UBS Jobs

Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Client Service Associate to: * keep management systems up-to-date with client information * educate clients on account services and capabilities * help with the preparation of reports and other materials for client meetings * collect the right documentation for opening new accounts and service requests * plan team marketing events and maintain marketing materials * provide the team with a detailed calendar of activities Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * series 7 and 66 licenses * ideally 0-3 years of work experience * bachelor's degree * excellent communicator, with solid interpersonal skills * detail oriented (nothing gets past you) * proficient in Microsoft Office Suite About us UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors. We have a presence in all major financial centers in more than 50 countries.

As a Standard Chartered Relationship Manager, you'll be responsible for managing and developing relationships with high-profile clients to drive business growth and meet the bank's strategic objectives. You'll provide exceptional customer service with the provision of financial solutions while managing operational risk and regulatory requirements. About Wealth and Retail Banking Wealth and Retail Banking (WRB) serves more than 11 million clients in many of the world's fastest-growing markets. Our client continuum spans from Mass Retail to Affluent, including high-net worth clients served by our Private Bank. We leverage digital banking channels with a human touch to provide clients with differentiated products and services such as deposits, payments, financing, wealth management and personalised advice. We also support small business clients with their business banking needs. Key Responsibilities * Provide outstanding client experiences. * Organised, follow-up leads, complete and record appointments, close customer requests * Support our clients to meet their financial needs, as they progress through their career and life-stages. * Build relationships for the long-term and understand clients financial needs and aspirations to grow, manage and protect their wealth, with appropriate investment solutions. * Keep abreast of market trends, new product offerings and the latest campaigns. Skills and Experience * Banking knowledge and sales experience. * Excellent communication, interpersonal and relationship building skills. * Ability to learn new products and services quickly. * Market awareness and benchmarking. * Management information. * Work in a flexible and agile way. * Courageous, creative, responsive, and trustworthy. * Thrives in an international environment. * Enjoys being in a team, engaging with co-workers. * Motivated self-starter, identifying opportunities. * Maintains a high standard of personal conduct and lives our valued behaviours. Competencies Action Oriented Collaborates Customer Focus Gives Clarity & Guidance Manages Ambiguity Develops Talent Drives Vision & Purpose Nimble Learning Decision Quality Courage Instills Trust Strategic Mindset Technical Competencies: This is a generic competency to evaluate candidate on role-specific technical skills and requirements 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, see more 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. 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 ******************

Financial Consultant If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients. The Purpose of Your Role Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base. The Expertise We're Looking For * Previous success in building relationships, uncovering needs and recommending solutions * FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire * Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility * Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one The Skills You Bring * Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions * Being coachable, collaborative, and curious are your "go to" attributes * Committed to delivering an outstanding customer experience with a passion for seeing others thrive * Motivated by results and finding solutions, you take initiative and exceed customer expectations * Extensive knowledge of investment solutions Our Investments in You Fidelity's greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding! The Value You Deliver * Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals * Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future * Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills * You have a steadfast commitment to your clients while making a positive impact in the community Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at fidelitycareers.com. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.

Sales position focused on cash solutions within the SME (Small Medium Enterprise) Liabilities division in Northern India. Key Responsibilities Strategy * Collaborate with the Leadership of Cash Strategy Sales, SME Liabilities, to formulate strategies and actionable plans that ensure the achievement of Current Accounts Saving Aaacounts targets set by the SME team. Business * Focus on SME Liabilities, specifically in Cash Management Solutions Sales. * Take on the responsibility of driving Cash Solutions sales in conjunction with SME liabilities Relationship Managers (RMs), ensuring a cohesive approach in the direction and execution of Cash Sales Strategies * Engage in sales, solution development, implementation, and monitoring. Key stakeholders * Region Head/ Team Leader/ RM- SME Liabilities Sales * Team Leader India for Cash Strategy Sales - SME Liabilities * Product Team- Business Banking Other Responsibilities * Embed Here for good and Group's brand and values in India / Business Banking / Cash Solutions Sales Team [country / business unit / team]; Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures; Multiple functions (double hats); Skills and Experience * Sales * Cash Management Solutions * Digital Transformation * Business Markets * Client Relationship Management Qualifications * Minimum 5 years of relevant experience in Cash Management Solutions and Sales Competencies Action Oriented Collaborates Customer Focus Gives Clarity & Guidance Manages Ambiguity Develops Talent Drives Vision & Purpose Nimble Learning Decision Quality Courage Instills Trust Strategic Mindset Technical Competencies: This is a generic competency to evaluate candidate on role-specific technical skills and requirements 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, see more 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. 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 ******************

Your role Does supporting financial advisors grow and run their businesses by maximizing the use of digital tools and technology excite you? Are you passionate about achieving goals through communication, awareness, training and education of our workstation and applications available to FAs? We're looking for someone with these qualities who can: * Partner closely with the Market Executive, market management teams and the Client Service Center (CSC) in support of key digital and technology initiatives. * Execute strategy (e.g. organic growth, net new assets, economic profit, etc.) by customizing the training approach to best leverage the workstation digital tools to deliver on that strategy. * Drive the awareness / adoption of our digital tools throughout our FA and client-facing platforms, designed to drive organic growth and enhance FA-client interaction * Demonstrate the practical and working knowledge of our entire digital tool suite (OLS, ACE Workstation, STARS, CRM, STAAT Tools, Digital Prospect Experience (DPX), Medallia, Wealth Way, ServiceWorks, My Total Picture, FA Social, etc.) * Act as the liaison between field personnel, home office business, and systems development teams to represent the "voice" of the user. Proactively communicate technology platform enhancements and gather feedback from field leadership and FA teams.. * Partner with management to present and demonstrate our capabilities to prospective recruits by illustrating its potential impact on their specific business. Support all on-boarding recruits to ensure timely access to the technology platform Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * 5+ years of industry experience; preferably in Wealth Management or Private Wealth. * 2+ years of branch office or training experience. * Bachelor degree or equivalent work experience. * Experience with and functional knowledge of the ACE Workstation and the advisor digital tools and capabilities. within them; as well as all client-facing digital experiences preferred. * Knowledge of the personal computer (PC), Windows operating system and Microsoft Office software. * Self-motivated, and able to work with a high degree of autonomy, set priorities and manage deadlines. * Adept with digital / technology and is comfortable learning, using and teaching technical concepts. * Methodical, concise and accurate work style, with a strong attention to detail and the ability to analyze product risk and regulatory issues. * Enthusiastic, positive, polished, poised and professional. * Collaborative team member with analytical, problem-solving, communication and interpersonal skills. * Ability to travel within the market throughout the year. About us UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.. We have a presence in all major financial centers in more than 50 countries.

Your role Do you know how to manage people? Do you have a knack for implementing service standards? We're looking for an Administrative Manager to: * manage branch administration, including branch facilities, and provide administrative support * recruit, select, onboard, train and manage administrative support staff * conduct performance reviews and make personnel decisions related to compensation and promotion * educate all employees on administrative policies and procedures * escalate supervisory issues when necessary and follow-up locally on issues identified by the management team Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * ideally 5-10 of relevant management experience in branch operations, within a leading financial institution * series 7, 66 and 9/10 * known for your ability to work well in partnership * motivated, self-directed and driven * skilled at creating a positive business culture (you have the human touch) About us UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors.. We have a presence in all major financial centers in more than 50 countries.

Credit Analysis Intern Job 9786 - Analysis - Peru - Part Time At Moody's, we unite the brightest minds to turn today's risks into tomorrow's opportunities. We do this by striving to create an inclusive environment where everyone feels welcome to be who they are -with the freedom to exchange ideas, think innovatively, and listen to each other and customers in meaningful ways. If you are excited about this opportunity but do not meet every single requirement, please apply! You still may be a great fit for this role or other open roles. We are seeking candidates who model our values: invest in every relationship, lead with curiosity, champion diverse perspectives, turn inputs into actions, and uphold trust through integrity. Skills and Competencies * Accountancy qualification desirable. Other relevant qualifications will be considered * Coursework focused on Corporate Finance and/or Risk and Credit Assessment/Analysis, desirable * Strong organizational, communication and written skills * Financial/statistical research capabilities * Strong academic background complemented by in-depth knowledge of accounting and financial modelling * Advanced knowledge in Excel and PowerPoint is required * Demonstrated proficiency in data extraction (for example, web scraping), information validation and database creation (SQL) * Advanced level of English is required Education * Advanced active undergraduate student (Bachelor's degree) in disciplines related to Finance or Business such as but not limited to Economics, Finance, Accounting or any other similar. * Preferably have a target graduation date in 2026 Responsibilities * Prepare materials for briefings and research reports. * Support in automating the extraction of public client information. * Prepare financial information of the issuers rated by Moody's Local. * Produce analytical summaries of quantitative information for analysts. * Support the analytical team in different projects. About the team The team is composed of professionals based in Peru and Bolivia, so we expect this position to interact effectively with colleagues across different geographies. The role will also support both junior and senior analysts in risk analysis and will be responsible for monitoring key market events. Additionally, the intern will work alongside other interns and will need to coordinate workload distribution collaboratively. Working at Moody's Moody's is a developmental culture where we value candidates who are willing to grow. So, if you are excited about this opportunity but don't meet every single requirement, please apply! You may be a perfect fit for this role or other open roles. Moody's is a global integrated risk assessment firm that empowers organizations to make better decisions. Want to know more about us? Please follow this link to know what identifies us as Moody's.

Key Responsibilities Strategy * Drive profitable growth by acquiring, developing, and servicing long-term relationships with HNW clients Business * Accountable for the performance of individual's own client book. * Deliver NNM, AUM, and revenue growth targets and key operating metrics (such as tail accounts management, client acquisition, client satisfaction, portfolio mix). * Generate healthy pipeline of target market prospects and convert them into clients. * Grow client portfolio size by deepening existing customer relationships. * Implement an asset allocation in line with the client needs, and model portfolios as benchmarks. * Deliver, monitor and review solutions to clients based on client investment profile. * Conduct periodic reviews of client accounts in accordance with established procedures. * Deliver profitable growth by controlling costs and mitigating operational losses. * Deliver positive client performance in line with client investment profiles Processes * 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, suitability and onboarding processes are applied appropriately. People & 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 policies, processes and regulations forms part of the culture. * Participate in Local Client Committee and other relevant committees where applicable. * Engage with all audit report findings and ensure feedback is acted upon 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. * Lead the India/Private Banking/Affluent/ CPBB team to achieve the outcomes set out in the Bank's Conduct Principles: [Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment.] * Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters. * Exercise authorities delegated by the Board of Directors and act in accordance with Articles of Association (or equivalent) Other Responsibilities * Embed Here for good and Group's brand and values in India/Private Banking/Affluent/ CPBB team; Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures; Multiple functions (double hats); [List all responsibilities associated with the role] Skills and Experience * Relationship Management * Wealth Management Qualifications * Academic or Professional Education/Qualifications - MBA * Licenses and Certifications/accreditations - as required by role remit and responsibility * Professional Memberships - as required by role remit and responsibility * Bank training; i.e. mandatory & developmental - as below * Languages - fluency in business English * Demonstrable and relevant experience in the Private Banking industry commensurate with this remit and level of responsibility * Strong ability to develop a network of target prospects * Proven risk management capabilities * Firm in all business guidelines and compliance issues * Sound knowledge of financial markets and investment products * Outstanding communication and presentation skills 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, see more 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.

To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: Fairlawn, Westlake, Woodmere As a High Net Worth Representative, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities. The Team While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition. The Expertise You Have * Series 7 required * Series 63 or ability to obtain within 90 days * 2-3 years of previous financial services experience The Skills You Bring * Broad based knowledge and understanding of general financial planning concepts * Proven customer service, client support and problem resolution skills * Strong verbal and written communication skills * Ability to effectively influence others * Robust time management and organizational skills The Value You Deliver * Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests Certifications: Series 07 - FINRA, Series 63 - FINRA Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at fidelitycareers.com. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.

Your role Can you identify key strategies to develop and grow sales? Do you have a proven track record developing relationships? Do you want to go the extra mile to help our Financial Advisors and Field Leaders understand our clients' needs and business opportunities? We're looking for someone like you to: * increase top-line revenue growth, raise awareness, and distribute trade and product ideas, supporting point-of-sale execution * develop and share daily and weekly sales ideas based on market trends, product strategies, and advisor/client resources * host daily Advisor meetings and provide tactical ideas, sales commentary, and highlight product offerings and pipelines; Support book segmentation and reviews to bolster client acquisition and retention efforts * understand and distribute ideas, advice on product specific areas e.g., Investment Management, Alternative Investments, Capital Markets (Equities, Fixed Income, Options, Structured Products), Insurance, Annuities * prepare sales materials e.g., presentations, campaign content, and product updates and coordinate Advisor/Field Leader meetings, attending as needed * handle profiling, lead identification, follow-up activity, and maintain ongoing partnership with internal strategy and analytics teams to identify campaign/focus criteria Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * self-motivated and passionate about the client experience, with solid presentation skills * proactive, critical thinker with a collaborative personality * strong planner focused on organization and details, with no problem delivering against tight deadlines * strong understanding of the wealth management business * the National Sales team is geographically diverse with a concentration of tri-state area-based employees * Series 7/66 or 7/63/65 required * operating 5 days/week in a UBS office * role may require travel to different local branch offices About us UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors. We have a presence in all major financial centers in more than 50 countries.

Our Credit Analysts have extensive knowledge of our risk assessment and portfolio risk management framework which they use to support our Account Managers with credit reviews, ongoing risk monitoring and client creditworthiness. They also assess Standard Chartered's risk appetite against market and economic conditions across the different markets and asset classes. About our Banking and Coverage team Our Banking and Coverage team owns and leads the management and development of our Client Relationships globally. They work across our global network with product partners to deliver working capital, financing, trade, cash and market solutions for our clients. The solutions include varied products and services, from sustainable trade finance to credit derivatives, to mergers and acquisitions advisory. About Corporate & Investment Banking (CIB) For more than 170 years we've support clients with their transaction banking, financial markets, corporate finance and borrowing needs and provide solutions to nearly 20,000 clients in the world's fastest-growing economies and most active trade corridors. Key Responsibilities * Lead credit reviews, analyse and monitor client credit risk, to ensure creditworthiness. * Provide insightful, succinct and timely client portfolio credit analysis. * Accountable for spreading financials, proposing credit grades aligned to scorecards, documenting client risk and mitigants, and monitoring for credit-material events. * Partner with Banking, Coverage and Risk teams to develop and execute credit analysis, credit origination and monitoring relevant matters. * Deliver client fraud risk assessments to defined standards, documenting residual risks and mitigants. * Credit intelligence to identify business opportunities with an acceptable risk profile by supporting Relationship Managers, FI Bankers and Product teams with product solutioning and recommendations. * Provide credit analysis with consideration for market dynamics and client industry, including: * Industry risks and client competitive positioning within the industry. * Client funding strategy, financial policies, treasury activities, including hedging, and cash management. * Analyse client cash flow and liquidity with ratio analysis and/or stress testing balance sheet strength, cash flow and profitability vulnerability. * Reputational risk profile, including climate and sustainability risks. Skills and Experience * Risk management lifecycle. * Financial forecasting and modelling. * Financial and quantitative skills. * Client due diligence. * Using client behaviours and preferences to evolve products and services. * Product knowledge for Markets, Transaction Banking and Corporate Finance. * Knowledge of the financial services' regulatory environment. * Data analysis and visualisation. * Ability to work under pressure, in a dynamic environment. Competencies Action Oriented Collaborates Customer Focus Gives Clarity & Guidance Manages Ambiguity Develops Talent Drives Vision & Purpose Nimble Learning Decision Quality Courage Instills Trust Strategic Mindset Technical Competencies: This is a generic competency to evaluate candidate on role-specific technical skills and requirements 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, see more 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. 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 ******************

As a Standard Chartered Relationship Manager in SME Banking, you'll be responsible for managing and developing relationships with mid-sized and emerging corporates to drive business growth and meet the bank's strategic objectives. You'll provide exceptional customer service with the provision of financial solutions while managing operational risk and regulatory requirements. Key Responsibilities * To achieve agreed individual financial and non-financial targets by acquiring, growing, and retaining profitable Medium Enterprise customers within acceptable risk parameters. * Contribute toward achieving the team's overall target and delivering optimal portfolio return. * Collaborate and build effective partnerships with other Relationship Managers, Credit Analysts, Team Managers, Segment Heads, colleagues in Client Due Diligence, and partners in Risk, Compliance, other support functions, and Product. Skills and Experience * Minimum 5 years of relevant experience in serving Business, Commercial and Corporate clients. * Experience servicing cross-border international businesses. * Proven track record in client relationship management and business development. * Demonstrates strong understanding of accounting principles, financial modelling, and financial statement analysis. * Able to assess client creditworthiness and provide key risk considerations and mitigations. * Sound product knowledge on trade, cash, lending, and FX. * Strong understanding of local industries, supply and value chains, and market environment. * Knowledge of operational procedures, documentation requirements, banking practices and regulations related to SME Banking. * Strong understanding in business guidelines and compliance issues. * Sound knowledge of financial markets and investment products. * Outstanding communication and presentation skills. * Motivated self-starter, identifying opportunities, providing innovative approaches to meet client needs. * Maintains a high standard of personal conduct and lives our valued behaviours. 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, see more 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.

To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: Fairlawn, Westlake, Woodmere As a High Net Worth Representative, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities. The Team While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition. The Expertise You Have * Series 7 required * Series 63 or ability to obtain within 90 days * 2-3 years of previous financial services experience The Skills You Bring * Broad based knowledge and understanding of general financial planning concepts * Proven customer service, client support and problem resolution skills * Strong verbal and written communication skills * Ability to effectively influence others * Robust time management and organizational skills The Value You Deliver * Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests Certifications: Series 07 - FINRA, Series 63 - FINRA Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at fidelitycareers.com. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.

As a Standard Chartered Relationship Manager in SME Banking, you'll be responsible for managing and developing relationships with mid-sized and emerging corporates to drive business growth and meet the bank's strategic objectives. You'll provide exceptional customer service with the provision of financial solutions while managing operational risk and regulatory requirements. Key Responsibilities * To achieve agreed individual financial and non-financial targets by acquiring, growing, and retaining profitable Medium Enterprise customers within acceptable risk parameters. * Contribute toward achieving the team's overall target and delivering optimal portfolio return. * Collaborate and build effective partnerships with other Relationship Managers, Credit Analysts, Team Managers, Segment Heads, colleagues in Client Due Diligence, and partners in Risk, Compliance, other support functions, and Product. Skills and Experience * Minimum 5 years of relevant experience in serving Business, Commercial and Corporate clients. * Experience servicing cross-border international businesses. * Proven track record in client relationship management and business development. * Demonstrates strong understanding of accounting principles, financial modelling, and financial statement analysis. * Able to assess client creditworthiness and provide key risk considerations and mitigations. * Sound product knowledge on trade, cash, lending, and FX. * Strong understanding of local industries, supply and value chains, and market environment. * Knowledge of operational procedures, documentation requirements, banking practices and regulations related to SME Banking. * Strong understanding in business guidelines and compliance issues. * Sound knowledge of financial markets and investment products. * Outstanding communication and presentation skills. * Motivated self-starter, identifying opportunities, providing innovative approaches to meet client needs. * Maintains a high standard of personal conduct and lives our valued behaviours. 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, see more 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. 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 ******************

Your role Are you truly service oriented? Do you know how to take care of people? We're looking for a Client Service Associate to: * greet and assist clients and visitors to the branch, providing exceptional service * keep management systems up-to-date with client information * educate clients on account services and capabilities * help with the preparation of paperwork and other materials for client meetings * collect the right documentation for opening new accounts and service requests * create strong partnerships, cultivating relationships with clients and financial advisors, and coordinating with the operations function * maintain risk awareness and regulatory knowledge Join us At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We're dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. We also recognize that great work is never done alone. That's why collaboration is at the heart of everything we do. Because together, we're more than ourselves. We're committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us. Your expertise * ideally 0-3 years of work experience * bachelor's degree or high school diploma or equivalent (college degree a plus) * excellent communicator, with solid interpersonal skills * detail oriented * proficient in Microsoft Office Suite * proven written and verbal communication skill * independent, motivated, proactive and focused to take action * passionate about the client experience, with strong interpersonal skills About us UBS is the world's largest and the only truly global wealth manager. We operate through four business divisions: Global Wealth Management, Personal & Corporate Banking, Asset Management and the Investment Bank. Our global reach and the breadth of our expertise set us apart from our competitors. We have a presence in all major financial centers in more than 50 countries.

As a Standard Chartered Relationship Manager, you'll be responsible for managing and developing relationships with high-profile clients to drive business growth and meet the bank's strategic objectives. You'll provide exceptional customer service with the provision of financial solutions while managing operational risk and regulatory requirements. About Wealth and Retail Banking Wealth and Retail Banking (WRB) serves more than 11 million clients in many of the world's fastest-growing markets. Our client continuum spans from Mass Retail to Affluent, including high-net worth clients served by our Private Bank. We leverage digital banking channels with a human touch to provide clients with differentiated products and services such as deposits, payments, financing, wealth management and personalised advice. We also support small business clients with their business banking needs. Key Responsibilities Key Responsibilities * Provide outstanding client experiences. * Organised, follow-up leads, complete and record appointments, close customer requests * Support our clients to meet their financial needs, as they progress through their career and life-stages. * Build relationships for the long-term and understand clients financial needs and aspirations to grow, manage and protect their wealth, with appropriate investment solutions. * Keep abreast of market trends, new product offerings and the latest campaigns. Skills and Experience * Banking knowledge and sales experience. * Excellent communication, interpersonal and relationship building skills. * Ability to learn new products and services quickly. * Market awareness and benchmarking. * Management information. * Work in a flexible and agile way. * Courageous, creative, responsive, and trustworthy. * Thrives in an international environment. * Enjoys being in a team, engaging with co-workers. * Motivated self-starter, identifying opportunities. * Maintains a high standard of personal conduct and lives our valued behaviours. 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, see more 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.

To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: Fairlawn, Westlake, Woodmere As a High Net Worth Representative, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities. The Team While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition. The Expertise You Have * Series 7 required * Series 63 or ability to obtain within 90 days * 2-3 years of previous financial services experience The Skills You Bring * Broad based knowledge and understanding of general financial planning concepts * Proven customer service, client support and problem resolution skills * Strong verbal and written communication skills * Ability to effectively influence others * Robust time management and organizational skills The Value You Deliver * Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests Certifications: Series 07 - FINRA, Series 63 - FINRA Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at fidelitycareers.com. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.

As a Standard Chartered Relationship Manager in SME Banking, you'll be responsible for managing and developing relationships with mid-sized and emerging corporates to drive business growth and meet the bank's strategic objectives. You'll provide exceptional customer service with the provision of financial solutions while managing operational risk and regulatory requirements. Key Responsibilities * To achieve agreed individual financial and non-financial targets by acquiring, growing, and retaining profitable Medium Enterprise customers within acceptable risk parameters. * Contribute toward achieving the team's overall target and delivering optimal portfolio return. * Collaborate and build effective partnerships with other Relationship Managers, Credit Analysts, Team Managers, Segment Heads, colleagues in Client Due Diligence, and partners in Risk, Compliance, other support functions, and Product. Skills and Experience * Minimum 5 years of relevant experience in serving Business, Commercial and Corporate clients. * Experience servicing cross-border international businesses. * Proven track record in client relationship management and business development. * Demonstrates strong understanding of accounting principles, financial modelling, and financial statement analysis. * Able to assess client creditworthiness and provide key risk considerations and mitigations. * Sound product knowledge on trade, cash, lending, and FX. * Strong understanding of local industries, supply and value chains, and market environment. * Knowledge of operational procedures, documentation requirements, banking practices and regulations related to SME Banking. * Strong understanding in business guidelines and compliance issues. * Sound knowledge of financial markets and investment products. * Outstanding communication and presentation skills. * Motivated self-starter, identifying opportunities, providing innovative approaches to meet client needs. * Maintains a high standard of personal conduct and lives our valued behaviours. Competencies Action Oriented Collaborates Customer Focus Gives Clarity & Guidance Manages Ambiguity Develops Talent Drives Vision & Purpose Nimble Learning Decision Quality Courage Instills Trust Strategic Mindset Technical Competencies: This is a generic competency to evaluate candidate on role-specific technical skills and requirements 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, see more 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. 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 ******************

To be eligible for consideration of this role, your primary residence must be located within a 90 mile radius at the time of application from the approved branch sites listed below: Columbus As a High Net Worth Representative, you will be an integral part of a fast-paced, team oriented environment that is focused on enhancing relationships with our high net worth clients who have assets of $250,000 to $1 million and therefore a complex service and investment need. In this role, you will help us to increase customer loyalty and drive business development opportunities. The Team While every Fidelity location has distinctive regional characteristics, each one embodies the core values that have been instrumental in building our proud past. Putting the customer first, respect, integrity, honesty, innovation and improvement as well as competitiveness are values shared across the organization. These simple but powerful values set us apart from our competition. The Expertise You Have * Series 7 required * Series 63 or ability to obtain within 90 days * 2-3 years of previous financial services experience The Skills You Bring * Broad based knowledge and understanding of general financial planning concepts * Proven customer service, client support and problem resolution skills * Strong verbal and written communication skills * Ability to effectively influence others * Robust time management and organizational skills The Value You Deliver * Engage with customers, via inbound calls, responding to their inquires which may include providing product and service level guidance, processing transactions to include options, equities, mutual funds and fixed income trades and other specialized monetary requests Certifications: Series 07 - FINRA, Series 63 - FINRA Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients' money. Join Us At Fidelity, you'll find endless opportunities to build a meaningful career that positively impacts peoples' lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees' Choice Award, we have been recognized by our employees as a top 10 Best Place to Work in 2024. And you don't need a finance background to succeed at Fidelity-we offer a range of opportunities for learning so you can build the career you've always imagined. Fidelity's hybrid working model blends the best of both onsite and offsite work experiences. Having the majority of our associates work onsite is important for our business strategy and our culture. We also value the benefits that working offsite offers associates. Most roles listed as Hybrid will require associates to work onsite all business days of every other week in a Fidelity office. This does not apply to roles listed as Remote or Onsite. At Fidelity, we value honesty, integrity, and the safety of our associates and customers within a heavily regulated industry. Certain roles may require candidates to go through a preliminary credit check during the screening process. Candidates who are presented with a Fidelity offer will need to go through a background investigation, detailed in this document, and may be asked to provide additional documentation as requested. This investigation includes but is not limited to a criminal, civil litigations and regulatory review, employment, education, and credit review (role dependent). These investigations will account for 7 years or more of history, depending on the role. Where permitted by federal or state law, Fidelity will also conduct a pre-employment drug screen, which will review for the following substances: Amphetamines, THC (marijuana), cocaine, opiates, phencyclidine. We invite you to Find Your Fidelity at fidelitycareers.com. Fidelity Investments is an equal opportunity employer. We believe that the most effective way to attract, develop and retain a diverse workforce is to build an enduring culture of inclusion and belonging. Fidelity will reasonably accommodate applicants with disabilities who need adjustments to participate in the application or interview process. To initiate a request for an accommodation, contact the HR Accommodation Team by sending an email to accommodations@fmr.com.