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.
Executive Director, Investment Advisory (Private Banking), Hong Kong
Standard Chartered Bank
February 4, 2020
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
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
Our Ideal Candidate
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 considered as Director
License Person of Type 1 and Type 4 under HKMA/SFC
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 .