Wealth Solutions Advisor: Market Insights & Portfolio Growth

Standard Chartered Bank (Malaysia)

Penang

On-site

MYR 90,000 - 130,000

Full time

8 days ago

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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