Wealth Solutions Advisor: Market Outlook & Growth

Standard Chartered

Penang

On-site

MYR 180,000 - 240,000

Full time

27 hours ago

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Benefits offered by this job

Competitive salary

Flexible working

Wellbeing support

Learning culture

Job summary

Standard Chartered seeks a Wealth Solutions associate in Malaysia to support Relationship Managers with portfolio guidance, market views and product solutions. You will help deliver the Wealth Select framework, asset allocation insights and drive NNS/AUM growth while coordinating branch seminars and client reviews.

You will work with regional and in-country experts to ensure compliance, timely product launches, and coaching for frontline teams, maintaining the bank's standards of ethics and

Qualifications

IPCC, FIMM, relevant banca and takaful licenses required or preferred.
CFA/CFP/CAIA licenses preferred for advanced qualifications.

Responsibilities

Support Relationship Managers with Wealth Solutions by communicating market outlook and solutions.
Coordinate monthly investment ideas with Investment Products and host branch seminars.
Review client portfolios regularly and provide investment advice aligned with risk profiles.
Ensure regulatory compliance (KYC, documentation) and correct escalation of risk or conduct issues.
Collaborate with distribution teams to coach frontline sales and launch campaigns.

Skills

Portfolio Theory

Asset Allocation

Market Knowledge

Products and Processes

Education

IPCC, FIMM, relevant banca and takaful licenses

CFA/CFP/CAIA preferred

Job description

You will work with regional and in-country experts to ensure compliance, timely product launches, and coaching for frontline teams, maintaining the bank's standards of ethics and

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