Priority Private Director, Priority Banking

2 weeks ago

Petaling Jaya, Malaysia Standard Chartered Full time

**Job***: Retail Banking

**Primary Location***: Asia-Malaysia-Petaling Jaya

**Schedule***: Full-time

**Employee Status***: Permanent

**Posting Date***: 23/Aug/2023, 2:56:56 AM

**Unposting Date***: Ongoing

**Role Responsibilities**

**JOB SUMMARY**

Manage the PB Client portfolio to maximize new business opportunities and deepen existing relationships, while providing quality in service delivery in an efficient operation where risks are well controlled. Ensure that robust sales process, stringent service standards in compliance with local regulatory requirements are met

***RESPONSIBILITIES**
- In consultation with the BM/STM, draw up monthly plans for achieving new business and customer acquisition goals committed.
- To foster and deepen client relationship by providing regular market information updates and trend analysis on international equities, unit trust, bonds and other investment instruments and follow up calls / visits to assist them in their investment decisions.
- To conduct regular checks on market trends and competitors’ programme offering and activities. This is to assist / initiate efforts to increase product differentiation and enhance attractiveness of programme.
- To plan, target and cross-sell integrated business financial services to Priority clients who are self-employed professionals and businessmen.

**Strategy**

In/outbound ETB advice & sales
- To proactively acquire portfolio AUM of Priority Clients besides Personal clients.
- Engaging & deepening Affluent & hidden Affluent in advisory conversations with analytics support and collaboration with Wealth Specialists.
- Meeting clients when required (at least once a month).
- Prepare and educate clients to interacting via online, Client Centre NTB referrals from clients
- Actively acquire and activate new Affluent/potential Affluent clients referred from ETB clients directly to Relationship Manager, Priority Banking.
- Provide advice to Personal Clients approaching Bank with complex investment needs.

**Business**
- To achieve agreed revenue and new sales targets.
- Agreed service standards to customers.
- 100% Operation control under operation risks guidelines and sales compliance.
- To cascade and live the values.
- To undertake special projects / assignments.
- Non compliance and control weaknesses inherent in the selected samples are detected and duly reported
- No unsatisfactory compliance reviews and audits on the conduct of CST and record keeping
- No overdue Control Sample Testing (CST).
- Maintaining robust controls and monitoring actions

**Processes**

**Engaging and deepening activities**

1. Proactively engaging with the PB Clients by having complete knowledge of the clients in terms of the:

- profile & assets
- create analytics-backed next best conversation
- sound knowledge in Needs/Anchor products such as : Wealth & Mortgage, CASA, CC & etc.
- To acquire from individual client referrals and actively engaging them during the first 3 months by:

- meeting the client in person to discuss on advisory needs (once a month/quarter)
- connect client with specialists
- set up products holding
- conduct/connect for periodic CDD
- conduct fulfilment & activate
- Supporting the client on any client-initiated needs by:

- Proactively reaching out to client for advice discussions
- Delivering on transactions, service requests, mobile/online training
- Updating CDD
- Managing Client’s credit situation
- Refer most servicing activities to Client Servicing Managers (as and when request by clients)
- To recommend improvements in operational processes, procedures and products based on customer feedback to ensure constant enhancement of service levels and efficiency.
- To comply with all applicable money laundering prevention procedures and, in particular report any suspicious activity to the Unit Money Laundering Prevention Officer and line manager.

**Acquiring on referrals**
- Act on referral leads assigned within timeline
- To solicit referrals from other sources.
- To conduct a professional, consultative financial analysis and profiling session with Priority clients by:

- Meeting, listening and determining further needs
- Setting up anchor products & initiate cross-sell
- Conduct/connect CDD
- Educate and conduct initial set-up for online, ATMs, Client Centre and Branch

**People & Talent**

Product broadening
- Enhanced multi-product Priority knowledge
- Market and competition knowledge
- Possess all relevant investment & insurance certifications and licensing

Client engagement
- Presentation and soft skills tailored to engaging Affluent Clients
- Internal stakeholder engagement skills
- Closing deals
- Ability to drive and manage client interaction
- Good communication & presentation skills
- Negotiation and objection handling
- Client training on digital solutions

Journey completion
- Discipline and good time management to handle a client portfolio
- Ability to solve problems and close issues without handing over
- St

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