Senior Investment Advisor, WM

standard chartered singapore; Singapore; Hybrid; SGD 120,000 - 180,000; Full time

Benefits offered by this job

Competitive salary

Medical Insurance

Flexible working options

Learning & development

Global interaction & events

Job summary

Standard Chartered Bank Singapore seeks an experienced wealth advisor to deliver investment guidance aligned with clients’ objectives. You will couple market insights with advisory platforms to craft holistic portfolios and contribute market themes.

Ideal candidates hold a Finance/Banking degree, demonstrate passion for markets, and can train RMs on portfolio construction and product knowledge. Hybrid work options are available and international colleagues may interact on market outlook events.

Qualifications

• Degree in Finance/Business/Economics/Banking.
• Demonstrate passion & affinity for the financial markets.
• Good understanding of key products: Unit Trusts, Bonds, FX and Structured Products.
• Ability to articulate information, ideas and solutions to client succinctly.

Responsibilities

• Partner with the Relationship Manager to provide timely and relevant investment advisory services.
• Utilise in-house advisory platforms to deliver holistic investment advisory to clients.
• Contribute investment ideas/themes and speak at market outlook events.
• Promote digital initiatives and facilitate webinars to improve wealth management client journey.
• Provide training to RMs on portfolio construction and product knowledge.

Skills

Financial Markets Understanding

Client Communication

Investment Products Knowledge

Portfolio Management

Education

Degree in Finance/Business/Economics/Banking

Job description

Job Summary

• Deliver investment advice that meets client’s financial objectives and needs profile. Preferable with at least 5+ years experience in wealth advisory field.

Key Responsibilities

• Partner with the 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, elevate, 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
• An ability to articulate information, ideas and solutions to client succinctly
• Additional language speaking abilities a plus
• Self-driven team player who takes initiative and detail oriented

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 & Penitration
• 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.

Visit our careers website www.sc.com/careers