Key Responsibilities
- Drive client engagement in line with coverage
model.
- Engage premium clients by identifying and
meeting needs via cross sell of retail banking products. Primary focus
will be on increasing penetration of wealth and insurance along with
improving CASA AUM.
- Follow the applicable contact management
approach to drive engagement with premium clients. Execute applicable
sales campaigns as designed and released by country segment teams
- Drive ‘Needs based conversations’ with clients
to provide suitable products. Focus on building relationship via
consultative selling approach
- Meet or exceed applicable scorecard
targets
- Handle Client led product requests triggered via
Cliient Engagement Systems (CEMS) leads.
- Follow up and manage expectations of clients to
ensure timely processing of sales transactions
- Help drive digital adoption within the
portfolio
- Support on boarding of premium clients and
create a pipeline for upgrade to priority segment
- Embed Here for good and Group’s brand and values
as part of Premium executive team
- Perform other responsibilities assigned under
Group, Country, Business or Functional policies and procedures.
- Portfolio Management
- Drive portfolio growth through existing to bank
(ETB) and increased product per customer (PPC) ratio.
- Based on client profile, map client potential
and work towards up streaming to Wealth Management Solutions
- Risk Management
- Responsible for identifying, assessing,
monitoring, controlling and mitigating risks to the Group. Also, an
awareness and understanding of the main risks facing the Group and the
role the individual plays in managing them
- Remain at alert to the risk of money laundering
and assist in the Bank’s efforts in combating it by adhering to the
principles in relation to: “Identifying your customer, knowing your
customer, reporting suspicions, safeguarding records and not disclosing
suspicions to Customers”.
- Operational Risk Policy
- Ensure understanding of the Group’s Risk
Management Framework including relevant Operational Risk Framework
ownership. Ensure a full understanding of the risk and control environment
in area of responsibility
- Governance
- 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.
- Responsible for delivering ‘effective
governance’; capability to challenge fellow executives effectively; and
willingness to work with any local regulators in an open and cooperative
manner.
- KYC
- Ensure you remain alert to the risk of money
laundering and assist in the Bank’s efforts in combating it by adhering to
the principles in relation to:
- “Identifying your customer, knowing your
customer, reporting suspicions, safeguarding records and not disclosing
suspicions to customers”.
- Ensure you are trained in combating money
laundering
- 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.
- Lead to achieve the outcomes set out in the
Bank’s Conduct Principles
- Effectively and collaboratively identify,
escalate, mitigate and resolve risk, conduct and compliance matters.
- Internal
- Wealth Specialist
- Branch Managers
- Reginal Managers
- Quality Analyst
- Universal Bankers
- CDD and Operations teams
- External
- Customers (Current and Potential)
Other Responsibilities
- Embed Here for good and Group’s brand and values
in team; Perform other responsibilities assigned under Group, Country,
Business or Functional policies and procedures
Qualifications
- Academic or Professional
Education/Qualifications in any higher institution
- 3 years in relevant portfolio management
experience or related relevant experience
- Licenses and Certifications/accreditations;
Wealth Management
How to
Apply
 Job in Kenya - Standard Chartered){kind=link}