Senior Investment Advisor

STANDARD CHARTERED BANK (SINGAPORE) LIMITED; Singapore; On-site; SGD 80,000 - 120,000; Full time

Benefits offered by this job

Retirement savings plan

Medical & life insurance

Flexible working arrangements

Wellbeing platform

Learning & development

Job summary

Standard Chartered Bank in Singapore seeks an experienced investment advisory professional to deliver tailored investment guidance aligned with client objectives. The role emphasizes collaboration with Priority Banking RMs to provide timely advice using in-house platforms.

The ideal candidate has a passion for financial markets, a deep understanding of core products, and strong communication skills to articulate ideas to clients effectively.

Qualifications

• Degree in Finance, Business, Economics or Banking.
• Demonstrate passion for financial markets.
• Good understanding of products: Unit Trusts, Bonds, FX and Structured Products.
• Fluent in business communication and able to articulate ideas to clients succinctly.

Responsibilities

• Partner with Priority Banking RM to provide timely investment advisory aligned with client objectives.
• Utilise in-house advisory platforms to deliver holistic investment advice.
• Contribute investment ideas/themes and speak at market outlook events.
• Promote digital initiatives and webinars to enhance wealth management client journey.
• Provide training to RMs on portfolio construction, proposals, product and system knowledge.

Skills

Understanding of Financial Markets &概念

Education

Finance/Business/Economics/Banking degree

Tools

In-house advisory platform

Job description

Job Summary

• Deliver investment advice that meets client's financial objectives and needs profile. Preferable with 5+ year experience in wealth advisory field.

Key Responsibilities

• Partner with the Priority Banking Relationship Manager (onshore market) to provide timely and relevant investment advisory services given client's financial objectives and needs profile


• Utilise in-house advisory platforms to deliver holistic investment advisory to clients


• Strengthen the value proposition of the IA team through contributing investment ideas/themes and speaking at market outlook events


• Participate and promote digital initiatives, facilitate webinars to drive better wealth management client journey and penetration


• Provide training to RMs on portfolio construction and proposals, product and system knowledge

Regulatory & Business Conduct

• 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, escape, mitigate and resolve risk, conduct and compliance matters.

Our Ideal Candidate

• Degree Holder in the fields of either Finance, Business, Economics or Banking


• Demonstrate passion & affinity for the financial markets


• Good understanding of key products: Unit Trusts, Bonds, FX and Structured Products


• Fluent in Business Communication and an ability to articulate information, ideas and solutions to client succinctly.


• Linguistic proficiency and cultural awareness; additional language speaking abilities a plus


• Self-driven team player who takes initiative and detail oriented


• 2+ years of experience in Banking

Role Specific Technical Competencies

• Understanding of Financial Markets & Concepts


• Interpersonal and written communication skills, able to present information convincingly and concisely


• Knowledge across investment product classes


• Portfolio Management & Penetration


• Positive & Proactive mindset, keeping abreast of market developments and trends

About Standard Chartered

We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.

Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.

Together we:

• Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do


• Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well


• Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term

What we offer

In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.

• Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.


• Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.


• Flexible working options based around home and office locations, with flexible working patterns.


• Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits


• A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.


• Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.

Recruitment Assessments

Some of our roles use assessments to help us understand how suitable you are for the role you've applied to. If you are invited to take an assessment, this is great news. It means your application has progressed to an important stage of our recruitment process.