Equity Advisor

Job Summary The incumbent should have relevant experience in equity advisory and dealing for PMS products Candidate should have capabilities to interact with UHNW clients and explain the rebalancing orders Should have fair understanding of equity markets investing and portfolios This role will require coordinating with Investment strategy team to understand investment ideas and communicate the same to ND PMS or PMS clients Ability to convince customers to add additional AUM Brand Execute trades for ND PMS strategy and strengthen SCSI investment products in the local market as differentiated proposition for UHNW clients Key Responsibilities In addition the person should be able to coordinate with Private Banking and Priority RM to reach out to existing PMS clients and create awareness among bank employees Leverage on the in-house research capabilities to advice investors Strategy Manage strategic intent of the organization in terms of PMS business Provide advice to investors based on in-house research capabilities To maintain performance standard and enhance the customer experience for PMS clients Processes Ability to understand investment rational and communicate the same effectively to investors Ability to explain ND PMS proposition and create awareness about the same among bank RMs Good interpersonal skills with demonstrated abilities in networking with cross-functional team Problem solving supported by both in and out of the box thinking People Talent Build team capable of ensuring delivery and execution of PMS trades Communicate with investors and RMs Ability to operate and access data from PMS back office software Identifying and addressing the top issues opportunities for performance improvement across the team Driving an environment of collaboration both within the team in-country to ensure issues are raised and resolved Adherence to the Group s values and culture Risk Management To ensure compliance with Group Policies and Standards local laws and regulations as well as all controls and procedures laid down by the entity Governance 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 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 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 Key stakeholders MD CEO - SCSI Head WM - SCB Head MI-SCB Chief Investment Officer -SCB Head - Business Head - CFCC Head - Legal Head - Risk Head - Ops Head - IT COFO Global Chief Investment Officer Skills and Experience Products and Processes Market Knowledge SIF Regulatory Framework and Requirements SIF Manage Conduct Manage People Manage Risk Qualifications Graduate MBA 10-15 years experience in dealing equity advisory PMS trade execution Understanding of PMS business and processes Relevant certification About Standard Chartered We 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 offer 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 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 36442