Director, Investment Advisory (Private Banking), Hong Kong
Standard Chartered Bank
Hong Kong, Hong Kong, Asia

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

  • Focus on suitability of investments for dedicated group of clients; understand client risk appetite, investment preference and return expectations
  • Liaise with Relationship Managers to produce account plans aimed at developing the client relationship including growth of assets and profitability
  • Provide a tailored portfolio and trading service of relevant and suitable investment solutions
  • Provide timely analysis of market and product information
  • Be capable of addressing multi-asset class product requirements
  • Review client investment portfolios on an annual basis using Portfolio Insight
  • Deliver good investment performance commensurate with the clients’ risk and return appetite
  • Timely and accurate execution of client orders
  • Understand specific client issues, including restrictions, so as to provide optimal solutions
  • Identify opportunities / solutions from the wider SCB group which benefit the clients
  • Act as a trusted investment advisor of choice, e.g., acts as sounding board for competitor proposals
  • Our Ideal Candidate

  • Solid knowledge and exposure to a wide range of investment products, preferable in multi-asset class underlying including equity, foreign exchange, fixed income, credits, commodity and mutual funds
  • Good communication in English, Cantonese and Mandarin
  • Polished presentation and negotiating skills
  • Ability and acumen in building strong relationship with working partners and with clients
  • Knowledge in Risk, Regulatory and Legal & Compliance areas
  • The ability to be a solution-partner to Relationship Managers
  • Proactive, disciplined, result-oriented, desire to excel, strong team spirit
  • Candidate with less experience will be considered as Director
  • License Person of Type 1 and Type 4 under HKMA / SFC
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