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Job Title:       Associate 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:  The Associate Relationship Manager, Priority Banking will deepen relationships with existing clients and acquire referred clients while providing the appropriate service standards.

 

Key Duties and Responsibilities:

Strategy

In/outbound ETB advice & sales

• Portfolio of Priority Clients besides other clients
• Engage Affluent & hidden Affluent in advisory conversations with analytics support and collaboration with Wealth Specialists
• Meet clients when required (ie. once a month)
• Prepare and educate clients to interacting via online, Client Centre
• NTB referrals from clients
• Acquire and activate new Affluent/potential Affluent clients referred from ETB clients directly to Priority Banker/Team
• Business

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 specialists
• Set up products
• Conduct/connect for periodic KYC
• Conduct fulfilment & activate

Service (remote)

• Refer most servicing activities to Client Service Managers

Acquiring On Referrals

Connect & prepare (remote)

• Connect & start up referred leads (including premium/personal clients in Branch with more advance needs)
• 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
• Educate and conduct initial set up for online, ATMs, Client Centre, and Store
• Conduct fulfilment & activate

Processes

• Understanding of operational risk and implementing KYC fulfilment

People and Talent

• Working closely with the Priority Wealth Specialists, Client Service Managers, KYC/CDD 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.
• 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.

Qualifications, Skills and Experience:

• The applicant must hold a Bachelor’s degree
• Licenses and Certifications / accreditations – CISI (Chartered Institute for Securities and Investment)
• Bank training; i.e. mandatory & developmental – role specific, and regulatory/compliance bank wide & role specific,
• Languages; i.e. those required for roles – English

Role Specific Technical Competencies

• Customer Centric
• Relationship management
• Sales Skills
• Understanding of operational risk
• Local Market Knowledge (Consumer/Retails Banking space)
• Portfolio Management

 

How to Apply:

All candidates who wish to join Standard Chartered Bank should apply online at the link below.

 

Click Here

 

Deadline: 12^th September 2023

 

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