Investment Advisor, Wealth Management

7 days ago

Singapore Standard Chartered Singapore Full time

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Investment Advisor, Wealth Management
role at
Standard Chartered Singapore
Role summary and responsibilities are described below with requirements and offerings.
Overview
Position:
Investment Advisor, Wealth Management
Location: Singapore
Job Summary
Deliver investment advice that meets client’s financial objectives and needs profile. Preferable with at least 3+ years experience in wealth advisory field.
Key Responsibilities
Partner with the Priority Banking Relationship Manager (onshore 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

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