Associate - Client Services - Private Banking 1
Role Overview
• Assist assigned RMs to achieve financial targets by providing strong support to them. • Actively participate in the prevention of money laundering and fraud by strict adherence and close diligence to the Bank's policies and procedures and the regulations. • Ensuring high quality customer service to PVB clients. • Ensuring internal and external compliance on all transactions. • Assist in deepening existing client relationship through excellent customer service. • Manage CDD (RBI & Periodic) reviews process within the prescribed timelines.
Full Job Posting
Job Summary
• Assist assigned RMs to achieve financial targets by providing strong support to them. • Actively participate in the prevention of money laundering and fraud by strict adherence and close diligence to the Bank's policies and procedures and the regulations. • Ensuring high quality customer service to PVB clients. • Ensuring internal and external compliance on all transactions. • Assist in deepening existing client relationship through excellent customer service. • Manage CDD (RBI & Periodic) reviews process within the prescribed timelines.
Key Responsibilities
- Strategy • Be multi-skilled to handle all kinds of transactions and services in the bank as per applicable guideline. • Provide professional accurate and timely support to client Advisors. • Provide prompt, efficient and courteous service to PVB customers. • Ensure transactions are processed with a high level of accuracy and commitment within standard turnaround time in order to satisfy customer needs. • Manage the preparation of Client Due Diligence (CDD) reviews and ensure deadlines are met, and timely follow up of issues raised. • Liaising with other Departments where necessary, promptly inform Client Advisors and the management team of any client complaints including resolution with service levels and accurate input. • onto the Complaints Database. • Deal with and process payments, deposits, and credit card applications accurately and within deadlines and follow up with any queries. • Ensure adherence to laid down processes, facilitate first time resolution. Minimize rejections and customer complaints. • Ensure he/she is fully aware of all the policies and procedures issued in relation to ORMA, Group Code of Conduct, KYC/CDD/EDD & Money laundering prevention. He / She must ensure compliance with these policies and procedures on an ongoing basis. Any suspicious transaction must immediately be reported to the supervising officer. • Call Backs to clients to verify high value payments, change of addresses, enquiries and various administrative matters as per the current process and guideline from time to time. • Constantly challenge processes and procedures with a view to streamlining and simplifying, to reduce waste and improve service offered to internal and external clients. • Deal with Account Opening documentation and queries as required, ensure client files are updated with the relevant documents as per prescribed norms. • Ensure compliance to BCSBI, Treating Customer's Fairly standards are consistently met. • Keep up to date with existing and new SCB Private Bank products. • Keep up to date with new developments in banking, financial and SCB investment products and services. • Ensure compliance with internal and external guidelines and ensure minimal comments in audits and other inspections.
Skills and Experience
- Banking services • Wealth Management services • Soft skills like Communication, Interpersonal • System – Word / Excel / PPT
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 potentia
- Apply now
Requirements
- Banking services • Wealth Management services • Soft skills like Communication, Interpersonal • System – Word / Excel / PPT
About Standard Chartered Bank
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