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The Investment Advisor will work closely with Relationship Managers to provide overall investment advice to meet the investment needs of our clients. The principal objective of the position is to enhance the relevance of the Bank to the clients, thereby leading to an increased share of wallet, revenues and client experience.
Roles and Responsibilities
Focus on suitability of investments for dedicated group of clients; understand client risk appetite, investment preference and return expectations
Liaise with Relationship Managers to produce account plans aimed at developing the client relationship including growth of assets and profitability
Provide a tailored portfolio and trading service of relevant and suitable investment solutions
Provide timely analysis of market and product information
Be capable of addressing multi-asset class product requirements
Review client investment portfolios on an annual basis using Portfolio Insight
Deliver good investment performance commensurate with the clients' risk and return appetite
Timely and accurate execution of client orders
Understand specific client issues, including restrictions, so as to provide optimal solutions
Identify opportunities/solutions from the wider SCB group which benefit the clients
Act as a trusted investment advisor of choice, e.g., acts as sounding board for competitor proposals
Skills and Qualifications
Solid knowledge and exposure to a wide range of investment products, preferable in multi-asset class underlying including equity, foreign exchange, fixed income, credits, commodity and mutual funds
Good communication in English, Cantonese and Mandarin
Polished presentation and negotiating skills
Ability and acumen in building strong relationship with working partners and with clients
Knowledge in Risk, Regulatory and Legal & Compliance areas
The ability to be a solution-partner to Relationship Managers
Proactive, disciplined, result-oriented, desire to excel, strong team spirit
Candidate with less experience will be considerered as Director
License Person of Type 1 and Type 4 under HKMA/SFC
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.
Apply now to join the Bank for those with big career ambitions.
Internal Number: 5877264
About Standard Chartered Bank
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