Maximize new business/acquisition/referral opportunities and deepening existing customer relationships to the specified service standards for the Priority 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 PB team manager/ 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.
Key Measurables
Agreed individual sales target
Agreed service standards to customers
Operation control and sales compliance
Strategy
Awareness and understanding of the Group\xe2\x80\x99s business strategy and sales model appropriate to the RM role.
Business
Awareness and understanding of the wider business, economic and market environment in which the Group operates
Processes
Responsible for executing sales targets.
People & Talent
Set appropriate tone and expectations from their team and work in collaboration with clients and internal stakeholders such as SCB China RMs, 3rd party referral channels and Operations Team.
Risk Management
The ability to stay compliance to the regulated role govern by MAS
Governance
Awareness and understanding of the regulatory framework, in which the Group operates, and the regulatory requirements and expectations relevant to the role.
Regulatory & Business Conduct
Display exemplary conduct and live by the
. * 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 Singapore CPBB International Banking Team to achieve the outcomes set out in the Bank\xe2\x80\x99s 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.
Key stakeholders
Treasury, Investment and Insurance Specialists, SCB China RMs.
Other Responsibilities
Embed Here for good and Group\xe2\x80\x99s brand and values in Singapore CPBB International Banking Team; Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures; Multiple functions (double hats)
Our Ideal Candidate
Understands the core concepts, principles, processes or procedures of Wealth Management and Banking
CMFAS Exams
Experience in Managing North Asia Market
Good understanding and command of Mandarin as the incumbent will be supporting Chinese market
5 years of experience in Banking.
Finance related fields studies relating to financial planning, portfolio reviews, asset allocations.
Role Specific Technical Competencies
Agreed individual sales target
Agreed service standards to customers
Operation control and sales compliance
About Standard CharteredWe\'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