Senior Relationship Manager, Priority Banking Jobs – Standard Chartered Bank (Stanchart)
Job Title: Senior Relationship Manager, Priority Banking
Organisation: Standard Chartered Bank (Stanchart)
Duty Station: Kampala, Uganda
About US:
Standard Chartered PLC is a British multinational banking and financial services company headquartered in Hong Kong, China. It operates a network of over 1,700 branches and outlets (including subsidiaries, associates and joint ventures) across more than 70 countries and employs around 87,000 people. It is a universal bank with operations in consumer, corporate and institutional banking, and treasury services. Despite its UK base, it does not conduct retail banking in the UK, and around 90% of its profits come from Africa, United Kingdom, United States and the Middle East. Standard Chartered Bank Uganda is the longest established international bank in the country; the first branch was opened in August 1912. We had 11 branches up to 1972 and retained only one branch during the turbulence of the 70s. In 1998 we acquired 4 branches of former Cooperative Bank in November 1999. Standard Chartered Bank Uganda today has a network of 11 branches in Kampala, Jinja, Mbale, Mbarara and Gulu. Standard Chartered Bank Uganda has 29 ATMs and over 600 staff.
Job Summary: To engage and deepen relationships with existing High Value Priority clients while providing advisory services on a suit of banking and wealth management needs.
To acquire new/referred clients while providing the appropriate service standards. The role involves deepening client’s wallet share through cross-selling of various banking/financial solutions.
Key Duties and Responsibilities:
In/outbound Existing To Bank advice & sales
- Management of a Portfolio of “High-value” Priority Clients besides other clients
- Engage in advisory conversations with the support of analytics and collaboration with Wealth Specialists
- Meet clients when required
- Prepare and educate clients to interacting via online or via Client Centres
New To Bank Client referrals
- Acquire and activate new Affluent/potential Affluent clients referred from existing to bank clients
Engaging & Deepening Activities
- Methodically engage (remote)
- Have complete knowledge of the clients in terms of the profile & assets
- Create analytics-backed next best conversation
- Meet & deep sell (remote & in person)
- Meet in person to meet advisory needs (once a month/quarter)
- Connect client with available specialists
- Set up products
- Conduct/connect for periodic KYC (Know your customer)
- Conduct fulfilment & activate
- Service (remote)
- Refer most servicing activities to Client Service Managers
Acquiring on Referrals
- Connect & prepare (remote)
- Connect & start up referred leads
- Explain proposition & requirements in full
- Meet, deep sell & train (in person)
- Meet, listen and determine further needs
- Set up anchor products & initiate cross-sell
- Conduct/connect for KYC (Know your customer)
- Educate and conduct initial set up for online, ATMs, Client Centre, and Store
- Conduct fulfilment & activate
Processes
- Understanding of operational risk and implementing Know your customer fulfilment
- People and Talent
- Working closely with the Priority Wealth Specialists, Client Service Managers, Customer Due Deligence Team
Risk Management
- Compliance of execution of sales in line with Group policies
- Comply with all group policies, operational risk management procedures
- Governance
- Guidelines and procedures on “Customer Due Diligence “for account opening and on cross-border account opening referral” issued by group business and operations risk.
- Controls and procedures on “Customer Due Diligence” introduced to addressed money laundering prevention and compliance risk.
- Guidelines for the submission of suspicious transaction reports issued by head of legal & compliance/country money laundering prevention officer.
- Customer Data Protection Policy.
- Adhere to speak up policy.
- Ensure that money Laundering requirements are followed
- Take all reasonable steps to verify the identity of our customers e.g. completing the Know Your Customer check list for all customers.
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.
Other Responsibilities
- Embed Group’s brand and values in Consumer Private and Business Banking Uganda
Qualifications, Skills and Experience:
- The ideal applicant must hold a Bachelor’s degree
- Relationship management role in the banking industry: five years minimum
- High net worth/ Affluent Banking experience: five years minimum
- Licenses and Certifications / accreditations; CISI & COP certificates
- Languages: i.e. those required for roles – English
How to Apply:
All candidates who wish to join Standard Chartered Bank should apply online at the link below.
Deadline: 21st June 2022
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