Priority Private,Relationship Manager

Not Specified
2 Applied
Job Description

Role Responsibilities
Scope of Role:

  • Take overall responsibilities at PP Centre including achieve sales target, develop new customers, and maintain PP customer relationships team operations and compliance management team management and promotion of teamwork.


  • 全管PP团队项工作,包括:完目,开新客户,维护PP客户关系;团队项管;团队管,促进团队作

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.

  • Properly perform the duties on management and ensure the effectiveness of internal control.

  • Be responsible for regulatory failure or risks arising from or in connection of the event over which the employee has the duties of management and/or leadership.

  • Be responsible for significant losses due to failure of effectiveness of internal control.


  • 解认并守本地法律法以渣内部策中关于个人问责责;

  • 跟上本地问责法律法展,以有效地确并强化内控;

  • 审慎勤勉地履行岗责,以个人或团队身份,为任何导致行或能法律制管罚大财务失或声誉负影而出努力;

  • 对未守相关范程未履行责以未执行整措施承担相责任;

  • 任何关于管定调查或审查,例,问责审查

  • 正确履行管责,并确内控效率;

  • 对负有管/或领导责任事项引起或相关管定事件或风险,承担相责任

  • 为内控失效大失负责

Sales & Services

  • Ensure PP Centre staff are well managed to deliver business performance and achieve targets.

  • Ensure a distinctive customer experience for target PP segments is created and enhanced in team.

  • Coordinate with Management Team to ensure key initiatives are executed properly.

  • Facilitate the enhancement of sales & services skills of PP RM by performing regular performance tracking of individual staff.

  • Drive PP customer acquisition strategy to build sustainable business growth of PP customer base.

  • Provide regular updates of team&rsquos overall sales and service performance and key initiatives/events to management.

  • Focus on deepening relationships with the high value PP customers.

  • Reduce overall cost and shift cost and investment from non-value-added activities to benefit customers.

  • Outperform competitors by delivering superior customer benefits while avoiding price-based competition.

  • Ensure timeliness and handle customer&rsquos complaint properly.

  • Fully embrace SCB Way and ensure implementation in team.


  • 有效地管PP Centre团队相关业务,为PP客户供优质商业务,并带领团队完目;

  • 维护团队良好务声誉,以赢得更多目客户;

  • 通过与管团队作,使团队有能力对过程中出现事件出妥;

  • 定期估工业绩,人业绩,强与PP客户沟通,务能力;

  • 贯彻客户关系部PP客户获战略实现新PP客户续增长;

  • 管部门定期更新团队,客户务记录大事件;

  • 维护并深化与有大影展潜力PP客户关系;

  • 采快速展计建议,以低本,并将投入到有利于客户项目;

  • 为高级客户供更大盈利空间,在战胜竞争对手,赢得客户时以价为基础竞争;

  • 时妥地客户投诉;

  • 确行工作方在团队贯彻实施


  • Ensure that all staff in team fulfil compliance requirements stipulated by Group and local regulators, and that all audits and inspections (internal and external) are concluded with satisfactory results.

  • Mitigate all potential operational risks.

  • Oversee the proper functioning and management of all systems, operations and premises related matters.

  • 确团队所有工认真履行行地方并通过内部外部项审计检查;

  • 低所有潜在行风险;

  • 并管团队所有系统以场地等正常作;

Operations & Compliance Management

  • Actively build and develop banking business based on economic development policies of the country and credit policies of the bank.

  • Strictly follow and ensure endeavours by team comply with PRC laws and regulations and with current and forthcoming regulations, ordinances and provisions issued by CBRC and other regulatory authorities.

  • Strictly follow and ensure endeavours by team comply with current and forthcoming internal rules and with the code of conduct issued by the Company and SCB Group.

  • Must comply with their respective Money Laundering Prevention Procedures and be alert at all times to unusual or possibly suspicious customer activity and should report any suspicious activity to AML Surveillance Team and line manager as well as directly to the Country MLPO in urgent or exceptional circumstances.

  • Ensure team awareness of all relevant regulations and internal Risk & Compliance policies and procedures ensure all Regulatory, Group Policies are adhered to and proper risk controls are in place.

  • Enforce policy and procedures in breaches and potential breaches.

  • Ensure effective communications with branches, business units and functions participate in City MANCO and City BORG.

  • Other endeavours related to daily business and operations.

  • Under the leadership of Regional Head to manage and coordinate the implementation of AML and fraud risk control measures at team level as required, ensuring that these control measures will be put in place and operated in an effective manner and that staff&rsquos awareness on AML and fraud will be enhanced through regular trainings.

  • Under the leadership of Regional Head to support and provide assistance in any AML and fraud prevention related program, staff training or any other AML and fraud prevention related activities that may be required.

  • Under the leadership of Regional Head to escalate and report any significant AML issues and fraud incidents to senior management including the Head, FCR/Country MLPO for investigation, mitigation, and resolution, and to report AML suspicious transactions in the first instance to relevant business MLPO and Country MLPO.

  • 国家济展策行信贷制度积开展行业务;

  • 严守并确团队行为符中人共国法律法中国行业管会其他管机关现行时布法其他例定;

  • 严守并确团队行为符本公渣集团现行时布内部定行为守则;

  • 循洗例相关措施,对常客户作时刻警觉,并将任何活动洗办公室,直线报,在紧急情况下,直接中国洗总进行报;

  • 确团队了解所有相关法行内部风险策项程,确所有制度集团策风险管在团队内得到切实实行;

  • 警惕并项对策程以潜在;

  • 确与行分行业务部门能部门有效沟通,分行管会分行作风险管会;

  • 其他与团队日常业务作有关事宜

  • 在区长领导下管并调团队洗诈骗风险控制措施执行,确这些控制措施实

  • 施到并作有效,通过定期培训方强化工洗识

  • 在区长领导下管并助洗防止诈骗相关项目工培训或任何其他能需洗防止诈骗相关活动

  • 在区长领导下管高级管包括中国洗总报大洗诈骗案件以寻时调查解决方案以轻失,洗交需第一时间相关业务洗中国洗总报

Our Ideal Candidate
Selection Criteria:

  • Familiar with and abiding by the Chinese laws, regulations, and rules.

  • Having the professional ethics, morality, integrity, reputation, a good compliance record and no record of misconduct.

  • Having a university or higher educational background, having the professional knowledge, working experience and management capabilities required by his or her post.

  • Having the professional qualification/ licenses required by his or her post, including but not limited to Qualification Certificate for Insurance Salespersons, LMF (local/China Mutual Fund)

  • Have over three years of frontline management experience in bank or financial industry.

  • Achieved >100% of team target in last two years.

  • No severe conduct case from team in last one year.

  • Strategic thinking with an entrepreneurial mindset to start and expand a business.

  • Excellent relationship building skills to anchor customer and government officials as well as regulators at the senior level.

  • Good familiarity with bank operational procedures.

  • Strong marketing skills and a thorough knowledge of financial products and services. Solid knowledge of equities markets, unit trusts and other personal investment services.

  • Excellent communications, presentation and negotiation skills.

  • Excellent leadership qualities to motivate the team.

  • 熟并守中国法律法例;

  • 拥有业伦德诚信信誉以良好记录并行为记录;

  • 具有大学本或以上教背景,具有所需业知识,相关工作验管能力;

  • 具有所业/书,包括但于险从业人书国内基书

  • 拥有三年以上领域线管工作验;

  • 过去两年所管行或团队100%以上达业务目;

  • 所管行或团队一年严;

  • 活激考分能力,帮助行展相关业务;

  • 良好人际交沟通水平,有能力开维护与客户府官高管关系;

  • 熟行程;

  • 良好场分能力,熟行产务券场个人信贷其他个人投业务知识;

  • 具有良好人际沟通技巧能力;

  • 具有领导能人魅力,能激励团队断展

  • Other than above roles, job holder should follow other job duties and responsibilities assigned by line manager from time to time.

  • 工需循其直属所指派除上述工作责外其他工作内容任务

  • 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 , failing to obtain certain certificate or other professional qualification within 3 months upon taking the position , or failing to pass CPBB Essentials or WM Introduction Certification, the employee will be deemed not meeting the recruitment requirement for passing probation, and the Bank is entitled to remove you from your position and/or terminate your employment contract immediately For employees who have passed the probation, will be taken as assessment basis for job incompetency.

  • 以上主工作责岗任是于考试期是符录件试期是胜任工作岗准倘若工未能满足述,或特例批准未能在到岗3个月内获得相关书或业书;;或未能通过CPBB Essentials 入培训测试或财产介认测试,对于在试期工则该工将被视为符试期录件,行有立终止工该岗/或终止工劳动;对于已过试期工,将作为胜任工作岗考

  • 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.

  • 请注以上工作范围责述将于年订立年度工作目时进行回顾,并直属工于必时进行修订并达一致

About Standard Chartered
We're an international bank, nimble enough to act, big enough for impact. For more than 160 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

  • Be better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term

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, parental/maternity (20 weeks), sabbatical (12 weeks maximum) and volunteering leave (3 days), along with 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.

Recruitment assessments - some of our roles use assessments to help us understand how suitable you are for the role you've applied to. If you are invited to take an assessment, this is great news. It means your application has progressed to an important stage of our recruitment process.
Visit our careers website

Job Source:

We are a leading international banking group, with a presence in more than 60 of the world’s most dynamic markets. Our purpose is to drive commerce and prosperity through our unique diversity, and our heritage and values are expressed in our brand promise, Here for good.
Standard Chartered PLC is listed on the London and Hong Kong Stock Exchanges.

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