Wealth Solutions Advisor – Growth & Strategy

Standard Chartered Plc; George Town; On-site; MYR 120,000 - 190,000; Full time

Benefits offered by this job

Inclusive culture and values driven

Competitive salary and benefits

Retirement and life insurance

Generous leave and flexible working

Comprehensive wellbeing support

Continuous learning opportunities

Job summary

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.

Qualifications

• 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.

Responsibilities

• 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.

Skills

Portfolio Theory

Asset Allocation

Market Knowledge

Products and Processes

Education

IPCC

FIMM

Licenses (banca and takaful)

CFA/CFP/CAIA preferred

Job description

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.