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Director & Portfolio Counsellor

ChennaiFull-timeLead levelPosted 1 week ago

Leadership finance role at Standard Chartered in Chennai. Needs a CA, CFA or M.Sc.

About the role

Client Coverage – portfolios greater than 5 Cr Increase SCB wallet share by assisting to onboard high net worth customers Train frontline including WS on markets and product updates

What you'll do

  • Work with various segments and review investment portfolio greater than INR 5 Cr
  • Work on identified high potential clients for increasing the SCB wallet share
  • Set direction and drive high performance by translating strategy into clear direction, aligning individual goals to team outcomes and providing regular
  • Develop talent and capability through coaching and career conversations that build critical skills, stretch potential and prepare individuals for future opportunities

What you need

  • Wealth management
  • CFA
  • Risk management
  • Data analysis

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