Senior Wealth Specialist Wealth Management Job In Standard Chartered Bank In Gurgaon / Gurugram, India

Roles and responsibility 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

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

Sales and operational processes

• Ensure the stringent adherence to sales and operational processes

People management

• Ensure acceptance among all stakeholders
• Integrate into the premium segment set up in the allocated branches

Ethical responsibilities

• 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

Regulatory & business conduct

• Display exemplary conduct and live by the group's values and code of conduct
• Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across standard chartered bank This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the group code of conduct
• Lead the [country / business unit / function/[team] to achieve the outcomes set out in the bank's conduct principles.
  
  
• Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters

Our ideal candidate

• Graduate/ Post Graduate from reputed university/college 8 years plus of experience
• Investment professional qualifications such as CFA,CFP added advantage

Role Specific Technical Competencies

• Proven track record in distribution/ referral of mutual funds and complex investment products
• Good understanding of the dynamics of the financial services market, financial markets and specialist knowledge of investment products like mutual funds, portfolio management services, structured products, and alternate investment products like private equity funds, real estate funds etc.
  
  

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 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
• 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 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

Standard Chartered Bank is looking for .

Standard Chartered Bank is looking for Any Graduate / Post Graduate profile candidates.