The Role Responsibilities
The purpose of the role is to
· Maximize new business/acquisition/referral opportunities and deepening existing customer relationships to the specified service standards for the Personal Clients segment
Implementation and oversight of the below individual responsibilities:
· To conduct a professional, consultative financial analysis and profiling session with customers to meet their financial needs/objectives.
· To foster and deepen customer relationships by providing regular market information updates and trend analysis on local and international financial products.
· In consultation with the branch manager/ PTL, draw up monthly plans for achieving/exceeding sales targets to meet new business and customer acquisition goals
· To participate in marketing and promotional activities for customer acquisition.
· To source and call on individual prospects
· To provide quality, efficient after-sales services
· To manage anti-attrition and retention of clients
· To organise and conduct sales presentations to groups, clubs, associations, companies and other organisations.
· To solicit referrals from other parts of SCB eg. RMs from C&I, staff, etc.
· To comply with all applicable money laundering prevention procedures and in particular, report any suspicious activity to the Transaction Monitoring Unit.
· To ensure compliance with all regulations and controls as set by the Bank and external regulatory authorities.
Strategy
· Responsibilities that are related to the development and implementation of a strategy, for example, Awareness and understanding of the Group’s business strategy and model appropriate to the role.
Business
· Responsibilities related to the delivery of business and/or financial objectives.
Processes
· Reference the processes for which the Role Holder is responsible, as per the Operational Risk Framework definition of first / second line.
People & Talent
· Responsibilities that are related to the development and implementation of a strategy, for example, Awareness and understanding of the Group’s business strategy and model appropriate to the role.
Risk Management
· Responsibilities relating to identifying, assessing, monitoring, controlling and mitigating risks to the Group, as well as an awareness and understanding of the main risks facing the Group and the role the individual plays in managing them.
Governance
· Responsibilities relating to the direction, planning, structure, frameworks (e.g. processes and policies) and oversight.
Key stakeholders
· Branch Manager, Business Manager, Product Manager and etc.
Our Ideal Candidate
· 2+ years of Client Acquisition experience
· RNF and CFMAS
Role Specific Technical Competencies
· Client Acquisition Experience
· Account Management Experience
· Technical knowledge and expertise in consumer banking products (i.e., Treasury, Equities, Funds, Insurance, etc.)
About Standard Chartered
We're an international bank, nimble enough to act, big enough for impact. For more than 160 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
· Be better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term
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, parental/maternity (20 weeks), sabbatical (12 weeks maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum
· Flexible working options based around home and office locations, with flexible working patterns
· Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
· A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning
· Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.
Recruitment assessments - some of our roles use assessments to help us understand how suitable you are for the role you've applied to. If you are invited to take an assessment, this is great news. It means your application has progressed to an important stage of our recruitment process.
Visit our careers website www.sc.com/careers
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