- Shanghai, Shanghai Shi, China
- Permanent, Full time
- Standard Chartered Bank
Relationship Manager, Priority
- Location: Shanghai, Shanghai Shi, China
- Salary: Competitive
- Job Type: Full time
Relationship Manager, PriorityScope of Role:
Customer sales and service
· 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：
· 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
· 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