JOB SUMMARY
The role holder will be responsible for establishing and maintaining strong relationships with our Chinese clients which will translate into revenue and growth for the bank.
The growth metrics measured include:
Portfolio growth
Growth in Product Per Client
Increase in revenue per client
Growth in number of clients
Revenue growth
Cost Management
Service Excellence
Operational Excellence and Compliance
RESPONSIBILITIES
Engaging and deepening activities
Methodically engage (remote)
Have complete knowledge of the clients in terms of the profile & assets
Create analytics-backed conversation
Engage clients through the digital channels (calls, virtual meetings, webinars, email)
Needs/Achor Products; Individual banking products (PL, CASA etc), Wealth Products
Meet & deep sell (remote)
Develop a comprehensive Account Plan for at least 20% of client base
Meet virtually to meet advisory needs (once a quarter)
Connect client with specialists
Connect for periodic CDD reviews
Conduct fulfillment & activate
Refer most servicing activities to Client Service Managers
Acquiring on referrals
Explain proposition & requirements in full
Meet, deep sell & train (in person)
Meet, listen and determine further needs
Set up anchor products & initiate cross-sell
Conduct/connect for CDD
Educate and conduct initial set up for online, ATMs, Client Centre
Regulatory & Business Conduct
Display exemplary conduct and live by the groups 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.
Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
Key Stakeholders
Product Specialists
Client Service Manager, Affluent
CDD team
Branch Manager
Product Managers
Qualification
CISI Level 2
Bancassurance Certification
Knowledge of Chinese Language Mandatory
Role Specific Technical Competencies
Multi Product Knowledge
Market and Competition Knowledge
Soft Skills tailored to engage Affluent Clients
Communication and Presentation Skills
Negotiation and Objection Handling
Problem Solving Skills
Apply via :
jobs.standardchartered.com
