Priority Relationship Manager
Standard Chartered
Beijing, China,

About Standard Chartered

We are a leading international bank focused on helping people and companies prosper across Asia, Africa and the Middle East.

To us, good performance is about much more than turning a profit. It's about showing how you embody our valued behaviours - do the right thing, better together and never settle - as well as our brand promise, Here for good.

We're committed to promoting equality in the workplace and creating an inclusive and flexible culture - one where everyone can realise their full potential and make a positive contribution to our organisation.

This in turn helps us to provide better support to our broad client base.

Scope of Role :

Customer sales and service



The Role Responsibilities

  • Deliver allocated performance targets for various product VSs.
  • Maintain relationship with customers and deliver superior customer service to ensure customers’ needs are met
  • Enhance bank-customer relationships by expanding existing customers’ portfolio holdings
  • Actively participate in Priority Banking / other Bank’s marketing and promotional activities to acquire NTB customers, as well as cross-selling to existing customers.
  • Proactively engage with Personal Clients hidden affluent and advise to approach bank with complex investment needs
  • Accountable for implementing and complying with AML requirements when performing duties
  • Ensure compliance of Management Manual, Operating Manuals and Bank’s laid down knowledge of the various products offered by all departments.
  • Learn and understand all relevant regulations and internal Risk & Compliance policies and procedures.
  • Keep updated on the events in the financial industry.
  • Participate actively in training programs, meetings, briefings organized by the bank and ensure skills & knowledge acquired is applied to daily work.
  • Ensure timeliness & managing customer’s complaint.
  • 主要工作职责 / 挑战

  • 实现领导安排的各个产品的业绩指标
  • 维护与客户的关系并提供卓越的客户服务以确保满足客户需求
  • 通过扩大现有客户的投资组合加强客户与我行的关系
  • 积极参与优先理财 / 其它银行营销项目 以获取新客户 另外 向现有客户进行交叉销售
  • 主动发现具有 优先理财 资质的个人理财客户, 并发掘其投资理财需求
  • 负责实施各项反洗钱的需求并且确保符合反洗钱的合规要求
  • 遵循银行的管理手册 操作手册和所有部门相关产品的既定政策
  • 学习并了解一切相关条例以及内部风险与合规的政策与程序
  • 保持对金融行业相关动向的敏感
  • 积极参与银行组织的培训项目 会议和简报会 并保证将学习到的技能和知识运用到日常工作中
  • 确保客户投诉的时效与管理
  • Our Ideal Candidate

  • A University graduate.
  • Have sales experience gained in the banking and financial services industry or other industries.
  • Sound knowledge of financial products and services and banking procedures, equities markets, unit trusts and other personal investment services are preferred.
  • Good investment counseling and analytical skills.
  • Strong interpersonal and communication skills, ability to deal with all levels of people, often in complex and difficult situations.
  • Team player who shows initiative and assertiveness.
  • Self-motivator who is keen to upgrade, improve personal knowledge and skills to meet job requirements.
  • Good command of both spoken and written English and Mandarin
  • 职位要求

  • 大学本科学历
  • 具有银行和金融服务行业或其它行业的销售经验
  • 熟悉银行产品 服务 银行程序 股票市场 单位信托以及其它个人投资服务
  • 具备良好的投资咨询和分析技巧
  • 出色的人际关系能力和沟通能力 能在复杂场合应付自如
  • 具有团队意识 主动坚定
  • 有上进心 能自我激励 不断提高人际交流能力和技巧 以满足工作要求
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