Emerging Affluent Relationship Manager at Standard Chartered Bank

Key Responsibilities

• Manage a portfolio of emerging affluent clients,  acquiring new customers
• Deepening existing relationship and growing their portfolio.
• Provide outstanding client experiences. 
• Delivering advisory led wealth solutions and sale of wealth management products.
• Organised, follow-up leads, complete and record appointments, close customer requests.
• Support our clients to meet their financial needs, as they progress through their career and life-stages. 
• Build relationships for the long-term and understand clients’ financial needs and aspirations to grow, manage and protect their wealth, with appropriate investment solutions. 
• Keep abreast of market trends, new product offerings and the latest campaigns.
• Ensuring regulatory compliance in how the clients’ accounts are conducted
• Maintaining high service client experience standard for our clients.

Risk Management:

• Responsible for identifying, assessing, monitoring, controlling and mitigating risks to the Group.
• Also, an awareness and understanding of the main risks facing the Group and the role the individual plays in managing them Reference all responsibilities Under Risk Management  Framework the ability to interpret the Group’s financial information, identify key issues based on this information and put in place appropriate controls and measures

Governance:

• 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.
• Achieve the outcomes set out in the Bank’s Conduct Principles: [Fair Outcomes for Clients; Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.

Key stakeholders:

• Wealth Management Team
• Branches.

Qualifications

• Academic or Professional Education/Qualifications; Bachelor`s Degree  
• Relevant trainings i.e. mandatory & developmental - role specific, and regulatory/compliance bank wide & role specific.

Skills and Experience:

• Banking knowledge and sales experience for at least 3-5 years.
• Excellent communication, interpersonal and relationship building skills.
• Ability to learn new products and services quickly.
• Market awareness and benchmarking.
• Management information.
• Work in a flexible and agile way.
• Courageous, creative, responsive, and trustworthy.
• Thrives in an international environment.
• Motivated self-starter, identifying opportunities.
• Maintains a high standard of personal conduct and lives our valued behaviours
• The CBN grade for this role will be: Senior Banking Officer/Assistant Manager.