Job ref no.: 2200015690
Standard Chartered Bank

Associate Director, Fund Select

Standard Chartered Bank

The Role Responsibilities

Fund Selection

  • Select our high conviction mutual fund recommendations for clients, through in-depth analysis and assessing fund managers
  • Monitor mutual funds recommended on our bank’s platform
  • Contribute actively to our team’s decision-making on fund selection and recommendations

Communication, Sales and Marketing Support

  • Promote our fund selection expertise via effective engagement with frontline and clients
  • Communicate convincingly the rationale behind fund recommendations
  • Generate actionable fund strategies for frontline with consideration of our CIO office’s investment outlook, trends/themes in the market and frontline/clients’ needs
  • Produce high quality verbal, written and visual communications in a timely manner, with insightful and actionable contents
  • Support on marketing activities related to mutual funds when needed
  • Conduct training to the frontline and present in client events when needed

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 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

  • Product Team, Investment Advisory Team, CIO Office, Discretionary Portfolio Team, Global Investment Council, Sustainable Investment Team

Our Ideal Candidate

  • Bachelor degree as minimum, CFA Charter holder a plus
  • 3-5 years of experience in a mutual fund selection/research or investment research related role, with experience facing frontline/clients as a plus
  • Strong knowledge of global equity and fixed income markets
  • Experienced user of mutual fund databases (Morningstar)
  • Strong analytical, writing, presentation and public speaking skills
  • Excellent verbal and written communication skills in English and Cantonese, Mandarin a plus
  • Proficient in Microsoft Excel, PowerPoint and Word
  • Strong sense of prioritization and ability to execute against deliverables
  • Strong willingness to learn, hard-working, detail-oriented and well-organized
  • Able to work both independently and collectively
  • Self-motivated, and able to demonstrate initiative and take ownership
  • Enjoy problem-solving, and be able to think out of the box for creative solutions

Apply Now to join the Bank for those with big career ambitions.

More job information
Job ref no. 2200015690
Job Function
Employment Term
  • Permanent
  • Full-time
  • 3 years - 5 years
Career Level
  • Middle management level
  • Degree