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El puesto de Associate Director en Standard Chartered ofrece liderazgo en soluciones de inversión gestionadas en Hong Kong.
Responsabilidades clave incluyen la recomendación de inversiones, captación de nuevos clientes DPM, y la gestión de relaciones con clientes privados.
Job Description
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Requisition Number:
51152
Job Location:
Central, HKG
Global Grade:
Band 5
Work Type:
Office Working
Employment Type:
Permanent
Posting Start Date:
24/03/2026
Posting End Date:
24/09/2026
Job Description:
Role and Responsibilities
- • Provide sound investment recommendations as a product specialist to private banking clients and position 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 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 existing Managed Investments Platform, including proactively and broadly communicate on adjustments to recommendations due to changes in CIO views, Fund Focus lists, etc.
- • Actively provide constructive feedback to stakeholders such as Fund Selection Team and Discretionary Portfolio Management on business challenges and opportunities
- • Assist in co-ordination of fund house / manager visits as well as internal road shows for new managed product launches
- • Support the managed investment product governance
Our Ideal Candidate
- • University Degree in Finance / Economics or related disciplines
- • Strong knowledge of financial instruments and markets as a whole ; CFA, CAIA, and FRM certifications are highly advantageous.
- • 5+ years of experience in Private Banking or Asset Management industry, with focuses on investment advisory/portfolio-based solutions for Private Banking clients in mutual funds/alternative investments/Discretionary Portfolio Mandates
- • Solid understanding of portfolio construction and investment processes in Wealth Management context. Prior experiences 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 record of being able to implement, execute and deliver against tight deadlines
- • Client-focused, results-oriented team player with 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 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
Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good
We value difference and advocate inclusion.
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 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.
Apply now
Information at a Glance
Job Skills
Key Skills
- Knowledge of Finance
- Money Investments
- Elearning
- Success Driven Person
- Investment Strategies
- Coordination Skills
- Ethics
- Chinese
- Self Motivation
- Friendliness
- Confident and Emotionally Stable
- Mental Health
- Sales
- Innovation
- Feedback Management
- Mutual Funds
- Regulatory Requirements
- Geography
- Continuous Training
- Professional Attitude
- Economy
- Team Working
- Personal Finance
- Service Orientation
- Financial Instrument
- Communication Skills
- Asset Management
- Perseverance
- Governance
- Cantonese
- Portfolio Management
- Investment Advisory
- English
- Asset Allocation
- Assertiveness
Relevant Skills
- Knowledge of Finance, Cantonese, Mutual Funds, Asset Allocation, Investment Advisory, Investment Strategies, Financial Instrument, Asset Management, China, Regulation, Repos, Intermediary, China, International Asset Management, Compliance, Asset Management, Capital Markets, China, Capital Markets, Capital Markets, Asset Management, China
- Finance, Analytics, Wealth Management, Asset Allocation, Asset Allocation, China, Mutibimes, China, International Banking, China, Right Investment, Intermediary, China, China, China, China, China, China, Intermediary, China, China, China, China, China, China, China, China, China, China
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