Investment Advisor, Wealth Management

3 weeks ago


Singapur, Singapore Standard Chartered Singapore Full time

Join to apply for the Investment Advisor, Wealth Management role at Standard Chartered 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 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, elevate, mitigate and resolve risk, conduct and compliance matters. Our Ideal Candidate 3 years of experience in Managing ROW and Greater China Markets 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 Has an ability to articulate information, ideas and solutions to client succinctly Linguistic proficiency and cultural awareness; additional language speaking abilities a plus Self-driven team player who takes initiative and detail oriented 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 trend 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. What We Offer 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. Seniority level Mid‑Senior level Employment type Full‑time Job function Finance and Sales Banking #J-18808-Ljbffr



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