Associate Director & Senior Wealth Specialist

Standard Chartered · Banking & Financial Services

Hyderabad, India
On-site
Posted today
Finance & Accounting

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About the job

Job Summary

To lead, grow, develop and manage the Investment Services business in the allocated territory. The WS will be responsible for driving the Investment Services business through the Various Segment of the Bank where customer relationships are managed by Relationship Managers. The Role of the WS will be of a product specialist engaged in offering detailed information on various third party investment products distributed./ referred by the Bank.

Key Responsibilities

Strategy

Business

Build the Investment Services (IS) business so as to achieve leadership position in the region.

Drive the Investments business through the segment/channel teams.

Constantly update the segment/channels on the markets and our house views.

Coach the RMs on the various investment products and processes.

Periodic review of product performance availed of by the customers through us.

Provide inputs to customers/RM’s on products / transactions

Build and deepen relationships with internal stakeholders.

Ensure customers and the various Segments view IS as a value proposition.

Manage product providers at a local level

Optimally use the sales model and maximize sales and AUMs from the allocated territories.

Suggest innovative products and product bundles to the product team based on market/customer needs.

Ensure acceptance among all stakeholders.

Integrate into the Premium Segment set up in the allocated branches.

Processes

Ensure the stringent adherence to sales and operational processes

People & Talent

Proven track record in distribution/ referral of mutual funds and complex investment products

Good understanding of the dynamics of the financial services market, financial markets and specialist knowledge of investment products like mutual funds, portfolio management services, structured products, and alternate investment products like private equity funds, real estate funds etc

Regulatory & Business Conduct

Display exemplary conduct and live by the Group’s Values and Code of Conduct.

Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.

Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.

Key stakeholders

CR Team

Skills and Experience

Wealth Management

Qualifications

Minimum Qualification should be post graduation.

Candidate should be AMFI certified

About Standard Chartered

We're a global bank connecting clients to our differentiated network, offering growth opportunities in the world's most dynamic markets. Our strategy, which combines cross-border capabilities and leading wealth management expertise, helps us deliver our purpose - to drive commerce and prosperity through our unique diversity.

Over our 170-year history, and across a unique geographical footprint connecting Asia, Africa and the Middle East to each other and the world, we've built a bank like no other, with diverse capabilities and partnerships that set us apart.

What We Offer

Being part of an inclusive and values driven organisation , one that embraces and celebrates our unique diversity, across our teams, business functions, and geographies.

In 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 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.

Visit our careers website to learn more about us: www.sc.com/careers.

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