•    Responsible for acquiring new-to-bank affluent clients from alliances, targeted lists, employee banking referrals, and client enquiries. Engages prospects, explains the Priority Banking proposition, identifies needs, and sells appropriate products, including mortgages, bancassurance, and credit cards. Collects required information and documentation, pre-fills forms, coordinates KYC requirements, and completes compliant account onboarding. Activates clients under the 100-day plan, educates them on online banking, ATMs, the Client Centre, and branch services, then hands relationships to the assigned Priority Banking Team. Maintains high standards of customer service, risk management, anti-money-laundering controls, governance, regulatory compliance, ethical conduct, escalation, and cross-functional collaboration at all times

Strategy

•    Engage NTB Affluent clients via leads sourced from Alliances, Targeted lists or Employee Banking Team (senior executives) with full Priority offering •    Also handle client-led requests via ATL/online pull •    Activate NTB clients, set up and educate clients on remote channel usage i.e., online, Client Centre, ATM, and hand-over clients to assigned Priority Banking Team •    Do not manage the client relationship beyond acquisition & activation •    Limited focus on lead generation •    Selling Mortgage Loan, Banca, Credit Card products

Business

•    Engage NTB Affluent clients via leads sourced from Alliances, Targeted lists or Employee Banking Team (senior executives) with full Priority offering •    Also handle client-led requests via ATL/online pull •    Activate NTB clients, set up and educate clients on remote channel usage i.e., online, Client Centre, ATM, and hand-over clients to assigned Priority Banking Team •    Do not manage the client relationship beyond acquisition & activation •    Limited focus on lead generation •    Selling Mortgage Loan, Banca, Credit Card products

Processes

Prepare & set up (remote)

•    Collect info from leads from sources •    Pre-send product bundles description and bank proposition •    Collect all documents (digital) required for account opening and pre-fill forms 

Meet, deep sell & train (in person)

•    Meet in person (ensure Priority Banking Team) •    Listen and determine further needs •    Acquire clients with anchor products •    Set up KYC needs with KYC centre  •    Educate and conduct initial set up for online, ATMs, Client Centre, and Store 

Activate and pass on (remote)

•    Activate as per 100 day plan •    Prepare and pass on Client into interacting with the bank via Online, Client Centre, Store and Priority Banking Team 

Risk Management

•    Ensure compliance with Group Policy and Standards, local laws and regulations, controls and procedures of the Bank and regulatory requirements pertaining to Money Laundering and CDD.                                                       •    Participate in and/or support the Bank's effort in combating money-laundering activities.         •    Exercise due care and diligence on matters related to Money Laundering and KYC in the day to day operations, which include account opening and reviews, transaction monitoring, reporting suspicions, customer communication, implementing new requirements, updating and revising operating procedures, acquire relevant knowledge and training, provide support to superior and subordinates. •    Must follow the Bank’s Code of Conduct.

Governance

•    Responsible for assessing the effectiveness of the Group’s arrangements to deliver effective governance, oversight and controls in the business and, if necessary, oversee changes in these areas •    Awareness and understanding of the regulatory framework in which the Group operates, and the regulatory requirements and expectations relevant to the role. •    Responsible for delivering ‘effective governance’; capability to challenge fellow executives effectively; and willingness to work with any local regulators in an open and cooperative manner. 

Regulatory & Business Conduct

•    Display exemplary conduct and live by the Group’s Values and Code of Conduct.  •    Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct. •    Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.

Key stakeholders

Internal

•    Snr RM/RM Priority Banking •    Snr RM/RM Business Banking •    Client Service Manager •    Product, CI, Policy, Ops team

People and Talent

•    Set direction and drive high performance by translating strategy into clear direction, aligning individual goals to team outcomes and providing regular, constructive feedback. •    Develop talent and capability through coaching and career conversations that build critical skills, stretch potential and prepare individuals for future opportunities. •    Lead by example by role-modelling the Bank’s valued behaviours, upholding strong risk and conduct standards, exercising sound judgment, and creating an inclusive team culture that supports wellbeing, values diverse perspectives, and drives accountability.

Skills and Experience

•    Leadership mindset •    customer’s oriented

Qualifications

Key Experiences    

Product broadening

•    Enhanced multi-product Priority knowledge •    Market and competition knowledge

Client engagement

•    Closing deals •    Client training on digital solutions •    Communication and presentation skills •    Negotiation and objection handling

Journey completion

• Understanding of KYC principles

Certifications / Qualifications    

•    Degree: College degree above

Languages    

•    English