Job Summary

Assist Priority Private Relationship Manager (PPRM) in their daily sales activities to turbo-charge PPRM productivity, enabling PPRM to pay more focus and time on wealth management, so as to boost revenue generation.
Assist Branch Management Team to drive, execute business strategy focus and initiatives to achieve set business goal.

Key Responsibilities

•    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.
•    Support PPRM in their daily sales activities as well as other daily sales administration work, to enable dedicated PPRM have sufficient time focusing on client wealth management while in parallel further enhance client experience
•    Support PPRM in end-to-end client on-boarding procedure, including KYC/CDD related activities, sales documentation preparation / quality check, digital platform registration, e.g. Mobile/online banking, SC mini program/WeCom, NPS, Client Centre etc.
•    Assist PPRM in BAU Client & Account Maintenance Service, including assist in client inquiry on product, service, process, client info update request, upgrade/downgrade request, CDD/CIP review support, MM/Seminar client invitation and engagement, complaint follow-up etc. 
•    Assist PPRM with leads follow up and management, including RAO/ Digital channel leads, Campaign leads, other ad hoc leads etc.
•    Support PPRM on specific portfolio maintenance and associated deal booking e.g. TD, FX etc.

•    To provide quality, efficient before and after sales services; Maintain relationship with customers and deliver superior customer service to ensure customers’ needs are met
•    keep high class level of services to our clients and achieve client satisfaction in daily operations and services.
•    Embed client centric mind in daily operation Continue to advocate human banker and client centric service mindset for enriching internal and external customer experience and prevent damage to customers’ best interest.
•    Accountable for implementing and complying with AML requirements when performing duties.
•    Ensure compliance of Management Manual, Operating Manuals and Bank’s laid down knowledge of the various products offered by all departments.
•    Learn and understand all relevant regulations and internal Risk & Compliance policies and procedures.
•    Participate actively in training programs, meetings, briefings organized by the bank and ensure skills & knowledge acquired is applied to daily work.

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: 

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.

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

Other Responsibilities
•    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
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；
•    Effectively ensure and intensify internal controls by keeping abreast with developments of applicable local laws and regulations on accountabilities
跟上本地问责法律法规的发展，以有效地确保并强化内控；
•    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  
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；
•    Be responsible for failure to follow relevant rules and processes, failure to properly perform the responsibilities, and implement corrections
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；
•    Cooperate with any investigations or reviews on regulatory failure such as accountability review
配合任何关于违反监管规定的调查或审查，例如，问责审查.

Skills and Experience

•    Internal transfer from service role with solid client service experience is preferred; or university degree preferably with 2 years and above working experience in financial industry.
•    Relevant knowledge of bank products, services and procedure, with external Qualification Certificate on mutual fund, insurance is preferred.
•    Good understanding of banking and local regulations.
•    Possess a strong client centric mindset and deep awareness of Consumer Rights Protection
•    Pleasant and cooperative personality, initiative, hardworking, and able to work independently.
•    Self-motivator who is keen to upgrade, improve, and develop.
•    Team player with strong communication skills and commitment to quality work
•    Good command of both written and spoken English and Mandarin;

Role Specific Technical Competencies

•    Information Capture
•    Document Management
•    Operational Risk
•    Understanding Customer 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.