Director, RM, PvB

Standard Chartered Bank; Hong Kong; On-site; HKD 900,000 - 1,500,000; Full time

Job summary

Standard Chartered Bank in Hong Kong is seeking a Senior Relationship Manager for Private Banking to manage and grow a high-net-worth client book. You will deliver asset and revenue growth, and ensure alignment with client investment profiles through tailored portfolios and advisory services.

The role requires deep market knowledge, strong communication and risk-management capabilities, and a proactive approach to client acquisition and cross-selling across the One Bank platform.

Qualifications

• Academic or Professional Education/Qualifications – relevant degree, level 4 RDR compliant qualification
• 7 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

Responsibilities

• Drive profitable growth by acquiring, developing and servicing long-term relationships with HNW clients
• Accountable for the performance of individual’s own client book
• Deliver NNM, AUM and revenue growth targets and key operating metrics
• 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
• 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

Skills

Conduct management

Risk management

Sales & RM

Market knowledge

Product & Processes

Education

Bachelor's degree

Job description

Key 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.

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 Singapore CPBB Private Banking [team]; Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures; Multiple functions (double hats); [List all responsibilities associated with the role]

Skills and Experience

• Manage Conduct
• Manage Risk
• Sales & Relationship Management
• Market Knowledge
• Product & Processes

Qualifications

• Academic or Professional Education/Qualifications – relevant degree, level 4 RDR compliant qualification
• 7 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

More Job Information

Job Function

• 銀行 · 金融服務 - 一般 · 其他

Location

• 中環

Employment Term

• 全職

Education

• 學士