This role involves managing and nurturing relationships with high-profile clients to support business growth and align with the Bank’s strategic goals. The position requires delivering exceptional customer service by providing tailored financial solutions while ensuring compliance with operational risk and regulatory standards.
Key Responsibilities
- Acquire new priority qualified clients who are new to the bank.
- Manage assigned client portfolios by addressing dormancy issues and handling service requests.
- Identify client needs and cross-sell appropriate products to enhance client value.
- Increase wealth management penetration by adding new clients to wealth services within the portfolio.
- Encourage and assist clients in migrating to digital channels for routine banking transactions.
- Actively consume and convert assigned leads into business opportunities.
- Maintain regular client contact following prescribed guidelines to strengthen relationships.
- Implement client journey interventions specifically designed for priority clients.
- Conduct periodic risk reviews of clients within the portfolio to ensure compliance and mitigate risks.
- Update Know Your Customer (KYC) information as required to maintain accurate client records.
- Follow internal processes for wealth management and asset product bookings to ensure operational excellence.
Required Qualifications
- Strong communication and interpersonal skills to effectively engage with clients.
- Excellent negotiation and persuasion abilities to drive business outcomes.
- Proven problem-solving skills to address client needs and operational challenges.
- Commitment to operational excellence and adherence to compliance standards.
Preferred Qualifications and Benefits
Standard Chartered is a global bank with over 170 years of history, committed to making a positive impact for clients, communities, and employees. The bank fosters a culture of innovation, inclusion, and integrity, encouraging employees to challenge the status quo and grow both personally and professionally.
Employees benefit from a competitive salary aligned with the Fair Pay Charter, alongside comprehensive support for mental, physical, financial, and social wellbeing. Core benefits include retirement savings, medical and life insurance, with flexible and voluntary options available depending on location.
Time-off policies are generous, including annual leave, parental/maternity leave up to 20 weeks, sabbaticals up to 12 months, and volunteering leave of three days. The combined annual and public holidays total a minimum of 30 days. Flexible working arrangements support a balance between home and office environments.
Wellbeing is actively supported through access to Unmind, a leading digital wellbeing platform, resilience development courses, a global Employee Assistance Programme, mental health first-aiders, and various self-help resources. The bank promotes continuous learning with opportunities to reskill and upskill through physical, virtual, and digital platforms.
As part of an inclusive and values-driven organization, employees experience a workplace that celebrates diversity and fosters respect, enabling everyone to realize their full potential. The culture emphasizes doing the right thing, continuous improvement, and collaboration to build long-term success.