- Deliver investment advice that meets client's financial objectives and needs profile
- Partner with the Priority Banking Relationship Managers to provide timely and relevant investment advisory services given client's financial objectives and needs profile
- Utilise in-house advisory platforms to deliver holistic investment advisory to clients
- Strengthen the value proposition of the IA team through contributing investment ideas/themes and speaking at market outlook events
- Participate and promote digital initiatives, facilitate webinars to drive better wealth management client journey and penetration
- Display exemplary conduct and live by the Group's Values and Code of Conduct.
- Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
- Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
- Degree Holder in the fields of either Finance, Business, Economics or Banking
- 5 years of experience in advisory role or similar capacity
- Demonstrate passion & affinity for the financial markets
- Good understanding of key products: Unit Trusts, Bonds, FX and Structured Products
- Fluent in both written and verbal business communication, and an ability to articulate information, ideas and solutions to client succinctly
- Self-driven team player who takes initiative and detail oriented
- Understanding of Financial Markets & Concepts
- Interpersonal and written communication skills, able to present information convincingly and concisely
- Knowledge across investment product classes
- Portfolio Management & Penetration
- Positive & Proactive mindset, keeping abreast of market developments and trends
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Director, Investment Advisory
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UNITED OVERSEAS BANK LIMITED SingaporeRoles & Responsibilities · You will be part of a team of seasoned financial professionals. As a Relationship Manager within the Wealth Banking business, you will be responsible for rendering financial advisory to UOB's mass-affluent customers. You are expected to achieve individu ...
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Manager, Relationship Manager, Wealth Banking
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AUTOWEALTH PRIVATE LIMITED SingaporeRoles & Responsibilities · Who Are We? · We are a regional Robo-Advisory platform ), based in Singapore. We are in the exciting FinTech sector and we are one of the earliest Robo-Advisory platforms serving the retail market to be licensed by MAS. · Through our innovative technolo ...
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Product Specialist, Alternatives Investment
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Director, Investment Advisory - Singapur, Singapore - Standard Chartered Bank
Description
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Regulatory & Business Conduct
Our Ideal Candidate
Role Specific Technical Competencies