Vista previa generada por IA
Associate Director & Wealth Specialist – Lead Investment Services in Bangalore, managing mutual funds and structured products.
Mid‑level role at Standard Chartered Bank focusing on client relationships, product expertise, and regulatory compliance.
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
- • 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.
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.
- • Lead to achieve the outcomes set out in the Bank’s Conduct Principles
- • Effectively and collaboratively identify, escape, 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
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 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.
Information at a Glance
Similar Jobs
Similar Jobs Fund Accountant Jakarta, IDN Operations Requisition Number 57591 Indonesia Associate, Credit Portfolio Analytics - Specialized Finance Central, HKG Corporate & Commercial Banking Requisition Number 57510 Hong Kong Associate Director, Markets, Operational Client Relationship Management Tokyo, JPN Operations Requisition Number 52321 Japan CCC Head: AI management and Insights Guangzhou, CHN Retail Banking Requisition Number 55462 China
Job Skills
Job Skills Key Skills Knowledge of Finance Customer Relationship Management Relevant Skills Geography Continuous Training Money Investments Team Working Elearning Risk Analysis Structured Product Customer Demand Planning Financial Instrument Leadership Self Motivation Capital Markets Asset Management Mental Health Perseverance Private Equity Sales Portfolio Management Innovation Customer Value Proposition Assertiveness Mutual Funds More Skills Matching Upload Your CV Use your CV to see how well your skills match up with this job Get Started