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



  • 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.
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