Standard Chartered - Manager - Investment Advisor Relationship

Role:

- Acquire new clients and manage a portfolio of allocated existing clients.

- Drive business revenue and achievement of set scorecard targets.

- Engage HNI & hidden Affluent in advisory conversations with analytics support and collaboration with Wealth Specialists.

- Meet clients when required, both walk-ins and scheduled client visits.

- Prepare and educate clients to interacting via online, Client Centre.

- Acquire and activate new Affluent/potential clients referred from ETB clients

- Have complete knowledge of portfolio in terms of profile & assets

- Create analytics-backed conversations for uptake of Wealth solutions

- Portfolio management and product deepening

- Query and complaint resolution Processes

- Comply with all applicable branch and the processes

- Ensure all approvals are in place for exceptions Affluent requests

- Adhere to the guidelines proposed by the Priority banking Segment Proposition document

- Risk Management

- Manage all business risks as advised by BRMs and CDD team