Investment Advisor

Job Summary

Investment advisors need to

• establish solid relationship with RMs
• train and support RM in their client interaction ie portfolio review and joint calls.
• provide investment portfolio analysis with their responsible branches to regional heads periodically
• leverage tools available to recommend solutions.
• put clients interest first and to do the right things for the bank and customers Key Responsibilities Key stakeholders
• CMPS Product Manager
• PvB RM
• Sales head / Branch Manager Other Responsibilities
• Embed Here for good and Group’s brand and values in Taiwan
• Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedure Skills and Experience
• Addressing Customer Needs
• Sales Proposals and Presentations
• Cross
• Selling
• Customer Acquisition Qualifications
• Trust license
• SITE and SICE license
• Structure product license
• Past experience in related function in banking industry is
• 具良好溝通協調能力且表達能力佳Good communication ability with excellent expression ability.
• 具服務精神且樂於接受挑戰Service oriented and willing to take challenges.
• 具投資顧問經驗5年或理財專員經驗5年以上 5+ years of Investment Advisor or RM experience.
• 熟悉投資商品 Familiar with Investment Products About Standard Chartered We're a global bank connecting clients to our differentiated network, offering growth opportunities in the world's most dynamic markets. Our strategy, which combines cross-border capabilities and leading wealth management expertise, helps us deliver our purpose - to drive commerce and prosperity through our unique diversity. Over our 170-year history, and across a unique geographical footprint connecting Asia, Africa and the Middle East to each other and the world, we've built a bank like no other, with diverse capabilities and partnerships that set us apart.

What We Offer

Being part of an inclusive and values driven organisation , one that embraces and celebrates our unique diversity, across our teams, business functions, and geographies. In 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 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.

Visit our careers website to learn more about us: www.sc.com/careers.