Job ref no.: 2200029967
Standard Chartered Bank

Manager, Client Service

Standard Chartered Bank

Role Responsibilities

Strategy

To acquire, grow and deepen Priority Banking customer relationships through effective relationship management, with special focus on the analysis and satisfaction of Priority Banking Customers’ personal financial as well as investment needs and objectives.

Business

  • In consultation with Branch Manager, draw up monthly plans for achieving new business and customer acquisition goals committed for the assigned branch
  • Source and call on individual prospects as well as organise and conduct sales presentations to groups, clubs, associations, companies and other organisations within the assigned branch
  • Assist Branch Manager in upgrading and converting existing target branch customers for Priority Banking prioritise activities based on the level of existing / potential business and revenue contribution of customers in assigned portfolio
  • Actively participate in Priority Banking marketing and promotional activities for customer acquisition and soliciting referrals.
  • Conduct highly professional consultative financial analysis and profiling sessions with Priority Banking Customers to identify suitable local / cross-border financial, insurance, property and investment products and services for them in order to achieve their personal financial and investment objectives
  • Foster and deepen customer relationships by providing regular market information updates and trend analyses on local and international equities, unit trust, bonds and other investment instruments through market specialists, for appropriate follow up calls / visits to assist them in their investment decisions
  • Keep abreast of customers’ needs and conduct regular checks on market trends and banking industry’ programme offering and activities for target customer groups so as to enable the local business and Group to initiate efforts to increase the attractiveness of the programme / product differentiation vis-à-vis local / global competition
  • Conduct Dealing in Securities regulated activities (under the Securities and Futures Ordinance interpretation) on behalf of SCBHK.
  • Review, recommend and approve credit applications and follow-ups including mortgage and other loan documentation (Within authorised limits whilst adhering to guidelines specified in the Credit Policy & Practice Manual and approved product programmes)

Processes

  • To comply with all applicable money laundering prevention procedures and, in particular, report any suspicious activity to the Unit Money Laundering Prevention Officer and line manager
  • To comply with all relevant policies and procedures covering regulatory, local and group requirements

Risk Management

  • To comply with all relevant policies and procedures covering regulatory, local and group requirements
  • To ensure that control procedures outlined in various Branch Operations Manuals or Procedure Manuals are fully implemented, and ensure staff compliance with the same.
  • To comply with the control requirements in the laid down procedures or Manual relevant to the job responsibilities.

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.

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.
  • Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.

Key Stakeholders

Internal Contacts

  • Branch staff
  • Product Specialists
  • Other Relationship Managers – local and overseas
  • Other Departments in Retail Banking
  • Staff of other business divisions and rest of Standard Chartered

External Contacts

  • Existing and Prospect customers
  • Corporate clients
  • Clubs, companies and other Intermediaries

Our Ideal Candidate

Qualifications

  • RI and TR Licenses

Role Specific Competencies

  • Anti-money Laundering Policies and Procedures
  • Investment Management
  • Understanding Customer Needs
  • Portfolio Management for Retail Bank
  • Customer Retention
  • Customer Experience Management 

Apply Now to join the Bank for those with big career ambitions.

More job information
Job ref no. 2200029967
Salary
Job Function
Industry
Employment Term
  • Permanent
  • Full-time
Experience
    N/A
Career Level
  • Non-management level
Education
  • F.5- F.7 or DSE
  • Diploma or equivalent
  • Asso. Deg or High Dip
  • Degree
  • Master's degree