The purpose of the role is to
Maximize new business/acquisition/referral opportunities and deepening existing customer relationships to the specified service standards for the Priority Clients segment
Implementation and oversight of the below individual responsibilities:
To conduct a professional, consultative financial analysis and profiling session with customers to meet their financial needs/objectives.
To foster and deepen customer relationships by providing regular market information updates and trend analysis on local and international financial products.
In consultation with the PB team manager/ branch manager/ PTL, draw up monthly plans for achieving/exceeding sales targets to meet new business and customer acquisition goals
To participate in marketing and promotional activities for customer acquisition.
To source and call on individual prospects
To provide quality, efficient after-sales services
To manage anti-attrition and retention of clients
To organise and conduct sales presentations to groups, clubs, associations, companies and other organisations.
To solicit referrals from other parts of SCB eg. RMs from C&I, staff, etc.
Regulatory & Business Conduct
Display exemplary conduct and live by theGroup’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.
Lead the team to achieve the outcomes set out in the Bank’s Conduct Principles. Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment.
Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
Our Ideal Candidate
4-years’ Experience in Business Development.
Experience in Managing Philippines market.
Good understanding and command of Filipino the incumbent will be supporting Philippines market.
Role Specific Competencies
Client Acquisition Experience
Account Management (of HNW Individuals) Experience
Region Specific Language Expertise
Region Specific Client Networks & Experience
Technical knowledge and expertise in consumer banking products (i.e. Treasury, Equities, Funds, Insurance, etc.)