Portfolio Wealth Specialist

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, 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.

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.