Associate - Client Services - Private Banking

Standard Chartered; Pune District; On-site; INR 650,000 - 900,000; Full time

Benefits offered by this job

Inclusive culture

Fair pay

Life insurance

Medical insurance

Parental leave

Sabbatical

Volunteer leave

Flexible working

Wellbeing programs

Learning opportunities

Job summary

Standard Chartered is seeking an Associate - Client Services in Private Banking to support Relationship Managers, ensure AML/KYC compliance, and deliver high-quality service to PVB clients in Pune, India. This role emphasizes meticulous processing, due diligence, and collaboration with cross-functional teams.

You will help deepen client relationships, manage CDD reviews, and ensure timely, accurate execution of transactions while upholding regulatory standards and bank policies.

Qualifications

• Graduate/Postgraduate required.
• Customer orientation and service focus.
• 4–5 years of overall experience, preferably in a Client Service role.
• General Banking knowledge; front and back-office processes in Private Banking.
• Strong verbal and written communication skills; English proficiency.

Responsibilities

• Assist Relationship Managers to achieve financial targets with strong support.
• Ensure high-quality client service for Private Banking clients.
• Adhere to AML, KYC/CDD procedures and regulatory requirements.
• Process transactions accurately; manage CDD reviews within deadlines.
• Liaise with internal departments to escalate and resolve client issues.

Skills

Banking services

Wealth management

Communication

Interpersonal skills

Word/Excel/PPT

Education

Graduate/Postgraduate

Job description

Associate - Client Services - Private Banking Language Sign In Employee Login Job Alerts Link

Job Details

Associate - Client Services - Private Banking Job Description

Requisition Number: 64403

Job Location: Pune, IND

Global Grade: Band 7

Work Type: Office Working

Employment Type: Permanent

Posting Start Date: 15/10/2026

Posting End Date: 29/10/2026

Job Summary

• Assist assigned RMs to achieve financial targets by providing strong support to them.
• Actively participate in the prevention of money laundering and fraud by strict adherence and close diligence to the Bank's policies and procedures and the regulations.
• Ensuring high quality customer service to PVB clients.
• Ensuring internal and external compliance on all transactions.
• Assist in deepening existing client relationship through excellent customer service.
• Manage CDD (RBI & Periodic) reviews process within the prescribed timelines.

Key Responsibilities

Strategy

• Be multi-skilled to handle all kinds of transactions and services in the bank as per applicable guideline.
• Provide professional accurate and timely support to client Advisors.
• Provide prompt, efficient and courteous service to PVB customers.
• Ensure transactions are processed with a high level of accuracy and commitment within standard turnaround time in order to satisfy customer needs.
• Manage the preparation of Client Due Diligence (CDD) reviews and ensure deadlines are met, and timely follow up of issues raised.
• Liaising with other Departments where necessary, promptly inform Client Advisors and the management team of any client complaints including resolution with service levels and accurate input.
• onto the Complaints Database.
• Deal with and process payments, deposits, and credit card applications accurately and within deadlines and follow up with any queries.
• Ensure adherence to laid down processes, facilitate first time resolution. Minimize rejections and customer complaints.
• Ensure he/she is fully aware of all the policies and procedures issued in relation to ORMA, Group Code of Conduct, KYC/CDD/EDD & Money laundering prevention. He / She must ensure compliance with these policies and procedures on an ongoing basis. Any suspicious transaction must immediately be reported to the supervising officer.
• Call Backs to clients to verify high value payments, change of addresses, enquiries and various administrative matters as per the current process and guideline from time to time.

Processes

• Measured indirectly by the success of the Relationship Managers, AUM and revenue goals.
• CDD- Completion of documentation and adherence to local and group compliance issues
• Adherence to regulatory and Group compliance issues
• Number of client complaints and compliments received about the direct service offered.
• Successful completion of all accreditation tests and mandatory e-learning
• Minimising operational losses and P & L claims
• Client satisfaction survey results
• Timeliness of submission-Client instructions and AO/PRs

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

Key stakeholders

• External clients
• Client Advisors
• Investment advisors
• Manager Client Service
• Compliance
• Operations
• Risk
• Control and Supervision

Skills and Experience

• Banking services
• Wealth Management services
• Soft skills like Communication, Interpersonal
• System – Word / Excel / PPT

Qualifications

• Knowledge / Skills / Experience Required:
• Graduate/ Postgraduate
• Customer Orientation and service focus
• Anywhere between 4-5 years of overall experience, preferably in a Client Service role
• General Banking Knowledge, understanding of front and back-office processes and procedures, preferably in a Private Bank Client service role.
• Good Interpersonal Skills
• Strong Verbal and Written Communication Skills
• Ability to work under pressure and meet tight deadlines.
• Team player.
• English

About Standard Chartered

We're a global bank connecting clients to our differentiated network, offering growth opportunities in the world's most dynamic markets. Our strategy, which combines cross-border capabilities and leading wealth management expertise, helps us deliver our purpose - to drive commerce and prosperity through our unique diversity.

Over our 170-year history, and across a unique geographical footprint connecting Asia, Africa and the Middle East to each other and the world, we've built a bank like no other, with diverse capabilities and partnerships that set us apart.

What We Offer

• Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions, and geographies.
• 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 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.

Visit our careers website to learn more about us: www.sc.com/careers.