Executive Director, RM, PvB

Banking / Finance • Full Time • Central And Western District, Hong Kong, HK • 6d ago

RESPONSIBILITIES

Strategy
Drive profitable growth by acquiring, developing and servicing long-term relationships with HNW clients

Business
Accountable for the performance of individual’s own client book.
Deliver NNM, AUM and revenue growth targets and key operating metrics (such as tail accounts management, client acquisition, client satisfaction, portfolio mix).
Generate healthy pipeline of target market prospects and convert them into clients.
Grow client portfolio size by deepening existing customer relationships.
Implement an asset allocation in line with the client needs, and model portfolios as benchmarks.
Deliver, monitor and review solutions to clients based on client investment profile.
Conduct periodic reviews of client accounts in accordance with established procedures.
Deliver profitable growth by controlling costs and mitigating operational losses.
Deliver positive client performance in line with client investment profiles.

Processes
Support the continuous improvement of processes to increase operational efficiency and effectiveness.
Support the effective management of operational risks across the Business and in compliance with applicable internal policies, and external laws and regulations at a global level.
Support the delivery of Business strategy in a safe and well-controlled manner and on an end-to-end basis.
Ensure sales management, suitability and onboarding processes are applied appropriately.

People & Talent
Collaborate with support functions, business partners and product specialists to deliver One Bank, support cross selling efforts and referral program (where applicable), and provide effective client solutions.

Risk Management
Do what is right in order to avoid reputational risks and operational losses.
Understand the risk and control environment within area of responsibility and drive rectification as required.
Handle customer issues, complaints and product enquiries on timely basis in accordance with established procedures.
Ensure that Risk Management matters that are brought to attention are subject to direct remedial action and/or ensure adequate reporting to the relevant Risk Committees and/or line management.

Governance
Awareness and understanding of the regulatory framework in which the Group operates and the regulatory requirements and expectations relevant to the role.
Ensure adherence with the highest standards of ethics and compliance with relevant polices, processes and regulations forms part of the culture.
Participation in Local Client Committee and other relevant committees where applicable.
Engage with all audit report findings and ensure feedback is acted upon.

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.
Lead the Singapore CPBB Private Banking function to achieve the outcomes set out in the Bank’s Conduct Principles
Key Stakeholders
Platform Managers
Client Services Managers
Product Specialists and dedicated function partners
Relevant Front Office colleagues

Qualification
Academic or Professional Education/Qualifications – relevant degree, level 4 RDR compliant qualification
10 years of Relationship Management experience in Private Banking
Excellent in business communication
Licenses and Certifications/accreditations – as required by role remit and responsibility
Professional Memberships – as required by role remit and responsibility
Bank training; i.e. mandatory & developmental – as below

Demonstrable and relevant experience in the Private Banking industry commensurate with this remit and level of responsibility
Strong ability to develop a network of target prospects
Proven risk management capabilities
Firm in all business guidelines and compliance issues
Sound knowledge of financial markets and investment products
Outstanding communication and presentation skills

Role Specific Technical Competencies
Manage Conduct
Manage Risk
Sales & Relationship Management
Market Knowledge
Product & Processes

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.

www.sc.com/careers

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