The posting
Job Summary
• Maximize new business/acquisition/referral opportunities and deepening existing customer relationships to the specified service standards for the Priority Clients segment
Key Responsibilities
• 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 information updates and trend analysis on local and international financial products.
• In consultation with the PB team manager/ branch manager/ PTL, draw up monthly plans for achieving/exceeding sales targets to meet new business and customer acquisition goals.
• To participate in marketing and promotional activities for customer acquisition.
• To source and call on individual prospects
• To provide quality, efficient after-sales services
• To manage anti-attrition and retention of clients
• To organise and conduct sales presentations to groups, clubs, associations, companies and other organisations.
• Partner with product specialists and investment advisors to deliver holistic banking, wealth, lending, insurance, and treasury solutions aligned to clients' financial goals.
• To comply with all applicable money laundering prevention procedures and report any suspicious activity to the Transaction Monitoring Unit.
• To ensure compliance with all regulations and controls as set by the Bank and external regulatory authorities.
• Client Relationship Management
• Financial Advisory Activities
Motivations
• Building long-term trusted client relationship rather transactional sales
• Continuous learning in investments, financial markets and wealth management
• Solving complex client financial needs with holistic solutions.
Our Ideal Candidate
Key Experiences:
- 4+ years’ experience in wealth and retail banking experience
- Strong understanding of investment, insurance and lending products
- Experience conducting financial needs analysis and provided wealth solutions
- Experience serving affluent, international clients based in UAE and understanding their cross-border banking and wealth management needs would be advantageous.
- Experience in managing UAE market.
- UAE financial advisory exposure would be advantageous.
Certifications / Qualifications (only where mandatory):
- Possess relevant banking, wealth management, or financial advisory qualifications.
- Candidates without Singapore regulatory certifications may be considered, subject to obtaining the required CMFAS and regulatory certifications within the prescribed timeframe after employment.
- CFP, CFA, CWM, AFP, or equivalent professional qualifications will be an advantage.
Role Specific Technical Competencies
Must-have Skills
• Understands the core concepts, principles, processes or procedures of Wealth Management and Banking
• Client Acquisition & Prospecting
• Relationship Management and Client Retention
Other Skills
• Investment & Wealth Advisory
• Risk, Compliance & Regulatory Knowledge
• Business Development & Networking
• Communication
About Standard Chartered
We'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 Offer
- Being 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.
Recruitment Assessments
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