Standard Chartered | Associate Director, Managed Investment Solutions

2 weeks ago


hong kong, Hong Kong SAR China Standard Chartered Full time
Associate Director, Managed Investment Solutions (Private Banking), Wealth Solutions

Location: Central, HK

Area of interest: Private Banking & Wealth Management

Key Responsibilities
  • Provide sound investment recommendations as a product specialist to private banking clients, positioning mutual funds, alternative investments, and discretionary portfolio mandates (DPM) in a multi-asset-class portfolio context aligned with the Standard Chartered CIO House-view. Prior experience in DPM is a plus.
  • Drive the growth of the DPM business by collaborating with Relationship Managers to identify, pitch, and onboard new DPM clients.
  • Drive the marketing and penetration of investment funds, alternative investments, and discretionary portfolio mandates in the Greater China & North Asia (GCNA) market.
  • Articulate investment views and present managed investment solutions during key client meetings with Private Bankers and Investment Advisors.
  • Assist Private Bankers and Investment Advisors in addressing client enquiries and delivering client-friendly deliverables that are compliant with local regulatory requirements.
  • Monitor and strengthen the existing Managed Investments Platform, including proactively communicating adjustments to recommendations due to changes in CIO views, Fund Focus lists, etc.
  • Provide constructive feedback to stakeholders such as the Fund Selection Team and Discretionary Portfolio Management on business challenges and opportunities.
  • Assist in coordinating fund house/manager visits and internal road shows for new managed product launches.
  • Support the managed investment product governance.
Our Ideal Candidate
  • 5+ years of experience in Private Banking or Asset Management industry, focusing on investment advisory/portfolio-based solutions for Private Banking clients in mutual funds/alternative investments/Discretionary Portfolio Mandates.
  • Broad understanding of financial instruments and markets (Degrees in Finance/Economics and CFA, CAIA, FRM, MBA, etc. are a definite plus).
  • Solid understanding of portfolio construction and investment processes in a Wealth Management context. Prior experience working with Relationship Managers and High-Net-Worth individual clients is an advantage.
  • High-impact and confident presence with strong sales and negotiation abilities.
  • Excellent communication and presentation skills in English and Chinese (Cantonese and Mandarin).
  • Strong organizational skills with a record of implementing, executing, and delivering against tight deadlines.
  • Client-focused, results-oriented team player with the highest standards of ethical and professional behavior.
About Standard Chartered

We'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 want to work for a bank making a difference, we want to hear from you.

What we offer

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 holidays, which is combined to a minimum of 30 days.
  • 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 various 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 organization, one that embraces and celebrates our unique diversity, across our teams, business functions, and geographies - everyone feels respected and can realize their full potential.
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