Investment Advisor

Standard Chartered Plc; George Town; Presencial; MYR 120.000 - 190.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Inclusive culture and values driven

Competitive salary and benefits

Retirement and life insurance

Generous leave and flexible working

Comprehensive wellbeing support

Continuous learning opportunities

Descripción de la vacante

Standard Chartered in Malaysia seeks a Wealth Solutions professional to support RMs with market outlook, wealth solutions, and asset allocation strategies. You will contribute to revenue growth, AUM expansion and compliance across regulatory requirements.

Responsibilities include coordinating with investment products, conducting portfolio reviews, and delivering regular market insights to branches and clients, while upholding the bank’s ethics and governance standards.

Formación

• Understanding portfolio theory, asset allocation and market knowledge.
• Knowledge of products and processes within wealth management.
• Relevant banca and takaful licenses (IPCC/FIMM).
• Desirable CFA/CFP/CAIA qualification.

Responsabilidades

• Support relationship managers by communicating market outlook and wealth solutions.
• Contribute to revenue targets, AUM growth and profitability through client advisory.
• Coordinate with investment products to deliver monthly actionable ideas.
• Oversee weekly investment seminars and branch briefings.
• Ensure compliant handling of KYC and regulatory requirements.

Conocimientos

Portfolio Theory

Asset Allocation

Market Knowledge

Products and Processes

Educación

IPCC

FIMM

Licenses (banca and takaful)

CFA/CFP/CAIA preferred

Descripción del empleo

To support RMs in terms of Wealth Solutions services, including but not limited to communicating WS Global Market Outlook, SC Wealth Select framework, our unique wealth management proposition, asset allocation and delivering NNS and AUM growth.

Key Responsibilities

Strategy

• Work to achieve business strategy and financial budget in terms of revenue targets, AUM growth & profitability
• Work to ideate and communicate house views on market outlook and actionable ideas and product solutions.
• Work with WM Investment Products to provide monthly actionable ideas and product solutions
• Ensure daily morning huddle at branches to brief current market direction and investment solutions
• Ensure smooth management of weekly investment seminars at branches by utilizing Group CIO and in-country expertise
• Manage clients’ investment through frequent and consistent portfolio review and advice

Business

• Ensure proper and timely training for frontline prior to product/campaign launch.
• Work closely with distribution channels to provide coaching and improve frontline sales competency.

Risk Management

• Ensure all transactions follow all regulations and controls set by the Bank and external regulatory authorities; which includes but not limited to KYC, proper documentation of transactions, risk-profiling, pre-investment forms
• Ensure periodic updates of new regulatory requirements and/or operating procedures to sales force

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.
• Effectively and collaboratively identify, elevate, reduce, mitigate and resolve risk, conduct and compliance matters.

Key stakeholders

• Relationship Managers, Sales Team Managers, Cluster heads, Product Managers, Head of Investment Advisory & Strategy, Head of Managed Investments, External partners

Other Responsibilities

• Embed Here for good and Group’s brand and values in Malaysia]; Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures; Multiple functions (double hats)

Skills and Experience

• Portfolio Theory
• Asset Allocation
• Market Knowledge (SIF)
• Products and Processes

Qualifications

• IPCC, FIMM, relevant banca and takaful licenses
• CFA/CFP/CAIA preferred

About Standard Chartered

We're a global bank connecting clients to our differentiated network, offering growth opportunities in the world's most dynamic markets. Our strategy, which combines cross-border capabilities and leading wealth management expertise, helps us deliver our purpose - to drive commerce and prosperity through our unique diversity.

Over our 170-year history, and across a unique geographical footprint connecting Asia, Africa and the Middle East to each other and the world, we've built a bank like no other, with diverse capabilities and partnerships that set us apart.

What We Offer

• Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions, and geographies.
• 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 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.

Visit our careers website to learn more about us: www.sc.com/careers.