Job Summary

Deliver investment advice that meets client's financial objectives and needs profile.

Key Responsibilities

Partner with the Priority Banking Relationship Manager (offshore market) to provide timely and relevant investment advisory services given client's financial objectives and needs profile
Utilise in-house advisory platforms to deliver holistic investment advisory to clients
Strengthen the value proposition of the IA team through contributing investment ideas/themes and speaking at market outlook events
Participate and promote digital initiatives, facilitate webinars to drive better wealth management client journey and penetration
Provide training to RMs on portfolio construction and proposals, product and system knowledge

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.
Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.

Our Ideal Candidate

Degree Holder in the fields of either Finance, Business, Economics or Banking
Demonstrate passion & affinity for the financial markets
Good understanding of key products: Unit Trusts, Bonds, FX and Structured Products
3+ years experience in wealth advisory field
Experience in managing Hong Kong and Greater China markets
Good understanding and command of Cantonese and Mandarin as the incumbent will be supporting Hong Kong and Greater China markets
Technical knowledge and expertise in consumer banking products (i.e. Treasury, Equities, Funds, Insurance, etc.)

Role Specific Technical Competencies

Understanding of Financial Markets & Concepts
Interpersonal and written communication skills, able to present information convincingly and concisely
Knowledge across investment product classes
Portfolio Management & Penetration
Positive & Proactive mindset, keeping abreast of market developments and trends

About Standard Chartered

We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.

Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.

Together We

Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term

What We Offer

In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.

Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
Flexible working options based around home and office locations, with flexible working patterns.
Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.

Recruitment Assessments

Some of our roles use assessments to help us understand how suitable you are for the role you've applied to. If you are invited to take an assessment, this is great news. It means your application has progressed to an important stage of our recruitment process.

Visit our careers website www.sc.com/careers

Senior Investment Advisor, WM