Associate Director, Relationship Manager, PvB

An organization is seeking a Associate Director, Relationship Manager, PvB

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

Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.

Key Stakeholders

Platform Managers

Client Services Managers

Product Specialists and dedicated function partners

Relevant Front Office colleagues

Other Responsibilities

Embed Here for good and Group's brand and values in WRB Private Banking; Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures; Multiple functions (double hats)

Our Ideal Candidate

Academic or Professional Education/Qualifications relevant degree, level 4 RDR compliant qualification

5 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

Relationship Management

Market Knowledge

Manager Conduct

Manage Risk

Products and Processes

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