ROLESMandate
Provide advice on multiple asset classes to fulfill Affluent and hidden Affluent clients’ Wealth management needs
Conduct portfolio reviews (along with Priority Banker) twice a year for Priority Clients with AUM> 0.5 mn1
Support Priority Banking Team with investment requests from high-value Clients if required
Ad-hoc advise for Personal (non-hidden Affluent) clients on complex high-value investment needs on exception basis only
Advisory role – does not close sales (on target bonus)
Guide and coach Bankers on investment related topics
Ensuring high operational quality and compliance conformance
Skill requirements
Product broadening
Advanced Wealth product/solution knowledge
Portfolio planning capability
Up-to-date macro-Market knowledge
Expertise on house views and solutions to meet Wealth needs
Client engagement
Competency in communication and presentation of complex investment topics & solutions
Ability to conceptualise and plan tailored portfolio
Metrics
New business Inflow 30 – 35%
NFI Performance 30 – 35%
Frontline productivity 20%
Efficiency and effectiveness 15% of portfolio reviews
Roles that can transition & upskilling needed
Investment Specialists/ UT IC, IC
Product broadening:
Client engagement:
Journey completion:
Qualifications & SkillsIn compliance with the National Youth Service Corps (NYSC) Act of 2004, all applicants should ensure that they have completed the mandatory NYSC programme. A discharge certificate will be required as evidence of completion of the programme. Where an exemption has been granted, a certificate of exemption will also be required.Diversity & InclusionStandard 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.
Intersted and suitably qualified candidates should click here to apply online.
Apply via :
