Investment Advisor

Job description / Role

Job Description

* The IA provides investment advice to clients and Client Advisors to meet client's desired risk/investment performance requirements and increase bank's ""share of client wallet"". The IA plays a key role in liaising with the product specialists within the Wealth Management team on an ad-hoc basis to discuss client requirements as well as on a more frequent basis to ensure flow of product knowledge.

Key Roles & Responsibilities

Investment Advisory:
* Provide independent opinion on quality of client's existing portfolio
* Determine client's risk appetite, investment preference and return expectations by partnering with Client Advisor in client meetings
* Provision of relevant solutions given client needs/ objectives

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:
* Source best of breed products from the market
* Collaboratively create new products with the central 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 investment 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

Transaction Execution
* Cost-effective, speedy & accurate dealing
* Track & provide regular feedback on processed transactions/solution to client

Excellence:
* Create further client opportunities through high quality problem resolution

Key Relationships:

Internal :
* Client Advisors
* Treasury Dealers
* Operations
* Private Bank Credit and Legal
* Advisory Counterparts
* WM Product Team

External :
* Existing and Prospective Customers
* Product providers

Requirements

Qualifications & Skills

* 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.

Diversity & Inclusion

Standard Chartered is committed to diversity and inclusion. We believe that a work environment which embraces diversity will enable us to get the best out of the broadest spectrum of people to sustain strong business performance and competitive advantage. By building an inclusive culture, each employee can develop a sense of belonging, and have the opportunity to maximise their personal potential.

About the Company

Standard Chartered Bank started in 1958 in UAE with its first branch in Sharjah. The Group’s business gradually increased in Dubai with the opening of several branches and today, Dubai is the administrative hub of the Middle East and South Asia Region. In its 43rd year, the Bank enjoys the position of having the most extensive branch network among foreign international banks in UAE with 10 branches emirate-wide.

Standard Chartered is an international bank, focused on the established and emerging markets of Asia, Africa, the Middle East and Latin America with an extensive global network of more than 600 offices in over 50 countries. The three principal business groups are Global Markets, Personal Banking and Corporate and Institutional Banking.

In UAE, we are one of the leading banks, offering an extensive range of products and services for personal customers, local companies, multinational corporate and financial institutions.