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- Maximize new business/acquisition/referral opportunities and deepening existing customer relationships to the specified service standards for the Priority Clients segment
- 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.
- Responsibilities that are related to the development and implementation of a strategy, for example, Awareness and understanding of the Group's business strategy and model appropriate to the role.
- Responsibilities related to the delivery of business and/or financial objectives.
- Reference the processes for which the Role Holder is responsible, as per the Operational Risk Framework definition of first / second line.
- Responsibilities that are related to the development and implementation of a strategy, for example, Awareness and understanding of the Group's business strategy and model appropriate to the role.
- Responsibilities relating to identifying, assessing, monitoring, controlling and mitigating risks to the Group, as well as an awareness and understanding of the main risks facing the Group and the role the individual plays in managing them.
- Responsibilities relating to the direction, planning, structure, frameworks ( processes and policies) and oversight.
- 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.
- 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.
- Cluster Heads,Product Mgrs, STMs and etc.
- Embed Here for good and Group's brand and values, Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures; Multiple functions (double hats)
- RNF & CFMAS Certificates
- 2 years of experience in Relationship Management and Retail Banking
- Client Acquisition Experience
- Account Management (of HNW Individuals) Experience
- Technical knowledge and expertise in consumer banking products ( Treasury, Equities, Funds, Insurance, etc)
Relationship Manager, Priority Clients, PTL - Singapur, Singapore - Standard Chartered Bank
Description
RESPONSIBILITIES
The purpose of the role is to
Implementation and oversight of the below individual responsibilities:
Strategy
Business
Processes
People & Talent
Risk Management
Governance
Regulatory & Business Conduct
Key Stakeholders
Other Responsibilities
Our Ideal Candidate
Role Specific Technical Competencies