Job Summary

•    透過銀行既有資源及個人人脈開發潛在優質客戶，拓展銀行高資產客群基礎。 
•    參與完整教育訓練計畫，透過團隊協作快速學習並熟悉銀行業務及客戶開發技巧。 
•    依據客戶需求提供帳戶服務、交易便利性及財富管理相關建議，協助客戶建立長期且穩定的往來關係。 
•    與團隊緊密合作，為客戶提供專業且客製化的金融服務體驗，滿足其多元銀行及財富管理需求。 
•    持續發掘客戶潛在需求，協助客戶運用銀行各項產品與服務，提升整體客戶價值及滿意度。

•    Develop and acquire potential high-value customers through the Bank’s existing resources and personal networks, expanding the Bank’s affluent customer base. 
•    Participate in a comprehensive training program and leverage team collaboration to quickly develop banking knowledge and customer acquisition skills. 
•    Understand customers’ banking needs and provide account services, transaction solutions, and wealth management advice to help establish long-term and sustainable banking relationships. 
•    Work closely with team members to deliver professional and personalized financial service experiences that address customers’ diverse banking and wealth management needs. 
•    Continuously identify customers’ financial needs and provide suitable banking products and services to enhance overall customer value and satisfaction.

Key Responsibilities

Strategy
•    Proactively promote the Bank’s Priority Banking and Wealth Management products and services to acquire new affluent customers and expand the Bank’s high-value client franchise.

Business
•    Drive customer acquisition and promote the Bank’s products and services to achieve and exceed assigned sales and business development targets.

Processes
•    參與各項客戶開發活動、異業合作活動及市場推廣活動，透過多元管道接觸潛在客戶並拓展新客源。
•    依業務需求執行電話開發及客戶接觸工作。
•    執行客戶關係管理及帳戶經營相關作業，提升客戶往來深度及產品滲透率。

•    Participate in customer acquisition activities, partnership events, and marketing campaigns to engage prospective clients through multiple channels and expand the Bank’s customer base.
•    Conduct telemarketing and customer outreach activities as required to identify and acquire new business opportunities.
•    Perform customer relationship management and account management activities to deepen customer relationships and increase product penetration.
 

People & Talent
•    持續發掘新客戶來源及高價值客戶開發管道。 
•    積極推動產品交叉銷售及客戶轉介紹機會（MGM）。 
•    提供客戶高品質、高效率之售前及售後服務。 
•    與團隊緊密合作，共同達成業務目標。

•    Continuously identify new customer acquisition channels and opportunities to expand the Bank’s high-value customer portfolio. 
•    Actively promote cross-selling opportunities and customer referrals through the Member-Get-Member (MGM) program. 
•    Deliver high-quality and efficient pre-sales and post-sales services to ensure a superior customer experience. 
•    Collaborate closely with team members and stakeholders to achieve business objectives and drive overall team success.

Risk Management
•    遵循本行各項政策、作業程序及主管機關相關規範。 
•    落實防制洗錢（AML）、認識你的客戶（KYC）及各項法令遵循要求。
•    Ensure compliance with the Bank’s policies, procedures, and regulatory requirements. 
•    Adhere to AML, KYC, and all applicable compliance obligations.

Governance
•    除上述職責外，須配合直屬主管指派之其他工作事項及職務相關責任。
•    遵循本行各項內部控制及治理規範，維持良好職業操守與作業品質。

•    Perform other duties and responsibilities as assigned by the Line Manager from time to time.
•    Adhere to the Bank’s internal policies, governance standards, and professional conduct requirements.

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.
•    Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.

Key stakeholders
•    Consumer, Private and Business Banking (CPBB) – Affluent - Branch Network Support
•    Consumer, Private and Business Banking (CPBB) – Affluent - Client Value Proposition and Management / Priority Segment
•    Consumer, Private and Business Banking (CPBB) – Affluent – All Branch Managers
 

Skills and Experience

•    Customer Acquisition 
•    Effective Communication
•    Customer Experience Management
•    Bank Account Features and Services

Qualifications

•    學歷：大學（含）以上畢業
•    具備至少2張以上金融專業證照 ( 必備信託業務與金融常識與道德 )
•    可接受應屆畢業生，或具業務開發、客戶經營、銷售相關工作經驗
•    學習能力佳，能適應目標導向及具挑戰性的工作環境
•    具良好溝通表達及人際互動能力及積極主動態度及市場開拓精神
•    試用期六個月，試用期間須完成公司規定之業務目標及證照要求

•    Bachelor’s degree or above. 
•    Possess at least two financial professional certifications, including Trust Operations Specialist Certification and Financial Markets and Professional Ethics Certification. 
•    Fresh graduates are welcome; candidates with experience in business development, customer relationship management, or sales are preferred. 
•    Strong learning agility and the ability to thrive in a target-driven and fast-paced environment. 
•    Excellent communication and interpersonal skills, with a proactive attitude and strong business development mindset. 
•    Six-month probation period. During the probation period, employees are required to meet the Bank’s business performance targets and certification requirements.

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.