Job Summary

The ARM provides direct sales support to the Senior Banker/Banker to originate new business and in partnership with the Senior Banker/Banker is jointly accountable for client revenues/profitability.  

Key Responsibilities

•    Proactive assistance to the Senior Banker/Banker with transactional support on new business origination activities i.e. client research, pitch books, industry leads etc; including coordination with network and product.
•    Client analysis, reporting on post origination activities; client meeting documentation.
•    Support Senior Banker/Banker on sales discipline requirements i.e. Account Planning process; pipeline maintenance; client call reports; preparation of deal approval submissions.
•    New transactions: Deal execution support, credit documentation, limit loading, co-ordination with sales/product on fee letters, deal drawdown.
•    Proactive management of portfolio including client and product partner engagement to ensure limit utilizatio

In partnership with the Senior Banker/Banker the ARM is jointly accountable for client revenues/profitability through the provision of origination support including:
•    Proactive assistance to the Senior Banker/Banker with transactional support on client research and meeting preparation/documentation i.e. pitch book preparation, research into industry trends etc; coordinating with product and other key stakeholders across the network to ensure client materials are of the highest quality and client focused
•    Complete bespoke client analysis as required including competitor analysis reflecting SCB’s value proposition vs peers; Complete relevant reporting on post origination activities; client meeting documentation;
•    Ensure adherence to all sales discipline requirements i.e. provide support to the Senior Banker/Banker on Account Planning, deal pipeline and call report administration/discipline, as agreed with the Banker
•    Client meeting preparation and execution including logistics if attending client meetings in partnership with the Banker
•    Provide support on new business transactions i.e. deal execution support, credit documentation, limit loading, coordination with Product Sales on fee letters, deal drawdown.
•    Proactive management of portfolio including client and product partner engagement to ensure limit utilization

The Senior Banker/Banker is responsible for the overall Client Group Account Plan/Client Strategy.  The ARM is responsible for supporting the Senior Banker/Banker in the Account Planning (client strategy) process and is responsible for providing support with this process:
•    Attend and minute Account Planning/Strategy ‘deep dive sessions’
•    Work with the product partners to maximize cross-sell and returns on risk weighted assets.
•    Ensure all relevant client team members/internal stakeholders have been appropriately engaged by the Banker with respect to the planning and communication of the relevant approved strategy for each client
•    In partnership with product partners, ensure appropriate line utilization of complex and structured transactions. Review client profitability data for clients and discuss opportunities/concerns with Senior Banker/Banker
•    In partnership with the Banker, participate in conversations with clients to understand their needs and discuss the needs based account strategy and related opportunities, transactions, pricing issues etc
•    Understand and be able to articulate the overall strategy for each client
•    Support the Senior Banker/Banker through on-going client engagement and vigilant monitoring of client performance with a deep understanding of the client’s overall industry business, performance and outlook.
•    Support the Senior Banker/Banker with the proactive engagement and management of internal deal teams (all relevant product and functional partners) for complex transactions.  Ensure all sensitive deal information is managed and treated confidentially
•    As agreed with the Senior Banker/Banker, drive product and geography cross sell with clients
•    Provide support to the Senior Banker/Banker with prompt logging of client calls into CRMx (within 24 hours of the client meeting) and updating the deal pipeline.  Support the Senior Banker/Banker to ensure client team activities required to accelerate deal conversion are followed up with the relevant internal stakeholders and with clients
•    Provide support to the Senior Banker/Banker on exemplary deal management from origination to post deal ensuring at all times completion of relevant documentation, fulfilment of deal conditions and monitoring post fund disbursement

Qualifications

Education    
•    Bachelor degree in Banking, Economics, Finance or Accounting preferred
Training    
•    Ideally 5+ years experience in banking
•    Risk & AML certified as stipulated by Bank policy
•    Internal: Credit Training
Licenses    
•    Securities Industry Essentials – SIE Exam 
•    Series 79 - Investment Banking Representative Exam, Series 63 – Uniform Securities Agent State Law Exam (CAN BE OBTAINED AFTER JOINING)
Membership    
•    Associated Member of SCSNA
•    As an Associated Member of Standard Chartered Securities North America LLC., (SCSNA), a FINRA Member Firm, comply, where applicable, with the letter and spirit of those rules and regulations and associated firm policies and procedures which collectively govern both the business and personal activity of SCSNA and its employees
•    Ensure proper, timely and accurate response for purposes of satisfying Associated Member obligations not limited to U-4 reporting, continuing education, disclosure of personal accounts and outside business activities, gifts and entertainment and response to regulatory inquiries.   Where necessary, take immediate and appropriate action, according to firm policy and procedure, when compliance and/or regulatory issues, including conflicts of interest, are identified or arise
Languages    
•    Business English

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

Expected annual base pay range for the role is 185,000 USD to 215,000 USD. The final offer will be determined on an individualised basis using a number of variables, including but not limited to skill set, depth of experience and education, internal relativity, and specific work location. At Standard Chartered Bank, Base pay is only part of the total compensation package. Discretionary variable pay and a range of attractive bank sponsored benefit programs are available and designed to foster employee overall health and well-being including, but not limited to, a best in class 401k plan with up to 8% employer match, robust medical plan coverage with employer funded Health Savings Accounts, inclusive family building benefits, and flexible/hybrid working arrangements for many of our positions subject to role specific considerations Visit our careers website www.sc.com/careers 

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.