2 weeks ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Click and Connect Online Limited Full time

    Job Title: Wealth Management SpecialistHebden Consulting, an Independent Financial Advisory firm with offices in Malaysia and London, is seeking a skilled Wealth Management Specialist to join their expanding global team.The successful candidate will be responsible for managing and growing a portfolio of affluent clients by providing tailored financial advice...

  • Wealth Management Expert

    2 weeks ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Finspiration Advisory I Wealth Management Full time

    About UsFinspiration Advisory I Wealth Management is a dynamic and thriving industry that offers great rewards, career growth, and a clear path to success. Our team is passionate about providing customized wealth management solutions to meet clients' financial needs.Key Responsibilities:Develop and implement effective wealth management strategies to ensure...

  • Wealth Insurance Specialist

    7 days ago

    Kuala Lumpur, Kuala Lumpur, Malaysia HSBC Full time

    Wealth and Personal Banking is a global business combining Retail Banking and Wealth Management to become one of the world's largest global wealth managers. Our dedicated colleagues serve millions of customers worldwide, providing products and services such as bank accounts, credit cards, personal loans, and mortgages, as well as asset management, insurance,...

  • Wealth Investment Specialist

    1 week ago

    Kuala Lumpur, Kuala Lumpur, Malaysia RHB Banking Group Full time

    At RHB Banking Group, we are seeking a highly motivated Wealth Investment Specialist to join our team. The ideal candidate will have at least 1 year of experience in wealth investment products such as Unit Trust, Bancassurance & ASNB products.Key Responsibilities:

  • Client Portfolio Specialist

    1 week ago

    Kuala Lumpur, Kuala Lumpur, Malaysia CIMB Full time

    Job Summary:Private Wealth Relationship ManagerWe are seeking an experienced Private Wealth Relationship Manager to join our team at CIMB. As a key member of our wealth management division, you will be responsible for delivering exceptional customer service and driving revenue growth.Manage client relationships and develop tailored investment...

  • Financial Wealth Strategist

    16 hours ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Standard Chartered Life and Careers Full time

    Job ProfileThis is an exciting opportunity for a skilled professional to join our team as a Senior Portfolio Specialist. As a key member of our wealth management division, you will be responsible for training Associate Relationship Managers (ARM) and Relationship Managers (RM) on wealth solutions, providing regular market updates, collaborating with...

  • Private Wealth Management Specialist

    2 weeks ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Howden Private Wealth Full time

    With over 40 years of industry experience, Howden Private Wealth is the preferred wealth planning partner to the world's most respected private banks, family offices, law and tax advisory firms. As an independent insurance broker, we specialise in procuring insurance products for UHNW individuals globally.We have representatives across Hong Kong, Singapore,...

  • Wealth Management Specialist

    1 week ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Hong Leong Bank Full time

    About the Role:We are seeking a skilled Wealth Management Specialist to join our team at Hong Leong Bank. As a key member of our Private Banking division, you will be responsible for promoting our full product range to meet client needs and driving new investment flows.Responsibilities:To apply market knowledge in advisory, managed and discretionary...

  • Wealth Sales Specialist, Priority Clients

    1 week ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Standard Chartered Life and Careers Full time

    Role OverviewWe are seeking a skilled Wealth Sales Specialist to join our team in Priority Clients. As a key member of our sales team, you will be responsible for managing and developing relationships with high-profile clients to drive business growth and meet strategic objectives.You will provide exceptional customer service while managing operational risk...

  • Wealth Management Expert

    2 weeks ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Independent Resourcing Consultancy Ltd Full time

    **Job Overview:**We are an independent resourcing consultancy firm based in Kuala Lumpur, Malaysia. Our team provides expert financial services to high-net-worth individuals and families.As a Wealth Manager, you will be responsible for developing and managing a portfolio of clients, providing them with personalized financial strategies and investment...

  • Client Wealth Manager

    2 weeks ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Standard Chartered Full time

    About the OpportunityStandard Chartered is currently seeking an experienced wealth management professional to fill the role of Portfolio Wealth Specialist. This position presents an excellent opportunity for individuals with a proven track record in wealth management, keen analytical skills, and an unwavering dedication to providing top-tier services to...

  • Wealth Management Expert

    2 weeks ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Independent Resourcing Consultancy Ltd Full time

    Independent Resourcing Consultancy Ltd is seeking an experienced Wealth Manager to join their team in Kuala Lumpur. This role involves providing tailored financial advice and wealth management solutions to high-net-worth individuals and families.The ideal candidate will have a proven track record in wealth management, exceptional client relationship skills,...

  • Wealth Management Specialist

    2 weeks ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Expatriate Advisory Sdn Bhd All About Foreign Investment in Malaysia on Business and Property Full time

    Company OverviewExpatriate Advisory Sdn Bhd is a professional consultancy firm that empowers individuals and families to gain financial control over their wealth and futures. We provide globally recognized data-backed financial solutions to prevent unexpected financial distress and safeguard their future.Role SummaryThis full-time hybrid role for a Wealth...

  • Wealth Manager/Senior Wealth Manager

    3 weeks ago

    Kuala Lumpur, Kuala Lumpur, Malaysia iFAST Full time

    iFAST Global Markets ("iGM Malaysia") is the private wealth advisory division of iFAST Corporation Ltd ("iFAST"). Our team consists of highly skilled and experienced private wealth professionals who specialize in managing client's assets, including investments, risk management and asset distribution. Our primary focus is on serving high-net-worth individuals...

  • Business Growth Specialist

    2 weeks ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Wealth Mastery Academy Full time

    This role is for a Business Growth Specialist who will be responsible for identifying and developing new business opportunities through market research, networking, and cold calling. You will have the opportunity to build strong relationships with clients, conduct market research, and work with cross-functional teams to achieve business objectives.The ideal...

  • Wealth Manager

    2 weeks ago

    Kuala Lumpur, Kuala Lumpur, Malaysia Independent Resourcing Consultancy Ltd Full time

    Position: Wealth ManagerLocation: Kuala Lumpur - MalaysiaEmployment Type: Full-TimeAbout the Role:My client, a premier financial services firm, is seeking an experienced and highly motivated Wealth Manager to join their dynamic team in Kuala Lumpur - Malaysia. This role is pivotal in providing tailored financial advice and wealth management solutions to...