Investment Advisor, Wealth Management

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Company:
Standard Chartered Bank
Location:
Dar Kulayb, Northern Governorate, Bahrain
Salary:
Negotiable
Employment Type:
Full time
Sector:
Private Banking & Wealth Management
Sub Sector:
Client Relations
Position Type:
Permanent
Job Reference:
3421027
Date Added:
16-May-2018

Job Description

Introduction 1
Leading the way in International Banking. We support the people and companies driving investment, trade and wealth creation across Asia, Africa and the Middle East. And our heritage and values are expressed in our brand promise - here for good. See our Brand and Values

We are currently looking for Director - Investment Advisory, Wealth Management.

The IA provides investment Advisory to clients and to Relationship Managers in the team to meet the client's desired investment objectives and increase bank's "share of client wallet". The IA plays a key role in liaising with the product managers within the Product development team (IS, BA and FX) on an ad-hoc basis to discuss client requirements as well as on a more frequent basis to ensure flow of product knowledge

Job Purpose

Investment Advisory:

 Determine client's risk appetite, investment preference and return expectations by partnering with Relationship Managers in client meetings
 Provision of relevant solutions given client needs/ objectives in line with the risk profile of the Customer.
 Provide independent opinion on quality of client's existing portfolio
 Conduct daily morning meetings for the sales team to discuss market updates.

Excellence:
 Trusted IA of choice
 Provision of insightful analysis of latest market & product information
 A recognized authority in the industry in area of specialization

Product Support:
 Interface between the Product Teams & the frontline.
 Share the best practices/products available in the market with the Product Managers.
 Provide product managers with ideas for products driven by client needs
 Co-ordinate with the regulator (CBB) for Product Approvals

Excellence:
 Help develop product innovation by suggesting new/ innovative product ideas to the Product Managers
 Identify innovative ways to position products/services on offer which meets customer needs.

Sales Support:
 To support RMs by partnering them on joint calls to the customers
 Identify cross-selling opportunities
 Provide need based solutions for the customers

Excellence:
 Create further client opportunities through high quality problem resolution


A diverse culture
We are committed to building a culture that fosters a diverse and inclusive environment that's free from bias, where everyone can realise their full potential and make a positive contribution. This is just one of our values that is expressed in our brand promise - here for good. Apply Now…