Associate Director, Managed Investment, WM
Standard Chartered
Taiwan,
6天前

About Standard Chartered

We are a leading international bank focused on helping people and companies prosper across Asia, Africa and the Middle East.

To us, good performance is about much more than turning a profit. It's about showing how you embody our valued behaviours - do the right thing, better together and never settle - as well as our brand promise, Here for good.

We're committed to promoting equality in the workplace and creating an inclusive and flexible culture - one where everyone can realise their full potential and make a positive contribution to our organisation.

This in turn helps us to provide better support to our broad client base. The Role Responsibilities

  • Be familiar with mutual funds and launch new products.
  • Be professional for fund analysis and theme fund selection.
  • Provide portfolio analysis for fund holding & rebalancing plan or objection handling.
  • Conduct sales training support for investment product script.
  • Negotiate with fund house for coordination.
  • Offer client activities or digital marketing promotion.
  • Be responsible for project and system enhancement.
  • Co-work with Research, Investment Advisory, Channel & Operation team.
  • Resolve customer complaint and frontline problem.
  • Process cooperate actions & regulation requests.
  • Generate MIS report finding & presentation material for business.
  • Our Ideal Candidate

  • Trust license is a must
  • Be aggressive and positive attitude to take challenge and hard working
  • Bloomberg / MorningStar / Lipper skill is a plus
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