Investment Advisor

Malaysia, Malaysia

Job Description


Role Responsibilities Job Purpose Maximize profitable sales of investment funds through the effective local management of investment funds services to maximize the organization\'s fee income growth and AUM growth. This includes conceiving and developing investment products covering the entire spectrum of mutual funds adapted to all client segments. Key Responsibilities New product development . Manage the end-to-end development of investment products including but not limited to mutual funds to grow fee income revenue and assets under management across segments. . Lead product ideation or product sourcing, provider sourcing, product approval, provider approval, pricing strategy, seeking sponsorship, training to various segment including Personal, Preferred, Priority & Priority Private. . Establish new product marketing strategy including product direction, positioning strategy, pricing, promotion. Product provider management . Conduct due diligence on new product provider and recommend to Group for approval. . Perform periodic due diligence and maintain recorded documentation on existing partners to ensure minimum provider standards are met. Product marketing & management - Work with investment advisors to provide on-going product related support and activities to grow fee income and AUM. This includes but not limited to: . Collaborate effectively with IS Group and Local CPBB management to formulate and implement local investment fund services strategy and business plans within Group and Country guidelines, to achieve Investment Fund Services targets . Coordinate investment seminars to increase the level of knowledge and understanding of investments Funds. . Coordination of active product updates (internally and externally), . Prepare and coordinate portfolio rebalancing management to best adapt to market conditions, Investment P&L management: . Manage investment fee income revenue and related investment product activities required to meet corporate financial goals. . Manage cost to target cost/income ratio to meet department and organizational financial goals. Governance: . Ensure the implementation of appropriate systems and operational procedures to support investment sales and securities transactions and the effective administration of customer accounts. . Implement appropriate rules and guidelines to ensure that all internal and external, legal, compliance and risk management requirements are met within IS- related sales and service activity. . Product record keeping, manage corporate actions with related stakeholders and manage interface with internal stakeholders and external product providers. Qualifications And Experience . Minimum a bachelor\'s degree in Finance/Business/Marketing or equivalent. . Minimum of 3-5 years of working experience as a product manager, specialist, or investment advisor. . Has experience in unit trust fund industry . Strong numerate and analytical skills. . Detailed oriented and able to take initiative, capable of prioritizing and handling multiple assignments. . Deep knowledge of specific complex financial solutions and products including the knowledge of financial markets, social-economic dynamics, and regulatory requirement relevant to the products . Extensive external market awareness of market conditions, new product solutions, and an understanding of current financial market activities any internal standards as required by country manager in a proactive manner About Standard Chartered We\'re an international bank, nimble enough to act, big enough for impact. For more than 160 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 , together with our brand promise, to be are achieved by how we each live our . 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 Be better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term 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, parental/maternity (20 weeks), sabbatical (12 weeks maximum) and volunteering leave (3 days), along with 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. Recruitment assessments - some of our roles use assessments to help us understand how suitable you are for the role you\'ve applied to. If you are invited to take an assessment, this is great news. It means your application has progressed to an important stage of our recruitment process. Visit our careers website

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Job Detail

  • Job Id
    JD967752
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Malaysia, Malaysia
  • Education
    Not mentioned