Standard Chartered - Wholesale Banking Associate/Relationship Manager

Description:

- Ensure adherence to all sales discipline requirements i.e. provide support to the RM on Account Planning, deal pipeline and call report administration/discipline, as agreed with the Banker

- Client meeting preparation including preparing briefing notes and coordinating internal discussions, and execution including logistics if attending client meetings in partnership with the Banker

- Provide support on new business transactions i.e. deal execution support, document negotiation, coordination with Product Sales and Client Management team on documentation matters and deal drawdown, coordination with Product Sales and network on fee booking and revenue recognition

- Proactive management of portfolio including client and product partner engagement to ensure limit utilization and ensure the accuracy of revenue/returns for the portfolio and at client level

Processes:

- The RM is responsible for the overall Client Account Plan/ Client Strategy. The ARM is responsible for supporting the RM in the Account Planning (client strategy) process and is responsible for providing support with executing the account plan deliverable/ client strategy:

- Attend and minute Account Planning/Strategy deep dive sessions

- Work with the product partners to maximize cross-sell and returns on risk weighted assets. Assist with deal returns calculations and pricing analysis wherever required

- Ensure all relevant client team members/internal stakeholders have been appropriately engaged by the Banker with respect to the planning and communication of the relevant approved strategy for each client

- In partnership with product partners, ensure appropriate line utilization of complex and structured transactions. Review client profitability data for clients and discuss opportunities/concerns with RM. Resolve any revenue/fee/returns recognition issues by engaging with internal stakeholders such as Finance, CPM, back office teams, etc.

- In partnership with the Banker, participate in conversations with clients to understand their needs and discuss the needs based account strategy and related opportunities, transactions, pricing issues etc