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Manager, Managed Investment

Shanghai, China | Standard Chartered

  • Industry:
    Banking / Investment Banking
  • Position Type:
  • Functions:
    Financial Services Professional
  • Experience:
    5-7 years
Job Description:
67 people have viewed this job

We are a leading international bank focused on helping people and companies prosper across Asia, Africa and the Middle East.  

To us, good performance is about much more than turning a profit.It's about showing how you embody our valued behaviours - do the right thing, better together and never settle - as well as our brand promise, Here for good. 

We're committed to promoting equality in the workplace and creating an inclusive and flexible culture - one where everyone can realise their full potential and make a positive contribution to our organisation. This in turn helps us to provide better support to our broad client base.

The Role Responsibilities

Fund Selection:

Meeting and assessing fund managers

Select high quality Mutual funds for SCB clients

Monitor Mutual Funds recommended for SCB clients

Communication, Sales and Marketing Support:

Communicating effectively the rationale behind fund recommendations

Help manage and develop internally and externally approved marketing collaterals

Provide product training to both distribution and frontline staff

Participate in direct client pitches and media interviews when necessary

Key Responsibilities/Challenges:

To work with group to select focus product and maintain the fund select list;

To communicate with fund manager and update focus product information;

To do domestic market analysis and provide report;

To conduct product training and presentations to internal and external parties

To work with the Marketing team to develop and re-define focus product marketing materials

Our Ideal Candidate

Qualification and Skills

Tertiary education minimum, CFA charter holder preferred

At least 5 years of experience in a fund selection role

Deep knowledge of China equity and fixed income markets

Experienced user of mutual fund databases (Morningstar/Lipper)

Strong analytical, writing and presentation skills

Knowledge and Skills

Able to work independently, but also be an effective team player

Driven, and able to demonstrate initiative

Extremely hard-working and well organized, demonstrating willingness to learn

Strong communication skills and ability to develop strong internal and external relationships

Enjoy working in a challenging, fast paced environment

The candidate should possess a “can-do” mindset and entrepreneurial attitude.


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