Investment Strategist

Job ID: 28886

Location: Mumbai, IN

Area of interest: Private Banking & Wealth Management

Job type: Regular Employee

Work style: Office Working

Opening date: 14 May 2025

**Job Summary**
- The investment strategist will be part of the Investment strategy team and responsible for driving the formation of asset class views, publish market outlook and commentaries and engage in client conversations directly and through events and webinars.

**Key Responsibilities**

**Strategy**
- Formulation of Asset class views and publishing regular market commentaries and outlook on asset classes
- Enhancing Investment Strategy as a key value proposition.

**Business**
- The Investment strategist will work with the Chief Investment Strategist in formulating the local investment strategy view, include running the monthly India Investment Committee (IIC) meeting, the formation of our tactical and strategic investment allocation decisions and publish our flagship monthly outlook on asset classes. The publication also contains details and performance of our key investment strategies and themes.
- Assist and keep the frontline abreast of our investment strategy views through regular calls to ensure a cohesive house view across segments.
- Drive visibility through wealth thought leadership articles and OPED's.
- Engage with clients via events and meetings to enhance investment strategy as a value proposition and ensure appropriate mix of asset allocation and products.
- Member of Managed Investment Team’s product council and SCSI committees.

**Processes**
- Adherence to Sales and suitability process in line with bank’s policy

**People & Talent**
- Collaborate with frontline (specialists, RMs) and support functions to deliver our house views and provide effective client solutions.

**Governance**
- Awareness and understanding of the regulatory framework in which the Group operates, and the regulatory requirements and expectations relevant to the role.
- Ensure adherence with the highest standards of ethics and compliance with relevant policies, processes and regulations forms part of the culture.
- Engage with all audit report findings and ensure feedback is acted upon

**Key stakeholders**
- Head, Wealth Solutions and Affluent Segments, SCB
- Head, Managed Investments
- Head, Investment products and strategy, SCB
- Chief Investment Strategist, SCB
- Managed Investment Product Team
- Wealth Specialists.

**Other Responsibilities**
- Embed Here for good and Group’s brand and values in Private Bank, India]; Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures;

**Skills and Experience**
- Domain expertise in macroeconomics, financial markets, and key asset classes such as debt, equities, commodities & foreign exchange.
- Proficient in tactical and strategic asset allocation framework
- Extremely articulate in verbal and written communication
- Strategic orientation and aptitude

**Qualifications**
- EDUCATION Post-Graduate

**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 digi