Standard Chartered Bank Job Vacancy in Kenya : Investment Advisor

	Job Description
	• Provide specialist investment advice to clients and Relationship Manager to meet clients’ desired risk/investment performance requirements and increase bank’s “share of client wallet”. • Liaise with the product specialists within the central WM Product Development team to discuss client requirements and feedback to ensure provision of best solutions. • Provide Portfolio analysis and liaise with clients on own portfolio to feedback on portfolio performance and seek opportunity to cross-sell and deepen wallet share.
	Key Roles & Responsibilities
	Investment Advice Provision  Provide advice on quality of clients’ existing portfolio based on sound asset allocation principles.  Understand client risk appetite, investment preference and return expectations through consultation with Client Advisor and in direct client meetings.  Trusted investment advisor of choice, e.g., acts as sounding board for competitor proposals.  Provide timely analysis of market and product information.  Be capable of addressing multi-asset class and different product requirements.  Review client investment portfolios on an annual basis.  Educate Client Advisors on new product ideas. Solution Generation  Provision of relevant solutions given client needs / objectives.  Understand specific client issues, including restrictions, to provide optimal solutions.  Identify opportunities/solutions from the wider SCB group which benefit the client.  Focus on suitability of investments for clients. Product Development  Collaboratively create new products with central product development team.  Generate new product ideas through understanding client needs and providing feedback to the central product team.  Keep abreast of 3rd party product offering to enhance ability to advise clients. Sales  Direct marketing to certain clients and co-marketing with Relationship Managers.  Deliver solutions / proposals which lead to action by clients.  Promote higher share of wallet from clients. Transaction Execution  Timely and accurate dealing of client orders. Track and provide regular feedback on processed transactions/ solution to client.

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