Job Summary

The purpose of the role is to maximize new business/acquisition/referral opportunities and deepening existing customer relationships to the specified service standards for the Personal Clients segment

Key Responsibilities

• Conduct detailed and consultative financial profiling sessions with clients to understand their specific financial needs and objectives, tailoring solutions accordingly.
• Strengthen customer relationships by offering timely market insights and analyses of local and international financial products to help clients make informed decisions.
• Collaborate with branch management and Personal Team Leaders to establish and execute monthly sales plans achieving new business acquisition and customer retention targets.
• Engage actively in marketing initiatives and promotional activities to attract prospective clients and augment the bank's market presence.
• Source, approach and solicit potential individual clients through a variety of channels and networking efforts, leveraging internal referrals as well as external opportunities.
• Deliver professional and efficient after-sales service, ensuring ongoing client satisfaction and loyalty.
• Execute anti-attrition strategies, focusing on client retention by anticipating and addressing customer needs proactively.
• Organise and present sales presentations to diverse groups, such as clubs, companies, and associations, crafting compelling value propositions.
• Ensure rigorous compliance with AML (Anti-Money Laundering) policies by promptly reporting any suspicious activities in collaboration with the Transaction Monitoring Unit.
• Maintain strict adherence to all regulatory standards and internal controls established by the bank and relevant external authorities to safeguard operational integrity.
• Understand and contribute to the overarching business strategy of the Group, applying this knowledge practically to optimize performance and client outcomes.

This role encompasses a blend of sales expertise, client relationship management, and compliance vigilance. You will be expected to manage your portfolio with integrity and professionalism, continuously seeking avenues to innovate client engagement while maintaining adherence to all banking regulations.

Your ability to operate within a fast-paced and evolving financial environment, whilst upholding our bank’s standards and values, will be critical. You will have the opportunity to influence branch performance and contribute to shaping client experiences that foster long-term loyalty and growth.

This position does not involve direct people leadership but requires exceptional interpersonal and collaborative skills to work effectively across teams and departments.

Our Ideal Candidate

• Minimum Bachelor Degree in Finance or related field
• Having min 1 year of Client Acquisition & Account Managemen Experience

• Technical knowledge and expertise in consumer banking products (i.e. Treasury, Equities, Funds, Insurance, etc)

• Hold RNF and CFMAS certification

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.

Recruitment Assessments

Some of our roles use assessments to help us understand how suitable you are for the role you've applied to. If you are invited to take an assessment, this is great news. It means your application has progressed to an important stage of our recruitment process.

Visit our careers website www.sc.com/careers