Job Summary

Customer sales and service

职责范围：
客户销售与服务

Key Responsibilities/Challenges: 
•    Understand, acknowledge and comply with the requirements on individual accountabilities and responsibilities of the job set out in applicable local laws and regulations as well as SCB internal policies;
•    Effectively ensure and intensify internal controls by keeping abreast with developments of applicable local laws and regulations on accountabilities;
•    Perform job duties with diligence, contribute to efforts as an individual or as a team member so as to avoid any actual or potential legal sanctions, regulatory penalties, material financial loss, or adverse reputational impact on the Bank;
•    Be responsible for failure to follow relevant rules and processes, failure to properly perform the responsibilities, and implement corrections;
•    Cooperate with any investigations or reviews on regulatory failure such as accountability review.
•    Timely work out full year mircro-marketing events plan and apply micro-marketing budget for responsible cities. 
•    Support BDE team micro-marketing events by providing guidance and marketing materials etc, make sure initiate and execute micro-marketing events to acquire qualified new to bank priority customers in compliance and legal way. 
•    Follow micro-marketing related process, responsible for organizing/consolidating monthly micro-Marketing events, control cost, vendor negotiation and quotation, payment claim and participants list etc information consolidation, timely & accurately input into iRM system.
•    Take initiative to align all city level Affluent Acquisition related MM resource and manage MM stakeholders at city level
•    Actively participate in and support Product / Segment and other Bank’s marketing and promotional activities 
•    Deliver micro-marketing and other involved promotional activities’ performance targets 
•    Learn and understand all relevant regulations and internal Risk & Compliance policies and procedures
•    Ensure compliance of Management Manual, Operating Manuals and Bank’s laid down knowledge of the various products offered by all departments
•    Accountable for implementing and complying with AML requirements when performing duties
•    As the back-up of Affluent MM manager when this position is vacant or on leave
•    Other business related work allocated by Line Manager.

主要工作职责/挑战：
•    理解、认同并遵守本地法律法规以及渣打内部政策中关于个人问责和职责的要求；
•    跟上本地问责法律法规的发展，以有效地确保并强化内控；
•    审慎勤勉地履行岗位职责，以个人或团队成员的身份，为避免任何导致银行遭受或可能遭受法律制裁、监管处罚、重大财务损失或声誉负面影响而做出努力；
•    对未遵守相关规范和流程、未适当履行职责以及未执行整改措施承担相应责任；
•    配合任何关于违反监管规定的调查或审查，例如，问责审查。
•    及时制定所负责区域全年的微营销活动计划，申请全年微营销活动预算
•    对该城市BDE的微营销市场活动提供指导与支持，确保其合法合规地并有效地发起与执行各类市场活动以开发新的合格优先理财客户
•    按照微营销市场活动相关流程规定，负责每月微营销活动计划的制定/收集汇总、合作商洽谈及询价、预算申请与控制、花费报销、参与活动的客户名单收集整理等，并及时准确地录入iRM系统。
•    主动整合维护整个城市高净值客群拓展部相关的微营销活动资源和利益相关者
•    积极参与并支持由产品、客群管理部以及银行其他相关部门发起的营销与推广活动
•    实现每年微营销活动以及其他协助举办的市场活动所要求的各项业绩指标
•    学习并了解一切相关条例以及内部风险与合规的政策与程序
•    当Affluent的微营销经理休假或空缺时，暂代其工作
•    确保遵守管理手册、经营手册以及银行就各个部门提供的各类产品制定的有关要求
•    负责实施各项反洗钱的需求并且确保符合反洗钱的合规要求
•    领导交办的其他业务相关事务

Key Responsibilities

Strategy
Responsibilities that are related to the development and implementation of a strategy, for example, Awareness and understanding of the Group’s business strategy and model appropriate to the role. 

Business
Responsibilities related to the delivery of business and / or financial objectives, for example, Awareness and understanding of the wider business, economic and market environment in which the Group operates 

Processes
Reference the processes for which the Role Holder is responsible, as per the Operational Risk Framework definition of first / second line, for example, Responsible for executing and supervising the Budget process. 

People & Talent 
Reference all responsibilities related to people and talent matters, for example: 
-    Lead through example and build the appropriate culture and values. Set appropriate tone and expectations from their team and work in collaboration with risk and control partners.
-    Ensure the provision of ongoing training and development of people, and ensure that holders of all critical functions are suitably skilled and qualified for their roles ensuring that they have effective supervision in place to mitigate any risks.
-    Employ, engage and retain high quality people, with succession planning for critical roles.
-    Responsibility to review team structure/capacity plans.
-    Set and monitor job descriptions and objectives for direct reports and provide feedback and rewards in line with their performance against those responsibilities and objectives.

Risk Management
Responsibilities relating to identifying, assessing, monitoring, controlling and mitigating risks to the Group, as well as an awareness and understanding of the main risks facing the Group and the role the individual plays in managing them. For example -The ability to interpret the Group’s financial information, identify key issues based on this information and put in place appropriate controls and measures
All responsibilities under the Risk Management Framework – both execution and supervisory – should be referenced, for example, Act as the [Process] risk control owner under the Group’s Risk Management Framework (including relevant Operational Risk Framework ownership for [Liquidity] risk. 

Governance 
Responsibilities relating to the direction, planning, structure, frameworks (e.g. processes and policies) and oversight. For example, Responsible for assessing the effectiveness of the Group’s arrangements to deliver effective governance, oversight and controls in the business and, if necessary, oversee changes in these areas; Awareness and understanding of the regulatory framework, in which the Group operates, and the regulatory requirements and expectations relevant to the role. 

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 [country / business unit / function/XXX [team] 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.
•    [Insert local regulator e.g. PRA/FCA prescribed responsibilities and Rationale for allocation].
[Where relevant - Additionally, for subsidiaries or relevant non -subsidiaries]
•    Serve as a Director of the Board of [insert name of entities]
•    Exercise authorities delegated by the Board of Directors and act in accordance with Articles of Association (or equivalent) 

Key stakeholders
List all responsibilities associated with the management of stakeholders e.g. regulators, other bank teams

Other Responsibilities
Embed Here for good and Group’s brand and values in XXXX [country / business unit / team]; Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures; Multiple functions (double hats); [List all responsibilities associated with the role]

Skills and Experience

Marketing skills

Financial skills
Data analysis skills

Qualifications

Selection Criteria  职位要求

•    A university graduate 
•    Preferably having marketing experience gained in the banking and financial services industry or other industries no less than three years
•    Sound knowledge of bank products, services and banking procedures preferred 
•    Strong interpersonal and communication skills, ability to deal with all levels of people, well manage key stakeholders, often in complex and difficult situations 
•    Team player who shows initiative and good execution 
•    Self-motivator who is keen to upgrade, improve personal knowledge and skills to meet job requirements 
•    Good command of both spoken and written English and Mandarin

职位要求：
•    大学本科毕业
•    拥有银行与金融服务业或市场活动行业三年及三年以上经验者优先
•    熟悉银行产品、服务以及银行流程者优先
•    人际交往与沟通技能出色，有能力在各种复杂与艰巨的情况下应对各类人士及相关工作团队
•    具有良好的执行能力，团队合作精神，展示主动性与决断力
•    富有进取心，力求上进，扩充个人知识，提高个人技能，以符合工作要求
•    英语与普通话口语与书面表达能力俱佳

•    Other then above roles, job holder should follow other job duties and responsibilities assigned by line manager from time to time. 
除上述工作职责外，员工应遵循直属经理随时指派的任何工作职责和任务。

•    Above key responsibilities and selection criteria are the major assessment to assess the staff if qualified during probation and competent after probation. Failing to satisfy any of the aforesaid requirements will be deemed not meeting the recruitment requirement for passing probation and the Bank is entitled to terminate the employee’s employment contract immediately. 
以上的主要工作职责和岗位聘任要求是用于考核试用期是否符合录用条件和工作胜任与否的标准。倘若员工未能满足前述要求则该员工将被视为不符合试用期的录用条件，银行有权立即终止员工的劳动合同。

Please note that the job description above will be reviewed during the Job Objective setting every year, which may be amended and agreed where necessary by the employee and the line manager.  

请注意以上本工作描述将于每年制定年度工作目标时予以审核，如有必要将由直属经理和员工予以修订并达成一致。

In this document, Chinese version shall prevail over English version.
本文件若中英文表述不符，应该以中文为准。

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.