Investment Advisor

Standard Chartered Bank
Crown Dependencies
13 Jul 2017
19 Jul 2017
Contract Type
We are seeking an experienced Investment professional to join the Jersey business, providing investment solutions to Retail clients. The chosen individual will be Level 4 RDR qualified, holding a recognised professional qualification (such as PCIAM or IAD) and have demonstarble expereince in providing client advice. Full job description below Investment Advisor (Associate Director) JOB PURPOSE Assist in the growth and stability of SCB Jersey Retail Bank To provide investment strategy and investment solutions directly to Clients and Relationship Managers (RM's), with complete focus on Client's desired risk/return requirements. To support RMs to increase bank's 'share of client wallet' through Suitable investment advice , client reports and portfolios reviews, To develop and deploy Suitable and rational investment solutions drawing upon SCB organizational strengths and through our open architecture structure. To support client engagement activity at all times, Travel when necessary and appropriate. Build upon / maintain SCB's status as a Wealth Manager KEY RESPONSIBILITIES Offer Suitable and Appropriate investment advice at all times Deep product and market knowledge and experience - fully understand and seamlessly represent SCB's wealth management platform, products and services. Ability to provide upon and create multi-asset class portfolios Professional understanding and the ability to effectively communicate global economic 'macro'. Understand and articulate shifts in market themes / sentiment and the relationship to the underlying portfolio holdings.. Provide sound investment advice to large and sophisticated clients, based on asset allocation principles To act as the "Trusted Investment Advisor" focusing on client's optimal risk/return asset allocation and product positioning. To provide timely analysis of market and product information encompassing best in class pre and post sale services To be able to review and advise on client investment portfolios across diverse geographic footprint. To behave professionally in line with market practice, internal and regulatory ethics To adhere to regulatory requirements for JFSC registered individuals To understand client risk appetite, investment preference and return expectations through consultation with the RM and directly with clients. Represent yourself and SCB Jersey professionally at all times. Transaction Execution Timely and accurate dealing of client orders Track and provide regular feedback on processed transactions/ solution to client Create further client opportunities through high quality problem resolution Adherence to client investment suitability standards and to Compliance /regulatory requirements Treating Customers Fairly Ensure 'Treating Customer's Fairly' standards are continuously met. Ensure appropriate information on our customers needs and circumstances are gathered. Ensure suitable advice is provided to our customers. Ensure customers understand the information provided and they are able to make informed decisions. KEY RELATIONSHIPS FOR * Clients / Relationship Managers * Global Wealth Management infrastructure teams / Product specialists * Provision of investment advice and solutions * Development of suitable product solutions * Best in class: Strategy and Advice. KEY MEASURABLES Quality of advice / output Self motivated / Pro-active attitude Active, Professional and continuous client and RM engagement. Creating diversified client portfolios. Willingness to effectively collaborate in a multi-regional organization, strive for inclusiveness and sharing. TCF - Ensure appropriate information of customers need and circumstance are gathered TCF - Ensure suitable advice is provided to our customers TCF - Ensure customers understand the information provided and they are able to make informed decisions Client satisfaction improvement Meet all regulatory mandates; Internal and external. Successful completion of all annual product accreditation tests Ensure adherence to Conduct pillars at all times REQUIREMENTS Technical competence, strong creative, interpersonal and marketing skills coupled with an entrepreneurial spirit Significant investment experience; MBA / CFA or equivalent a plus. Must hold Level 4 RDR qualification Must demonstrate excellent client service skills and be committed to professionally servicing our clients. Must be a team player who shows initiative, assertiveness and leadership skills Demonstrate, at all times, professional interpersonal & communication skills. Ability to deal with all levels of people, all cultures, often in complex and difficult situations and work under pressure Self-motivator who is keen to upgrade and improve personal knowledge and skill to meet the job requirement How To Apply As part of our commitment to career development, you can search and view opportunities across the organisation and apply immediately for suitable opportunities. When applying, please note the following: - Please complete your application form online by clicking the 'Apply' button - Some roles may require you to undertake an online assessment in addition to completing the application form - Existing line managers will not need to be informed by the employee unless and until you have accepted the job offer - Your application will be considered together with candidates in the succession plan, talent development plan and external candidates - Additional screening checks may be required for 'Sensitive Roles' - this is in line with the Bank's Pre-Employment and Pre-Engagement Verification Policy (further information is available from HR) Closing Dates The closing date for applications is 24/07/17. Please note all closing dates are given in Hong Kong time (GMT + 8 hours). We aim to respond to successful applicants within four weeks and will keep a record or your application in our database so that we can contact you when suitable vacancies arise in future. Diversity and 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.