• Competitive
  • Shanghai, Shanghai Shi, China
  • Permanent, Full time
  • Standard Chartered Bank
  • 2019-05-21

Relationship Manager, Priority

  • Location: Shanghai, Shanghai Shi, China
  • Salary: Competitive
  • Job Type: Full time

Relationship Manager, Priority

Scope of Role:

Customer sales and service


Key Responsibilities/Challenges:
· 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 a dvise 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

Selection Criteria:
· 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

· 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。