Director, Investment Advisory (PvB)

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Requisition Number: 57997

Job Location: Singapore, SGP

Global Grade: Band 5

Work Type: Office Working

Employment Type: Permanent

Posting Start Date: 14/07/2026

Posting End Date: 28/07/2026

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Summary

The Investment Advisor will work closely with Relationship Managers to provide appropriate overall investment advice to meet the investment needs of our clients. The principal objective of the position is to enhance the relevance of the Bank to the clients, thereby leading to an increased share of wallet, revenues and client experience.

Key Responsibilities

Strategy

Drive profitable growth (i) providing investment advice to new and existing clients of the bank (once deemed ready by manager) (ii) work with Relationship Managers of the bank to empower them to engage clients

Business

Focus on analysing suitability of investments / reviews of clients

Work with dedicated group of clients; understand client risk appetite, investment preference and return expectations.

Liaise with Relationship Managers to produce account plans aimed at developing the client relationship including growth of assets and profitability

Provide timely analysis of market and product information

Provide multi-asset investment advisory

Review client investment portfolios on an annual basis using Portfolio Insight / TAP

Deliver good investment performance commensurate with the clients’ risk and return appetite

Timely and accurate execution of client orders

Understand specific client issues, including restrictions, so as to provide optimal solutions

Identify opportunities/solutions from the wider SCB group which benefit the clients

Act as a trusted investment advisor of choice

Work with line manager to host internal meetings / huddles for RMs

Processes

Timely and accurate dealing of client orders.

Track and provide regular feedback on processes transactions/solutions to client

Adherence to client investment suitability standards and to Compliance /regulatory requirements

Support the continuous improvement of processes to increase operational efficiency and effectiveness.

Support the effective management of operational risks across the Business and in compliance with applicable internal policies, and external laws and regulations at a global level.

Support the delivery of Business strategy in a safe and well-controlled manner and on an end-to-end basis.

Ensure sales management and suitability processes are applied appropriately

People and Talent

Collaborate with support functions, business partners and product specialists to deliver One Bank, support cross selling efforts and referral program (where applicable), and provide effective client solutions.

Risk Management

Do what is right in order to avoid reputational risks and operational losses.

Understand the risk and control environment within area of responsibility and drive rectification as required.

Handle customer issues, complaints and product enquiries on timely basis in accordance with established procedures.

Ensure that Risk Management matters that are brought to attention are subject to direct remedial action and/or ensure adequate reporting to the relevant Risk Committees and/or line management.

Governance

Awareness and understanding of the regulatory framework in which the Group operates and the regulatory requirements and expectations relevant to the role.

Ensure adherence with the highest standards of ethics and compliance with relevant polices, processes and regulations forms part of the culture.

Participation in Local Client Committee and other relevant committees where applicable.

Engage with all audit report findings and ensure feedback is acted upon.

Regulatory and Business Conduct

Display exemplary conduct and live by the Group’s Values and Code of Conduct.

Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.

Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.

Key stakeholders

Relationship Managers

Team Leaders

Product Specialists and dedicated functional partners

Client Service Managers

Relevant Front office colleagues

Platform Managers

Other Responsibilities

Embed here for good and Group’s brand and values in Singapore IA team; Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures; Multiple functions (double hats).

Our Ideal Candidate

Bachelor's or advanced degree

10+ years of Investment Advisory experience in Private Banking

Certifications: CACS Level 1 and 2.

Good understanding and command of Mandarin as the incumbent will be supporting Chinese market.

Role Specific Technical Competencies

Sales and Relationship Management

Manage Risk

Market Knowledge

Product and Processes

About Standard Chartered

We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.

Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.

Together we:

Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do

Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well

Are better together, we can be ourselves, be inclusive, good in others, and work collectively to build for the long term

What we offer

What we offer

In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.

Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.

Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.

Flexible working options based around home and office locations, with flexible working patterns.

Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits

A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.

Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.

Recruitment Assessments

Some of our roles use assessments to help us understand how suitable you are for the role you've applied to. If you are invited to take an assessment, this is great news. It means your application has progressed to an important stage of our recruitment process.

Visit our careers website www.sc.com/careers

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