Portfolio Managers
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Key skills for this role
Role Overview
Serve primarily walk-in customers by fulfilling transactional requirements through high-quality customer service.
Increase product penetration through cross-selling while achieving allocated portfolio and revenue targets.
Key Skills for This Role
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Job Summary
Serve primarily walk-in customers by fulfilling transactional requirements through high-quality customer service.
Increase product penetration through cross-selling while achieving allocated portfolio and revenue targets.
Key Responsibilities
- Maximize sales performance for liability, wealth management, and secured or unsecured asset-related products.
- Generate new business through promotions, outbound marketing calls, presentations, and in-branch contacts.
- Participate in branch sales planning and create action plans to meet targets.
- Adhere to the bank’s mis-selling and sales policies.
- Maintain high customer service standards and manage difficult customer situations.
- Process accurate, valid, complete, and properly authorized transactions.
- Facilitate first-time resolution, minimize rejections and complaints, and improve customer feedback results.
- Perform reconciliation, operational control, efficiency improvement, and cost-control activities.
- Handle a broad range of bank transactions and services.
- Manage customer-base growth, attrition, upstreaming, and product penetration.
- Follow ORMA, Group Code of Conduct, KYC/CDD/EDD, and money laundering prevention policies.
- Maintain branch premises, merchandising, housekeeping, store management, health, and safety standards.
Qualifications
- Graduate or postgraduate qualification.
- Between 1 and 4 years of overall experience.
- Banking knowledge and understanding of front-office and back-office processes and procedures.
- Good interpersonal skills, strong communication, teamwork, and customer-focused sales ability.
Skills and Experience
- Banking knowledge.
- Strong communication skills.
- Customer orientation and sales focus.
- Diligence and punctuality.
Regulatory and Business Conduct
Display exemplary conduct and follow the Group’s values and Code of Conduct.
Understand and comply with applicable laws, regulations, guidelines, and internal conduct requirements.
Identify, escalate, mitigate, and resolve risk, conduct, and compliance matters.
About Standard Chartered
Standard Chartered describes itself as an international bank focused on commerce, prosperity, diversity, inclusion, and positive client and community impact.
What We Offer
- Competitive salary and benefits under the bank’s Fair Pay Charter.
- Retirement savings, medical and life insurance, and flexible or voluntary benefits in some locations.
- Annual, parental or maternity, sabbatical, volunteering, and public holiday leave provisions.
- Flexible working options based around home and office locations.
- Wellbeing support, employee assistance, development courses, and continuous learning opportunities.
- An inclusive and values-driven organization that supports employee growth.
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