Investment Advisor

Investment Advisor

Standard Chartered
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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
Wealth Management Advisory

  • Work with WM Investment Products as part of Country Advisory Council to provide monthly actionable ideas and product solutions

  • Ensure daily morning huddle at branches to brief current market direction and investment solutions

  • Ensure smooth management of investment seminars at branches by utilizing Group IASG and in-country expertise

  • Manage clients&rsquo investment through frequent and consistent portfolio review and advice

Business Strategy and Performance

  • Work to achieve business strategy and financial budget in terms of revenue targets, AUM growth & profitability

  • Ensure proper and timely training for frontline.

Development of Sales Competency

  • Work closely with distribution channels to provide coaching and improve frontline sales competency


  • Ensure all transactions follow all regulations and controls set by the Bank and external regulatory authorities which includes but not limited to KYC, proper documentation of transactions, risk-profiling, pre-investment forms

  • Ensure periodic updates of new regulatory requirements and/or operating procedures to sales force

Our Ideal Candidate

  • Strong knowledge of wealth management products including Unit Trust, FX, retail bond and equities structured.

  • Outstanding communication and presentation skills

  • Highly motivated, passionate and possess business mindset.

  • IPPC/ FIMM license is required

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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