Wealth Coach

Standard Chartered

  • Shanghai
  • Permanent
  • Full-time
  • 2 months ago
Job Summary1) To provide training/ coaching to Relationship manager/ Specialist/SBM on Wealth solutions, specially for New joiners, low performance and mid-tier RM, includes but not limit to workshop focusing on a range of topics - client engagement best practice, how to identify leads, shifting from product led conversations to portfolio-based conversations, how to attract NNS, how to do the deepening etc2) To supplement the wealth platforms and portfolio review tools onboarding and tools training for RMs, ensure execution and usage/adoption.3) To provide and organise regular updates to RMs on market updates, opportunities and risks in all related asset classes. To work closely with Sales Team Managers various Wealth teams to provide Investment strategies and training to RMs, building up investment knowledge in the sales teams.4) To work closely with regional sales Head and specialist head to standardize advisory process and ensure the implement. Through training RMs and ensuring RMs follow a consistent approach to advising clients.5) Run key internal rhythms and events from an advisory perspective - Espressos, Jumpstarts, Wealth product updates etc, Participate in client events and seminars6) The Wealth coach will also need to make their presence felt within the distribution network, by being a prominent player in location branch work, visible to distribution heads. They need to engage in regular exchange that captures their observations on frontline, improvement areas, progress, help items and works with branch eco-system.7) Drive business relevant target and income growth through BAU. Including business income, NTW,NNS and AUM growth.Strategy
To build the Wealth knowledge and upskill RM and their capability in the growing of Wealth.Business
To drive the WM business against Wealth targets, including Financials, New to Wealth, NNS and growing Wealth AUMProcesses
To support the RMs on wealth tools and processesKey ResponsibilitiesPeople & Talent
Non people leader roleRisk Management
To have a good understanding of WM sales processes and policies in order develop programs to guide RMsGovernance
To have a good understanding of WM sales processes and policies to ensure compliance with governance and regulations.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.
  • Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
Skills and Experience
  • Knowledge of Wealth Products
  • Sales Ability
  • Presentation and pitching
  • People Training
Qualifications
  • Degree Holder in the fields of either Finance, Business, Economics or Banking with at least 8 years of experience in advisory role or similar capacit
  • Advanced Financial Markets & Concepts, solid experience in portfolio management/ advisory, in-depth knowledge of different asset class, includes equities, bonds, alternative, foreign exchang~8 currency products, currency options, derivatives, structured investment and latest product trends.
  • In-depth knowledge an investment process and systems, including customer-technology interfaces and delivery channels
  • Fluent in both written and verbal English, and an ability to articulate information, ideas and solutions to client (Other languages are a plus point) Strong excel and PowerPoint skills
  • Strong team player who takes initiative and detail oriented, good communication skill
  • With Onshore Mutual Certification, and CFA holder
About Standard CharteredWe're an international bank, nimble enough to act, big enough for impact. For more than 170 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
  • Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term
What we offerIn 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 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.
32073

Standard Chartered