Job Summary

• The purpose of the role is to maximize new business acquisitions and referral opportunities, and deepen existing customer relationships for our Priority Clients segment.

Key Responsibilities

•    Conduct professional, consultative financial analysis and profiling with customers to meet their financial goals.

•    Foster and deepen customer relationships by providing regular market information updates and trend analysis for local and international financial products.

•    Consult with the branch manager/ PTL and create monthly plans to achieve and exceed sales targets, meeting new business and customer acquisition goals.

•    Participate in marketing and promotional activities to gain customer acquisition.

•    Source and call on individual prospects.

•    Provide quality and efficient after-sales services.

•    Manage anti-attrition and retention of clients.

•    Organise and conduct sales presentations to groups, clubs, associations, companies and other organisations.

•    Solicit referrals from other parts of SCB eg. RMs from C&I, staff, etc.

Technical Competencies

•    Finance related studies relating to financial planning, portfolio reviews and asset allocations.
•    Understanding of the core concepts, principles, processes and procedures of Wealth Management and Banking.
•    CMFAS Exams.
•    Experience in managing clients in the HK Market.
•    Good understanding and ability to speak in HK (the role holder will be supporting the NRI market).

Required Skills

•    Financial Planning
•    Wealth Management
•    Asset Allocations
•    Portfolio Reviews
 

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.
• Lead the assigned branch to achieve the outcomes set out in the Bank’s Conduct Principles: [Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment.] 
• 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

Other Responsibilities

• Embed Here for good and Group’s brand and values in Hong Kong WRB; Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures; Multiple functions (double hats);

Qualifications

• Solid Years of Frontline Experience within Banking Industry
• Current TR and RI License Holder highly preferred

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.

www.sc.com/careers