Background information about the job or company (e.g., role context, company overview)

Standard Chartered Kenya, whose official name is Standard Chartered Bank Kenya Limited, but is sometimes referred to as Stanchart Kenya, is a commercial bank in Kenya.

Responsibilities or duties

• Drive client engagement in line with coverage model.
• Engage premium clients by identifying and meeting needs via cross sell of retail banking products. Primary focus will be on increasing penetration of wealth and insurance along with improving CASA AUM.
• Follow the applicable contact management approach to drive engagement with premium clients. Execute applicable sales campaigns as designed and released by country segment teams
• Drive ‘Needs based conversations’ with clients to provide suitable products. Focus on building relationship via consultative selling approach
• Meet or exceed applicable scorecard targets
• Handle Client led product requests triggered via Cliient Engagement Systems (CEMS) leads.
• Follow up and manage expectations of clients to ensure timely processing of sales transactions
• Help drive digital adoption within the portfolio
• Support on boarding of premium clients and create a pipeline for upgrade to priority segment
• Embed Here for good and Group’s brand and values as part of Premium executive team
• Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures.
• Portfolio Management
• Drive portfolio growth through existing to bank (ETB) and increased product per customer (PPC) ratio.
• Based on client profile, map client potential and work towards up streaming to Wealth Management Solutions
• Risk Management
• Responsible for identifying, assessing, monitoring, controlling and mitigating risks to the Group. Also, an awareness and understanding of the main risks facing the Group and the role the individual plays in managing them
• Remain at alert to the risk of money laundering and assist in the Bank’s efforts in combating it by adhering to the principles in relation to: “Identifying your customer, knowing your customer, reporting suspicions, safeguarding records and not disclosing suspicions to Customers”.
• Operational Risk Policy
• Ensure understanding of the Group’s Risk Management Framework including relevant Operational Risk Framework ownership. Ensure a full understanding of the risk and control environment in area of responsibility
• Governance
• Responsible for assessing the effectiveness of the Group’s arrangements to deliver effective governance, oversight and controls in the business and, if necessary, oversee changes in these areas
• Awareness and understanding of the regulatory framework in which the Group operates, and the regulatory requirements and expectations relevant to the role.
• Responsible for delivering ‘effective governance’; capability to challenge fellow executives effectively; and willingness to work with any local regulators in an open and cooperative manner.
• KYC
• Ensure you remain alert to the risk of money laundering and assist in the Bank’s efforts in combating it by adhering to the principles in relation to:
• “Identifying your customer, knowing your customer, reporting suspicions, safeguarding records and not disclosing suspicions to customers”.
• Ensure you are trained in combating money laundering
• 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 to achieve the outcomes set out in the Bank’s Conduct Principles
• Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
• Internal
• Wealth Specialist
• Branch Managers
• Reginal Managers
• Quality Analyst
• Universal Bankers
• CDD and Operations teams
• External
• Customers (Current and Potential)
• Other Responsibilities
• Embed Here for good and Group’s brand and values in team; Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures

Qualifications or requirements (e.g., education, skills)

• Academic or Professional Education/Qualifications in any higher institution
• 3 years in relevant portfolio management experience or related relevant experience
• Licenses and Certifications/accreditations; Wealth Management

• Drive client engagement in line with coverage model.
• Engage premium clients by identifying and meeting needs via cross sell of retail banking products. Primary focus will be on increasing penetration of wealth and insurance along with improving CASA AUM.
• Follow the applicable contact management approach to drive engagement with premium clients. Execute applicable sales campaigns as designed and released by country segment teams
• Drive ‘Needs based conversations’ with clients to provide suitable products. Focus on building relationship via consultative selling approach
• Meet or exceed applicable scorecard targets
• Handle Client led product requests triggered via Cliient Engagement Systems (CEMS) leads.
• Follow up and manage expectations of clients to ensure timely processing of sales transactions
• Help drive digital adoption within the portfolio
• Support on boarding of premium clients and create a pipeline for upgrade to priority segment
• Embed Here for good and Group’s brand and values as part of Premium executive team
• Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures.
• Drive portfolio growth through existing to bank (ETB) and increased product per customer (PPC) ratio.
• Based on client profile, map client potential and work towards up streaming to Wealth Management Solutions
• Responsible for identifying, assessing, monitoring, controlling and mitigating risks to the Group. Also, an awareness and understanding of the main risks facing the Group and the role the individual plays in managing them
• Remain at alert to the risk of money laundering and assist in the Bank’s efforts in combating it by adhering to the principles in relation to: “Identifying your customer, knowing your customer, reporting suspicions, safeguarding records and not disclosing suspicions to Customers”.
• Ensure understanding of the Group’s Risk Management Framework including relevant Operational Risk Framework ownership. Ensure a full understanding of the risk and control environment in area of responsibility
• Responsible for assessing the effectiveness of the Group’s arrangements to deliver effective governance, oversight and controls in the business and, if necessary, oversee changes in these areas
• Awareness and understanding of the regulatory framework in which the Group operates, and the regulatory requirements and expectations relevant to the role.
• Responsible for delivering ‘effective governance’; capability to challenge fellow executives effectively; and willingness to work with any local regulators in an open and cooperative manner.
• Ensure you remain alert to the risk of money laundering and assist in the Bank’s efforts in combating it by adhering to the principles in relation to: “Identifying your customer, knowing your customer, reporting suspicions, safeguarding records and not disclosing suspicions to customers”.
• Ensure you are trained in combating money laundering
• 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 to achieve the outcomes set out in the Bank’s Conduct Principles
• Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
• Embed Here for good and Group’s brand and values in team; Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures

• Client engagement
• Cross-selling retail banking products
• Wealth and insurance penetration
• CASA AUM improvement
• Contact management
• Sales campaign execution
• Needs-based conversations
• Consultative selling
• Scorecard target achievement
• Client-led product request handling
• Digital adoption
• Premium client onboarding
• Portfolio management
• Risk identification, assessment, monitoring, control, and mitigation
• Money laundering risk awareness
• Operational risk management
• Governance assessment
• Regulatory framework awareness
• Ethics and conduct
• Risk, conduct, and compliance matter resolution
• Wealth Management certifications/accreditations

• Academic or Professional Education/Qualifications in any higher institution
• Licenses and Certifications/accreditations; Wealth Management