Relationship Mgr
Standard Chartered
- Taipei City
- Permanent
- Full-time
- Provide relevant financial advisory and banking solutions post analysis of clients portfolios which meet clients’ financial objectives.
- Ensure outserve offering to customer, maintaining well customer relationship and the end-to-end service continuously. Developing customer for branches and profit targets.
- Contribute to the team’s business plans for the expansion of business opportunities in strategic target areas.
- Sell wealth management products, providing relevant services to customers in branches, as well as supporting HNW client growth ambition
- Display exemplary conduct and live by the Group’s Values and Code of Conduct.
- Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
- Lead to achieve the outcomes set out in the Bank’s Conduct Principles: [Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment.] *
- Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
- Product, Segment, Credit Policy, CI, MO, Ops, Legal, Compliance, BRM, OR, Finance, Branch, Sales and Effectiveness, HR etc.
- Embed Here for good and Group’s brand and values in XXXX [country / business unit / team]; Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures; Multiple functions (double hats); [List all responsibilities associated with the role]
- University / College degree, or equivalent / better
- At least ten years of relevant experience in a sales or financial industry experience
- Functional knowledge
- Enhanced multi-product and segment knowledge
- Market and competition knowledge
- Strong analytical skills and core banking/ asset products system knowledge
- Risk & Governance
- Knowledge of processes related to client acquisition, privacy, regulatory compliance, KYC, CDD
- Client Experience Management
- Addressing Customer Needs
- Sales Proposals and Presentations
- Cross - Selling
- Customer Acquisition
- 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
- 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 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.