Drive profitable growth by acquiring, developing and servicing long-term relationships with HNW clients
Business
Accountable for the performance of individual\xe2\x80\x99s 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 and 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 polices, processes and regulations forms part of the culture.
Participation 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\xe2\x80\x99s 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.
Support the business to achieve the outcomes set out in the Bank\xe2\x80\x99s Conduct Principles, such as Fair Outcomes for Clients; Financial Crime Prevention; The Right Environment.
Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
Key Stakeholders
Platform Managers
Client Services Managers
Product Specialists and dedicated function partners
Relevant Front Office colleagues
Other Responsibilities
Embed Here for Good and the Group\xe2\x80\x99s brand and values in the team.
Perform other responsibilities assigned under Group, Region, Country, Business or Functional policies and procedures.
Work effectively across SCB, using values behaviours to drive overall business growth.
Our Ideal Candidate
Academic or Professional Education/Qualifications \xe2\x80\x93 relevant degree, level 4 RDR complaint qualification
Languages \xe2\x80\x93 fluency in business communication
Licenses and Certifications/accreditations \xe2\x80\x93 as required by role remit and responsibility
Professional Memberships \xe2\x80\x93 as required by role remit and responsibility
Bank training; i.e. mandatory & developmental \xe2\x80\x93 as below
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
Group/Country Mandatory Learning
Right Start
Anti Money Laundering, Counter Terrorist Financing & Sanctions
Fighting Bribery & Corruption - A Practical Guide
Global Privacy Awareness
Group Code of Conduct
Health, Safety and Environment
(iSAFE) Information Security Awareness for Everyone
Introduction to Operational Risk in Standard Chartered Bank
Living with HIV
Reputation Risk
Role Specific Technical Competencies
Sales & Relationship Management
Market Knowledge
Product & Processes
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.