Investment Advisor
Standard Chartered
- Tainan City
- Permanent
- Full-time
- 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
- CMPS Product Manager
- PvB RM
- Sales head / Branch Manager
- 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
- 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3年或理財專員經驗3年以上 3+ years of Investment Advisor or RM experience.
- 熟悉投資商品 Familiar with Investment Products
- Trust license
- SITE and SICE license
- Structure product license
- Past experience in related function in banking industry is preferred
- Addressing Customer Needs
- Sales Proposals and Presentations
- Cross - Selling
- Customer Acquisition
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
- Be 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, parental/maternity (20 weeks), sabbatical (12 weeks 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.