Job Summary
This role will be responsible for achieving agreed sales targets by acquiring new customers, deepening relationships with existing Consumer and SME Banking clients, and providing appropriate financial solutions in line with bank policies. The Investment Advisor will ensure strict adherence to account opening, KYC and credit management guidelines, while delivering the highest standards of customer service through close coordination with internal stakeholders and timely monitoring of customer accounts and activities.
Key Responsibilities
- Continuously review branch processes, resources, and procedures to meet service standards through effective capacity planning, removal of bottlenecks, and workflow improvements.
- Drive customer retention by personally handling complaint resolution, obtaining ad hoc feedback, and ensuring issues are closed promptly and satisfactorily.
- Act as a coordination catalyst between branch units, Cash Management, Asset Sales, and new acquisition teams to provide integrated and seamless solutions to customers.
- Develop and maintain a robust potential customer database to support new business development activities.
- Acquire additional SME business in the form of new relationships, liabilities, and assets from the defined target market.
- Cross-sell SME products to existing and new clients to enhance overall portfolio size and profitability for the Bank.
- Achieve SME segment business volumes, revenue, and sales targets while implementing local and global standards for the segment.
- Keep customers informed of new products, services, and promotional campaigns, clearly explaining applicable bank charges, terms, and conditions.
- Ensure full compliance with Customer Due Diligence, Legal, Compliance, and data confidentiality requirements, including strict adherence to prescribed sales processes.
- Maintain a low error rate within prescribed thresholds and demonstrate complete, up-to-date knowledge of all assigned products.
About Standard Chartered
We're a global bank connecting clients to our differentiated network, offering growth opportunities in the world's most dynamic markets. Our strategy, which combines cross-border capabilities and leading wealth management expertise, helps us deliver our purpose - to drive commerce and prosperity through our unique diversity.
Over our 170-year history, and across a unique geographical footprint connecting Asia, Africa and the Middle East to each other and the world, we've built a bank like no other, with diverse capabilities and partnerships that set us apart.
What We Offer
- Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions, and geographies.
- 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 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.
Visit our careers website to learn more about us: www.sc.com/careers.