To deepen relationships with existing clients and acquire referred clients while providing the appropriate service standards.
RESPONSIBILITIES
Strategy
• In/outbound ETB advice & sales
• Portfolio of Priority Clients besides other clients
• Engage Affluent & hidden Affluent in advisory conversations with analytics support and collaboration with Wealth Specialists
• Meet clients when required (ie. once a month)
• Prepare and educate clients to interacting via online, Client Centre
• NTB referrals from clients
• Acquire and activate new Affluent/potential Affluent clients referred from ETB clients directly to Priority Banker/Team
• Business
ENGAGING & DEEPENING ACTIVITIES
Methodically engage (remote)
• Have complete knowledge of the clients in terms of the profile & assets
• Create analytics-backed next best conversation
Meet & deep sell (remote & in person)
• Meet in person to meet advisory needs (once a month/quarter)
• Connect client with specialists
• Set up products
• Conduct/connect for periodic KYC
• Conduct fulfilment & activate
Service (remote)
• Refer most servicing activities to Client Service Managers
• ACQUIRING ON REFERRALS
Connect & prepare (remote)
• Connect & start up referred leads (including premium/personal clients in Branch with more advance needs)
• Explain proposition & requirements in full
Meet, deep sell & train (in person)
• Meet, listen and determine further needs
• Set up anchor products & initiate cross-sell
• Conduct/connect for KYC
• Educate and conduct initial set up for online, ATMs, Client Centre, and Store
• Conduct fulfilment & activate
Processes
• Understanding of operational risk and implementing KYC fulfilment
People and Talent
• Working closely with the Priority Wealth Specialists, Client Service Managers, KYC/CDD Team
Risk Management
• Compliance of execution of sales in line with Group policies
• Comply with all group policies, operational risk management procedures
Governance
• Guidelines and procedures on “Customer Due Diligence “for account opening and on cross-border account opening referral” issued by group business and operations risk
• Controls and procedures on “Customer Due Diligence” introduced to addressed money laundering prevention and compliance risk
Guidelines for the submission of suspicious transaction reports issued by head of legal & compliance/country money laundering prevention officer
• Customer Data Protection Policy
• Adhere to speak up policy
• Ensure that money Laundering requirements are followed
• Take all reasonable steps to verify the identity of our customers e.g. completing the Know Your Customer check list for all customers
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.
Key stakeholders
Externally: Bank Clients, Other Banks
Internally:
• CPBB management team
• CPBB Credit, Credit Policy & Approval, Credit Operations, Credit Collections
• Head Legal Services
• Head, Branch Operations
• Operational Risk Managers
Other Responsibilities
Embed Group’s brand and values in CPBB Uganda
Our Ideal Candidate
• Academic or Professional Education/Qualifications: Bachelor’s degree
• Licenses and Certifications / accreditations – CISI (Chartered Institute for Securities and Investment)
• Bank training; i.e. mandatory & developmental – role specific, and regulatory/compliance bank wide & role specific,
• Languages; i.e. those required for roles – English
Role Specific Technical Competencies
• Customer Centric
• Relationship management
• Sales Skills
• Understanding of operational risk
• Local Market Knowledge (Consumer/Retails Banking space)
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