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
Business
- Assist assigned RMs to achieve financial targets by providing strong support function
- Assist in deepening existing client relationships through excellent customer service
- Manage CDD Annual review process for Relationship Managers keeping within strict due dates
Processes
- Provide accurate and timely support to Relationship Managers
- Produce high quality phone and written correspondence to clients
- Respond to client/RM/ investigations by phone/fax/e-mail
- Spotting cross-sell opportunities and referring to Relationship Managers where appropriate
- Referral of all sales and upgrade opportunities to Relationship Managers
- Manage the preparation of Client Due Diligence (CDD) reviews and ensure deadlines are met, and follow up of issues raised as required by Relationship Manager
- Liaising with other Departments where necessary, promptly inform Relationship Managers and the management team of any complaints..
- Deal with and process payments, deposits, securities transaction and credit applications accurately and within deadlines and follow up with any queries
- Call Backs to clients to verify high risk payments, change of addresses, enquiries and various administrative matters etc
- Constantly challenge processes and procedures with a view to streamlining and simplifying, to reduce waste and improve service offered to internal and external clients.
- Daily review of overdraft, account balance and deposit reports
- Amex card and debit card ordering and all card related enquiries from clients, transferring these to the Amex or debit card centre wherever possible. Ensure all Amex card clients are on the DSA or on direct debit.
- Deal with Account Opening documentation and queries as required, ensure paperwork is sent to filing on a regular basis
- Co-ordinate all client visits to ensure pertinent information if available eg. Hold mail, credit cards, documentation for client's signature etc
- Accurate account of all client contact to be documented via a call report or for Jersey clients via datastore etc
Risk Management
- Actively participate in the prevention of money laundering and fraud by strict adherence and close diligence to the Bank's policies and procedures.
Governance
- Ensure the FCA's Treating Customer's Fairly standards are consistently met
- Keep up to date with existing and new SCB Private Bank products
- Keep up to date with new developments in banking, financial and SCB investment products and services
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, escalate, mitigate and resolve risk, conduct and compliance matters.
Key Stakeholders
- Head of Client Service, London
- Head of Client Service, Europe
- Relationship Managers
- Investment Advisers
- Regional Manager
- Amex Card Department
- Other Team members
- Operation teams in London and Chennai
- Compliance & Ops Risk
- External clients
Our Ideal Candidate
Strong verbal and written communication skills
Excellent organisational skills
Attention to detail
Ability to work under pressure and meet tight deadlines
Team player
Software knowledge: Outlook, Word, Excel, PowerPoint
Willingness to speak/correspond to clients on a daily basis
Previous experience in working the clients - desirable
Apply now to join the Bank for those with big career ambitions.
To view information on our benefits including our flexible working please visit our career pages .
We are looking for candidates that align to our culture and values, which are an important part of who we are and what we stand for as an organisation. To be considered as a candidate, you will be required to complete a Culture Fit Assessment - this is an online assessment of your alignment and behavioral fit to our culture. The test takes approximately 30 minutes to completes and is mandatory. Should you not complete this assessment, you will be considered as not meeting the requirement of the role. |
