Investment Advisor: Wealth Solutions & Growth (Flexible)

Standard Chartered Plc; Johor Bahru; Presencial; MYR 120 000 - 240 000; Tempo integral

Vantagens oferecidas por esta oferta de emprego

Inclusive culture

Fair pay

Retirement savings

Generous leave

Flexible working

Wellbeing support

Learning & development

Resumo da oferta

Standard Chartered Plc is seeking a Wealth Solutions specialist to support RMs in delivering wealth management services, including market outlook communications and asset allocation for clients in Malaysia. The role emphasizes collaboration with investment products and regular portfolio reviews.

The ideal candidate holds relevant licenses (IPCC/FIMM) with CFA/CFP/CAIA preferred, and will work within a framework that upholds regulatory and ethical standards while driving AUM growth.

Qualificações

• Portfolio theory knowledge and asset allocation for client portfolios.
• Understanding market outlooks and investment products to propose solutions.
• Ability to communicate investment ideas and conduct portfolio reviews.

Responsabilidades

• Support relationship managers in wealth solutions delivery.
• Communicate market outlooks and actionable investment ideas monthly.
• Collaborate with investment products for product solutions and campaigns.
• Conduct regular portfolio reviews to guide client investments.
• Ensure compliance with KYC and regulatory requirements.

Conhecimentos

Portfolio theory

Asset allocation

Market knowledge

Products and processes

Formação académica

IPCC, FIMM licenses

CFA/CFP/CAIA preferred

Descrição da oferta de emprego

Standard Chartered Plc is seeking a Wealth Solutions specialist to support RMs in delivering wealth management services, including market outlook communications and asset allocation for clients in Malaysia. The role emphasizes collaboration with investment products and regular portfolio reviews.

The ideal candidate holds relevant licenses (IPCC/FIMM) with CFA/CFP/CAIA preferred, and will work within a framework that upholds regulatory and ethical standards while driving AUM growth.