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Associate Director​/Director, Managed Investments, Private Banking

Job in Hong Kong
Company: Standard Chartered Bank
Contract position
Listed on 2021-06-06
Job specializations:
  • Banking
  • Finance
    Financial Advisor, Financial Services, Wealth Management, Portfolio Manager
Job Description & How to Apply Below

About Standard Chartered

We are a leading international bank focused on helping people and companies prosper across Asia, Africa and the Middle East. To us, good performance is about much more than turning a profit. It's about showing how you embody our valued behaviours - do the right thing, better together and never settle - as well as our brand promise, Here for good.

We're committed to promoting equality in the workplace and creating an inclusive and flexible culture - one where everyone can realise their full potential and make a positive contribution to our organisation. This in turn helps us to provide better support to our broad client base. The Role


  • Provide sound investment recommendations as a product specialist to private banking clients and position mutual funds, alternative investments and discretionary portfolio mandates (DPM) in a multi-asset-class portfolio context aligned with the Standard Chartered CIO House-view
  • Drive the marketing and penetration of investment funds, alternative investments and discretionary portfolio mandates for the Greater China & North Asia (GCNA) market
  • Articulate investment views and present managed investment solutions during key client meetings with Private Bankers and Investment Advisors
  • Assist Private Bankers and Investment Advisors in addressing client enquiries and delivering client-friendly deliverables that are compliant with local regulatory requirements
  • Monitor and strengthen existing Managed Investments Platform, including proactively and broadly communicate on adjustments to recommendations due to changes in CIO views, Fund Focus lists, etc.
  • Actively provide constructive feedback to stakeholders such as Fund Selection Team and Discretionary Portfolio Management on business challenges and opportunities
  • Assist in co-ordination of fund house / manager visits as well as internal road shows for new managed product launches
  • Support the managed investment product governance
  • Our Ideal Candidate
  • 5+ years of experience in Private Banking or Asset Management industry, with focuses on investment advisory/portfolio-based solutions for Private Banking clients in mutual funds/alternative investments/Discretionary Portfolio Mandates
  • Broad and understanding of financial instruments and markets as a whole (Degrees in Finance / Economics and CFA, CAIA, FRM, MBA, etc.) are a definite plus
  • Solid understanding of portfolio construction and investment processes in Wealth Management context. Prior experiences working with Relationship Managers and High-Net-Worth individual clients is an advantage
  • High-impact and confident presence with strong sales and negotiation abilities
  • Excellent communication and presentation skills in English and Chinese (Cantonese and Mandarin).
  • Strong organizational skills record of being able to implement, execute and deliver against tight deadlines
  • Client-focused, results-oriented team player with highest standards of ethical and professional behaviour
  • Less experienced candidates will be considered as Associate Director
  • Position Requirements
    Less than 1 Year work experience
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