Investment Advisor

Job description / Role

* 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 in line with the risk profile of the Customer.
* Conduct Regular Portfolio Reviews with customers.
* Conduct daily market updates for the sales team.

Key Roles & Responsibilities

Product Support:
* Interface between the Product Teams & the frontline.
* Share the best practices and financial products available in the market with the Product Managers.
* Provide product managers with ideas for products driven by client needs.

Sales Support:
* To support Relationship Managers by partnering with them on joint calls to customers.
* Identify cross-selling opportunities with customers.
* Provide needs based solutions for the customers.

Requirements

* At least 4 years experience in an Investment Advisory role (essential).
* A thorough understanding and experience of advising on Wealth products and portfolios (essential).
* Previous experience supporting Relationship Managers with Investment ideas and product pitches (essential).
* Experience working within a dynamic Wealth Management team based in the UAE.

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.