Key Responsibilities

Strategy

• To provide supports to RMs on Treasury Products (include FX, Structured Products and Fixed Income) with accuracy and efficiency
• To collaborate with branch sales staff to broaden active client base and deepen banking relationship with existing clients, particular in Priority Private Segment.
• To work closely with branch sales staff to provide solutions for clients’ reference

Business

• To work close with RM, deepen client's banking relationships; actively explore business potentials and identify solutions to suit the clients’ needs.
• Provide professional and competent service to clients, to facilitate client investment needs and objectives
• Foster and deepen client’s relationships by providing regular market update or portfolio reviews for appropriate follow up calls 
• To meet the agreed KPI target set at scorecard, for both financial and non-financial KPI
• To provide training and coaching support to branch sales staff such that to uplift the sales productivity and product knowledge

Processes

• To execute clients’ order and respond client enquiry accurately and efficiently
• To comply with the guidelines listed in operation manual and IPSP on all sales process

People & Talent

• Be a dedicated Team-Player. Served as mentor and role module of the team
• Self-motivated and be positive thinking
• Be professional and knowledgeable in relevant products
• Ensure ongoing self-development to upskill ourselves with personal skills, product knowledge and market knowledge 
• Support line managers and Business Head to create a positive working environment and drive business priorities and initiatives

Risk Management

• To comply with money laundering prevention procedures and, in particular, report any suspicious activity to the Unit Money Laundering Prevention Office and line manager.

Governance

• Strictly follow the Internal and External Guidelines 
• All activities are bounded by Bank Governance frameworks

Key stakeholders 

• Internal Contacts
• Treasury Service Centre (TSC)  non-sales staff 
• For operation and sales supports

Qualifications

TRAINING, LICENSES, MEMBERSHIPS AND CERTIFICATIONS

Our Ideal Candidate 

• HKSI 1,7 & 8
• Extensive Knowledge on insurance products
• Good presentation and selling skill
• Communicate with client to understand the client needs

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. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us.

Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.

Together we:

• Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
• Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
• Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term

What we offer

In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.

• Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
• Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
• Flexible working options based around home and office locations, with flexible working patterns.
• Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
• A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
• Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.