Investment Advisor

Standard Chartered Bank (Malaysia); Penang; On-site; MYR 90,000 - 130,000; Full time

Benefits offered by this job

Competitive salary

Flexible working options

Retirement savings plan

Medical & life insurance

Job summary

Standard Chartered Bank Malaysia is seeking two Wealth Solutions professionals to support Relationship Managers in delivering asset allocation ideas, market outlooks, and bespoke investment solutions from Penang/Johor. The role emphasizes collaboration with Investment Products, training frontline staff, and maintaining rigorous KYC/compliance standards.

Ideal candidates have Portfolio Theory, Asset Allocation, and Market Knowledge with relevant licenses; CFA/CFP/CAIA preferred.

Qualifications

• Portfolio theory and asset allocation knowledge
• Market knowledge and investment ideas
• Understanding of bancassurance and takaful licenses
• Familiarity with investment products and processes
• CFA/CFP/CAIA preferred

Responsibilities

• Support Relationship Managers with Wealth Solutions services and product solutions
• Communicate market outlook and house views to branches
• Provide monthly actionable ideas with WM Investment Products
• Brief branches on market direction during daily huddles
• Manage weekly investment seminars at branches with CIO input
• Conduct regular portfolio reviews and client advisories
• Coordinate frontline training before product launches
• Coach distribution channels to improve frontline sales competency
• Ensure transactions comply with KYC and regulatory controls
• Provide periodic updates on regulatory requirements to sales force

Skills

Portfolio Theory

Asset Allocation

Market Knowledge (SIF)

Products and Processes

IPPC

FIMM licenses

Job description

To support Relationship Managers in terms of Wealth Solutions services, including communicating WS Global Market Outlook, SC Wealth Select framework, unique wealth management proposition, and asset allocation while delivering NNS and AUM growth, we're looking for 2 qualified professionals to be based in Penang / Johor.

Key responsibilities

Work to achieve business strategy and financial budget in terms of revenue targets, AUM growth and profitability

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

Manage weekly investment seminars at branches by utilizing Group CIO and in-country expertise

Manage clients' investment through frequent and consistent portfolio review and advice

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

Ensure all transactions follow all regulations and controls set by the Bank and external regulatory authorities, including KYC, proper documentation of transactions, risk-profiling, pre-investment forms

Ensure periodic updates of new regulatory requirements and/or operating procedures to sales force

About you

Portfolio Theory

Asset Allocation

Market Knowledge (SIF)

Products and Processes

IPPC, FIMM, relevant bancassurance and takaful licenses

CFA/CFP/CAIA preferred

About us

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.

Competitive salary and benefits to support employee holistic 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, overall health first-aiders and self-help toolkits

Continuous learning culture to support growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning

Standard Chartered Global Business Services forms a critical component, enabling superior customer service by leveraging on scale and efficiency. The centre has evolved from being a cost-effective venture for Standard Chartered Bank to becoming an integral part of its operations and one of its Centres of Excellence.

Established in 2001, it now provides a multitude of services to Standard Chartered Bank which has a 150-year history in some of the world’s most dynamic markets. The centre provides dedicated world-class technology, software and system development, information technology support services, banking operations and customer care capabilities to businesses globally.

It now houses one of the largest software development centres in Malaysia as well as the Bank’s Collective Intelligence and Command Centre, a state-of-the-art facility which provides situational awareness and response capability to Standard Chartered Bank and its subsidiaries using the latest technologies for monitoring and analytics. It has a total workforce of more than 4,300 employees.

Standard Chartered Global Business Services was conferred the ICT Organisation of The Year Award in 2011 by The National ICT Association of Malaysia, making it the first Global Shared Services Centre of an international bank in Malaysia to win the prestigious award. In 2014, Standard Chartered Global Business Services was awarded the Silver Award for the Employer of Choice category in the Malaysia HR Awards organised by the Malaysian Institute of Human Resource Management.

Standard Chartered Bank’s two other global shared services centres are based in India and China.

Follow Standard Chartered Global Business Services on www.facebook.com/scgbs

Standard Chartered Global Business Services forms a critical component, enabling superior customer service by leveraging on scale and efficiency. The centre has evolved from being a cost-effective venture for Standard Chartered Bank to becoming an integral part of its operations and one of its Centres of Excellence.

Established in 2001, it now provides a multitude of services to Standard Chartered Bank which has a 150-year history in some of the world’s most dynamic markets. The centre provides dedicated world-class technology, software and system development, information technology support services, banking operations and customer care capabilities to businesses globally.

It now houses one of the largest software development centres in Malaysia as well as the Bank’s Collective Intelligence and Command Centre, a state-of-the-art facility which provides situational awareness and response capability to Standard Chartered Bank and its subsidiaries using the latest technologies for monitoring and analytics. It has a total workforce of more than 4,300 employees.

Standard Chartered Global Business Services was conferred the ICT Organisation of The Year Award in 2011 by The National ICT Association of Malaysia, making it the first Global Shared Services Centre of an international bank in Malaysia to win the prestigious award. In 2014, Standard Chartered Global Business Services was awarded the Silver Award for the Employer of Choice category in the Malaysia HR Awards organised by the Malaysian Institute of Human Resource Management.

Standard Chartered Bank’s two other global shared services centres are based in India and China.

Follow Standard Chartered Global Business Services on www.facebook.com/scgbs