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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.
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.
The Role Responsibilities
Engaging and deepening activities
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.
Proactively engaging with the "Hidden Affluent" 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 & Mortagage, 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
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
Educate and conduct initial set-up for online, ATMs, Client Centre and Branch
Our Ideal Candidate
Enhanced multi-product Priority knowledge
Market and competition knowledge
Possess all relevant investment & insurance certifications and licensing
Presentation and soft skills tailored to engaging Affluent Clients
Internal stakeholder engagement skills
Ability to drive and manage client interaction
Good communication & presentation skills
Negotiation and objection handling
Client training on digital solutions
Discipline and good time management to handle a client portfolio
Ability to solve problems and close issues without handing over
Strong analytical ability
Understanding of Priority CDD principles
Interpersonal and complaint handling skills
Bank's product knowledge
Understanding of policies and procedures
ABM rules / Bank Negara FEA regulations
Branch Operations Manual (WEBOM) /MIC/ group circulars/bank policy and tariff of charges
Apply now to join the Bank for those with big career ambitions.