Standard Chartered Bank Job Vacancy in Kenya : Investment Advisor

Standard Chartered Bank Job Vacancy in Kenya : Investment Advisor
February 12, 2015 Job Description


Job Description


• Provide specialist investment advice to clients and Relationship Manager to meet clients’ desired risk/investment performance requirements and increase bank’s “share of client wallet”.
• Liaise with the product specialists within the central WM Product Development team to discuss client requirements and feedback to ensure provision of best solutions.
• Provide Portfolio analysis and liaise with clients on own portfolio to feedback on portfolio performance and seek opportunity to cross-sell and deepen wallet share.


Key Roles & Responsibilities


Investment Advice Provision
 Provide advice on quality of clients’ existing portfolio based on sound asset allocation principles.
 Understand client risk appetite, investment preference and return expectations through consultation with Client Advisor and in direct client meetings.
 Trusted investment advisor of choice, e.g., acts as sounding board for competitor proposals.
 Provide timely analysis of market and product information.
 Be capable of addressing multi-asset class and different product requirements.
 Review client investment portfolios on an annual basis.
 Educate Client Advisors on new product ideas.Solution Generation
 Provision of relevant solutions given client needs / objectives.
 Understand specific client issues, including restrictions, to provide optimal solutions.
 Identify opportunities/solutions from the wider SCB group which benefit the client.
 Focus on suitability of investments for clients.

Product Development
 Collaboratively create new products with central product development team.
 Generate new product ideas through understanding client needs and providing feedback to the central product team.
 Keep abreast of 3rd party product offering to enhance ability to advise clients.


Sales
 Direct marketing to certain clients and co-marketing with Relationship Managers.
 Deliver solutions / proposals which lead to action by clients.
 Promote higher share of wallet from clients.

Transaction Execution
 Timely and accurate dealing of client orders.
Track and provide regular feedback on processed transactions/ solution to client.


How to Apply


Submit your CV and Application online : Click Here