Key Responsibilities

Strategy

• To collaborate with branch sales staff to provide professional insurance planning services by meeting potential customers                                                                        
• To analyse customers’ personal financial situation and identify their needs in financial services; and recommends life insurance products and investment-linked products to best suit their needs.

Business

• To provide quality after-sales services to maintain the customer relationship and solicits referral business to expand the customer base.
• To work closely with branch sales staff to optimize the sales results.
• To maximize business opportunities to achieve individual sales target
• To co-ordinate and support sales events (e.g. seminars)

Processes 

• To comply with the guidelines listed in operation manual and IPSP on all sales process

 People & Talent

• To provide training and coaching support to sales staff such that high-quality customer service can be delivered consistently.
• Implement relevant measures including briefing and discussion forum to support sales and marketing programs

 Risk Management

• To comply with all applicable money laundering prevention procedures and, in particular, report any suspicious activity to the Unit Money Laundering Prevention Officer and line manager.

 Governance 

• To comply with the guidelines listed in operation manual and IPSP on all sales process 

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 CPBB Wealth Management  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.

Qualifications

TRAINING, LICENSES, MEMBERSHIPS AND CERTIFICATIONS

Our Ideal Candidate 

• IIQE 1,2,3 & 5 
• Extensive Knowledge on insurance products
• Good presentation and selling skill
• Communicate with client to understand the client needs

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.