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Senior Relationship Manager, Priority – responsible for developing branch clients and selling wealth management products in Taipei.
Lead wealth‑management services, meet performance targets, and collaborate cross‑sell in a dynamic banking environment.
Job Summary
負責開發分行客戶並銷售分行客戶理財商品，分析客戶現況及需求，進而瞭解並提供客戶的最適切的服務及產品以滿足分行客戶期待，且持續提供分行客戶最優質服務以維持客戶關係
- • 優先理財客戶財富管理服務與諮詢
- • 開發新的優先理財客戶
- • 深耕既有優先理財客戶, 提供客戶的最適切的理財服務及產品, 達成各項績效指標
- • 遵循組織的業務擴展計劃及策略
Selling wealth management products, providing relevant services to customers in branches, as well as branch customer development.
- • Developing branch customers and selling wealth management products to customer in branches.
- • Analyzing clients` existing situation and needs to figure out service and products meeting customer’s expectation.
- • Ensuring outserve offering to customer, maintaining well customer relationship and the end-to-end service continuously. Developing customer for branches and profit targets.
- • Contribute to the team’s business plans for the expansion of business opportunities in strategic target areas.
Key Responsibilities
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, mitigate and resolve risk, conduct and compliance matters.
Key stakeholders
- • External clients
Skills and Experience
- • Customer focus 以客戶為中心
- • Action Oriented 行動導向
- • Collaborates 合作
- • 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
- • 三年以上銀行財富管理相關銷售經驗
- • 必備專業金融證照如下:
- o 金融市場常識與職業道德合格證書
- o 信託業務專業測驗合格證書
- o 基金類5選1：投信投顧相關法規(含自律規範)/投信投顧相關法規(含職業道德)/投信投顧業務員/證券投資分析人員/證券商高級業務員
- o 衍生性5選1：結構型商品銷售人員資格測驗/衍生性金融商品銷售人員資格測驗；【以下證書於105/1/1前取得資格者屬有效 : 美國特許財務分析師(CFA) / 國內之認證理財規劃顧問(CFP)/認證財務顧問師(RFC)】
- o 人身保險業務員資格測驗合格證書、人身保險業務員銷售外幣收付非投資型保險商品測驗合格證書、投資型保險商品業務員資格測驗合格證書
- • 個性樂觀積極, 良好的溝通協調能力且抗壓性強
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
In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.
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.