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About Standard Chartered We are a leading international bank focused on helping people and companies prosper across Asia, Africa and the Middle East.
To us, good performance is about much more than turning a profit. It's about showing how you embody our valued behaviours - do the right thing, better together and never settle - as well as our brand promise, Here for good.
We're committed to promoting equality in the workplace and creating an inclusive and flexible culture - one where everyone can realise their full potential and make a positive contribution to our organisation. This in turn helps us to provide better support to our broad client base.
The Role Responsibilities & Our Ideal Candidate
Interface with clients for servicing and account/ transaction administration. This includes but not limited to account opening documentation, client static data changes, account maintenance, basic enquiries such as cash balances, portfolio holdings etc, payments and transfers, deposit and loan administrative related such as application, rollover etc.
Commit to service quality and client satisfactory; measurements include client complaint, operational losses, Net-Promoter-Score (NPS) survey etc.
Handle and resolve day-to-day administrative queries from clients; measurements include timely response to client, accuracy of information provided, exceptions from call monitoring exercise etc.
Work closely with assigned RM/ RM team to complete business Non-Financial-Performance (NFP) metrics. This includes but not limited to completion of Periodic Review (PR), eBCA (both new and renewal), Investment Portfolio Review (IPR), Client Advisory Portal (CAP), Client Contact Report (CCR) etc.
Execute investment transactions. This includes but not limited to pre-trade checks on available balances, collateral etc, post-trade follow up, order placement via system or call dealing desk, monitor fulfilment of orders, notify RM/ client on completion, as needed.
Execute client transactional and trade related activities; measurements include timeliness and accuracy of trade executed, exceptions from investment assurance call-monitoring exercise, T+1 contact notes sent to client etc.
Ensure compliance with all PvB policies and procedures during client service and transactions. This includes but not limited to anti-money laundering checks, sanctions checks, cross-border guidelines etc. Work closely with assigned RM/ RM team on periodic review, document deficiencies and other control and compliance related matters. Participate in internal and external audits, as needed.
Escalate any client complaint to Complaint Manager within 48 hours and assist in investigation.
Escalate any operational lapses to CSM TL/ RM TL and prepare the incident report within 5 working days.
Continuously strengthen awareness and knowledge in risk awareness and control. Respond to Financial Crime Risk (FCR) alerts if any, within 7 days.
Support business to obtain required documentations within the given timeline, this includes but not limited to account opening documentation, identification documents, FATCA forms, Common Reporting Standard (CRS) forms etc.
Work closely with all remediation exercise such as Compliance Sample Testing (CST), document deficiency etc.
Contribute to satisfactory and successful audit review of the Bank, both internally and externally.
Adhere to Group Code of Conduct and comply with regulatory as well as all internal standard procedures when carry out duty as a licensed person. This includes but not limited to Anti-Money Laundering (AML), Anti-Bribery and Corruption (ABC), Data Confidentiality policy, Clean Desk Policy etc.
Complete all mandatory training/ eLearning successfully within the given due date.
Zero tolerance to Fair Accountability and regulatory related breaches.
Participate in products, processes and relevant technology system training session. Contribute to ideas and/or involve in project to improve Front Office productivity and performance. Complete eLearning on timely manner. Cover duties of other CSMs in the team, as required.
Attend relevant team meeting/ training unless with valid reasons and prior notice.
Complete Continuing Professional Development (CPD) hours by 30 September of each year
Take proactive approach in Change Delivery projects such as UAT/ UVT, workshop, focus group discussion etc.
Work with CSM TL to groom junior and/or new CSM such as sharing/ guiding on day-to-day activities, lead by example to be a professional CSM etc.
Understanding of Private Banking business, practices and regulatory requirements
Embedding highest standards of ethics and business conduct across the bank
Risk control fundamentals
Knowledge of markets and investment products
Client-centric: verbal and written communication
Problem solving and decision making
Collaboration with other support functions ie Compliance, CAR, Ops
Time management and multi-tasking
Assessment at discretion of other key stakeholders such as Relationship Manager (RM), RM Team Leader, Market Head.
Adherence to expected conduct and culture of the Bank
Apply now to join the Bank for those with big career ambitions.
Internal Number: 6106046
About Standard Chartered Bank
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