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Relationship Manager - Affluent Clients

Standard Chartered

New
Senior 🇬🇧 English
KYC/CDD Wealth management

Job description

About the role

Standard Chartered is hiring a Relationship Manager for its Wealth and Retail Banking business, which serves more than 13 million individuals and small businesses, with a focus on the affluent segment (Private Banking, Priority Private, Priority Banking and Premium). The role manages and develops relationships with high-profile clients to drive business growth, deliver financial solutions and meet the bank's strategic objectives.

Key responsibilities

  • Manage a portfolio of affluent clients, acquire new customers and deepen existing relationships to grow their portfolios.
  • Deliver advisory-led wealth solutions and sell wealth management products.
  • Organise and follow up leads, complete and record appointments, and close customer requests.
  • Support clients' financial needs as they progress through their careers and life stages, understanding their needs and aspirations to grow, manage and protect their wealth.
  • Keep abreast of market trends, new product offerings and campaigns.
  • Ensure regulatory compliance in how clients' accounts are conducted and maintain a high client experience standard.

Required profile

  • At least 7 years of banking knowledge and sales experience.
  • Excellent communication, interpersonal and relationship-building skills; ability to learn new products quickly.
  • Market awareness, management information skills and a flexible, agile approach.
  • Ability to thrive in an international environment and in a team, as a motivated self-starter.
  • Minimum of a B.Sc.

Required skills

  • Regulatory environment of financial services and addressing customer needs.
  • KYC/CDD.
  • Affluent client relationship management and wealth management.
  • Stakeholder management and risk management.

What we offer

  • Competitive salary and benefits under the Fair Pay Charter.
  • Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits in some locations.
  • Annual leave, parental/maternity leave (20 weeks), sabbatical (up to 12 months) and volunteering leave (3 days).
  • Flexible working options and patterns.
  • Wellbeing support, including a digital wellbeing platform, resilience courses, an Employee Assistance Programme and sick leave.
  • Ongoing learning and reskilling opportunities.

Questions fréquentes

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Published 3 days ago

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Standard Chartered