Key Responsibilities

負責開發分行客戶並銷售分行客戶理財商品，分析客戶現況及需求，進而瞭解並提供客戶的最適切的服務及產品以滿足分行客戶期待，且持續提供分行客戶最優質服務以維持客戶關係

• 優先理財客戶財富管理服務與諮詢
• 開發新的優先理財客戶
• 深耕既有優先理財客戶, 提供客戶的最適切的理財服務及產品, 達成各項績效指標
• 遵循組織的業務擴展計劃及策略

Selling wealth management products, providing relevant services to customers in branches, as well as branch customer development.

• Developing branch customers and selling wealth management products to customer in branches.
• Analyzing clients` existing situation and needs to figure out service and products meeting customer’s expectation.
• Ensuring outserve offering to customer, maintaining well customer relationship and the end-to-end service continuously. Developing customer for branches and profit targets.
• Contribute to the team’s business plans for the expansion of business opportunities in strategic target areas.

Key stakeholders

• External clients

Our Ideal Candidate

• 三年以上銀行財富管理相關銷售經驗
• 必備信託業務人員、投信投顧、結構型商品 (衍生性商品)、人身保險證照等4張專業金融證照
• 另具備外幣收付非投資型、投資型保險商品業務員等專業證照尤佳
• 個性樂觀積極, 良好的溝通協調能力且抗壓性強

Role Specific Technical competencies

• Customer focus 以客戶為中心
• Action Oriented 行動導向
• Collaborates 合作
• Addressing Customer Needs滿足客戶需求
• Regulatory Environment - Financial Services監管環境-金融服務
• Cross - Selling交叉銷售
• Investment Management投資管理 

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.