Wealth Manager Professional

3 days ago


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

As a Wealth Manager Professional with Standard Chartered Life and Careers, you will be responsible for providing comprehensive support to the 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.

Key Responsibilities:
  • Work to achieve business strategy and financial objectives in terms of revenue targets and AUM growth.
  • Ideate and communicate house views on market outlook and actionable ideas and product solutions.
  • Ensure daily morning huddles at branches to brief on current market direction and investment solutions.
  • Manage clients' investments through frequent and consistent portfolio reviews and advice.

Additional Responsibilities:

  • Ensure proper and timely training for frontline staff prior to product/campaign launch.
  • Work closely with distribution channels to provide coaching and improve frontline sales competency.
  • Ensure all transactions comply with regulations and controls set by the Bank and external regulatory authorities, including KYC, proper documentation of transactions, risk-profiling, and pre-investment forms.
  • Provide periodic updates of new regulatory requirements and/or operating procedures to the sales force.


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