Portfolio Wealth Specialist

Job description

Job Summary

• 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 various 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.

Key Responsibilities

Strategy

• To build RM skillset in delivering the needs and aspiration of affluent clients, particularly in wealth solutions, financial planning and legacy planning.

Business

• To drive the WM business against Wealth targets, including Financials, New to Wealth, growing

Wealth AUM Processes

• To help RM acquire knowledge and ability to use tools and processes such as SC Market Analyst, SC Wealth Select and sales process

People & Talent

• Non people leader role

Risk Management

• To have a good understanding of WS sales processes and policies in order develop programs to guide

ARMs Governance

• To have a good understanding of WS sales processes and policies to ensure compliance with governance and regulations.

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, escalate, mitigate and resolve risk, conduct and compliance matters. Key stakeholders
• Investment Advisors
• Wealth Product teams
• Sales team managers, branch managers, cluster sales head

Other Responsibilities

• 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)

Skills and Experience

• Knowledge of Wealth Products
• Sales Ability
• Presentation and pitching
• People Training Qualifications
• Degree holder in the fields of either 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, and an ability to articulate information, ideas and solutions to client (Other languages are a plus point)
• Strong team player who takes initiative and detail oriented

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.