Associate Director & Senior Wealth Specialist

Standard Chartered India; Singapore; On-site; SGD 80,000 - 130,000; Full time

Job summary

A leading international bank is seeking an Associate Director & Senior Wealth Specialist to manage and grow the Investment Services business. The role involves strategic leadership in sales, managing relationships with stakeholders, and ensuring adherence to processes while providing expertise on investment products.

Benefits

Competitive benefits including retirement savings

Insurance and flexible benefits

Generous leave policies

Flexible working options

Wellbeing support

Continuous learning opportunities

Inclusive, values-driven culture

Qualifications

• Minimum qualification: Post-graduation.
• Candidate should be AMFI certified.

Responsibilities

• Lead, grow, develop, and manage the Investment Services business.
• Build the Investment Services (IS) business to achieve regional leadership.
• Ensure strict adherence to sales and operational processes.

Skills

Market Knowledge

Excel Skills

Education

Post-graduation

AMFI certification

Job description

Associate Director & Senior Wealth Specialist

Job Summary: To lead, grow, develop, and manage the Investment Services business in the allocated territory. The WS will be responsible for driving the Investment Services business through various segments of the bank where customer relationships are managed by Relationship Managers. The role involves being a product specialist, offering detailed information on various third-party investment products distributed or referred by the bank.

Key Responsibilities

1. Strategy: Lead, grow, develop, and manage the Investment Services business. Drive the business through segment/channel teams, update them on markets and our views, coach RMs on investment products, review product performance, and build relationships with internal stakeholders.
2. Business: Build the Investment Services (IS) business to achieve regional leadership. Use the sales model to maximize sales and AUMs, suggest innovative products, and integrate into the Premium Segment setup.
3. Processes: Ensure strict adherence to sales and operational processes.
4. People & Talent: Proven track record in distribution/referral of mutual funds and complex investment products. Good understanding of financial markets and investment products such as mutual funds, PMS, structured products, private equity, and real estate funds.

Key Stakeholders

CR Team

Skills and Experience

• Market Knowledge
• Excel Skills

Qualifications

Minimum qualification: Post-graduation. Candidate should be AMFI certified.

About Standard Chartered

We're an international bank with over 170 years of history, committed to making a positive difference. We value diversity, inclusion, and integrity, and strive to build a better future for our clients, communities, and employees.

What We Offer

Competitive benefits including retirement savings, insurance, flexible benefits, generous leave policies, flexible working options, wellbeing support, continuous learning opportunities, and an inclusive, values-driven culture.