Director, Investment Advisory (Private Banking)

Director, Investment Advisory (Private Banking)

Standard Chartered
Not Specified
Not Specified

Job Description

About Standard Chartered
We are a leading international bank focused on helping people and companies prosper across Asia, Africa and the Middle East.
To us, good performance is about much more than turning a profit. It's about showing how you embody our valued behaviours - do the right thing, better together and never settle - as well as our brand promise, Here for good.
We're committed to promoting equality in the workplace and creating an inclusive and flexible culture - one where everyone can realise their full potential and make a positive contribution to our organisation. This in turn helps us to provide better support to our broad client base.
The Role Responsibilities

  • Focus on suitability of investments for dedicated group of clients understand client risk appetite, investment preference and return expectations

  • Liaise with Relationship Managers to produce account plans aimed at developing the client relationship including growth of assets and profitability

  • Provide a tailored portfolio and trading service of relevant and suitable investment solutions

  • Provide timely analysis of market and product information

  • Be capable of addressing multi-asset class product requirements

  • Review client investment portfolios on an annual basis using Portfolio Insight

  • Deliver good investment performance commensurate with the clients&rsquo risk and return appetite

  • Timely and accurate execution of client orders

  • Understand specific client issues, including restrictions, so as to provide optimal solutions

  • Identify opportunities/solutions from the wider SCB group which benefit the clients

  • Act as a trusted investment advisor of choice, e.g., acts as sounding board for competitor proposals

Our Ideal Candidate

  • Solid knowledge and exposure to a wide range of investment products, preferable in multi-asset class underlying including equity, foreign exchange, fixed income, credits, commodity and mutual funds

  • Good communication in English, Cantonese and Mandarin

  • Polished presentation and negotiating skills

  • Ability and acumen in building strong relationship with working partners and with clients

  • Knowledge in Risk, Regulatory and Legal & Compliance areas

  • The ability to be a solution-partner to Relationship Managers

  • Proactive, disciplined, result-oriented, desire to excel, strong team spirit

  • Candidate with less experience will be considered as Director

  • License Person of Type 1 and Type 4 under HKMA/SFC

Apply now to join the Bank for those with big career ambitions.
To view information on our benefits including our flexible working please visit our . We welcome conversations on flexible working.
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