Portfolio Managers

Job Summary

Key Responsibilities

• Maximize sales performance through liability, wealth management, and secured and unsecured asset products.
• Generate new business through promotions, outbound calls, presentations, and in-branch contacts.
• Participate in branch sales planning and create action plans for meeting targets.
• Ensure adherence to misselling and sales policies.
• Provide high-quality branch customer service and manage difficult customer situations.
• Process transactions accurately and verify validity, completeness, fees, charges, and exchange-rate concessions.
• Facilitate first-time resolution, minimize rejections and complaints, and improve customer satisfaction.
• Perform reconciliation and control activities and improve operational efficiency.
• Handle all kinds of bank transactions and services and support customer up-streaming.
• Follow ORMA, Group Code of Conduct, KYC/CDD/EDD, and money-laundering prevention policies.
• Support branch merchandising, housekeeping, store management, upkeep, maintenance, and health and safety.

Skills and Experience

• Banking knowledge and understanding of front-office and back-office processes and procedures.
• Strong communication skills, customer orientation, and sales focus.
• Diligence, punctuality, interpersonal skills, and team-playing ability.
• Graduate or postgraduate qualification.
• 1-4 years of overall experience.

Regulatory and Business Conduct

• Display exemplary conduct and comply with the Group's values and Code of Conduct.
• Take responsibility for ethical, regulatory, and business conduct standards.
• Identify, escalate, mitigate, and resolve risk, conduct, and compliance matters.

Branch Environment

• The role serves walk-in customers and includes branch transactions and premises management.
• The source also describes health and safety responsibilities for employees and visitors.

About Standard Chartered

What We Offer

• Benefits described include retirement savings, medical and life insurance, paid and family leave, wellbeing support, learning opportunities, and flexible benefits in some locations.