Standard Chartered
Associate Director, Investment Advisory Service Manager Lead, PvB
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Key Responsibilities
Strategy
- Support the Investment Advisors UK to facilitate in their day to day activities of engaging effectively with the clients and RMs.
- Contribute to the delivery of superior performance of the investment advisory team against strategic regional plan, upholding highest control environment standards, maintaining a zero tolerance policy towards regulatory risks.
- Provide independent opinion on quality of client’s existing portfolio.
- Determine client’s risk appetite, investment preference and return expectations by partnering with Relationship Managers.
- Providing relevant solutions given client needs/ objectives.
- Work closely with the IA Head of UK, sharing ideas and supporting product and service launch aimed at respective market coverages.
- Evolve the discipline to actively participate in client planning supporting the teams’ tagged accounts.
- Liaising with the product specialist WB/CMPS/FPSG within the central product development team on an ad-hoc basis to discuss client requirements as well as on a more frequent basis to ensure flow of product knowledge.
- Suitability and appropriateness champion.
Business
- Evolve to provide high quality investment advice to clients directly and to RMs, and inform them about suitable investments in the context of their portfolios by working closely with Senior IAs in the team.
- Evolve to provide independent opinion on quality of client’s existing portfolio whilst ensuring consistency with House Views through guidance from Senior Investment Advisor.
- Help to determine/validate client’s risk appetite, investment preference and return expectations by partnering with RMs in client meetings.
- Provide solution for client’s product requests.
- Facilitate support for preparing proposals for prospects and existing clients in conjunction with Senior Investment Advisors.
- Facilitate in the mass product launches pipeline, execution.
- Utilise tools such as Portfolio Insight as both a risk management and marketing tool for clients.
- Support the investment advisors in increasing the investment penetration and growth in AuM and Revenue.
- Contribute and drive investment meetings with RMs to promote Strategy Views and products.
- Co-marketing with Senior Investment Advisors and RMs.
- Organise / Participate in investment seminars for clients and prospects.
- Work with IA Head UK to build, lead and tier up a team of world class Investment Advisors and in ensuring that the team works effectively with RM’s, product partners and stakeholders.
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Risk Management
- Adherence to “Treat Clients Fairly”.
- Understand risk & control within area of responsibility and drive rectification as required.
- Ensure adequate and appropriate systems and controls are in compliance with Group and Business Policies, procedures, standards and codes including those governing all Risk types, Compliance, Technology and Operations, Finance and Reputation.
- Take ownership and accountability of performing the advisory role successfully.
- Risk appetite is clear and integral to the strategy with appropriate controls.
- Ensure that Risk Management matters that are brought to attention are subject to direct remedial action and/or ensure adequate reporting to the relevant Risk Committees.
Skills And Experience
- Manage Conduct
- Manage Risk
- Manage People
- Business – Market Knowledge
- Business – Products and Processes
- Sales – Relationship Management
Qualifications
- Education: Postgraduate / Masters In Finance / CFA
- Certifications: CFA / Level 4 Or 6
- Languages: English, Arabic
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.
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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.
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