Director & Portfolio Counsellor

Standard Chartered Plc; Mumbai; On-site; INR 2,600,000 - 4,800,000; Full time

Benefits offered by this job

Discretionary bonus

Job summary

Standard Chartered Plc in Mumbai seeks a senior wealth management professional to oversee portfolios and deepen client relationships. You will lead initiatives to grow wallet share, coach frontline teams, and ensure adherence to risk and regulatory standards.

The role requires 13+ years in Wealth Management or related fields, with advanced degrees or certifications. A strong client-centric approach and communication skills are essential.

Qualifications

• Key Experiences: Over 13 years in Wealth Management, Banking, AMC.
• Certifications / Qualifications (mandatory or relevant): Graduate, Post Graduate, CA, CFA, Master in Economics or relevant certifications.
• Languages: English, Hindi and regional languages.

Responsibilities

• Review investment portfolios greater than INR 5 Cr with multiple segments.
• Identify high-potential clients to increase SCB wallet share.
• Translate strategy into clear direction and align team goals with outcomes.

Skills

Financial products

Communication skills

Data analytics

Regulatory framework

Education

Graduate

Post Graduate

CA

CFA

Master in Economics

Job description

• Client Coverage – portfolios greater than 5 Cr
• Increase SCB wallet share by assisting to onboard high net worth customers
• Train frontline including WS on markets and product updates

Key Responsibilities

• To work with various segments and review investment portfolio greater than INR 5 Cr.
• To work on identified high potential clients for increasing the SCB wallet share.
• Set direction and drive high performance by translating strategy into clear direction, aligning individual goals to team outcomes and providing regular, constructive feedback.
• Develop talent and capability through coaching and career conversations that build critical skills, stretch potential and prepare individuals for future opportunities.
• Lead by example by role-modelling the Bank’s valued behaviours, upholding strong risk and conduct standards, exercising sound judgment, and creating an inclusive team culture that supports wellbeing, values diverse perspectives, and drives accountability.

Skills and Experience

Other Skills

• Financial Products – MF, PMS, AIF, SIF, Structures etc
• Communication skills
• Data analytics and presentation
• Regulatory framework

Motivations

• Discretionary bonus
• Better work-life integration
• Closely work with frontline, product and leadership team ensuring high visibility

Qualifications

Key Experiences: Over 13 years in Wealth Management, Banking, AMC

Certifications / Qualifications (only where mandatory): Graduate, Post Graduate, CA, CFA, Master in Economics or any relevant certifications

Languages: English, Hindi and Regional languages

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.