Relationship Manager, Priority Clients

Employer
Standard Chartered Bank
Location
Singapore, Singapore
Salary
Competitive
Posted
Apr 01, 2023
Closes
Apr 06, 2023
Ref
19218117
Job Function
Banking
Industry Sector
Finance - General
Employment Type
Full Time
Education
Bachelors
The Role Responsibilities
  • To proactively acquire new business and deepen existing customer relationships.
  • To conduct a professional, consultative financial analysis and profiling session with customers to meet their financial needs/objectives.
  • To foster and deepen customer relationships by providing regular market updates from SCB house view, regular portfolio updates and regular information on SCB investment products and services offering.
  • In consultation with team manager, draw up monthly plans for achieving/exceeding scorecard targets and to meet new business goals.
  • To ensure daily activities, CEMs conversations, BI referrals, Campaign Leads follow up is adhered.
  • To adhere to the highest standard of documentation and practice of AML/CDD/KYC, Compliance and Regulations, and ensure prompt resolution of any documentation rework.
  • To always ensure conduct and professionalism.
  • To ensure proper control and risk management is adhered.
  • To ensure timely completion of leads management especially onboarding.
  • Ensure all clients' needs & queries are answered promptly and accurately.
  • To provide timely and prompt responses to all internal queries.
Strategy
  • Meet & exceed the targets set for the SQD & CERM components.
  • Achieve timely completion on all DRR triggers (for PB RM only).
  • Account planning and leads: 100% sales discipline follow up.
Business
  • Minimize sales controllable error, audit and ops risk findings.
  • Zero compliance, operational loss/fraud cases and conduct issues.
  • Achieve at least 90% FLC for complaints.
  • Zero complaints relating to Staff Attitude and Non-follow up.
  • Zero MAS complaints & escalated complaints.
  • No DLP breach.
  • Timely 100% completion rate for all e-learning modules.
Processes
  • Ensure policies and procedures are adhered to.
  • Handle and manage end to end processes to assist with investigations and follow-ups.
People & Talent
  • Ensure prompt and proper follow-up to clients via emails/myRM/phone calls/letters including updating clients on change in RMs.
  • Cover buddy RSM when they are away including virtual support to other hubs (if applicable).
  • Servicing walk-ins clients when required including provide service support for account opening when a walk-in client wants to open a CASA account and refer to RMs on wealth related products.
  • Providing regular updates to clients on banking promotion and events.
  • Obtain Member-Get-Member from existing clients under assigned portfolio.
Risk Management
  • To comply with all money laundering prevention procedures and, report any suspicious activity to the Line Manager & Transaction Monitoring Unit (raise STR if necessary).
  • Ensure compliance with all regulations and controls as set by the Bank and external regulatory authorities, including controls relating to Guidelines on Fair Dealing and Treating Clients Fairly outcomes.
  • Review and comment on the Daily Aggregate Large Item Report, in absence of RM.
  • Forwarding and keeping track of all documentations which require senior managers' approval.
  • Ensure proper follow up on the outstanding risk & rework from CAU, IO, document.
Governance
  • To provide relief coverage for Service Ambassadors for PB Centres.
  • Ensure cleanliness and general upkeep of PB Centres/Hub office.
  • Leave and claims management.
  • Arranging for courier service for PB clients.
  • Raising SRM & ePro.
  • Tracking of CDP hours.
Our Ideal Candidate
  • CMFAS for RNF
  • 2 years of Banking experience
Role Specific Technical Competencies
  • Addressing Customer Needs
  • Bank Account Features and Services
  • Market Knowledge
  • Customer Support, Policies Standards and procedures
  • Effective Communications
  • Banking Products
  • Customer Retention
About Standard Chartered
We're an international bank, nimble enough to act, big enough for impact. For more than 160 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
  • Be better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term
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, parental/maternity (20 weeks), sabbatical (12 weeks 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
  • You need to sign in to save