Job Summary
Investment advisors need to
• establish solid relationship with RMs
• train and support RM in their client interaction ie portfolio review and joint calls.
• provide investment portfolio analysis with their responsible branches to regional heads periodically
• leverage tools available to recommend solutions.
• put clients interest first and to do the right things for the bank and customers
Key Responsibilities
Key stakeholders
• CMPS Product Manager
• PvB RM
• Sales head / Branch Manager
Other Responsibilities
• Embed Here for good and Group’s brand and values in Taiwan
• Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedure
Skills and Experience
• Addressing Customer Needs
• Sales Proposals and Presentations
• Cross - Selling
• Customer Acquisition
Qualifications
• Trust license
• SITE and SICE license
• Structure product license
• Past experience in related function in banking industry is
• 具良好溝通協調能力且表達能力佳Good communication ability with excellent expression ability.
• 具服務精神且樂於接受挑戰Service oriented and willing to take challenges.
• 具投資顧問經驗5年或理財專員經驗5年以上 5+ years of Investment Advisor or RM experience.
• 熟悉投資商品 Familiar with Investment Products
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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