Investment Advisor - Standard Chartered Bank

Job Description



o Determine client's risk appetite, investment preference and return expectations by partnering with Relationship Managers in client meetings.

o Provision of relevant solutions given client needs / objectives in line with the risk profile of the Customer.

o Conduct Regular Portfolio Reviews with customers.

o Conduct daily market updates for the sales team.



Key Roles & Responsibilities



Product Support:



* Interface between the Product Teams & the frontline.

* Share the best practices and financial products available in the market with the Product Managers.

* Provide product managers with ideas for products driven by client needs.



Sales Support:



* To support Relationship Managers by partnering with them on joint calls to customers.

* Identify cross-selling opportunities with customers.

* Provide needs based solutions for the customers.



Qualifications & Skills



* At least 4 years experience in an Investment Advisory role (essential).

* A thorough understanding and experience of advising on Wealth products and portfolios (essential).

* Previous experience supporting Relationship Managers with Investment ideas and product pitches (essential).

* Experience working within a dynamic Wealth Management team based in the UAE.



Diversity & Inclusion



Standard Chartered is committed to diversity and inclusion. We believe that a work environment which embraces diversity will enable us to get the best out of the broadest spectrum of people to sustain strong business performance and competitive advantage. By building an inclusive culture, each employee can develop a sense of belonging, and have the opportunity to maximise their personal potential.

Job Details

Date Posted:	2015-02-25
Job Location:	Dubai, United Arab Emirates
Job Role:	Other
Company Industry:	Banking

Preferred Candidate

Career Level:

Management

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Company:

Date Posted: February 25, 2015 at 10:39AM

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Investment Advisor - Standard Chartered Bank