Associate Relationship Manager

• 透過分行行銷、電話行銷、高品質客戶服務之提供，增加獲得銷售之機會而達到業績目標。遵守穩健的銷售流程、嚴格的服務準則、本地管理規定。主動開發新業務，鞏固現有客戶關係。
• 負責深耕既有優先理財暨優逸理財客戶，分析客戶現況及需求，進而瞭解並提供客戶最適切的服務及產品以滿足客戶期待，且持續提供客戶最優質服務以維持客戶關係
• Developing Priority Banking Clients and Premium Banking Clients, selling wealth management products through digital platform and providing relevant service to customers.
• Analyzing/Deepening clients` existing situation and needs to figure out service and products meeting customer’s expectation.
• Ensuring outserve offering to customer, maintaining well customer relationship and the end-to-end service continuously. Developing customer and profit targets.
• Contribute to the team’s business plans for the expansion of business opportunities in strategic target areas.
• Deepening Priority Banking Clients and Premium Banking Clients, providing the products and relevant services to the clients

• 負責優先理財PB暨優逸理財PE理財客戶之拓展、滲透及客戶服務。
• 提供專業財務分析及理財商品銷售，以達到客戶財務需求及資產配置目的。
• 提供市場資訊及國內外金融商品趨勢分析之服務，以便與客戶建立良好互動關係。
• 與業務經理/主管討論每月業績達成行動計畫與目標，以達到部門所預定之新客戶開發及各項業績目標。
• 開發有潛力之客戶，及維持良好關係。
• 協助設立客戶資料庫以支援客戶關係建立及交叉行銷之目的。
• 由客戶反應提供作業流程及商品改善建議，確保持續性地提高服務等級及效率。
• 遵循所有防治洗錢程序之規定以及向洗錢防治主管、直屬主管報告任何可疑之舉動。
• 優先理財暨優逸理財客戶數位理財服務與客戶專屬權益諮詢
• 深耕既有優先理財暨優逸理財客戶, 提供客戶的最適切的存款/理財服務及產品，同時創造其他跨售機會，達成各項績效指標 (績效指標：例如將既有優逸理財客戶升等為優先理財客戶)
• 優先理財新客戶開發 (線上申請數位帳戶客戶名單供開發)
• 遵循組織的業務擴展計劃及策略

• 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
• Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.

• External Clients

• 具財富管理相關經驗1年以上
• 已取得以下四張證照之中任二張: 信託，投信投顧法規 (或高業)，衍生性商品，人身保險
• 態度積極樂觀，溝通能力佳
• 具陌生開發經驗尤佳

• Customer focus 以客戶為中心
• Action Oriented 行動導向
• Collaborates 合作
• Addressing Customer Needs滿足客戶需求
• Regulatory Environment - Financial Services監管環境-金融服務
• Cross - Selling交叉銷售
• Investment Management投資管理

• 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 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.

Standard Chartered