Job Description

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.
Role Responsibilities

Scope of Role:
Customer sales and service, sales team management
客户与务, 团队管
Key Responsibilities/Challenges:

  • Understand, acknowledge and comply with the requirements onindividual 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

  • Deliver allocated performance targets for individual and the team&rsquos

  • Maintain relationship with customers and deliver superior customer service to ensure customers needs are met within the team

  • Facilitate improvement of the team&rsquos sales staff performance by performing regular performance review and coach for each individual team member when required

  • Provide guidance and necessary training to the team to deliver excellent customer service and ensure customers to have a good experience with bank

  • Ensure key initiatives such as new products, process, banking standards, etc are executed properly within the team

  • Assist SBM in daily branch performance, process governance and premise management

  • To ensure individual sales staff&rsquos operational, regulatory, service, risk control issues is properly managed

  • Enhance bank-customer relationships by expanding existing customers portfolio holdings

  • Actively participate in Priority Banking / other Bank&rsquos marketing and promotional activities to acquire NTB customers, as well as cross-selling to existing customers

  • Proactively engage with Personal Clients hidden affluent and advise to approach bank with complex investment needs

  • Accountable for implementing and complying with AML requirements when performing duties

  • Ensure compliance of Management Manual, Operating Manuals and Bank&rsquos 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&rsquos complaint.


  • 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

  • 实现个人团队业绩指;

  • 在所管团队内,维护与客户关系并供越客户务以确满足客户需;

  • 织团队内业绩检视培训,以团队整业绩表现;

  • 为团队供指引培训,以为客户供优质务;

  • 确行新产新程在团队内充分沟通并有效执行;

  • 辅助行行长进行行内程管控业绩推动工作;

  • 确团队在务风险管控方开展有效管;

  • 通过扩大现有客户投强客户与行关系;

  • 积与优先财/其它行项目,以获新客户外,现有客户进行交;

  • 主动现具有优先财质个人财客户, 并掘其投财需;

  • 负责实施项洗需并确符洗;

  • 循行管手册,作手册所有部门相关产既定策;

  • 学并了解一切相关例以内部风险与策与程;

  • 对行业相关动;

  • 积与行织培训项目,会议简报会,并将学到技能知识到日常工作中;

  • 确客户投诉时效与管

Our Ideal Candidate

Selection Criteria:

  • A University graduate.

  • Have sales experience gained in the banking and financial services industry or other industries.

  • Sound knowledge of financial products and services and banking procedures, equities markets, unit trusts and other personal investment services are preferred.

  • Good investment counseling and analytical skills.

  • 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

  • 大学本学历

  • 具有行务行业或其它行业验

  • 熟行产务行程票场信托以其它个人投务

  • 具备良好投询分技巧

  • 出色人际关系能力沟通能力,能在场付自

  • 具有团队识,主动定

  • 有上进心,能自激励,断高人际交能力技巧,以满足工作

Other then above roles, job holder should follow other job duties and responsibilities assigned by line manager from time to time.
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 Day 1 Readiness training or WM Introduction Certification, the employee will be deemed not meeting the recruitment requirement for passing probation, and the Bank is entitled to terminate the employee&rsquos employment contract immediately. For employee which have passed the probation, failing to pass the Day 1 Readiness training or WM Introduction Certification 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工作胜任与准倘若工未能满足述,或未能通过未先培训(Day1 Readiness Training)测试或财产介认测试,则该工将被视为符试期录件,行有立终止工劳动;对于已过试期工,未能通过未先培训(Day1 Readiness Training)测试或财产介认测试,将作为胜任工作工作岗考
Before attend and pass the Day 1 Readiness (D1R) and WM Introduction Certification course, the employee should not perform any kind of business communication / engagement to customers.
对于还没有与并通过未先培训课程(D1R)或财产介认测试工, 止跟客户有任何业务上交
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.
In this document, Chinese version shall prevail over English version.

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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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