Standard Chartered Bank Jobs


Investment Advisor, Wealth Management Job at Standard Chartered Bank

Job ID:504690

  • Provide specialist investment advice to clients and Relationship Managers to meet clients’ desired risk/investment performance requirements and increase the Bank’s “share of client wallet”.
  • Liaise with the product specialists within the central Wealth Management Product Development team to discuss client requirements and feedback to ensure provision of best solutions.
  • Provide Portfolio analysis and liaise with clients on own portfolio to feedback on portfolio performance and seek opportunity to cross-sell and deepen wallet share.
  • Work with assigned RM’s / Branches to increase penetration of Investment products within segments by 10%.
  • Alignment to the strategy.

Investment Advisor Job Key Roles and Responsibilities

Investment Advice Provision

  • Provide advice on quality of clients’ existing portfolio based on sound asset allocation principles.
  • Understand client risk appetite, investment preference and return expectations through consultation with Client Advisor and in direct client meetings.
  • Trusted investment advisor of choice, e.g., acts as sounding board for competitor proposals.
  • Provide timely analysis of market and product information.
  • Be capable of addressing multi-asset class and different product requirements.
  • Review client investment portfolios on an annual basis.
  • Educate Client on new product ideas.

Solution Generation

  • Provision of relevant solutions given client needs / objectives.
  • Understand specific client issues, including restrictions, to provide optimal solutions.
  • Identify opportunities/solutions from the wider SCB group which benefit the client.
  • Focus on suitability of investments for clients.


  • Direct marketing to certain clients and co-marketing with Relationship Managers.
  • Deliver solutions / proposals which lead to action by clients.
  • Promote higher share of wallet from clients.
  • Anti Money Laundering and Customer Due Diligence
  • Ensure that the Anti Money Laundering requirements are followed as follows:-
  • Take all reasonable steps to verify and identify our customers.
  • Retain adequate records of identification, account opening and transactions.
  • Make prompt reports of suspicious transactions using the right internal channels.
  • Raise awareness of Money Laundering prevention by training all staff/attending training sessions.

Transaction Execution

  • Timely and accurate dealing of client orders.
  • Track and provide regular feedback on processed transactions/ solution to client.

Qualifications and Skills for Investment Advisor Job

  • This aggressive / challenging sales role requires a vital mix of sales and analytical skills;
  • University Graduate with a minimum 2-3 years’ sales experience in commercial/consumer financial services (preferably with Wealth management / Investment products).
  • Commitment to achieve/complete CFA Level 1 qualification required.
  • Strong sales and marketing Skills.
  • A good understanding of the offshore investment products and the inherent risks.
  • Strong analytical and research skills.
  • Knowledge of the Market and competitive environment.
  • Excellent interpersonal and networking skills, internally and externally.

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