Associate Director & Senior Wealth Specialist

5 - 9 years

0 Lacs

Posted:1 week ago| Platform: Shine logo

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Work Mode

On-site

Job Type

Full Time

Job Description

As a Wealth Specialist at Standard Chartered, your main responsibility will be to lead, grow, develop, and manage the Investment Services business in the allocated territory. You will work closely with Relationship Managers to drive the business through various segments of the bank. Your role will involve being a product specialist, providing detailed information on third-party investment products distributed or referred by the bank. Your key responsibilities will include building the Investment Services business to achieve a leadership position in the region, driving investments through segment/channel teams, updating segments/channels on market trends, coaching RMs on investment products, reviewing product performance, providing inputs to customers/RMs, building relationships with internal stakeholders, ensuring customers view IS as a value proposition, managing product providers locally, maximizing sales and AUMs, suggesting innovative products based on market needs, integrating into the Premium Segment set up, and ensuring adherence to sales and operational processes. To excel in this role, you should have a proven track record in distributing/referring mutual funds and complex investment products. Additionally, you should possess a good understanding of financial services dynamics, financial markets, and specialist knowledge of investment products like mutual funds, portfolio management services, structured products, and alternate investment products such as private equity funds and real estate funds. The ideal candidate for this position should have a minimum post-graduation qualification and be AMFI certified. Market knowledge and Excel skills are essential for this role. At Standard Chartered, we are an international bank committed to making a positive impact for our clients, communities, and employees. We value diversity, inclusion, integrity, continuous improvement, and innovation. If you are looking for a purpose-driven career with a bank that is here for good, we encourage you to apply and share your unique talents with us. We offer core bank funding for retirement savings, medical and life insurance, flexible working options, wellbeing support, continuous learning opportunities, and an inclusive work environment where everyone can thrive and realize their full potential.,

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