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Executive Relationship Manager, Priority Private – deliver tailored wealth solutions in Shanghai.
Mid-level asset management role with full compliance and client engagement responsibilities.
Job Summary
Customer sales and service for PP clients: provide professional, comprehensive, and tailor‑made financial service to Priority Private clients at asset allocation and wealth management, keep improving customer satisfaction and stickiness.
职责范围： PP客户的销售与服务：为Priority Private客户提供全面、专业、量身定制的投资及保险规划服务，不断提高高端客户的满意度和客户黏性。
Key Responsibilities
• Understand, acknowledge, and comply with the requirements on individual accountabilities and responsibilities of the job set out in applicable local laws and regulations as well as SCB internal policies. • Effectively ensure and intensify internal controls by keeping abreast with developments of applicable local laws and regulations on accountabilities. • Perform job duties with diligence, contribute to efforts as an individual or as a team member so as to avoid any actual or potential legal sanctions, regulatory penalties, material financial loss, or adverse reputational impact on the Bank. (etc.)
主要工作职责/挑战： 理解、认同并遵守本地法律法规以及渣打内部政策中关于个人问责和职责的要求； 跟上本地问责法律法规的发展，以有效地确保并强化内控； (等)
Strategy
• Responsibilities that are related to the development and implementation of a strategy, for example, Awareness and understanding of the Group’s business strategy and model appropriate to the role. (etc.)
Business
• Responsibilities related to the delivery of business and / or financial objectives, for example, Awareness and understanding of the wider business, economic and market environment in which the Group operates
Processes
• Reference the processes for which the Role Holder is responsible, as per the Operational Risk Framework definition of first / second line, for example, Responsible for executing and supervising the Budget process.
People & Talent
• Reference all responsibilities related to people and talent matters, for example: Lead through example and build the appropriate culture and values. Set appropriate tone and expectations from their team and work in collaboration with risk and control partners. (etc.)
Risk Management
• Responsibilities relating to identifying, assessing, monitoring, controlling and mitigating risks to the Group, as well as an awareness and understanding of the main risks facing the Group and the role the individual plays in managing them. (etc.)
Governance
• Responsibilities relating to the direction, planning, structure, frameworks (e.g. processes and policies) and oversight. For example, Responsible for assessing the effectiveness of the Group’s arrangements to deliver effective governance, oversight and controls in the business and, if necessary, oversee changes in these areas; Awareness and understanding of the regulatory framework, in which the Group operates, and the regulatory requirements and expectations relevant to the role.
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. (etc.)
Key stakeholders
• List all responsibilities associated with the management of stakeholders e.g. regulators, other bank teams
Skills and Experience
• Financial skills • investment counseling and analytical skills • CFP/AFP/CFA holders
Qualifications
• Full time Bachelor’s degree, or AMAC Fund Qualification Certificate Holder. • Top performer in city ranking, with more than 5 years’ frontline sales experience in banking or financial services industry. • No severe conduct case in last 1 year. (etc.)
Legal Disclaimer
Above key responsibilities and selection criteria are the major assessment to assess the staff if qualified during probation and competent after probation. Failing to satisfy any of the aforesaid requirements, or failing to pass the CPBB Essentials or WM Introduction Certification, the employee will be deemed not meeting the recruitment requirement for passing probation, and the Bank is entitled to terminate the employee’s employment contract immediately. For employee which have passed the probation, failing to pass the CPBB Essentials or WM Introduction Certification will be taken as assessment basis for job incompetency. (etc.)
About Standard Chartered
We’re an international bank, nimble enough to act, big enough for impact. (etc.)
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. (etc.)
Apply now
Apply now