Executive Director, Investment Advisor

Standard Chartered; Dubai; Hybrid; AED 300,000 - 540,000; Full time

Benefits offered by this job

Flexible working

Competitive salary

Medical insurance

Wellbeing programs

Learning & development

Inclusive culture

Job summary

Standard Chartered in the UAE seeks a senior investment advisor to deliver tailored solutions for GSAC/MENA clients, collaborating with the IA Head of DIFC to drive AuM growth while maintaining strict risk and governance standards. You will assess client portfolios, set risk and return expectations with Relationship Managers, and organize investment seminars to engage clients and prospects.

This role offers a flexible hybrid model and exposure to a diverse international client base within a

Qualifications

• Post Graduate / Masters in Finance or CFA is required.
• CFA certification or equivalent is required.
• English and Arabic languages are required.

Responsibilities

• Contribute to the delivery of superior performance while upholding high control standards.
• Provide independent opinion on client portfolios in line with House Views.
• Determine client risk appetite, investment preferences and return expectations with RM.
• Contribute to investment engagement and promote Strategy Views and suitable products.
• Organise and participate in investment seminars for clients and prospects.
• Provide high quality investment advice to clients and RMs and inform on suitable investments.
• Ensure compliance with internal policies and external laws at global level.
• Contribute to end-to-end delivery of business strategy and sales management.
• Collaborate with Wealth Management to deliver optimal PvB solutions.

Skills

Manage Conduct

Manage Risk

Manage People

Business – Market Knowledge

Business – Products and Processes

Sales – Relationship Management

Education

Post Graduate / Masters In Finance

CFA

Job description

Job Summary

Providing relevant solutions given client needs/objectives while working closely with the IA Head of DIFC, sharing ideas and supporting product and service launch aimed at GSAC / MENA Segment to drive investment penetration and growth in AuM and Revenue with key focus on clients directly advised by the investment advisor.

Job Summary

Providing relevant solutions given client needs/objectives while working closely with the IA Head of DIFC, sharing ideas and supporting product and service launch aimed at GSAC / MENA Segment to drive investment penetration and growth in AuM and Revenue with key focus on clients directly advised by the investment advisor.

Key Responsibilities

• Contribute to the delivery of superior performance against strategic regional plan, upholding highest control environment standards, maintaining a zero tolerance policy towards regulatory risks.
• Provide independent opinion on client’s existing portfolio whilst ensuring consistency with House Views.
• Determine client’s risk appetite, investment preference and return expectations by partnering with Relationship Managers.
• Contribute and drive investment engagement to promote Strategy Views and suitable products.
• Organise / Participate in investment seminars for clients and prospects.
• Provide high quality investment advice to clients directly and to Relationship Managers, and inform them about suitable investments in the context of their portfolios.
• Ensure adherence to the framework for effective management of operational risks across the Business and in compliance with applicable internal policies, and external laws and regulations at a global level.
• Contribute to the delivery of Business strategy in a safe and well controlled manner and on an end to end basis.
• Contribute to the sales management and ensure suitability processes are applied appropriately.
• Collaborate effectively with the Wealth management team to deliver best product solutions to PvB clients.

Skills And Experience

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

Qualifications

Education Post Graduate / Masters In Finance / CFA

Certifications CFA or Any Equivalent Relevant

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.

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.