Director, MI Distribution (PvB), HK, WM

Standard Chartered Bank
Hong Kong, Hong Kong
Sep 03, 2020
Sep 26, 2020
Job Function
Wealth Management
Industry Sector
Finance - General
Employment Type
Full Time
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 Responsibilities
  • Provide superior investment advice and position funds / managed investment in a multi-asset-class portfolio context aligned with the Standard Chartered GIC House-view
  • Drive the marketing and penetration of investment funds, alternative investments and discretionary mandates in designated markets/desks
  • Assist RMs in delivering their clients suitable managed investment solutions adapted to local market conditions and compliant with local regulatory requirements
  • Work closely with the PvB Team Leaders and Market Heads to develop strategy to increase penetration of investment funds, discretionary mandates and alternatives in their respective teams
  • Participate in client and prospect meetings with RMs, representing the Managed Solutions Platform
  • Proactively and broadly communicate on adjustments to recommendations due to changes in GIC views, Fund Focus lists, etc.
  • Participate and present regularly at investment meetings and team/desk meetings
  • Provide active and relevant feedback to the Fund Selection and Discretionary Portfolio Management on business challenges and opportunities
  • Co-operate closely with all stakeholders in PvB and Wealth Management, with focus on enhancing and improving the Managed Solutions Platform
  • 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
  • Minimum of 7 years experience working in Private Banking, with focus on investment advisory / portfolio-based solutions for Private Banking clients (ideally with focus on Managed Investments)
  • 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
  • High-impact and confident presence with strong sales and negotiation abilities
  • Solid understanding of portfolio construction and investment processes in a Wealth Management context
  • Excellent communication and presentation skills in English and Chinese
  • 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 behavior

Apply now to join the Bank for those with big career ambitions.

To view information on our benefits including our flexible working please visit our career pages . We welcome conversations on flexible working.

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