Associate Director/Director, Managed Investments, Private Banking

Standard Chartered Bank
Hong Kong, Hong Kong
Jun 04, 2021
Jun 18, 2021
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 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

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.

Similar jobs

Similar jobs

  • You need to sign in to save