Director & Portfolio Counsellor
MumbaiFull-timeLead levelPosted 1 week ago
Leadership finance role at Standard Chartered in Mumbai. 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