Provide sound investment recommendations as a product specialist to private banking clients and position mutual funds, alternative investments and discretionary portfolio mandates (DPM) in a multi-asset-class portfolio context aligned with the Standard Chartered CIO House-view. Prior experience in DPM is a plus.
Drive the growth of the DPM business by collaborating with Relationship Managers to identify, pitch, and onboard new DPM clients.
Drive the marketing and penetration of investment funds, alternative investments and discretionary portfolio mandates in Greater China & North Asia (GCNA) market
Articulate investment views and present managed investment solutions during key client meetings with Private Bankers and Investment Advisors
Assist Private Bankers and Investment Advisors in addressing client enquiries and delivering client-friendly deliverables that are compliant with local regulatory requirements
Monitor and strengthen existing Managed Investments Platform, including proactively and broadly communicate on adjustments to recommendations due to changes in CIO views, Fund Focus lists, etc.
Actively provide constructive feedback to stakeholders such as Fund Selection Team and Discretionary Portfolio Management on business challenges and opportunities
Assist in co-ordination of fund house / manager visits as well as internal road shows for new managed product launches
Support the managed investment product governance
Our Ideal Candidate
5+ years of experience in Private Banking or Asset Management industry, with focuses on investment advisory/portfolio-based solutions for Private Banking clients in mutual funds/alternative investments/Discretionary Portfolio Mandates
Broad understanding of financial instruments and markets as a whole (Degrees in Finance / Economics and CFA, CAIA, FRM, MBA, etc.) are a definite plus
Solid understanding of portfolio construction and investment processes in Wealth Management context. Prior experiences working with Relationship Managers and High-Net-Worth individual clients is an advantage
High-impact and confident presence with strong sales and negotiation abilities
Excellent communication and presentation skills in English and Chinese (Cantonese and Mandarin).
Strong organizational skills record of being able to implement, execute and deliver against tight deadlines
Client-focused, results-oriented team player with highest standards of ethical and professional behavior