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Portfolio Wealth Expert

2 weeks ago

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

At Standard Chartered, we're looking for a highly skilled Portfolio Wealth Expert to join our team. As a key member of our wealth management department, you'll play a crucial role in enhancing the wealth management capabilities of our Associate Relationship Managers (ARM) and Relationship Managers (RM).

About the Role

This is an exciting opportunity for a Financial Solutions Specialist to develop and implement 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.

Responsibilities
  • To build RMs' skillset in delivering the needs and aspirations of affluent clients, particularly in wealth solutions, financial planning, and legacy planning.
  • To drive the Wealth Management business against Wealth targets, including Financials, New to Wealth, and growing Wealth AUM.
Key Skills and Qualifications

We're looking for a candidate with a degree in Finance, Business, Economics, or Banking, along with at least 8 years of experience in an 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, with the ability to articulate information, ideas, and solutions to clients.
About Us

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.