Standard Chartered Bank Careers 2014 – Investment Advisor

Job Details
To lead, grow, develop and manage the Investment Services business in the allocated territory.
The Investment Advisor will be responsible for driving the Investment Services Business through the Premium Segment of the Bank where customer relationships are managed by Relationship Managers.

Key Responsibilities
• Act with integrity and honesty in all dealings with customers and be a good steward of their interests.
• Act with integrity in fulfilling the responsibilities of the employment and seek to avoid any acts, omissions or business practices that damage the reputation of the organization.

Job Title: Investment Advisor
Job ID: 412937
Job Function: Consumer Banking
Location: Dehradun
Department: Investment Services
Grade: Band 7

Strategy
• Constant review and monitoring of customer portfolios
• Provide the specialist input to customers on their portfolios
• Build and deepen relationships with internal stakeholders.
• Ensure customers and the Premium Segment view IS as a complete value proposition.
• Manage product providers at a local level.

People Management
• Ensure acceptance among all stakeholders.
• Integrate into the Premium Segment set up in the allocated branches.

Qualifications & Skills
• Proven track record in investment advisory and distribution of mutual funds and complex investment products
• Good understanding of the dynamics of the financial services market, financial markets and investment products like mutual funds, portfolio management services, structured products, private equity funds and real estate funds
• Good understanding of financial planning

The closing date for applications is 09th May 2014.

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