Director, Fund Select, Wealth Management
Standard Chartered
Hong Kong, Hong Kong,
2天前

About Standard Chartered

We are a leading international bank focused on helping people and companies prosper across Asia, Africa and the Middle East.

To us, good performance is about much more than turning a profit. It's about showing how you embody our valued behaviours - do the right thing, better together and never settle - as well as our brand promise, Here for good.

We're committed to promoting equality in the workplace and creating an inclusive and flexible culture - one where everyone can realise their full potential and make a positive contribution to our organisation.

This in turn helps us to provide better support to our broad client base. The Role Responsibilities Fund Selection :

  • Meeting and assessing fund managers
  • Select high quality Mutual funds for SCB clients
  • Monitor Mutual Funds recommended for SCB clients
  • Ensuring compliance and governance with bank policies
  • Communication, Sales and Marketing Support :

  • Communicate effectively the rationale behind fund recommendations
  • Help manage and develop internally and externally approved marketing collaterals
  • Provide product training to both distribution and frontline staff
  • Participate in direct client pitches and media interviews when necessary
  • Collect and share views of asset manager partners with the Global Investment Council (GIC)
  • Our Ideal Candidate

  • CFA charterholder preferred
  • Substantial experience in a fund selection
  • Deep knowledge of global equity and fixed income markets
  • Experienced user of mutual fund databases (Morningstar / Lipper)
  • Strong analytical, writing and presentation skills
  • Able to work independently, but also be an effective team player
  • Driven, and able to demonstrate initiative
  • Extremely hard-working and well organized, demonstrating willingness to learn
  • Strong communication skills and ability to develop strong internal and external relationships
  • Enjoy working in a challenging, fast paced environment
  • The candidate should possess a can-do mindset and entrepreneurial attitude
  • Able to communicate effectively in English, Cantonese and preferably in Mandarin
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