Wealth Relationship Manager

Relationship Manager - Wealth

Job Description:

- Relationship Manager , Handling Affluent customers

- Wealth Banking Knowledge ( Mutual Funds , Insurance , SIP's, AIF, family wealth mgmt, Private banking RMs) AUM Size 100 crores & Above

- Very good Interpersonal skills ( Communication, Negotiation and convincing skills , Outspoken and good at explaining banking products)

- Good at financial planning Advisory

- To generate and grow the portfolio of PrB Banking customers in number and quantum by providing solution based initiatives to meet their needs.

- Identify and prioritize activities to maximize revenue contribution from the high potential customers.

- Develop, implementing and execution of sales plans for the RMs.

- Referral of prospective business to other SCB functional units.

- Enhancement of the Bank's image via community activities.

Processes:

- Providing remote service at good quality and service standards as set out by Team Manager, Business Development - Priority.

- Attend regular training / retraining in order to provide competent service excellence to NTB and potential customer

- Ensure transactions are processed with a high level of accuracy and commitment in order to satisfy customer needs.

Risk Management:

- Ensure compliance with Group Policy and Standards, local laws and regulations, controls and procedures of the Bank and regulatory requirements pertaining to Money Laundering and CDD.

- Participate in and/or support the Bank's effort in combating money-laundering activities.

- Exercise due care and diligence on matters related to Money Laundering and KYC in the day to day operations, which include account opening and reviews, transaction monitoring, reporting suspicions, customer communication, implementing new requirements, updating and revising operating procedures, acquire relevant knowledge and training, provide support to superior and subordinates.

- Must follow the Bank's Code of Conduct.

Governance:

- Responsible for assessing the effectiveness of the Group's arrangements to deliver effective governance, oversight and controls in the business and, if necessary, oversee changes in these areas

- Awareness and understanding of the regulatory framework in which the Group operates, and the regulatory requirements and expectations relevant to the role.

- Responsible for delivering 'effective governance'; capability to challenge fellow executives effectively; and willingness to work with any local regulators in an open and cooperative manner.

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

- Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.