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Senior RM, Priority Banking
Standard Chartered Bank
Job Description
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 nafasi za kazi
- 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