Associate Director & Portfolio Strategist

• The incumbent should have relevant experience in equity research, relationship management, portfolio construction & management, and direct equity investment products.
• The primary role will be to act as an interface with Standard Chartered Private / Priority Banking clients for their trading, advisory, Portfolio and service needs, aimed at addressing their equity and related ambitions.
• It entails close interaction with the Pvb / Prb / Wealth specialist teams at SCB.
• Contribute to strategy design by providing relevant insights and market information and competition benchmarking.
• Support the execution of the strategy by leading and participating in key projects.
• Candidate should have capabilities to interact with UHNW clients and showcase investment ideas.
• This role will also require interacting with internal and external stakeholders like Dealers, Equity Specialist, Wealth Specialist, Relationship Managers, Branch Manager, Regional Head etc.

• Strengthen SCSI position in the local market that offers good quality investment advice to clients.

• To engage with the stakeholder and generate incremental business for the organization for direct equities and PMS product offering.
• Engaging with the existing and new clients on regular interval to increase the wallet share and deeper penetration.
• The role will be target oriented and customer centric.

• Manage strategic intent of the organization in terms of Business function
• Generate revenue from customers through constant interaction and information dissemination of the markets and house views.
• Work closely with the Business Head on sales strategy and improvement of quality and service standards.
• Cross-sell or pass leads for customer's ancillary requirements through the RM.
• Maintain customer data confidentiality.
• To set performance management standards and provide the basis for performance challenge to accountable team.

• Strive to achieve business / budget outcomes associated with the role.
• Also, strive to achieve the qualitative parameters as set out in the role description.

• Good understanding of equity research and ability to understand businesses and valuations.
• Ensure the right advice is given to the stakeholder which should lead into incremental business.
• Good interpersonal skills with demonstrated abilities in networking with cross-functional team.
• Achieve good client outcomes through proper client profiling to identify client needs and provide corresponding investment solutions.
• Problem solving supported by both in and out of the box thinking.

• Capable of work in a team in coordination with senior members of the SCSI and SCB team

• Adherence to the Group's values and culture

• To ensure compliance with Group Policies and Standards, local laws and regulations as well as all controls and procedures laid down by the entity

• Have strong knowledge of local regulations and initiatives of local industry bodies to ensure the business is ahead of the regulatory change
• Proactively engage business & functional partners / stakeholders to drive the origination, product offering and sales discipline .

• 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 INDIA - CPBB - WM - SCSI - Products to achieve the outcomes set out in the Bank's Conduct Principles: [Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment.] *
• Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.

• MD & CEO - SCSI
• Chief Investment Officer - SCSI
• Head - Business
• Head - CFCC
• Head - Legal
• Head - Risk
• Head - Ops
• Head - IT
• Head - Products

• Wealth Specialist - SCB
• Relationship Manager - SCB
• Branch and Regional Head - SCB
• Segments - CR/NR/SME/Acquisition

• Products and Processes
• Market Knowledge (SIF)
• Regulatory Framework and Requirements (SIF)
• Manage Conduct
• Manage People
• Manage Risk

• Post Graduate/MBA
• 8-12 years' experience in equity domain/UNHI client management/sales
• Strong grasp on understanding of equity markets
• NISM certifications XXI - A/B, NISM VII/VIII
• Good knowledge of financial products with responsibilities for revenue, product development, process, systems and risk management.

• 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

• 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.

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