Associate Director & Portfolio Strategist

About the role

The incumbent should have relevant experience in equity research, relationship management, portfolio construction & management, and direct equity investment products. The primary role will be to act as an interface with Standard Chartered Private / Priority Banking clients for their trading, advisory, Portfolio and service needs, aimed at addressing their equity and related ambitions.

What you'll do

• Engage with the stakeholder and generate incremental business for the organization for direct equities and PMS product offering
• Engaging with the existing and new clients on regular interval to increase the wallet share and deeper penetration
• Be target oriented and customer centric
• Manage strategic intent of the organization in terms of Business function
• Generate revenue from customers through constant interaction and information dissemination of the markets and house views

What you need

• 8–12 yrs of experience
• Capital markets
• Sales
• Risk management
• Equity research
• Cross-selling
• Valuation
• MBA

Good to have

• Performance management