Associate Director & Portfolio Strategist

Standard Chartered; Bengaluru; Hybrid; INR 1,800,000 - 2,500,000; Full time

Job summary

Standard Chartered in Bengaluru seeks a seasoned equity domain professional to interface with Private/Priority Banking clients, addressing trading, advisory, portfolio and service needs. The role requires interaction with Wealth specialists and RM teams to deliver investment ideas and strategies.

The candidate will drive strategy execution, contribute insights, and collaborate across internal stakeholders to enhance wallet share and client outcomes in the private banking space.

Qualifications

• Post Graduate/MBA
• 8-12 years’ experience in equity domain/UNHI client management/sales
• Strong grasp on understanding of equity markets
• NISM certifications XXI – A/B, NISM VII/VIII
• Good knowledge of financial products with responsibilities for revenue, product development, process, systems and risk management.

Responsibilities

• Engage with stakeholders and generate incremental business for the organization for direct equities and PMS product offering.
• Engage with existing and new clients regularly to increase wallet share and deeper penetration.
• Role is target oriented and customer centric.
• Collaborate with BC/Wealth teams to design strategy and drive sales discipline.
• Maintain client data confidentiality and ensure compliant, ethical conduct.

Skills

Equity markets knowledge

Education

Post Graduate/MBA

Tools

NISM XXI – A/B

NISM VII/VIII

Job description

• The incumbent should have relevant experience in equity research, relationship management, portfolio construction & management, and direct equity investment products.
• The primary role will be to act as an interface with Standard Chartered Private / Priority Banking clients for their trading, advisory, Portfolio and service needs, aimed at addressing their equity and related ambitions.
• It entails close interaction with the Pvb / Prb / Wealth specialist teams at SCB.
• Contribute to strategy design by providing relevant insights and market information and competition benchmarking.
• Support the execution of the strategy by leading and participating in key projects.
• Candidate should have capabilities to interact with UHNW clients and showcase investment ideas.
• This role will also require interacting with internal and external stakeholders like Dealers, Equity Specialist, Wealth Specialist, Relationship Managers, Branch Manager, Regional Head etc.

Brand Strengthen SCSI position in the local market that offers good quality investment advice to clients.

Key Responsibilities

• To engage with the stakeholder and generate incremental business for the organization for direct equities and PMS product offering.
• Engaging with the existing and new clients on regular interval to increase the wallet share and deeper penetration.
• The role will be target oriented and customer centric.

Strategy

• Manage strategic intent of the organization in terms of Business function
• Generate revenue from customers through constant interaction and information dissemination of the markets and house views.
• Work closely with the Business Head on sales strategy and improvement of quality and service standards.
• Cross-sell or pass leads for customer’s ancillary requirements through the RM.
• Maintain customer data confidentiality.
• To set performance management standards and provide the basis for performance challenge to accountable team.

Business

• Strive to achieve business / budget outcomes associated with the role.
• Also, strive to achieve the qualitative parameters as set out in the role description.

Processes

• Good understanding of equity research and ability to understand businesses and valuations.
• Ensure the right advice is given to the stakeholder which should lead into incremental business.
• Good interpersonal skills with demonstrated abilities in networking with cross-functional team.
• Achieve good client outcomes through proper client profiling to identify client needs and provide corresponding investment solutions.
• Problem solving supported by both in and out of the box thinking.

People & Talent

• Capable of work in a team in coordination with senior members of the SCSI and SCB team:-
• Identifying opportunities for performance improvement across the team
• Increase the wallet share of the client with regular interaction with internal and external stakeholder.
• Driving an environment of collaboration, both within the team and across various departments.
• Adherence to the Group's values and culture

Risk Management

• To ensure compliance with Group Policies and Standards, local laws and regulations as well as all controls and procedures laid down by the entity

Governance

• Have strong knowledge of local regulations and initiatives of local industry bodies to ensure the business is ahead of the regulatory change
• Proactively engage business & functional partners / stakeholders to drive the origination, product offering and sales discipline .

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.
• Lead the INDIA – CPBB – WM – SCSI - Products to achieve the outcomes set out in the Bank’s Conduct Principles: [Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment.].
• Effectively and collaboratively identify, elevate, mitigate and resolve risk, conduct and compliance matters.

Qualifications

• Post Graduate/MBA
• 8-12 years’ experience in equity domain/UNHI client management/sales
• Strong grasp on understanding of equity markets
• NISM certifications XXI – A/B, NISM VII/VIII
• Good knowledge of financial products with responsibilities for revenue, product development, process, systems and risk management.

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-offincluding 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 workingoptions based around home and office locations, with flexible working patterns.
• Proactive wellbeing supportthrough 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 cultureto 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.