Analyze your CV for Senior RM, Priority Banking at Standard Chartered Bank
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About this job
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
Product broadening
Enhanced multi-product Priority knowledge
Market and competition knowledge
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
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
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
Product broadening
Enhanced multi-product Priority knowledge
Market and competition knowledge
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
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