Key Responsibilities

Engaging and Deepening Client Relationships

• Develop comprehensive understanding of high networth client profiles, including their assets, financial goals, and preferences to tailor interactions effectively.
• Utilize data-driven insights and analytics to identify and execute timely, relevant conversations that enhance client value and satisfaction.

Product Knowledge and Needs Identification

• Offer expert guidance on individual banking products including a diverse range of wealth management offerings tailored to meet affluent client needs.

Client Meetings and Deep Selling (Remote and In-Person)

• Conduct in-person meetings regularly quarterly, to address advisory requirements and strengthen client relationships.
• Seamlessly connect clients with specialist teams to meet complex or specific financial needs.
• Facilitate product setup, complete periodic Customer Due Diligence (CDD) reviews, and ensure efficient fulfilment and activation of banking services.

Key Responsibilities

Servicing and Client Support

• Delegate routine servicing requests to Client Service Officers or Managers, enabling focused attention on high-value advisory activities.
• Provide timely, client-centred support as required, addressing queries and ensuring exceptional client experience.

Acquisition via Referrals

• Engage referred prospects through detailed remote introductions and preparation, focusing on establishing trust and understanding their financial aspirations.
• Initiate follow-up engagement with high networth clients and senior executives (C-level) demonstrating advanced banking needs, ensuring clarity on services and onboarding requirements.

In-Person Client Engagement and Training

• Conduct face-to-face meetings to actively listen, assess client needs in depth, and propose suitable anchor and supplementary products to foster financial growth.
• Manage account setup including Customer Due Diligence processes, ensuring compliance with regulatory standards.
• Educate clients on utilising digital platforms (online banking, ATMs, Client Centres), empowering them with self-service capabilities for enhanced banking convenience.

Regulatory & Business Conduct

• Display exemplary conduct and live by the Group’s 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.
• Verify and scan customer instructions on Eops through Ncap (where applicable)
• Holder of card and card reader pin and alarm for opening and closing branch (where applicable)

AML & CDD

Ensure that the Anti- Money Laundering requirements are followed as follows:

• Take all reasonable steps to verify and identify our customers
• Retain adequate records of identification, account opening and transactions
• Make prompt reports of suspicious transactions and suspicious activity using the right internal channels
• Raise awareness of Money Laundering prevention by training all staff/attending training sessions

Skills And Experience

• Comprehensive Multi-Product Knowledge: In-depth understanding of a wide range of banking and wealth products tailored to affluent clientele, enabling confident product recommendations aligned to client needs.
• Market and Competition Awareness: Up-to-date insights into market trends, competitor offerings, and economic factors influencing customer decision-making.
• Exceptional Soft Skills to Engage Affluent Clients: Ability to build trust, demonstrate empathy, and nurture long-term relationships through exceptional interpersonal skills.
• Effective Communication and Presentation Skills: Articulate financial concepts clearly, tailoring messages to diverse audiences, and confidently presenting complex solutions.
• Negotiation and Objection Handling Expertise: Skilled in managing discussions, addressing concerns, and cultivating consensus for mutually beneficial outcomes.
• Strong Problem-Solving Abilities: Proactively identifying challenges or client issues and devising effective, timely solutions.

Qualification

Academic Qualification

• CISI certification is desirable

About Standard Chartered

We're an international bank, nimble enough to act, big enough for impact. For more than 170 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
• Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term

What We Offer

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 leave, parental/maternity (20 weeks), sabbatical (12 months 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.

• Develop comprehensive understanding of high networth client profiles, including their assets, financial goals, and preferences to tailor interactions effectively.
• Utilize data-driven insights and analytics to identify and execute timely, relevant conversations that enhance client value and satisfaction.
• Offer expert guidance on individual banking products including a diverse range of wealth management offerings tailored to meet affluent client needs.
• Conduct in-person meetings regularly quarterly, to address advisory requirements and strengthen client relationships.
• Seamlessly connect clients with specialist teams to meet complex or specific financial needs.
• Facilitate product setup, complete periodic Customer Due Diligence (CDD) reviews, and ensure efficient fulfilment and activation of banking services.
• Delegate routine servicing requests to Client Service Officers or Managers, enabling focused attention on high-value advisory activities.
• Provide timely, client-centred support as required, addressing queries and ensuring exceptional client experience.
• Engage referred prospects through detailed remote introductions and preparation, focusing on establishing trust and understanding their financial aspirations.
• Initiate follow-up engagement with high networth clients and senior executives (C-level) demonstrating advanced banking needs, ensuring clarity on services and onboarding requirements.
• Conduct face-to-face meetings to actively listen, assess client needs in depth, and propose suitable anchor and supplementary products to foster financial growth.
• Manage account setup including Customer Due Diligence processes, ensuring compliance with regulatory standards.
• Educate clients on utilising digital platforms (online banking, ATMs, Client Centres), empowering them with self-service capabilities for enhanced banking convenience.
• Display exemplary conduct and live by the Group’s 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.
• Verify and scan customer instructions on Eops through Ncap (where applicable)
• Holder of card and card reader pin and alarm for opening and closing branch (where applicable)
• Take all reasonable steps to verify and identify our customers
• Retain adequate records of identification, account opening and transactions
• Make prompt reports of suspicious transactions and suspicious activity using the right internal channels
• Raise awareness of Money Laundering prevention by training all staff/attending training sessions

• Comprehensive Multi-Product Knowledge
• Market and Competition Awareness
• Exceptional Soft Skills to Engage Affluent Clients
• Effective Communication and Presentation Skills
• Negotiation and Objection Handling Expertise
• Strong Problem-Solving Abilities

• CISI certification is desirable