Investment Advisor at Standard Chartered Bank Nigeria

Job ID: 570655
Location: Victoria Island, Lagos
Job Function: Wealth Management
Regular/Temporary: Permanent
Full/Part Time: Full time

Job Description
Business:

• Provide Investment Advice to Clients to meet the client’s desired investment objectives and increase bank’s share of client investment business
• Support in the execution of strategic agenda for Investment Advisory with the purpose of maximizing growth, market share & profitability for Investment Services
• Support RMs and Sales teams in proffering appropriate solutions to clients investment needs
• Identify cross-selling opportunities within Investment products in particular, and Wealth Management products in general
• Improve quality & performance of Investment products on offer
• Produce profitable solutions to meet the client financial objectives
• Contribute strongly to the overall Investment business’ growth and profitability

Strategy:

• Understand and effectively communicate the bank’s Investment House views to RMs and Clients
• Support the Bank’s agenda to be a strong provider of Wealth Management and Investment solutions.
• Ensure that regular portfolio reviews are carried out on clients’ portfolios, and alignment with the bank’s investment house views is achieved always
• Be a trusted advisor

Risk Management:

• Ensure full awareness of all policies and procedures issued in relation to AML, ABC, FATCA, KYC
• Ensure awareness of all policies relating to sales processes and operational risk, and ensure compliance by all responsible parties
• Ensure understanding and compliance of the Group Code of Conduct

Governance:

• Ensure that clients are duly profiled and risk rated before products are offered
• Ensure that clients are only offered products within their risk rating
• Ensure the proper treatment of vulnerable persons (age and literacy wise) and their transactions

Other Responsibilities:

• Embed Here for good and Group’s brand and values in International Corporate, Nigeria Business or Functional policies and procedures.

Qualifications and Skills

• Minimum of a Second Class Degree from an accredited university
• Strong analytical ability
• Strong verbal and written communication skills (in English), with proven ability to work across cultures and within a dynamic environmen
• Able to hold credible dialogue at all levels of the organisation, as well as with clients
• Professional Investment/WM qualifications advantageous, but not required.
• In compliance with the National Youth Service Corps (NYSC) Act of 2004, all applicants should ensure that they have completed the mandatory NYSC programme. A discharge certificate will be required as evidence of completion of the programme. Where an exemption has been granted, a certificate of exemption/exclusion will also be required.