Relationship Manager, Priority Banking Relationship Manager, Priority Banking …

Standard Chartered Bank Hong Kong
in Hong Kong, Hong Kong, Hong Kong
Permanent, Full time
Be the first to apply
Competitive
Standard Chartered Bank Hong Kong
in Hong Kong, Hong Kong, Hong Kong
Permanent, Full time
Be the first to apply
Competitive
About Standard Chartered We are a leading international bank focused on helping people and companies prosper across Asia, Africa and the Middle East. To us, good performance is about much more than turning a profit. It's about showing how you embody our valued behaviours - do the right thing, better together and never settle - as well as our brand promise, Here for good. We're committed to promoting equality in the workplace and creating an inclusive and flexible culture - one where everyone can realise their full potential and make a positive contribution to our organisation.

The Role Responsibilities & Our Ideal Candidate

 

Generate new business to achieve defined sales targets

  • In consultation with Branch Manager, draw up monthly plans for achieving new business and customer acquisition goals committed for the assigned branch
  • Source and call on individual prospects as well as organise and conduct sales presentations to groups, clubs, associations, companies and other organisations within the assigned branch
  • Lead/assist assigned branch in upgrading and converting existing target branch customers for Priority Banking through staff training and presentations
  • Actively participate in Priority Banking marketing and promotional activities for customer acquisition
  • Solicit referrals from other parts of the SCB Group especially during periods of staff incentive promotional drives 
  • Conduct Dealing in Securities regulated activities (under the Securities and Futures Ordinance interpretation) on behalf of SCBHK.

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

  • In consultation with Branch Manager, determine monthly plans and implement sales and service process to achieve committed targets for incremental business from existing Priority Banking Customers, and effectively:
  • carry out agreed sales initiatives
  • adhere to standards for frequency and type of customer contact
  • implement cross-selling and other relationship building activities, and
  • prioritise activities based on the level of existing / potential business and revenue contribution of customers in assigned portfolio
  • build an information database on existing Priority Banking Customers to support relationship building and cross-selling efforts
  • conduct highly professional consultative financial analysis and profiling sessions with Priority Banking Customers to identify suitable local / cross-border financial, insurance, property and investment products and services for them in order to achieve their personal financial and investment objectives
  • Foster and deepen customer relationships by providing regular market information updates and trend analyses on local and international equities, unit trust, bonds and other investment instruments through market specialists, for appropriate follow up calls / visits to assist them in their investment decisions
  • Keep abreast of customers’ needs and conduct regular checks on market trends and competitors’ programme offering and activities for target customer groups so as to enable the local business and Group to initiate efforts to increase the attractiveness of the programme / product differentiation vis-à-vis local / global competition
  • Plan, target and cross-sell integrated business financial services to Priority Banking Customers who are self-employed professionals and businessmen

Provide truly professional customer service to achieve a high level of customer satisfaction and retention

  • consistently adhere to local and international service standards
  • strong emphasis on outserving our customer, practise service excellence in handling customer issues, complaints, product enquiries in a timely, problem-free and responsive manner
  • provide a high level of professionalism in conducting financial analysis and profiling with customers
  • recommend improvements in operational processes, procedures and products based on monitoring of customer feedback to ensure constant enhancement of service levels and efficiency

Review, recommend and approve credit applications and follow-ups including mortgage and other loan documentation

(Within authorised limits whilst adhering to guidelines specified in the Credit Policy & Practice Manual and approved product programmes)

 

Ensure ongoing self-development

  • Motivate oneself to improve on personal skills especially in relationship management, financial planning and analysis, investment counselling, and recommending training in appropriate aspects
  • Upgrade oneself in knowledge and new developments in banking, financial and investment products and services and ensure that certification and licensing requirements of the job are obtained as quickly as possible.

Money Laundering prevention

  • To comply with all applicable money laundering prevention procedures and, in particular, report any suspicious activity to the Unit Money Laundering Prevention Officer and line manager       
  • To comply with all relevant policies and procedures covering regulatory, local and group requirements

Compliance and Risks

  • To comply with all relevant policies and procedures covering regulatory, local and group requirements
  • To ensure that control procedures outlined in various BOCs or Procedure Manuals are fully implemented, and ensure staff compliance with the same.
  • To comply with the control requirements in the laid down procedures or Manual relevant to the job responsibilities.
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