Junior Relationship Manager, Priority Banking

Standard Chartered

📍 Malaysia 💰 MYR 90 – MYR 150 Posted Yesterday Active listing
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Job SummaryManage the PB Client portfolio to maximize new business opportunities and deepen existing relationships, while providing quality in service delivery in an efficient operation where risks are well controlled. Ensure that robust sales process, stringent service standards in compliance with local regulatory

requirements are metKey ResponsibilitiesIn consultation with the BM/STM, draw up monthly plans for achieving new business and customer acquisition goals committed. To foster and deepen client relationship by providing regular market information updates and trend analysis on international equities, unit trust, bonds and other investment instruments and follow up calls / visits to assist them in their investment decisions.

To conduct regular checks on market trends and competitors’ programme offering and activities. This is to assist / initiate efforts to increase product differentiation and enhance attractiveness of programme. To plan, target and cross-sell integrated business financial services to Priority clients who are self-employed professionals and businessmen. StrategyIn/outbound ETB advice & salesTo proactively acquire portfolio AUM of Priority Clients besides Personal clients.

Engaging & deepening Affluent & hidden Affluent in advisory conversations with analytics support and collaboration with Wealth Specialists. Meeting clients when required (at least once a month). Prepare and educate clients to interacting via online, Client Centre NTB referrals from clientsActively acquire and activate new Affluent/potential Affluent clients referred from ETB clients directly to Relationship Manager, Priority Banking.

Provide advice to Personal Clients approaching Bank with complex investment needs. BusinessTo achieve agreed revenue and new sales targets. 100% Operation control under operation risks guidelines and sales compliance. To cascade and live the values. To undertake special projects / assignments.

Non compliance and control weaknesses inherent in the selected samples are detected and duly reportedNo unsatisfactory compliance reviews and audits on the conduct of CST and record keepingNo overdue Control Sample Testing (CST).

Maintaining robust controls and monitoring actionsProcessesEngaging and deepening activitiesProactively engaging with the PB Clients by having complete knowledge of the clients in terms of the:profile & assetscreate analytics-backed next best conversationsound knowledge in Needs/Anchor products such as: Wealth & Mortgage, CASA, CC & etc.

To acquire from individual client referrals and actively engaging them during the first 3 months by:meeting the client in person to discuss on advisory needs (once a month/quarter)connect client with specialistsset up products holdingconduct/connect for periodic CDDconduct fulfilment & activateSupporting the client on any client-initiated needs by:Proactively reaching out to client for advice discussionsDelivering on transactions, service requests, mobile/online trainingUpdating CDDManaging Client’s credit situationRefer most servicing activities to Client Servicing Managers (as and when request by clients)To recommend improvements in operational processes, procedures and products based on customer feedback to ensure constant enhancement of service levels and efficiency.

To comply with all applicable money laundering prevention procedures and, in particular report any suspicious activity to the Unit Money Laundering Prevention Officer and line manager. Acquiring on referralsAct on referral leads assigned within timelineTo solicit referrals from other sources. 0 or better) and / or relevant professional

qualifications. Possess all relevant investment & insurance certifications and licensing. More than 5 years’ experience in banking with demonstrable knowledge of banking practices and financial products. Favourable track record in managing sales and / or operations or demonstrated ability to achieve strong sales performance. Ability to coach, inspire and mobilise Branch team members of various levels to deliver exceptional performance.

Demonstrated ability to establish a service culture. Interpersonal and complaint handling skillsBank's product knowledgeUnderstanding of policies and proceduresABM rules / Bank Negara FEA regulationsAbout Standard CharteredWe're a global bank connecting clients to our differentiated network, offering growth opportunities in the world's most dynamic markets.

Our strategy, which combines cross-border capabilities and leading wealth management expertise, helps us deliver our purpose - to drive commerce and prosperity through our unique diversity. Over our 170-year history, and across a unique geographical footprint connecting Asia, Africa and the Middle East to each other and the world, we've built a bank like no other, with diverse capabilities and partnerships that set us apart.

What We OfferBeing part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions, and geographies. 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 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. Visit our careers website to learn more

about us: www.sc.com/careers. #J-18808-Ljbffr. Compensation: 90 - 150.

At a glance

Employer
Standard Chartered
Location
Malaysia
Compensation
MYR 90 – MYR 150
Posted
Yesterday
Source
en-my.whatjobs.com

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