Senior Relationship Manager, Priority Clients

Job Summary

• The Relationship Manager is primarily responsible for servicing and managing customer relationships under the Priority Banking program by engaging them, uncovering their needs and providing them with the appropriate products, services and solutions from the entire range of the Consumer Banking suite.
• The Relationship Manager is responsible to drive profitable revenue and volume growth from their portfolio with a focus on new acquisition, deepening of existing customer relationships and cross sell thereby improving market and customer share of wallet with the Bank.

Responsibilities Strategy

• Service and manage customer relationships under the Priority Banking program.
• Drive profitable revenue and volume growth from their portfolio.

Business

• Manage and anticipate client requirements.
• Build and sustain relationships with clients' circle of influence.
• Communicate with clients providing complete portfolio valuations and guidance.
• Serve as a problem-solver for clients, helping them identify investment criteria.
• Provide ongoing portfolio supervision.
• Retain existing high-value clients.
• Resolve client queries without further escalation.
• Convert service recovery to sales opportunities.

Processes

• Drive portfolio growth through existing to bank (ETB) and increased product per customer (PPC) ratio.
• Map client potential based on client profile.
• Offer a consistent customer experience.
• Gather competitive intelligence.
• Track market trends.
• Carry out suitability assessments of clients.
• Partner with product specialists for expert advice.

People & Talent

• Develop a culture that champions change among colleagues.

Risk Management

• Understand the risk and compliance requirements of the role.
• Partner with risk teams to ensure effective risk management.

Governance

• Ensure operational procedures and controls are in place.
• Ensure KYC compliance.
• Ensure compliance with internal and external regulations.
• Comply with money laundering prevention procedures.
• Adhere to Principles & Policy of Treating Customers Fairly.
• Ensure client discussions are done over recorded lines.

Regulatory & Business Conduct

• Display exemplary conduct and live by the Group’s Values.
• Take responsibility for embedding the highest standards of ethics.
• Collaboratively identify, escalate, mitigate and resolve risk matters.

Key Stakeholders

• Head of Priority Banking
• Head of CPBB
• VCGM Affluent Head
• WM Product teams
• Retail Product teams

Other Responsibilities

• Embed the Group’s brand and values.
• Progress against balanced scorecard targets.
• Grow portfolio through new customer acquisition.
• Increase profitability of clients.

Qualification

• Bachelor Degree
• CFA or FAP Certified
• 5+ years in client relationship management in banking.
• Strong interpersonal and communication skills.
• Team player with good initiatives.
• Proven track record in business goal management.
• Sound knowledge of cross-border business.
• Superior knowledge of wealth management products.
• Strong analytical skills.
• A self-motivator keen on upgrading personal knowledge.

Role Specific Technical Competencies

• Products & Process
• Relationship Management
• Market Knowledge
• Addressing Customer Needs
• Effective Communications

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. If you're looking for a career with purpose, we want to hear from you. What We Offer In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your wellbeing.

• Core bank funding for retirement savings, medical and life insurance.
• Time-off including annual leave and parental leave.
• Flexible working options.
• Proactive wellbeing support.
• A continuous learning culture.
• Being part of an inclusive organization.

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