Sr. Relationship Manager, Priority Clients

  • Lieu de travail : Pékin, Beijing, Chine
  • Salaire : Negotiable
  • Type de contrat : Plein-temps

Please view Job Description for details.

Scope of Role:

Customer sales and service

职责范围:
客户销售与服务

Key Responsibilities/Challenges:
* Deliver allocated performance targets for various product VSs.
* Maintain relationship with PrB customers and deliver Priority Banking (PrB) Proposition to ensure customers' needs are met.
* Provide financial planning advice to customers by delivering proper asset allocation, suitability assessment and other available tools to meet customer needs.
* Maximize customer profitability through disciplined relationship management and cross-selling.
* 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.
* 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:
* 实现领导安排的各个产品的业绩指标
* 保持与优先理财客户的良好关系,并建议为客户提供优先理财服务,以满足客户需求。
* 为客户提供理财建议,包括财富分配,合适性评价以及其它可用工具,以便满足客户需求。
* 通过严格的关系管理和交叉销售,使客户利润最大化。
* 通过扩大现有客户的投资组合加强客户与我行的关系.
* 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。
* 负责实施各项反洗钱的需求并且确保符合反洗钱的合规要求。
* 遵循银行的管理手册,操作手册和所有部门相关产品的既定政策。
* 学习并了解一切相关条例以及内部风险与合规的政策与程序
* 保持对金融行业相关动向的敏感。
* 积极参与银行组织的培训项目,会议和简报会,并保证将学习到的技能和知识运用到日常工作中。
* 确保客户投诉的时效与管理

Selection Criteria:
* 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.

职位要求:
* 大学本科学历。
* 具有银行和金融服务行业或其它行业的销售经验。
* 熟悉银行产品、服务、银行程序、股票市场、单位信托以及其它个人投资服务。
* 具备良好的投资咨询和分析技巧。
* 出色的人际关系能力和沟通能力,能在复杂场合应付自如。
* 具有团队意识,主动坚定。
* 有上进心,能自我激励,不断提高人际交流能力和技巧,以满足工作要求。
* 英语和普通话均流利(口头和书面)。

* Other then above roles, job holder should follow other job duties and responsibilities assigned by line manager from time to time.
除上述工作职责外,员工应遵循直属经理随时指派的任何工作职责和任务。

* Above key responsibilities and selection criteria are the major assessment to assess the staff if qualified during probation and competent after probation. Failing to satisfy any of the aforesaid requirements, or failing to pass the Day 1 Readiness training or WM Introduction Certification, the employee will be deemed not meeting the recruitment requirement for passing probation, and the Bank is entitled to terminate the employee's employment contract immediately. For employee which have passed the probation, failing to pass the Day 1 Readiness training or WM Introduction Certification will be taken as assessment basis for job incompetency.
以上的主要工作职责和岗位聘任要求是用于考核试用期是否符合录用条件和工作胜任与否的标准。倘若员工未能满足前述要求,或未能通过"未来先锋"培训(Day1 Readiness Training)测试或理财产品介绍资格认证测试的,则该员工将被视为不符合试用期的录用条件,银行有权立即终止员工的劳动合同;对于已过试用期的员工,未能通过"未来先锋"培训(Day1 Readiness Training)测试或理财产品介绍资格认证测试的,将作为不胜任工作工作岗位的考核依据。

* Before attend and pass the Day 1 Readiness (D1R) and WM Introduction Certification course, the employee should not perform any kind of business communication / engagement to customers.
对于还没有参与并通过"未来先锋"培训课程(D1R)或理财产品介绍资格认证测试的员工, 禁止跟客户有任何业务上的交流。

Please note that the job description above will be reviewed during the Job Objective setting every year, which may be amended and agreed where necessary by the employee and the line manager.

请注意以上本工作描述将于每年制定年度工作目标时予以审核,如有必要将由直属经理和员工予以修订并达成一致。

In this document, Chinese version shall prevail over English version.
本文件若中英文表述不符,应该以中文为准。

Key Roles and Responsibilities

Enter roles and responsibilities

Qualifications and Skills

Enter qualifications and skills

Diversity and Inclusion

Standard Chartered is committed to diversity and inclusion. We believe that a work environment which embraces diversity will enable us to get the best out of the broadest spectrum of people to sustain strong business performance and competitive advantage. By building an inclusive culture, each employee can develop a sense of belonging, and have the opportunity to maximise their personal potential.