Associate Director Investment Advisory PvB Dubai

Standard Chartered; Dubai; On-site; USD 120,000 - 180,000; Full time

Job summary

A leading international bank seeks an Associate Director for Investment Advisory in Dubai. The role involves supporting Investment Advisors, providing independent portfolio assessments, and enhancing client relationships. Ideal candidates hold a Master's in Finance or CFA and possess strong skills in risk management and client engagement.

Benefits

Competitive salary

Medical and life insurance

Flexible working arrangements

Wellbeing programs

Generous leave policies

Qualifications

• Post Graduate / Masters in Finance / CFA required.
• Languages: English, Arabic.

Responsibilities

• Support Investment Advisors and engage with clients.
• Provide independent assessments of clients' portfolios.
• Ensure compliance with regulatory risks.

Skills

Manage Conduct

Manage Risk

Manage People

Business Market Knowledge

Business Products and Processes

Sales Relationship Management

Education

Post Graduate / Masters in Finance

CFA or equivalent certifications

Job description

Associate Director Investment Advisory PvB Dubai

Bachelor of Business Administration (Management)

Nationality: Any Nationality

Vacancy: 1 Vacancy

Job Description

Key Responsibilities

• Support Investment Advisors in their daily activities, engaging effectively with clients and Relationship Managers.
• Contribute to the investment advisory team's performance against regional strategic plans, uphold high control standards, and maintain zero tolerance for regulatory risks.
• Provide independent assessments of clients' existing portfolios.
• Partner with Relationship Managers to determine clients' risk appetite, investment preferences, and return expectations.
• Offer relevant solutions aligned with client needs and objectives.
• Collaborate with the Investment Advisor Head for DIFC, supporting product and service launches targeting GSAC / MENA Segment.
• Participate actively in client planning for personal tagged accounts.
• Liaise with the central product development team to discuss client requirements and ensure smooth flow of product knowledge.
• Champion suitability and appropriateness standards.
• Provide high-quality investment advice to clients and RMs, ensuring recommendations align with portfolios and house views.
• Identify and validate clients' risk appetite and investment expectations, assisting RMs during client meetings.
• Support in preparing proposals and facilitate product launches and pipeline execution.

Skills and Experience

• Manage Conduct
• Manage Risk
• Manage People
• Business Market Knowledge
• Business Products and Processes
• Sales Relationship Management

Qualifications

• Post Graduate / Masters in Finance / CFA
• CFA or equivalent certifications
• Languages: English, Arabic

Core Competencies

• Action Oriented
• Collaborates
• Customer Focus
• Gives Clarity & Guidance
• Manages Ambiguity
• Develops Talent
• Drives Vision & Purpose
• Nimble Learning
• Decision Quality
• Courage
• Instills Trust
• Strategic Mindset

About Standard Chartered

We are an international bank committed to making a positive impact. With over 170 years of history, we challenge the status quo, embrace diversity, and foster inclusion. Join us to drive commerce and prosperity, and be part of a purpose-driven organization.

Our Values and Culture

• Integrity and client-centricity
• Continuous improvement and innovation
• Inclusivity and teamwork

What We Offer

Competitive salary, benefits, retirement plans, medical and life insurance, flexible benefits, generous leave policies, flexible working arrangements, wellbeing programs, and opportunities for growth and development.

Recruitment Process

Some roles include assessments to evaluate suitability. If invited, it indicates your application is progressing well.

Visit our careers website: www.sc.com/careers

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