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Investment Advisor 1
Standard Chartered
posted 4d ago
Job Role Insights
Flexible timing
Key skills for the job
Job Description
- To support RMs in terms of Wealth Management services, including but not limited to communicating WM Global Market Outlook, SC Wealth Select framework, our unique wealth management proposition, asset allocation and delivering AUM growth.
Strategy
- Work to achieve business strategy and financial budget in terms of revenue targets, AUM growth profitability
- Work to ideate and communicate house views on market outlook and actionable ideas and product solutions.
- 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 weekly investment seminars at branches by utilizing Group IASG and in-country expertise
- Manage clients investment through frequent and consistent portfolio review and advice
Business
- Ensure proper and timely training for frontline prior to product/campaign launch.
- Work closely with distribution channels to provide coaching and improve frontline sales competency
Risk Management
- 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
Regulatory Business Conduct
- Display exemplary conduct and live by the Group s Values and Code of Conduct.
- Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
- Lead to achieve the outcomes set out in the Bank s Conduct Principles: [Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment.]
- Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
Key stakeholders
- Relationship Managers, Sales Team Managers, Cluster heads, Product Managers, Head of Investment Advisory Strategy, Head of Managed Investments, External partners
Other Responsibilities
- Embed Here for good and Group s brand and values in Malaysia]; Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures; Multiple functions (double hats)
Skills and Experience
- Portfolio Theory
- Asset Allocation
- Market Knowledge (SIF)
- Products and Processes
Qualifications
- IPCC, FIMM, relevant banca and takaful licenses
- CFA/CFP preferred
Employment Type: Full Time, Permanent
Read full job descriptionPrepare for Investment Advisor roles with real interview advice
People are getting interviews at Standard Chartered through
People are getting interviews through
(based on 173 Standard Chartered interviews)
Job Portal
Referral
Campus Placement
Company Website
Walkin
Recruitment Consultant
25%
23%
9%
7%
6%
6%
24% candidates got the interview through other sources.
High
Confidence
?
High Confidence means the data is based on a large number of responses received from the candidates.
What people at Standard Chartered are saying
Rating based on 1 Investment Advisor
review
Anonymous · Trading, Asset & Wealth Management
in New Delhi
Likes
Job security and work life balance
Dislikes
No opportunities to learn or grow within the organisation. The culture is quite toxic .
Read 1 reviewInvestment Advisor salary at Standard Chartered
reported by
5
employees
with 8-10
years exp.
₹10
L/yr - ₹24
L/yr
112%
more
than the average Investment Advisor Salary in India
View more details
What Standard Chartered employees are saying about work life
based on 4.3k employees
Flexible timing
Monday to Friday
No travel
Day Shift
Standard Chartered Benefits
Submitted by Company
Time-off Being part of an inclusive culture Support for wellbeing challenges Proactive wellbeing support Flexible working
Submitted by Employees
View more benefits 
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