Portfolio Wealth Specialist

Found in: Talent SG C2 - 2 weeks ago

Singapur, Singapore Standard Chartered Bank Full time

Role Responsibilities

To provide support to Relationship Managers on Wealth solutions To supplement the onboarding and tools training for new RMs To provide and organise regular updates to RMs on market updates, opportunities and risks in all related asset classes. To work closely with Sales Team Managers various Wealth teams to provide Investment strategies and training to RMs To focus on building up investment knowledge in the sales teams with a focus on junior relationship managers To develop wealth platforms and sales tools, ensure execution and usage.

Strategy

To build the Wealth knowledge and increase the RM skills and capability in the growing of Wealth.

Business

To drive the WM business against Wealth targets, including Financials, New to Wealth, growing Wealth AUM

Processes

To support the RMs on wealth tools and processes

People & Talent

Non people leader role 

Risk Management

To have a good understanding of WM sales processes and policies in order develop programs to guide RMs

Governance

To have a good understanding of WM sales processes and policies to ensure compliance with governance and regulations.

Key stakeholders

Investment Advisors SG Product team Sales team managers

Our Ideal Candidate

Degree Holder in the fields of either Finance, Business, Economics or Banking. 8+ years of experience in advisory role or similar capacity Advanced Financial Markets & Concepts Keen interest in and affinity for the financial markets Good Understanding of Wealth products Strong excel and PowerPoint skills Strong team player who takes initiative and detail oriented

Role Specific Technical Competencies

Knowledge of Wealth Products Sales Ability Presentation and pitching People Training

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