Wealth Solutions Advisor – Market Outlook & Strategy

Standard Chartered; Johor Bahru; On-site; MYR 120,000 - 240,000; Full time

Job summary

Standard Chartered in Malaysia is seeking a Wealth Solutions Associate to support relationship managers with market insights, asset allocation, and wealth management propositions. You will collaborate with Investment Products to deliver monthly ideas, conduct portfolio reviews, brief branches in morning huddles, and help run investment seminars while ensuring KYC and regulatory compliance.

The role requires strong ethics, teamwork across branches, and a focus on driving AUM growth through

Qualifications

• Portfolio theory and asset allocation knowledge.
• Market knowledge (SIF) and investment products.
• Understanding of products and processes in wealth management.

Responsibilities

• Work to achieve business strategy and financial budget in terms of revenue targets, AUM growth & profitability
• Work to 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
• Ensure smooth management of 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 Bank and regulatory requirements, including KYC, documentation, risk profiling, and pre-investment forms
• Maintain ethics and compliance with Group values and Code of Conduct across the bank.
• Identify, escalate, mitigate and resolve risk, conduct and compliance matters.
• Relationship Managers, Sales Team Managers, Cluster heads, Product Managers, Head of Investment Advisory & Strategy, Head of Managed Investments, External partners
• Embed Group values in Malaysia and perform duties per policies; multiple functions.

Skills

Portfolio Theory

Asset Allocation

Market Knowledge (SIF)

Products and Processes

Education

IPCC, FIMM, relevant banca and takaful licenses

Job description

Standard Chartered in Malaysia is seeking a Wealth Solutions Associate to support relationship managers with market insights, asset allocation, and wealth management propositions. You will collaborate with Investment Products to deliver monthly ideas, conduct portfolio reviews, brief branches in morning huddles, and help run investment seminars while ensuring KYC and regulatory compliance.

The role requires strong ethics, teamwork across branches, and a focus on driving AUM growth through