Standard Chartered Bank is seeking for suitable individuals to fill the role of an Investment Advisor in its Wealth Management Division.

Job Description

• Provide Investment Advice to Clients to meet the client’s desired investment objectives and increase bank’s share of client investment business
• Support in the execution of strategic agenda for Investment Advisory with the purpose of maximizing growth, market share & profitability for Investment Services
• Support RMs and Sales teams in proffering appropriate solutions to clients investment needs
• Identify cross-selling opportunities within Investment products in particular, and Wealth Management products in general
• Improve quality & performance of Investment products on offer
• Produce profitable solutions to meet the client financial objectives
• Contribute strongly to the overall Investment business’ growth and profitability

https://www.workplacedomain.com/job/standard-chartered-bank-lagos-19-investment-advisor/

Strategy

• Understand and effectively communicate the bank’s Investment House views to RMs and Clients
• Support the Bank’s agenda to be a strong provider of Wealth Management and Investment solutions.
• Ensure that regular portfolio reviews are carried out on clients’ portfolios, and alignment with the bank’s investment house views is achieved always
• Be a trusted advisor

Risk Management

• Ensure full awareness of all policies and procedures issued in relation to AML, ABC, FATCA, KYC
• Ensure awareness of all policies relating to sales processes and operational risk, and ensure compliance by all responsible parties
• Ensure understanding and compliance of the Group Code of Conduct

Governance

• Ensure that clients are duly profiled and risk rated before products are offered
• Ensure that clients are only offered products within their risk rating
• Ensure the proper treatment of vulnerable persons (age and literacy wise) and their transactions

Other Responsibilities

Embed Here for good and Group’s brand and values in International Corporate, Nigeria Business or Functional policies and procedures

Qualifications and Skills

Minimum of a second class degree from an accredited university
Strong analytical ability
Strong verbal and written communication skills (in English), with proven ability to work across cultures and within a dynamic environmen
Able to hold credible dialogue at all levels of the organisation, as well as with clients
Professional Investment/WM qualifications advantageous, but not required
In compliance with the National Youth Service Corps (NYSC) Act of 2004, all applicants should ensure that they have completed the mandatory NYSC programme. A discharge certificate will be required as evidence of completion of the programme. Where an exemption has been granted, a certificate of exemption/exclusion will also be required
https://www.workplacedomain.com/job/standard-chartered-bank-lagos-19-investment-advisor/