Investment Advisor
Standard Chartered
Hong Kong, Hong Kong,
1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

  • To provide product briefing and coaching support to frontlines officers so as to maintain high quality customer service.
  • To work close with Branch Managers on agreed action items so as to uplift frontlines product competency, as well as productivity.
  • To identify the improvement areas of frontlines together with BMs, so as to work out any supplementary supports to them, such as day-end clinics, one on one coaching, role play and demonstrate thru joint calls.
  • To deliver house view to frontlines
  • To synthesize market information and formulate client interaction tactics to be adapted by Frontline officers.
  • To conduct market analysis and communicate to both colleagues and external clients to facilitate investment and financial planning.
  • To participate in branch sales meetings and render professional guidance to sales concerns and opinions.
  • To co-ordinate and support sales events (e.g. seminars) for both internal and external clients.
  • To update branch managers / district managers / team heads on the business progress and outlook in formulation of corresponding support strategies.
  • To implement relevant measures including morning briefing and discussion forum to support sales and marketing programs.
  • To work close with WM team for any new product launch and provide feedbacks from frontlines.
  • To comply with all applicable money laundering prevention procedures and, in particular, report any suspicious activity to the Unit Money Laundering Prevention Officer and line manager.
  • To observe and comply with both external regulatory requirements and internal policies.
  • HKSI 1,7,8
  • Solid investment experience
  • Good in English, Chinese and Mandarin
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