Head, Managed Investment & Advisory

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Requisition Number: 59826

Job Location: Kuala Lumpur, MYS

Global Grade: Band 5

Work Type: Office Working

Employment Type: Permanent

Posting Start Date: 06/08/2026

Posting End Date: 24/08/2026

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Job Summary

Leads a team for effective management of investment funds proposition and services to maximize growth of bank’s fee-based income growth and Asset Under Management. In addition to that, leads a team to ensure CIO views are communicated effectively across branch network and in the community.

Key Responsibilities

Strategy

Building a business line that can sustainably grow income and AUM through comprehensive product proposition

Business

New product development

Manage the end-to-end development of investment products including but not limited to mutual funds to grow fee income revenue and assets under management across segments.

Lead product ideation or product sourcing, provider sourcing, product approval, provider approval, pricing strategy, seeking sponsorship, training to various segment including Personal, Preferred,Priority & Priority Private.

Establish new product marketing strategy including product direction, positioning strategy, pricing, promotion.

Investment P&L management:

Manage investment fee income revenue and related investment product activities required to meet corporate financial goals.

Manage cost to target cost/income ratio to meet department and organizational financial goals.

Processes

Product provider management

Conduct due diligence on new product provider and recommend to Group for approval.

Perform periodic due diligence and maintain recorded documentation on existing partners to ensure minimum provider standards are met.

Product marketing & management – Work with investment advisors to provide on-going product related support and activities to grow fee income and AUM. This includes but not limited to:

Collaborate effectively with IA Group and Local CPBB management to formulate and implement local investment fund services strategy and business plans within Group and Country guidelines, to achieve Investment Fund Services targets

Coordinate investment seminars to increase the level of knowledge and understanding of investments Funds.

Coordination of active product updates (internally and externally),

Prepare and coordinate portfolio rebalancing management to best adapt to market conditions.

Regulatory compliance

Regulatory submission & reporting, and adherence to regulations governing unit trust sales and distribution.

People & Talent

Constantly upskill, reskill and train key stakeholders (client relationship teams and IA teams)

Risk Management

Regulatory and group guideline compliance related to sales & distribution of unit trust.

Governance of onboarded unit trust solutions.

Governance

Ensure the implementation of appropriate systems and operational procedures to support investment sales and securities transactions and the effective administration of customer accounts.

Implement appropriate rules and guidelines to ensure that all internal and external, legal, compliance and risk management requirements are met within IA- related sales and service activity.

Product record keeping, manage corporate actions with related stakeholders and manage interface with internal stakeholders and external product providers.

Regulatory & 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

Client Relationship teams, Investment Advisors, WRB Marketing, Operations, Retail Analytics, Client Experience, Affluent Segment Proposition, Wealth Solution teams, external fund house partners

Other Responsibilities

Embed Here for good and Group’s brand and values in Malaysia Managed Investment & Advisory. Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures.

Skills and Experience

Portfolio Theory

Asset Allocation

Market Knowledge (SIF)

Products and Processes

Qualifications

Education: Bachelor Degree

Hold FIMM, IPPC licenses

CFP, CFA, CAIA membership preferred

Languages: English, Mandarin, Malay

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

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.

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