Investment Advisor

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.