- 8 MARINA BOULEVARD Central Region (Singapore) Singapore

Lokasi Kerja
Penerangan Kerja
Tanggungjawab
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:
Certifications / Qualifications (only where mandatory):
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
Visit our careers website to learn more about us: *************
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.
Peringatan Penting
Jangan pernah kongsikan maklumat bank atau kad kredit anda semasa memohon pekerjaan. Elakkan membuat sebarang pembayaran atau mengisi survey yang tidak berkaitan. Jika ada yang mencurigakan, sila laporkan iklan pekerjaan ini segera.