Associate Director Investment Advisory PvB Dubai

Key Responsibilities

• Support the Investment Advisors to facilitate in their day to day activities of engaging effectively with the clients and Relationship Managers.
• Contribute to the delivery of superior performance of the investment advisory team against strategic regional plans, upholding highest control environment standards, and maintaining a zero tolerance policy towards regulatory risks.
• Provide independent opinion on quality of client’s existing portfolio.
• Determine client’s risk appetite, investment preference and return expectations by partnering with Relationship Managers.
• Providing relevant solutions given client needs/ objectives.
• Work closely with the Investment Advisor Head for DIFC, sharing ideas and supporting product and service launch aimed at GSAC / MENA Segment.
• Evolve the discipline to actively participate in client planning for personal tagged accounts.
• Liaising with the product specialist within the central product development team on an ad-hoc basis to discuss client requirements as well as on a more frequent basis to ensure flow of product knowledge
• Be a suitability and appropriateness champion
• Evolve to provide high quality investment advice to clients directly and to RMs, and inform them about suitable investments in the context of their portfolios by working closely with Senior IAs in the team.
• Evolve to provide independent perspective on quality of client’s existing portfolio whilst ensuring consistency with House Views through guidance from Senior Investment Advisor.
• Help to identify/validate client’s risk appetite, investment preference and return expectations by partnering with RMs in client meetings.
• Provide solution for client’s product requests, facilitate support for preparing proposals for prospects and existing clients in conjunction with Senior Investment Advisors and facilitate in the mass product launches pipeline, execution.
  
  

Skills And Experience

• Manage Conduct
• Manage Risk
• Manage People
• Business – Market Knowledge
• Business – Products and Processes
• Sales – Relationship Management
  
  

Qualifications

• Education Post Graduate / Masters in Finance/ CFA
• Certifications CFA OR Any Equivalent, Relevant
• Languages English, Arabic
  
  

Competencies

Action Oriented

Collaborates

Customer Focus

Gives Clarity & Guidance

Manages Ambiguity

Develops Talent

Drives Vision & Purpose

Nimble Learning

Decision Quality

Courage

Instills Trust

Strategic Mindset

Technical Competencies: This is a generic competency to evaluate candidate on role-specific technical skills and requirements

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.
  
  

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 www.sc.com/careers

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