Senior RM, Priority Banking

About Standard Chartered 

We are a leading international bank focused on helping people and companies prosper across Asia, Africa and the Middle East.  

To us, good performance is about much more than turning a profit.  It's about showing how you embody our valued behaviours - do the right thing, better together and never settle - as well as our brand promise, Here for good. 

We're committed to promoting equality in the workplace and creating an inclusive and flexible culture - one where everyone can realise their full potential and make a positive contribution to our organisation. This in turn helps us to provide better support to our broad client base.

Role

1. Mandate:

a. In/outbound ETB advice & sales

• Portfolio of “high-value”  Priority Clients besides other clients
• Engage Affluent & hidden Affluent in advisory conversations with analytics support and collaboration with Wealth Specialists
• Meet clients when required (ie once a month)
• Prepare and educate clients to interacting via online, Client Centre

b. NTB referrals from clients

• Acquire and activate new Affluent/potential Affluent clients referred from ETB clients directly to Priority Banker/Team

Requirements:

• Acquiring from individual client referrals
• Actively engaging during the first 3 months 
• Supporting the client on any client-initiated needs
• Proactively reaching out to client for advice discussions 
• Delivering on transactions, service requests, mobile/online training
• Proactively engaging with the “Hidden Affluent”
• Updating KYC 
• Migrating to Private Banking
• Managing Client’s credit situation
• Migrating newly Affluent

Skill requirements

1. Product broadening

• Enhanced multi-product Priority knowledge
• Market and competition knowledge

2. Client engagement

• Presentation and soft skills tailored to engaging Affluent Clients
• Internal stakeholder engagement skills
• Closing deals
• Ability to drive and manage client interaction
• Communication and presentation skills
• Negotiation and objection handling
• Client training on digital solutions

3. Journey completion

• Discipline and time management to handle a client portfolio
• Ability to solve problems and close issues without handing over
• Strong analytical ability
• Understanding of Priority  KYC principles