Associate Director, Managed Investment Solutions (Private Banking), Wealth Solutions

Standard Chartered Bank

Role and Responsibilities

  • 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
 
更多工作資料
薪酬 薪金面議
工種
  • 銀行 ‧ 金融服務 - 投資服務
  • 銀行 ‧ 金融服務 - 私人銀行服務
  • 銀行 ‧ 金融服務 - 一般 · 其他
工作地點
  • 中環
僱用形式
  • 全職
教育程度
  • 學士

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