Job Summary

We are excited to invite applications for the role of Discretionary Portfolio Management (DPM) & Managed Investment (MI) Specialist within our Private Banking and Wealth Solutions division based in Dubai. This senior role demands an experienced and driven professional with an in-depth understanding of Managed Investments and Discretionary Portfolio Management, capable of elevating our product offerings and strengthening client engagement across ultra-high-net-worth individuals and family offices.

The successful candidate will lead the advisory and distribution efforts of a comprehensive suite of managed funds and portfolios, providing expert insights and technical comparisons to empower Relationship Managers and clients in making well-informed investment decisions. Additionally, you will play a crucial role in expanding our DPM business, fostering strong collaboration with Relationship Managers to deliver tailored investment solutions, ensuring regulatory compliance, and enhancing the overall client experience.

This is an exceptional opportunity for a motivated individual who wishes to make a significant impact within a prestigious international bank, contributing to the growth and prominence of our Private Banking services in the dynamic Dubai market.

Key Responsibilities

Strategic Product Leadership
• Develop, implement, and continuously refine the Managed Investments product strategy in alignment with regional priorities to achieve targeted growth in assets under management, revenue, and client acquisition.
• Spearhead innovation by assessing market trends and client needs, leading the introduction of new Mutual Funds, DPM solutions, and Alternative Investments while ensuring stringent adherence to regulatory frameworks.
• Collaborate closely with marketing and sales teams to design and execute tailored campaigns that effectively communicate the value proposition of our products to both internal teams and clients.

Business Development & Growth
• Proactively identify prospective clients in collaboration with Relationship Managers, delivering expert knowledge to support successful pitching and onboarding processes for DPM services.
• Serve as a subject matter expert and key consultant for Managed Investments and DPM, equipping the sales force with comprehensive product training and market insights.
• Monitor competitive landscape and regulatory developments to inform product positioning and strategic adjustments.

Client Engagement & Servicing
• Lead ongoing portfolio reviews and client dialogues to ensure investment strategies remain aligned with individual financial goals, risk tolerance, and market conditions.
• Respond promptly to client inquiries and collaborate cross-functionally to address issues, thereby enhancing client satisfaction and loyalty.
• Ensure compliance and best practice governance across all Managed Investments and DPM activities.

Competencies and Skills

• Action-Oriented: Takes initiative to deliver results and overcome obstacles.
• Collaborative: Works effectively across teams and fosters a culture of mutual support.
• Customer Focus: Prioritises client needs and delivers exceptional service.
• Provides Clear Guidance: Communicates effectively, ensuring clarity and understanding.
• Manages Ambiguity: Adapts to changing environments and makes informed decisions despite uncertainty.
• Develops Talent: Coaches and supports colleagues to promote growth and capability building.
• Visionary Thinking: Aligns team efforts with strategic goals and future market trends.
• Continuous Learner: Demonstrates agility in acquiring new knowledge and skills.
• Decision Quality: Makes sound decisions based on data, experience, and analysis.
• Courage and Integrity: Acts ethically and stands firm on principles.
• Builds Trust: Establishes credibility and fosters strong professional relationships.
• Technical Expertise: Mastery of investment management principles, portfolio construction, risk assessment, and asset allocation strategies relevant to Managed Investments and DPM offerings.

Our Ideal Candidate

The ideal candidate will possess extensive experience and a proven track record in managed investments and discretionary portfolio management, particularly within a Private Banking environment.

• Experience: At least eight years in Managed Investments, with substantial exposure to DPM sales or portfolio management targeted at ultra-high-net-worth clients and family offices.
• Educational Background: A university degree in finance, economics, or a closely related discipline is required; industry certifications such as CFA or equivalent are highly desirable.
• Technical Proficiency: Deep knowledge of asset allocation, portfolio construction, risk management, and familiarity with both traditional and alternative investment vehicles.
• Personal Attributes: Self-motivated with entrepreneurial drive, capable of shaping the role proactively to meet sales targets while fostering collaborative relationships with stakeholders across functions.
• Communication & Influence: Excellent interpersonal and presentation skills to effectively convey complex investment concepts and drive client engagement and advisor alignment.
• Regulatory and Compliance Awareness: In-depth understanding of financial regulations relevant to managed investments and the Private Banking landscape in the UAE.

About Standard Chartered

Standard Chartered is a leading international banking group, combining a heritage of over 170 years with a forward-looking approach to innovation and client service. Operating across Asia, Africa, and the Middle East, we are committed to driving commerce and prosperity through our diverse workforce and inclusive culture.

Our organisation is built on strong values that promote integrity, continuous improvement, and collaboration. We cherish our diversity and strive to create an environment where every colleague feels empowered to bring their authentic self to work, contributing unique perspectives to drive our shared success.

Joining Standard Chartered means becoming part of a global family united by a purpose to make a meaningful impact in the communities we serve and a commitment to ethical banking practices. We continuously invest in developing our people and adopting technologies to stay at the forefront of the financial services industry.

What we offer

Employee Benefits and Wellbeing

Aligned with our Fair Pay Charter, we offer a comprehensive and competitive package designed to support your overall wellbeing and career development.

• Financial Security: Competitive salary complemented by essential benefits including retirement savings plans, medical and life insurance coverage, with additional flexible and voluntary benefits tailored to location-specific needs.
• Work-Life Balance: Generous leave entitlements encompassing annual leave, extensive parental/maternity leave (up to 20 weeks), sabbatical options for personal growth, and volunteering leave to give back to society.
• Flexible Work Arrangements: Opportunities for hybrid working patterns, balancing home and office presence to support individual productivity and wellbeing.
• Wellbeing Support: Access to Unmind, a leading digital wellbeing platform, comprehensive mental health resources, resilience training, employee assistance programmes, and mental health first-aiders among the team.
• Continuous Learning: Encouragement and resources for upskilling and reskilling, including physical, virtual, and digital learning opportunities to foster career advancement.
• Inclusive Culture: Commitment to diversity and inclusion creating a respectful workplace where everyone can thrive and reach their full potential.