CAIA's Career Center is an easy-to-use, comprehensive resource connecting job seekers with employers in the growing AI field. Use your knowledge and credibility to advance your career or build a talented team for your organization. Opportunities targeted to CAIA Charterholders are prioritized.
In order to search for jobs specifically for CAIA Charterholders or those pursuing the CAIA Charter please enter “CAIA” in the search panel.
This will enable you to search for CAIA specific roles globally.
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.
JOB PURPOSE: The IA provides investment counseling to clients & to Relationship Managers in the team to meet the client's desired investment objectives and increase bank's "share of client wallet". The IA plays a key role in liaising with the product managers within the Product development team (IS, BA and FX) on an ad-hoc basis to discuss client requirements as well as on a more frequent basis to ensure flow of product knowledge. The IA is also responsible to update the frontline and customers on the bank's view (Investment Advisory & Strategy Group) on the markets, asset allocation and route to market ideas.
Investment Advisory: ▪ Determine client's risk appetite, investment preference and return expectations by partnering with Relationship Managers in client meetings ▪ Provision of relevant solutions given client needs/ objectives ▪ Provide independent opinion on quality of client's existing portfolio ▪ Review Client portfolios for the team. ▪ Conduct daily morning meetings for the sales team to discuss market updates.
Excellence: ▪ Trusted IA of choice ▪ Provision of insightful analysis of latest market & product information ▪ A recognized authority in the industry in area of specialization
Product Development: ▪ Collaboratively create new products with the product development team ▪ Provide product managers with ideas for new products driven by client needs
Excellence: ▪ Pioneer new/ innovative product ideas to client ▪ Generate new product ideas through understanding client needs
Sales: ▪ To support sales by convincing clients to accept the proposed solution ▪ Identify cross-selling opportunities ▪ Improve quality & performance of Investments on offer ▪ Produce profitable solutions for the client
Excellence: ▪ Create further client opportunities through high quality problem resolution
KEY RELATIONSHIPS: Internal : ▪ Relationship Managers ▪ Unit Heads ▪ Treasury Dealers ▪ WM Product Team
External : ▪ Existing and Prospective Customers ▪ Product providers
KNOWLEDGE/ EXPERIENCE: ▪ University Graduate, Professional Markets/Investments qualification. ▪ Minimum 3 years experience in Banking/Finance. ▪ Thorough knowledge of treasury & investment products. ▪ Strong analytical, problem solving and decision-making skills. ▪ Strong communication & interpersonal skills.
COMPLEXITY/JUDGEMENT: ▪ To be able to provide a unique solution based on an unusual request ▪ Counselling & retaining customers in a multi-cultural, multi-lingual market place.
AUTHORITIES: ▪ To provide independent counsel based on our assessment of the client's risk profile
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 .