Priority Wealth Manager

This job is with Standard Chartered Bank, an inclusive employer and a member of myGwork – the largest global platform for the LGBTQ+ business community. Please do not contact the recruiter directly.

Job Summary

Acquiring, growing and deepening Priority Banking customer relationships through effective relationship management

Focus on the analysis and satisfaction of Priority Customers' financial as well as investment needs and objectives.

To provide the face of the Bank to the highest net worth customers of the Bank.

Relationship Management

Build and deepen relationships with existing Priority Customers to achieve increase in share of wallet and revenues.

Provide professional customer service to achieve a high percentage of customer satisfaction and retention.

Manage the portfolio to de-risk against attrition and achieve stability of book.

Have complete knowledge of the customer base in terms of the profile, demographics & psychographics and assets in the Bank and in other places.

Serve as the one-point contact to the High Net Worth customers of the Bank

Sales

Generate new business to achieve defined targets in terms of no. of customers, volumes and revenue for the segment

Achieve the Targets set in terms of product mix

Induction of all new customers brought in by the Branches & Direct Sales team.

Achieve "best in class" productivity in order to maximize the efficacy of the sales process.

Achieve the budgeted cross sell targets.

Aggressive Sales call plans to acquire large prospective customers through referrals.

Ensure coverage of customer base in accordance with the approved contact plans.

Coordinate customer events for the cluster along with the product team

Key Responsibilities

Sales Mis

Update & maintain all Sales MIS (Calls, Prospects, Attritions, Business done, etc.)

Maintain and update customer information on WMS

Service

NPS & Customer management

Ensure that NPS is at least in second quartile as compared to peers

Use the online CMP system diligently and achieve >

75% of their require customer contact each month

Risk Management and Compliance

Ensure full awareness of all policies and procedures issued in relation to money laundering prevention and KYC.

Ensure compliance with the above policies on an ongoing basis and reported any suspicious transaction immediately to the supervising officer.

Ensure full awareness of all policies relating to operational risk, sales processes, misselling, etc. and comply with the same

Read, understand and comply with all provisions of the Group Code of Conduct

Regulatory & Business Conduct

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.

Serve as a Director of the Board

Exercise authorities delegated by the Board of Directors and act in accordance with Articles of Association (or equivalent)

Skills and Experience

Account Management

Addressing Customer Needs

Anti-money Laundering Policies and Procedures

Bank Account Features and Services

Cross-Selling

Customer Retention

Qualifications

Graduate / Post Graduate, consistent academic career

Extensive sales experience (2 to 5 years)

Sales focused and highly target oriented

Able to pick up new concepts quickly

Able and excited about going out to meet new customers

Competitive awareness & benchmarking

Excellent communication, interpersonal & relationship building skills

Banking knowledge

Management Information Skills

Good Interpersonal Skills

Customer and Service Orientation

About Standard Chartered

We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.

Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.

Together we : 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

Are better together,

we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term

What we offer

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 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.