Director & Unit Head, Affluent Client Acquisition
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Key skills for this role
About the Role
Standard Chartered is seeking a Director & Unit Head for Affluent Client Acquisition to lead a team in acquiring high net worth clients in the Priority Private segment. The role involves utilizing leads, networking, and ensuring a seamless onboarding experience.
Key Skills for This Role
Responsibilities
- Lead a team to deliver the Bank’s agenda to grow high net worth individual clients by acquiring high value new to bank clients in the Priority Private segment
- Present the Bank’s high net worth offering to prospective clients
- Utilise leads sourced via strategic partnerships, alliances, Targeted lists, campaigns, sales camps and product launches
- Interact with prospective clients at industry events, sales camps, networking seminars and client referrals
- Activate New to Bank clients, set up and educate clients on remote channel usage
- Ensure early deepening of clients across multiple products to create client stickiness
- Execute onboarding activities across the Bank’s local and international network to acquire Affluent clients
- Ensure that onboarded clients match the profile as set out for HNW clients
- Maintain the quality of the portfolio in terms of client qualification
Requirements
- Previous Direct Sales experiences in UAE market
- Minimum Graduate Degree Holder
- Previous experience of Deposits / Liability in UAE market
Full Job Posting
About Us
- Our team consists of 25,000 colleagues, spread across 35 countries.
- We believe in transformation – embracing agile and new ways of working together, which helps us to truly ‘think client’ and serve millions of our affluent and emerging affluent clients, across the world.
Key Responsibilities
- Lead a team to deliver the Bank’s agenda to grow high net worth individual clients by acquiring high value new to bank clients in the Priority Private segment.
- Present the Bank’s high net worth offering to prospective clients
- Utilise leads sourced via strategic partnerships, alliances, Targeted lists, campaigns, sales camps and product launches
- Interact with prospective clients at industry events, sales camps, networking seminars and client referrals
- Activate New to Bank clients, set up and educate clients on remote channel usage i.e., Online, Mobile, Contact Centre and ensure smooth hand over clients to assigned Priority Banking Teams
- Utilise available resources including the Priority Private proposition, product benefits matching client needs, the Bank’s brand, international footprint and affluent wealth hubs, campaigns, and specialist support to onboard affluent clients to the Bank
- Ensure early deepening of clients across multiple products to create client stickiness and to become the primary bank for the client’s transactional, savings and investment needs
- Execute onboarding activities across the Bank’s local and international network to acquire Affluent clients.
- Ensure that onboarded clients match the profile as set out for HNW clients to ensure sustainable growth of the Priority Private portfolio
- Ensure new clients have a seamless initial onboarding experience,
- Maintain the quality of the portfolio in terms of client qualification.
Qualifications
- Previous Direct Sales experiences in UAE market.
- Minimum Graduate Degree Holder.
- Previous experience of Deposits / Liability in UAE market.
About Standard Chartered
- We're an international bank, nimble enough to act, big enough for impact.
- For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other.
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