Wealth Solutions Training Specialist

Standard Chartered

Petaling Jaya

Hybrid

MYR 180,000 - 300,000

Full time

14 days+

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Benefits offered by this job

Competitive salary and benefits

Flexible working options

Wellbeing platform (Unmind)

Learning and development opportunities

Inclusive, diverse workplace

Job summary

Standard Chartered in Malaysia seeks a seasoned wealth solutions trainer to empower Associate Relationship Managers with in-depth knowledge of wealth products, market updates, and investment strategies. You will collaborate with Sales Team Managers, Branch Managers, and Wealth teams to drive AUM growth and wealth solutions delivery.

The role focuses on building investment knowledge within sales, developing wealth platforms, and ensuring proper usage of tools and processes.

Qualifications

Degree holder in Finance, Business, Economics or Banking with at least 8 years of experience in advisory role or similar capacity.
Advanced financial markets & concepts.
Keen interest in and affinity for the financial markets.
Good understanding of Wealth Solutions.
Strong Excel and PowerPoint skills.
Fluent in both written and verbal English, with ability to articulate information, ideas and solutions to clients.
Strong team player who takes initiative and is detail oriented.

Responsibilities

To train Associate Relationship Managers on Wealth Solutions knowledge & tools.
To organise regular updates to ARMs on market updates, opportunities, and risks in all related asset classes.
To work closely with Sales Team Managers, Branch Managers, Cluster Heads and Wealth teams to provide Investment strategies & solutions to RMs.
To focus on building up investment knowledge in the sales teams with a focus on Associate Relationship Managers.
To develop wealth platforms and sales tools, ensure execution and usage.
To build RM skillset in delivering the needs and aspiration of affluent clients, particularly in wealth solutions, financial planning and legacy planning.
To drive the WM business against Wealth targets, including Financials, New to Wealth, growing Wealth AUM.
To help RM acquire knowledge and ability to use tools and processes such as SC Market Analyst, SC Wealth Select and sales process.
Non people leader role
To have a good understanding of WS sales processes and policies in order develop programs to guide ARMs.
To have a good understanding of WS sales processes and policies to ensure compliance with governance and regulations.
Display exemplary conduct and live by the Group’s Values and Code of Conduct.
Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
Effectively and collaboratively identify, elevate, mitigate and resolve risk, conduct and compliance matters.
Investment Advisors
Wealth Product teams
Sales team managers, branch managers, cluster sales head
Embed Here for good and Group’s brand and values in Malaysia Affluent Distribution and Wealth Solutions team Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures; Multiple functions (double hats)