Associate Director, Investment Advisory, WM

Standard Chartered

  • Kwun Tong, Hong Kong
  • Permanent
  • Full-time
  • 51 mins ago
About Standard CharteredWe're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.Together we:
  • Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
  • Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
  • Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term
ResponsibilitiesLeading Portfolio Review conversations with clients
  • Focusing on growing the business, and empowering RMs with advisory skills and tools
  • Targeted engagement with high potential clients – aim to upgrade to Priority Private
  • Drive adoption of digital advisory tools
  • Advisory focused RM training
  • Client seminars
  • Upgrade clients to Priority Private
  • Portfolio reviews for HNW clients
  • Conduct recurring client seminars
  • Coach RM to understand market and products
Our Ideal Candidate
  • Degree holder
  • HKSI 1,7&8
  • With 3-5 years’ experience in investment advisory service, with good knowledge of global / local markets and investment products, having Enhanced Competency Framework (ECF) would be an advantage
  • Fulfillment of the competency requirements to carry out relevant regulated activities as defined under the Securities and Futures Ordinance
  • High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
  • Strong self-motivation, with the ability to work independently and under pressure
  • Proficiency in both written English and Chinese, fluency in Putonghua is an advantage
What we offerIn line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.
  • Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
  • Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
  • Flexible working options based around home and office locations, with flexible working patterns.
  • Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
  • A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
  • Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.

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