Virtual Relationship Manager

Virtual Relationship Manager

Standard Chartered
Not Specified
Not Specified

Job Description



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

分行行銷電話行銷高質客戶務之供,增得銷之機會而到業績目標守穩銷程嚴務準則本地管定主動開發新業務,固有客戶關

責深耕既有先財暨逸財客戶,分客戶需,進而瞭解並供客戶最切務以滿足客戶期待,續供客戶最質務以維客戶關

  • Developing Priority Banking Clients and Premium Banking Clients, selling wealth management products through digital platform and providing relevant service to customers.

  • Analyzing/Deepening clients` existing situation and needs to figure out service and products meeting customer&rsquos expectation.

  • Ensuring outserve offering to customer, maintaining well customer relationship and the end-to-end service continuously. Developing customer and profit targets.

  • Contribute to the team&rsquos business plans for the expansion of business opportunities in strategic target areas.

  • Deepening Priority Banking Clients and Premium Banking Clients, providing the products and relevant services to the clients


Key Roles and Responsibilities

  • 責先財PB暨逸財PE財客戶之展滲客戶務.

  • 供專業財務分財商銷,以到客戶財務需資置目

  • 供資訊國內外商趨勢分之務,以便與客戶建立良好動關.

  • 與業務/主管討論月業績行動計畫與目標,以到部門所定之新客戶開發業績目標.

  • 開發有潛力之客戶,維良好關.

  • 助設立客戶資料庫以客戶關建立交行銷之目.

  • 客戶應供作業程商建議,確續性地高務等級效率.

  • 循所有防治洗錢程之定以洗錢防治主管直屬主管任何之舉動.

  • 先財暨逸財客戶數財務與客戶專屬權益諮詢.

  • 深耕既有先財暨逸財客戶, 供客戶最切存款/財務,創其他跨機會,績效指標 (績效指標:例將既有逸財客戶等先財客戶).

  • 先財新客戶開發 (線上請數帳戶客戶單供開發).

  • 循業務展計劃策略.




Our Ideal Candidate

  • 具財富管相關驗1年以上

  • 已得以下四張證照之中任二張: 信託,投信投顧法 (或高業),性商,人身險

  • 態度極觀,通能力佳

  • 具陌開發驗尤佳


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 . We welcome conversations on flexible working.
Job Source : scb.taleo.net

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