Associate Director & Senior Wealth Specialist

This job is with Standard Chartered Bank, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.

Key Responsibilities

Strategy

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.

Business

BOTTOM LINE FOCUS

Maximize business performance opportunity.

Maximize AUM.

DISTRIBUTION MANAGEMENT

Optimally use the sales model and maximize sales and AUMs from the allocated territories.

PRODUCT PROPOSITION

Suggest innovative products and product bundles to the product team based on market / customer

Processes

SALES AND OPERATIONAL PROCESSES

Ensure the stringent adherence to sales and operational processes

People & Talent

People Management

Ensure acceptance among all stakeholders.

Integrate into the Premium Segment set up in the allocated branches.

Risk Management

ETHICAL RESONSIBILITIES

Act with integrity and honesty in all dealings with customers and be a good steward of their interests.

Act with integrity and honesty in fulfilling the responsibilities of the employment and seek to avoid any acts, omissions or business practices that damage the reputation of the organization.

Attain and actively maintain a level of professional competence appropriate to the responsibilities of a WS and commit to the continued learning and development of others.

Key stakeholders

Branch Managers

Relationship Managers

Clients

Cluster Heads - WRB

Skills and Experience

Product Knowledge

Comm Skills

Relationship Management

Qualifications

Education

Post Graduate from a recognised instt.

Certifications

AMFI,PMS

Languages

English, Hindi

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.