Job ID: 36867
Location: ShenZhen, CN
Area of interest: Relationship Manager
Job type: Regular Employee
Work style: Office Working
Opening date: 12 Aug 2025
Job Summary
Customer service, acquisition and relationship maintenance, bank’s product, service promotion.
职责范围：
推广指定的个人银行产品和服务及拓展新客户，并负责客户关系维护与服务
推广指定的个人银行产品和服务及拓展新客户，并负责客户关系维护与服务
Key Responsibilities/Challenges:
- 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
- Be responsible for failure to follow relevant rules and processes, failure to properly perform the responsibilities, and implement corrections
- Cooperate with any investigations or reviews on regulatory failure such as accountability review.
- Engage NTB Affluent clients via leads sourced from varies channels
- A well thought-through, creative approach to satisfy customers, improve competitive advantage and improve performance
- Deliver allocated performance targets
- To provide quality, efficient before and after sales services; Maintain relationship with customers and deliver superior customer service to ensure customers’ needs are met
- Enhance bank-customer relationships by expanding existing customers’ portfolio holdings
- Actively participate in Priority Banking / other Bank’s marketing and promotional activities to acquire NTB customers, as well as cross-selling to existing customers
- To prepare and consolidate accurate reports on sales activities
- Accountable for implementing and complying with AML requirements when performing duties
- Ensure compliance of Management Manual, Operating Manuals and Bank’s laid down knowledge of the various products offered by all departments
- Learn and understand all relevant regulations and internal Risk & Compliance policies and procedures
- Keep updated on the events in the financial industry
- Participate actively in training programs, meetings, briefings organized by the bank and ensure skills & knowledge acquired is applied to daily work
- Ensure timeliness & managing customer’s complaint
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
- 审慎勤勉地履行岗位职责，以个人或团队成员的身份，为避免任何导致银行遭受或可能遭受法律制裁、监管处罚、重大财务损失或声誉负面影响而做出努力
- 对未遵守相关规范和流程、未适当履行职责以及未执行整改措施承担相应责任
- 配合任何关于违反监管规定的调查或审查，例如，问责审查
- 跟进销售机会，开发新客户
- 以周全、创新的方法使客户满意，提升竞争优势及业绩表现
- 实现个人业绩指标
- 提供高质量、高效的售前和售后服务
- 维护与客户的关系并提供卓越的客户服务以确保满足客户需求
- 积极参与优先理财/其它银行营销项目，以获取新客户。另外，向现有客户进行交叉销售
- 编写和维护有关销售活动的准确报告
- 负责实施各项反洗钱的需求并且确保符合反洗钱的合规要求
- 遵循银行的管理手册，操作手册和所有部门相关产品的既定政策
- 学习并了解一切相关条例以及内部风险与合规的政策与程序
- 保持对金融行业相关动向的敏感
- 积极参与银行组织的培训项目，会议和简报会，并保证将学习到的技能和知识运用到日常工作中
- 确保客户投诉的时效与管理
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, escalate, mitigate and resolve risk, conduct and compliance matters.
Key stakeholders
Affluent RM, SBM, Branch Service
Affluent RM, SBM, Branch Service
Qualifications
Selection Criteria:
- A University graduate
- 1 year or above working experience in financial industry, acting in good faith and professional ethics
- Have a good command of knowledge about wealth management sales activities related regulations
- Strong interpersonal and communication skills, ability to deal with all levels of people, often in complex and difficult situations.
- Team player who shows initiative and assertiveness.
- Self-motivator who is keen to upgrade, improve personal knowledge and skills to meet job requirements.
- Good command of both spoken and written English and Mandarin
职位要求：
- 大学本科学历
- 从事金融工作1年以上，具备良好的诚信记录及职业操守
- 熟悉理财业务活动及理财产品销售相关的法律法规
- 出色的人际关系能力和沟通能力，能在复杂场合应付自如
- 具有团队意识，主动坚定
- 有上进心，能自我激励，不断提高人际交流能力和技巧，以满足工作要求
Other than above roles, job holder should follow other job duties and responsibilities assigned by line manager from time to time.
除上述工作职责外，员工应遵循直属经理随时指派的任何工作职责和任务。
除上述工作职责外，员工应遵循直属经理随时指派的任何工作职责和任务。
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, 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 will be taken as assessment basis for job incompetency.
以上的主要工作职责和岗位聘任要求是用于考核试用期是否符合录用条件和工作胜任与否的标准。倘若员工未能满足前述要求，或未能通过CPBB Essentials测试，则该员工将被视为不符合试用期的录用条件，银行有权立即终止员工的劳动合同；对于已过试用期的员工，未能通过CPBB Essential测试，将作为不胜任工作工作岗位的考核依据。
以上的主要工作职责和岗位聘任要求是用于考核试用期是否符合录用条件和工作胜任与否的标准。倘若员工未能满足前述要求，或未能通过CPBB Essentials测试，则该员工将被视为不符合试用期的录用条件，银行有权立即终止员工的劳动合同；对于已过试用期的员工，未能通过CPBB Essential测试，将作为不胜任工作工作岗位的考核依据。
Before attend and pass the CPBB Essentials, the employee should not perform any kind of business communication / engagement to customers.
对于还没有参与并通过CPBB Essential入职培训的员工, 禁止跟客户有任何业务上的交流。
对于还没有参与并通过CPBB Essential入职培训的员工, 禁止跟客户有任何业务上的交流。
Please note that the job description above will be reviewed during the Job Objective setting every year, which may be amended and agreed where necessary by the employee and the line manager.
请注意以上本工作描述将于每年制定年度工作目标时予以审核，如有必要将由直属经理和员工予以修订并达成一致。
In this document, Chinese version shall prevail over English version.
本文件若中英文表述不符，应该以中文为准。
本文件若中英文表述不符，应该以中文为准。
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.
www.sc.com/careers