Specialist, Investment Advisory

Specialist, Investment Advisory

Standard Chartered
Kuala Lumpur Malaysia
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%27s 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%27re 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.
Job Purpose
  • To provide overall Wealth Management product and services support to frontliners
  • To provide need-based advisory solution to customers
  • To participate in Wealth Management strategy in order to drive the overall Wealth Management sales and revenue with distribution team
  • To work closely with the Wealth product managers to ensure the success of the product-launched and seamless sales process
  • To work closely with the Wealth compliance manager for compliance with all regulations and controls set by the Bank and external regulatory authorities   

  • Key Responsibilities:
    Advisory Support
  • Work as part of the Country Advisory Council to provide monthly Actionable Investment Map to frontliners. Make periodic recommendation on monthly funds focus and bond focus list.
  • Responsible for providing regular product and market update as well as portfolio reviews and rebalancing with customers mainly Priority customers with the objective of enabling the growth of customers Assets under Management (AUM).
  • Conduct client seminars and presentation to targeted groups identified by branches.
  • Effective in interacting and work with Sales Team Manager %26amp; Branch Manager to formulate and implement tactical plans at branch level for investment sales and new investment account (wealth broadening and wealth deepening)
  • Provide continuous coaching and support on market information, product knowledge and investment sales technique to all Relationship Managers
  • To work closely with Wealth Management Product team as well as Distribution team to boost overall investment revenue targets and customer satisfaction on investment %26amp; insurance products and services.

  • Business Strategy and Performance
  • Strategize with product managers for product launch which include training, sales script, objection handling and customer event etc
  • Increase customer product holding by advocating portfolio diversification and asset allocation
  • Increase customer’s investment AUM by providing value-added services such as market update, regular portfolio review etc
  • Build Standard Chartered Wealth Management brand name and increase net-promoter-score (NPS) via campaign series and frontline engagement

  • Team Work
  • Ensure good team spirit among the team members
  • Set a role model to the frontliners
  • Work cohesively with the Wealth Management team and segments

  • 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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