Relationship Manager at Standard Chartered Bank

Key Responsibilities

• Manage a portfolio of 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.

Skills And Experience

• Manage Conduct
• Manage Risk
• Manage People
• Stakeholder Management
• Affluent Client Relationship Management
• Wealth Management
• Effective Communication
• Regulatory Environment – Financial Services
• Addressing Customer Needs
• KYC/CDD

Qualifications

• Minimum of B.sc
• Professional Memberships, i.e., required for roles for continuous development/ improvement/awareness of current practices etc –
• Bank training, i.e. mandatory & developmental - role specific, and regulatory/compliance bank wide & role specific, - E Learning – Anti Money laundering, Conflict of Interest, Rejecting bribery & Understanding Sanctions
• Languages: i.e. those required for roles
• Banking knowledge and sales experience for at least 7 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.
• Enjoys being in a team, engaging with co-workers.
• Motivated self-starter, identifying opportunities.
• Maintains a high standard of personal conduct and lives our valued behaviours.