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Executive Director, Relationship Manager

Standard Chartered
Dubai, UAE
Full Time
Director
3 days ago
Relationship ManagementPrivate BankingClient AcquisitionCross sellingFinancial Markets KnowledgeInvestment Products
Free

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Relationship ManagementPrivate BankingClient Acquisition
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Job Summary

  • The role holder is primarily responsible for driving profitable growth from existing and new clients by proactively engaging the clients, understanding, and meeting their needs with the full range of Private Banking products available.
  • They manage an assigned portfolio of clients within the Private Bank and focus on deepening existing relationships as well as extending the relationship further into additional new product areas to improve client value contribution.

Key Responsibilities Relationship Management

  • Generates target market prospects through a number of innovative and sustainable channels.
  • Converts target market prospects into clients
  • Grow customer portfolio size by deepening existing customer relationships
  • Retain existing high value clients; grow wallet share with the bank through focused relationship management activities
  • Cross sell SCB products & services to existing clients
  • Be the main banker for majority of clients in portfolio
  • Achieves risk weighted returns on clients portfolio
  • Effectively interacts with network and available internal resources to provide solutions which meet client needs
  • Delivers, monitors and reviews solutions to clients based on client investment profile

Key Responsibilities Business

  • Solicit New to bank and New to product leads from other key business areas
  • Consultative selling of multiple products to clients based on identified leads
  • Turn service recovery into sales opportunities
  • Refer highly satisfied clients to generate sales
  • Analyze and review potential business to ensure maximum profitability
  • Collaborate with product specialists to deliver effective client solutions
  • Operate within Risk and Compliance framework
  • No reported MIS selling cases

Key Responsibilities Processes

  • Support the continuous improvement of processes to increase operational efficiency and effectiveness
  • Support effective management of operational risks across the Business and in compliance with applicable internal policies, external laws and regulations at a global level
  • Ensure sales management, suitability and onboarding process are applied appropriately

Key Responsibilities Risk Management

  • Understand the risk and control environment within area of responsibilities
  • Ensure adequate and appropriate systems and controls are in compliant with Group and Business Policies and Procedures.
  • Resolve client queries without further escalation, where possible
  • Analyze financial requirements customer and match with bank product offerings
  • Complies with regulations, policies, and guidelines
  • Highlights, mitigates, and protects the bank against credit, legal, reputation and other risks
  • Minimize errors in transaction execution and service delivery
  • Review and respond to AML transaction monitoring queries on transactions highlighted
  • Conduct periodic reviews of clients’ accounts
  • Raise STR to team leader and compliance for suspicious transactions

Key Responsibilities Governance

  • Ensure adherence to the Bank’s policies and procedures, Regulatory policies and processes.
  • Ensure Sales Management, Suitability and on boarding processes are applied appropriately.
  • Awareness and understanding of the regulatory framework in which the Group operates.
  • Ensure adherence with the highest standards of ethics and compliance.
  • Participate in Local Client Committee and other relevant committees where applicable.
  • Engage with all audit report findings and ensure feedback is acted upon

Qualifications

  • Academic or Professional Education/Qualifications – relevant degree
  • Licenses and Certifications/accreditations – as required by role remit and responsibility
  • Professional Memberships – as required by role remit and responsibility
  • Bank training, i.e. mandatory & developmental
  • Languages – fluency in business English
  • Demonstrable and relevant experience in the Private Banking industry commensurate with this remit and level of responsibility
  • Proven risk management capabilities
  • Firm in all business guidelines and compliance issues
  • Sound knowledge of financial markets and investment products
  • Outstanding communication and presentation skills

Skills And Experience

  • Relationship Management
  • Market Knowledge (SIF)
  • Products and Processes
  • Strategy and Business Model (SIF)
  • Manage Conduct
  • Manage Risk

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