Associate Director Investment Advisor - Pakistan Corridor

About Us

Our team consists of 25,000 colleagues, spread across 35 countries. We believe in transformation - embracing agile and new ways of working together, which helps us to truly 'think client' and serve millions of our affluent and emerging affluent clients, across the world. Our clients include individuals and small businesses, and we support them with a range of traditional banking services, including investment, credit and wealth planning solutions.

We offer career opportunities for relationship managers, customer service specialists, product and segment management, sales and wealth planning.

If you’re looking to unlock new job growth opportunities, Standard Chartered Bank is the place for you. We are currently seeking an experienced professional to join our team.

About Wealth and Retail Banking

Wealth and Retail Banking (WRB) serves more than 11 million clients in many of the world’s fastest-growing markets. Our client continuum spans from Mass Retail to Affluent, including high-net worth clients served by our Private Bank. We leverage digital banking channels with a human touch to provide clients with differentiated products and services such as deposits, payments, financing, wealth management and personalised advice.

We also support small business clients with their business banking needs.

Job Summary

The Investment Advisor provides support to the Relationship Managers and their clients to meet the client’s desired investment objectives and increase bank’s share of wallet. The Investment Advisor plays a key role in providing the bank’s house views on markets and products and providing clients with investment solutions in line with their investment objectives and risk profile. The Investment Advisor helps in liaising with the product managers within the Wealth Management Product team on a regular basis to discuss client requirements and to ensure flow of product and market knowledge.

Strategy

• Assisting Affluent Segment - Relationship Managers in UAE to meet client’s desired investment objectives and assist in achievement of AUM growth and revenues from Investment products
• Responsible for updating the frontline and customers of the bank on the outlook published by the CIO Office with relevant and timely information on global Capital Markets, Asset Classes and route to market ideas
• To play a key role in liaising with the product managers within the WM product team (Managed Investments, Bancassurance, CMPS and WM Lending) on a regular and ad-hoc basis to ensure flow of client and market requirement.
• Ensure proper client coverage is provided to complete Portfolio Reviews of target clients as defined from time to time in addition to planning for New to Wealth client.

Business

• Determine client’s risk appetite, investment preference and return expectations by partnering with Relationship Managers in client meetings
• Conduct portfolio reviews by providing independent opinion on quality of client’s existing portfolios
• Ensure that all the wealth management sales teams (Frontline RMs & Specialists) receive adequate sales support, and route to market ideas basis current & relevant views
• Keep abreast of latest trends on Investment products, financial markets, consumer behaviours and use of technology in providing investment solutions
• Provide reports / analysis where required within the management framework.

People & Talent

• Develop a people culture which encourages, and champions change among colleagues in the daily workplace. This will facilitate ideation, product innovation and process improvement with the objective of delivering superior Customer & Frontline experience

Risk Management

• Collaboratively partner with risk teams to ensure risk management procedures and…