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Team Manager for Remote Banking RM in Taipei – lead a high‑performing sales team and drive client upgrades and wealth management growth.
Ideal for seasoned leaders experienced in branch sales, strategic execution, and talent development in the banking sector.
Job Summary
Mainly responsible for branch sales performance management including daily sales activities. The role leads a Remote Banking RM (Farmer) team to drive sustainable business growth in line with the bank’s strategy by setting clear targets, monitoring performance against balanced scorecard objectives, and executing team-level initiatives focused on client upgrades, wealth management growth, and high-quality asset accumulation. Through performance coaching, joint client engagement, and structured talent development, the role builds a capable, high-performing team with strong growth momentum and succession readiness.
Team Performance Management, Strategy Execution, and Talent Development
- • Lead the Remote Banking RM (Farmer) team to drive overall business growth by establishing clear goal-setting, performance tracking, and feedback mechanisms.
- • Ensure the team achieves or exceeds key performance targets as defined in the balanced scorecard.
- • Develop and execute team-level business strategies with a focus on client upgrades, wealth management growth, and high-quality asset accumulation.
- • Enhance team capabilities in sales skills, client communication, and relationship management through joint calls, case coaching, and experience sharing.
- • Regularly review team performance, identify gaps and opportunities, and implement appropriate actions such as performance coaching and performance improvement plans to optimize results.
- • Develop high‑potential talent and build a Farmer team with strong growth momentum and succession readiness.
Client Management Model and Affluent Segment Development
- • Ensure the team prioritizes upgrading clients to the Affluent segment as the core client management strategy, and systematically drives client upgrades and wealth management business expansion.
- • Guide the team to adopt diversified approaches—such as telemarketing, cold calling, and relationship deepening—to establish a sustainable client acquisition and management model.
- • Support the team in identifying high-potential client segments to increase wealth management product penetration and client lifetime value.
Client Satisfaction and Long-Term Relationship Value
- • Lead the team in continuously improving Client Satisfaction Survey (CSS) / Net Promoter Score (NPS) results.
- • Guide the team to translate client feedback into concrete improvement actions, strengthening client trust and engagement.
- • Ensure a balanced focus on both new client acquisition and existing client retention to enhance relationship stability and long-term value.
Sales and Service Quality Management
- • Ensure all sales and service activities comply with the bank’s sales and service quality standards, enforcing suitability principles and sales discipline.
- • Oversee client interaction and sales processes to proactively identify and remediate potential service or compliance risks.
- • Foster a strong service quality culture to deliver a stable and consistent client experience.
Corporate Governance and Risk Management
- • Take ultimate management responsibility for the team’s compliance with CERM requirements, ensuring a balanced approach between business growth and risk control.
- • Establish a strong risk-aware culture and core values to prevent short-term, results-driven, or inappropriate sales and service behaviors.
- • Act as a key bridge between bank management and front-line staff to ensure consistent execution of policies, standards, and expected behaviors.
一、團隊業績管理、銀行策略落實與人才發展
- • 帶領 Remote Banking RM (Farmer) 團隊推動整體業務成長，建立清楚的目標設定、績效追蹤與回饋機制。
- • 確保團隊達成或超越既定平衡計分卡上之核心業績目標。
- • 制定並執行團隊層級的業務推動策略，聚焦於客戶升等、財富管理業務成長與高品質資產累積。
- • 透過陪訪、個案指導與經驗分享，提升團隊成員在銷售技巧、客戶溝通與關係經營上的專業能力。
- • 定期檢視團隊績效表現，分析差距與機會，並採取績效輔導、績效改善計畫等適當行動以優化成果。
- • 培育高潛力人員，打造具接班能力與成長動能的 Farmer 團隊。
二、客戶經營模式與客群升級
- • 確保團隊以「升等至富裕客群」為首要經營方向，系統化推動客戶升等及財富管理業務之拓展。
- • 引導團隊運用電話行銷、陌生開發與關係深化等多元方式，建立可持續的客戶開發與經營模式。
- • 協助團隊鎖定高潛力客群，提升財富管理商品滲透率與客戶終身價值。
三、客戶滿意度與長期關係價值
- • 帶領團隊持續提升 Client Satisfaction Survey（CSS） / NPS 表現。
- • 指導團隊將客戶回饋轉化為具體改善行動，強化客戶信任度與黏著度。
- • 確保新戶開發與既有客戶維繫並重，提升整體關係穩定度與長期價值。
四、銷售與服務品質管理
- • 確保團隊所有銷售與服務行為符合本行銷售及服務品質標準，落實商品適合度與銷售紀律。
- • 監督團隊客戶互動與銷售流程，及早識別並改善潛在的服務或合規風險。
- • 以高標準的服務品質文化，維持穩定且一致的客戶體驗。
五、公司治理與風險控管
- • 對團隊成員落實 CERM 規範負最終管理責任，確保業績成長與風險控管之平衡。
- • 建立正確的風險文化與價值觀，避免短期業績導向的不當銷售或服務行為。
- • 作為銀行管理團隊與第一線人員之間的關鍵橋樑，確保政策、標準與行為一致落實。
Skills and Experience
- • Addressing Customer Needs滿足客戶需求
- • Regulatory Environment - Financial Services監管環境-金融服務
- • Cross - Selling交叉銷售
- • Investment Management投資管理
Qualifications
- • Graduate with 4 years Banking / Financial Services experience.
- • At least 3 years excellent performance in a Branch role and/ or sales role
- • Well developed strategic perspective and forward planning ability
- • Highly developed networking and negotiation abilities
- • Analytical and problem solving skills coupled with decision making ability
- • Advanced interpersonal and communication skills.
- • Excellent leadership and team building qualities.
Licensing Requirements
- • Trust Officer License
- • Proficiency Test for Bank Internal Control and Audit
- • Qualification for Securities Investment Trust and Consulting Professionals (or Senior Securities License)
- • Life Insurance License
- • Investment Linked Insurance License
- • Structured Products / Derivatives License
About Standard Chartered
About Standard Chartered We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can't wait to see the talents you can bring us. Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion. Together we: Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term
What we offer
Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations. Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum. Flexible working options based around home and office locations, with flexible working patterns. Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning. Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.