AD, Managed Investment Solutions, WM

Standard Chartered Bank
Hong Kong, Hong Kong
31 Mar 2023
23 Apr 2023
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
Role Responsibilities
  • 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 (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.
Role Specific Technical Competencies
  • Bloomberg
  • Microsoft Office
About Standard Chartered
We're an international bank, nimble enough to act, big enough for impact. For more than 160 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
  • Be better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term
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, parental/maternity (20 weeks), sabbatical (12 weeks 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
  • You need to sign in to save