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private banker

Additional Resources Ltd

<div> <p>As a <strong>Private Banker</strong>, you will be managing and expanding a portfolio of private clients, offering tailored wealth management and investment strategies that align with each client s financial objectives.</p> <p><strong>You Will Be Responsible For:</strong> </p> <ul> <li>Acting as the primary relationship manager for a portfolio of private clients, delivering comprehensive banking and investment solutions.</li> <li>Developing long-term client relationships built on trust, discretion, and exceptional service.</li> <li>Identifying and capitalising on new business opportunities to grow and diversify your client base.</li> <li>Providing strategic financial advice, including cross-border investment planning, lending arrangements, and portfolio management.</li> <li>Conducting regular reviews and ensuring all activity meets the highest compliance and regulatory standards.</li> <li>Collaborating with internal teams to enhance client satisfaction and overall service delivery.</li> <li>Offering mentorship and support to junior team members when required.</li> </ul> <p><strong>What We Are Looking For</strong> </p> <ul> <li>Demonstrated background in <strong>private banking or wealth management</strong>, </li> <li>Experience serving high-net-worth and ultra-high-net-worth clients.</li> <li>Strong understanding of <strong>cross-border financial planning, investment strategy, and lending services</strong>.</li> <li>Comfortable managing <strong>complex client structures</strong> and liaising with multiple stakeholders.</li> <li>Experienced in working within <strong>regulated financial environments</strong>, adhering to best practice and governance standards.</li> <li>Recognised <strong>Level 6 Investment Qualification</strong> (such as CISI Chartered Wealth Manager or CII Advanced Diploma in Financial Planning).</li> <li><strong>CeMAP certification</strong> and an active <strong>Statement of Professional Standing (SPS)</strong>.</li> </ul> </div>

Private Banker

United States Citigroup

<p>The Associate Banker 2 is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results, defines business issues and formulates recommendations on policies, procedures or practices. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team.<br><br><b>Responsibilities:</b></p><ul> <li>Assist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients, with a focus on Investments</li> <li>Assist the Banker with prospecting - conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events</li> <li>Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients.</li> <li>Client/prospect meetings - Organize the pre-call planning, organizing post-meeting notes, and maintain all client call records including call reports</li> <li>Assist the Banker in deepening the existing client relationship through deep-dive analysis</li> <li>Provide accurate and timely revenue tracking and deal pipeline reports and other relevant information to the Banker</li> <li>Provide day to day support to Banker on documentation such as account opening and closing, loan disbursals, etc.</li> <li>Provide complete service support to client, including solving complex client inquiries</li> <li>Ensure appropriate documentation related to KYC/ AML from the client and ensure all aspects of client records and documentation are completed and updated</li> <li>Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.</li> </ul><p><b>Qualifications:</b></p><ul> <li>0-2 years relevant experience</li> <li>Knowledge of investments is required; banking and credit products desirable</li> <li>Ability to manage relationships both internal and external; Ability to multi-task</li> <li>AMFI, NSFI certifications preferred</li> </ul><p><b>Job Family Group:</b></p>Private Client Coverage<p><b>Job Family:</b></p>Private Banker Support<p><b>Time Type:</b></p>Full time<p><b>Most Relevant Skills</b></p>Please see the requirements listed above.<p><b>Other Relevant Skills</b></p>For complementary skills, please see above and/or contact the recruiter.<p></p>

Associate Banker

Citi

<div><p>The Associate Banker 2 is a developing professional role. Applies specialty area knowledge in monitoring, assessing, analyzing and/or evaluating processes and data. Identifies policy gaps and formulates policies. Interprets data and makes recommendations. Researches and interprets factual information. Identifies inconsistencies in data or results, defines business issues and formulates recommendations on policies, procedures or practices. Integrates established disciplinary knowledge within own specialty area with basic understanding of related industry practices. Good understanding of how the team interacts with others in accomplishing the objectives of the area. Develops working knowledge of industry practices and standards. Limited but direct impact on the business through the quality of the tasks/services provided. Impact of the job holder is restricted to own team.<br>
<br>
<b>Responsibilities:</b></p><ul><li>
Assist the Banker in the creation of sales and marketing strategies designed to generate revenue growth and to acquire new target clients, with a focus on Investments</li><li>
Assist the Banker with prospecting - conduct new client/prospect research, generate leads and develop prospects, network to identify referrals to new clients/prospects, and coordinate client events</li><li>
Assist the Banker in profiling, qualifying and converting prospects into Citi Private Bank clients.</li><li>
Client/prospect meetings - Organize the pre-call planning, organizing post-meeting notes, and maintain all client call records including call reports</li><li>
Assist the Banker in deepening the existing client relationship through deep-dive analysis</li><li>
Provide accurate and timely revenue tracking and deal pipeline reports and other relevant information to the Banker</li><li>
Provide day to day support to Banker on documentation such as account opening and closing, loan disbursals, etc.</li><li>
Provide complete service support to client, including solving complex client inquiries</li><li>
Ensure appropriate documentation related to KYC/ AML from the client and ensure all aspects of client records and documentation are completed and updated</li><li>
Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.</li></ul><p></p><p><b>
Qualifications:</b></p><ul><li>
0-2 years relevant experience</li><li>
Knowledge of investments is required; banking and credit products desirable</li><li>
Ability to manage relationships both internal and external; Ability to multi-task</li><li>
AMFI, NSFI certifications preferred</li></ul><p></p><p><b>
Education:</b></p><ul><li>
Bachelor's/University degree or equivalent experience</li></ul><p>
-</p><p><b>
Job Family Group:
</b></p>Private Client Coverage<p>
-</p><p><b>
Job Family:</b></p>
Private Banker Support<p>
-</p><p><b>
Time Type:</b></p>
Full time<p>
-</p><p><b>
Most Relevant Skills
</b></p>Please see the requirements listed above.<p>
-</p><p><b>
Other Relevant Skills
</b></p>For complementary skills, please see above and/or contact the recruiter.<p>
-</p><p><i>
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.</i></p><p></p><p><i><br>
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review </i><i>Accessibility at Citi</i><i>.</i><br>
<br>
<i>View Citi&rsquo;s </i><i>EEO Policy Statement</i><i> and the </i><i>Know Your Rights</i><i> poster.</i></p></div>

Associate Banker (UAE Nationals Only)

Standard Chartered Bank

<div><div><div><div><div><div><div><div><p>Job ID: 42830
 </p><p>Location: Dubai, AE
 </p><p>Area of interest: Private Banking &amp; Wealth Management
 </p><p>Job type: Regular Employee
 </p><p>Work style: Office Working
 </p><p>Opening date: 27 Oct 2025
</p></div>
</div></div></div></div></div></div><p></p><div><div><div><div><div><div><div><div><b>Job Summary</b></div>
</div><div><div>
The role holder is primarily responsible for driving profitable growth from existing and new clients by proactively engaging the clients, understanding, and meeting their needs with the full range of Private Banking products available.</div>
<div>
They manage an assigned portfolio of clients within the Private Bank and focus on deepening existing relationships as well as extending the relationship further into additional new product areas to improve client value contribution.</div></div></div><div><div><div><b>
Key Responsibilities</b></div>
</div><div><div><b>
Strategy</b><br>
Relationship Management<br>
<ul><li>Generates target market prospects through a number of innovative and sustainable channels.</li><li>Converts target market prospects into clients</li><li>Grow customer portfolio size by deepening existing customer relationships</li><li>Retain existing high value clients; grow wallet share with the bank through focused relationship management activities</li><li>Cross-sell SCB products &amp; services to existing clients</li><li>Be the main banker for majority of clients in portfolio</li><li>Achieves risk weighted returns on clients portfolio</li><li>Effectively interacts with network and available internal resources to provide solutions which meet client needs</li><li>Delivers, monitors and reviews solutions to clients based on client investment profile</li></ul></div>
<div><b>
Business</b><br>
Client acquisition<br>
<ul><li>Solicit New to bank and New to product leads from other key business areas</li><li>Consultative selling of multiple products to clients based on identified leads</li><li>Turn service recovery into sales opportunities</li><li>Refer highly satisfied clients to generate sales</li><li>Analyse and review potential business to ensure maximum profitability</li><li>Collaborate with product specialists to deliver effective client solutions</li><li>Operate within Risk and Compliance framework</li><li>No reported MIS-selling cases</li></ul></div></div></div><div></div><div><div>
</div><div><div><b>
Generic measures of the role</b><br>
<ul><li>Progress against a balanced scorecard target</li><li>Growth in product cross-holding ratio</li><li>Sustained, steady AUM growth</li><li>Number of new clients to the bank</li><li>Growth in revenue per customer</li><li>Customer satisfaction scores</li><li>Deliver profitable growth for the team by controlling costs and mitigating operational losses</li><li>Deliver positive client performance in line with client investment profiles</li></ul></div>
<div><b>
Processes</b><br>
<ul><li>Support the continuous improvement of processes to increase operational efficiency and effectiveness</li><li>Support effective management of operational risks across the Business and in compliance with applicable internal policies, external laws and regulations at a global level</li><li>Ensure sales management, suitability and onboarding process are applied appropriately</li></ul></div>
<div><b>
People &amp; Talent</b><br>
<ul><li>RM resourcing, performance management and recognition within the team</li><li>Identify and address top concerns and opportunities for performance within the team</li></ul></div></div></div><div></div><div><div>
</div><div><div><b>
Risk Management</b><br>
<ul><li>Understand the risk and control environment within area of responsibilities</li><li>Ensure adequate and appropriate systems and controls are in compliant with Group and Business Policies and Procedures.</li><li>Ensure that risk management matters that are brought to attention are subject to direct remedial action and / or ensure adequate reporting to the relevant risk committees and / or line management</li><li>Resolve client queries without further escalation, where possible</li><li>Analyse financial requirements customer and match with bank product offerings</li><li>Complies with regulations, policies, and guidelines</li><li>Highlights, mitigates, and protects the bank against credit, legal, reputation and other risks</li><li>Minimize errors in transaction execution and service delivery</li><li>Review and respond to AML transaction monitoring queries on transactions highlighted</li><li>Conduct periodic reviews of clients&rsquo; accounts</li><li>Attend mandatory complaints and other training</li><li>Raise STR to team leader and compliance for suspicious transactions</li></ul></div>
<div><b>
Governance</b><br>
<ul><li>Ensure adherence to the Bank&rsquo;s policies and procedures, Regulatory policies and processes.</li><li>Ensure Sales Management, Suitability and on-boarding processes are applied appropriately.</li><li>Awareness and understanding of the regulatory framework in which the Group operates, and the regulatory requirements and expectations relevant to the role.</li><li>Ensure adherence with the highest standards of ethics and compliance with relevant policies, processes, and regulations forms part of the culture.</li><li>Participate in Local Client Committee and other relevant committees where applicable.</li><li>Engage with all audit report findings and ensure feedback is acted upon</li></ul></div></div></div><div></div><div><div>
</div><div><div><b>
Regulatory &amp; Business Conduct</b><br>
<ul><li>Display exemplary conduct and live by the Group&rsquo;s Values and Code of Conduct.</li><li>Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.</li><li>Principles: [Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment.] *</li><li>Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.</li><li>DFSA prescribed responsibilities and Rationale for allocation.</li><li>Serve as a Director of the Board</li><li>Exercise authorities delegated by the Board of Directors and act in accordance with Articles of Association (or equivalent)</li></ul></div>
<div><b>
Key stakeholders</b><br>
<ul><li>Market Head</li><li>Senior Client Partner/ Team Leader</li><li>COO</li><li>Business Managers</li><li>Head of Client Service Manager</li><li>Client Service Managers</li><li>Product Specialists and dedicated functional partners</li><li>Relevant Front office colleagues</li></ul></div></div></div><div><div><div><b>
Skills and Experience</b></div>
</div><div><ul><li>Relationship Management</li><li>Market Knowledge (SIF)</li><li>Products and Processes</li><li>Strategy and Business Model (SIF)</li><li>Manage Conduct</li><li>Manage Risk</li></ul></div></div><div><div><div><b>
Qualifications</b></div>
</div><div><ul><li>Academic or Professional Education/Qualifications &ndash; relevant degree</li><li>Licenses and Certifications/accreditations &ndash; as required by role remit and responsibility</li><li>Professional Memberships &ndash; as required by role remit and responsibility</li><li>Bank training, i.e. mandatory &amp; developmental</li><li>Languages &ndash; fluency in business English</li><li>Demonstrable and relevant experience in the Private Banking industry commensurate with this remit and level of responsibility</li><li>Proven risk management capabilities</li><li>Firm in all business guidelines and compliance issues</li><li>Sound knowledge of financial markets and investment products</li><li>Outstanding communication and presentation skills</li></ul></div></div><div><div><div><b>
Competencies</b></div>
</div><div><div>Action Oriented</div><div>
Collaborates</div><div>
Courage</div><div>
Customer Focus</div><div>
Decision Quality</div><div>
Develops Talent</div><div>
Drives Vision &amp; Purpose</div><div>
Gives Clarity &amp; Guidance</div><div>
Instills Trust</div><div>
Nimble Learning</div><div>
Manages Ambiguity</div><div>
Strategic Mindset</div><div>
Technical Competencies: This is a generic competency to evaluate candidate on role-specific technical skills and requirements</div></div></div><div><div><div><b>
About Standard Chartered</b></div>
</div></div><div></div><div><div><div><b>What we offer</b></div>
</div></div></div><div></div>
</div></div></div></div><div><div><p>www.sc.com/careers</p></div></div></div><div></div>

Director, Relationship Manager, GSAC Clients

<div><div><div><div><div><div><div><div><p>Job ID: 43517
 </p><p>Location: Dubai, AE
 </p><p>Area of interest: Private Banking &amp; Wealth Management
 </p><p>Job type: Regular Employee
 </p><p>Work style: Office Working
 </p><p>Opening date: 5 Nov 2025
</p></div>
</div></div></div></div></div></div><p></p><div><div><div><div><div><div><div><div><b>Job Summary</b></div>
</div><div><div>
The role holder is primarily responsible for driving profitable growth from existing and new clients by proactively engaging the clients, understanding, and meeting their needs with the full range of Private Banking products available.</div>
<div>
They manage an assigned portfolio of clients within the Private Bank and focus on deepening existing relationships as well as extending the relationship further into additional new product areas to improve client value contribution.</div></div></div><div><div><div><b>
Key Responsibilities</b></div>
</div><div><div><b>
Strategy</b><br>
Relationship Management<br>
<ul><li>Generates target market prospects through a number of innovative and sustainable channels.</li><li>Converts target market prospects into clients</li><li>Grow customer portfolio size by deepening existing customer relationships</li><li>Retain existing high value clients; grow wallet share with the bank through focused relationship management activities</li><li>Cross-sell SCB products &amp; services to existing clients</li><li>Be the main banker for majority of clients in portfolio</li><li>Achieves risk weighted returns on clients portfolio</li><li>Effectively interacts with network and available internal resources to provide solutions which meet client needs</li><li>Delivers, monitors and reviews solutions to clients based on client investment profile</li></ul></div>
<div><b>
Business</b><br>
Client acquisition<br>
<ul><li>Solicit New to bank and New to product leads from other key business areas</li><li>Consultative selling of multiple products to clients based on identified leads</li><li>Turn service recovery into sales opportunities</li><li>Refer highly satisfied clients to generate sales</li><li>Analyse and review potential business to ensure maximum profitability</li><li>Collaborate with product specialists to deliver effective client solutions</li><li>Operate within Risk and Compliance framework</li><li>No reported MIS-selling cases</li></ul></div></div></div><div></div><div><div>
</div><div><div><b>
Generic measures of the role</b><br>
<ul><li>Progress against a balanced scorecard target</li><li>Growth in product cross-holding ratio</li><li>Sustained, steady AUM growth</li><li>Number of new clients to the bank</li><li>Growth in revenue per customer</li><li>Customer satisfaction scores</li><li>Deliver profitable growth for the team by controlling costs and mitigating operational losses</li><li>Deliver positive client performance in line with client investment profiles</li></ul></div>
<div><b>
Processes</b><br>
<ul><li>Support the continuous improvement of processes to increase operational efficiency and effectiveness</li><li>Support effective management of operational risks across the Business and in compliance with applicable internal policies, external laws and regulations at a global level</li><li>Ensure sales management, suitability and onboarding process are applied appropriately</li></ul></div>
<div><b>
People &amp; Talent</b><br>
<ul><li>RM resourcing, performance management and recognition within the team</li><li>Identify and address top concerns and opportunities for performance within the team</li></ul></div></div></div><div></div><div><div>
</div><div><div><b>
Risk Management</b><br>
<ul><li>Understand the risk and control environment within area of responsibilities</li><li>Ensure adequate and appropriate systems and controls are in compliant with Group and Business Policies and Procedures.</li><li>Ensure that risk management matters that are brought to attention are subject to direct remedial action and / or ensure adequate reporting to the relevant risk committees and / or line management</li><li>Resolve client queries without further escalation, where possible</li><li>Analyse financial requirements customer and match with bank product offerings</li><li>Complies with regulations, policies, and guidelines</li><li>Highlights, mitigates, and protects the bank against credit, legal, reputation and other risks</li><li>Minimize errors in transaction execution and service delivery</li><li>Review and respond to AML transaction monitoring queries on transactions highlighted</li><li>Conduct periodic reviews of clients&rsquo; accounts</li><li>Attend mandatory complaints and other training</li><li>Raise STR to team leader and compliance for suspicious transactions</li></ul></div>
<div><b>
Governance</b><br>
<ul><li>Ensure adherence to the Bank&rsquo;s policies and procedures, Regulatory policies and processes.</li><li>Ensure Sales Management, Suitability and on-boarding processes are applied appropriately.</li><li>Awareness and understanding of the regulatory framework in which the Group operates, and the regulatory requirements and expectations relevant to the role.</li><li>Ensure adherence with the highest standards of ethics and compliance with relevant policies, processes, and regulations forms part of the culture.</li><li>Participate in Local Client Committee and other relevant committees where applicable.</li><li>Engage with all audit report findings and ensure feedback is acted upon</li></ul></div></div></div><div></div><div><div>
</div><div><div><b>
Regulatory &amp; Business Conduct</b><br>
<ul><li>Display exemplary conduct and live by the Group&rsquo;s Values and Code of Conduct.</li><li>Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.</li><li>Principles: [Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment.] *</li><li>Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.</li></ul></div>
<div><b>
Key stakeholders</b><br>
<ul><li>Market Head</li><li>Senior Client Partner/ Team Leader</li><li>COO</li><li>Business Managers</li><li>Head of Client Service Manager</li><li>Client Service Managers</li><li>Product Specialists and dedicated functional partners</li><li>Relevant Front office colleagues</li></ul></div></div></div><div><div><div><b>
Skills and Experience</b></div>
</div><div><ul><li>Relationship Management</li><li>Market Knowledge (SIF)</li><li>Products and Processes</li><li>Strategy and Business Model (SIF)</li><li>Manage Conduct</li><li>Manage Risk</li></ul></div></div><div><div><div><b>
Qualifications</b></div>
</div><div><ul><li>Academic or Professional Education/Qualifications &ndash; relevant degree</li><li>Licenses and Certifications/accreditations &ndash; as required by role remit and responsibility</li><li>Professional Memberships &ndash; as required by role remit and responsibility</li><li>Bank training, i.e. mandatory &amp; developmental</li><li>Languages &ndash; fluency in business English</li><li>Demonstrable and relevant experience in the Private Banking industry commensurate with this remit and level of responsibility</li><li>Proven risk management capabilities</li><li>Firm in all business guidelines and compliance issues</li><li>Sound knowledge of financial markets and investment products</li><li>Outstanding communication and presentation skills</li></ul></div></div><div><div><div><b>
About Standard Chartered</b></div>
</div><div><div>
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.</div>
<div>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.</div>
<div>Together we:</div>
<ul><li><b>Do the right thing</b> and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do</li>
<li><b>Never settle,</b> continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well</li>
<li><b>Are better together,</b> we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term</li>
</ul></div></div><div><div><div><b>What we offer</b></div>
</div><div><div><b>
In line with our Fair Pay Charter,</b> we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.</div>
<ul><li><b>Core bank funding for retirement savings, medical and life insurance,</b> with flexible and voluntary benefits available in some locations.</li>
<li><b>Time-off</b> 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.</li>
<li><b>Flexible working</b> options based around home and office locations, with flexible working patterns.</li>
<li><b>Proactive wellbeing support</b> 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</li>
<li><b>A continuous learning culture</b> to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.</li>
<li><b>Being part of an inclusive and values driven organisation,</b> one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.</li>
</ul></div></div></div>
</div></div></div></div><div><div><p>www.sc.com/careers</p></div></div></div><div></div>

Director, Relationship Manager

<div><div><div><div><div><div><div><div><p>Job ID: 30914
 </p><p>Location: Dubai, AE
 </p><p>Area of interest: Private Banking &amp; Wealth Management
 </p><p>Job type: Regular Employee
 </p><p>Work style: Office Working
 </p><p>Opening date: 3 Nov 2025
</p></div>
</div></div></div></div></div></div><p></p><div><div><div><div><div><div><div><div><b>Job Summary</b></div>
</div><div><div>
The role holder is primarily responsible for driving profitable growth from existing and new clients by proactively engaging the clients, understanding, and meeting their needs with the full range of Private Banking products available.</div>
<div>
They manage an assigned portfolio of clients within the Private Bank and focus on deepening existing relationships as well as extending the relationship further into additional new product areas to improve client value contribution.</div></div></div><div><div><div><b>
Key Responsibilities</b></div>
</div><div><div><b>
Strategy</b><br>
<i>Relationship Management</i><br>
<ul><li>Generates target market prospects through a number of innovative and sustainable channels.</li><li>Converts target market prospects into clients</li><li>Grow customer portfolio size by deepening existing customer relationships</li><li>Retain existing high value clients; grow wallet share with the bank through focused relationship management activities</li><li>Cross-sell SCB products &amp; services to existing clients</li><li>Be the main banker for majority of clients in portfolio</li><li>Achieves risk weighted returns on clients portfolio</li><li>Effectively interacts with network and available internal resources to provide solutions which meet client needs</li><li>Delivers, monitors and reviews solutions to clients based on client investment profile</li></ul></div>
<div><b>
Business</b></div>
<div><i>
Client acquisition</i><br>
<ul><li>Solicit New to bank and New to product leads from other key business areas</li><li>Consultative selling of multiple products to clients based on identified leads</li><li>Turn service recovery into sales opportunities</li><li>Refer highly satisfied clients to generate sales</li><li>Analyse and review potential business to ensure maximum profitability</li><li>Collaborate with product specialists to deliver effective client solutions</li><li>Operate within Risk and Compliance framework</li><li>No reported MIS-selling cases</li></ul></div></div></div><div></div><div><div>
</div><div><div><i>
Generic measures of the role</i><br>
<ul><li>Progress against a balanced scorecard target</li><li>Growth in product cross-holding ratio</li><li>Sustained, steady AUM growth</li><li>Number of new clients to the bank</li><li>Growth in revenue per customer</li><li>Customer satisfaction scores</li><li>Deliver profitable growth for the team by controlling costs and mitigating operational losses</li><li>Deliver positive client performance in line with client investment profiles</li></ul></div>
<div><b>
Processes</b></div>
<ul><li>Support the continuous improvement of processes to increase operational efficiency and effectiveness</li><li>Support effective management of operational risks across the Business and in compliance with applicable internal policies, external laws and regulations at a global level</li><li>Ensure sales management, suitability and onboarding process are applied appropriately</li></ul>
<div><b>
People &amp; Talent</b></div>
<ul><li>RM resourcing, performance management and recognition within the team</li><li>Identify and address top concerns and opportunities for performance within the team</li></ul></div></div><div></div><div><div>
</div><div><div><b>
Risk Management</b></div>
<ul><li>Understand the risk and control environment within area of responsibilities</li><li>Ensure adequate and appropriate systems and controls are in compliant with Group and Business Policies and Procedures.</li><li>Ensure that risk management matters that are brought to attention are subject to direct remedial action and / or ensure adequate reporting to the relevant risk committees and / or line management</li><li>Resolve client queries without further escalation, where possible</li><li>Analyse financial requirements customer and match with bank product offerings</li><li>Complies with regulations, policies, and guidelines</li><li>Highlights, mitigates, and protects the bank against credit, legal, reputation and other risks</li><li>Minimize errors in transaction execution and service delivery</li><li>Review and respond to AML transaction monitoring queries on transactions highlighted</li><li>Conduct periodic reviews of clients&rsquo; accounts</li><li>Attend mandatory complaints and other training</li><li>Raise STR to team leader and compliance for suspicious transactions</li></ul>
<div><b>
Governance</b></div>
<ul><li>Ensure adherence to the Bank&rsquo;s policies and procedures, Regulatory policies and processes.</li><li>Ensure Sales Management, Suitability and on-boarding processes are applied appropriately.</li><li>Awareness and understanding of the regulatory framework in which the Group operates, and the regulatory requirements and expectations relevant to the role.</li><li>Ensure adherence with the highest standards of ethics and compliance with relevant policies, processes, and regulations forms part of the culture.</li><li>Participate in Local Client Committee and other relevant committees where applicable.</li><li>Engage with all audit report findings and ensure feedback is acted upon</li></ul></div></div><div></div><div><div>
</div><div><div><b>
Regulatory &amp; Business Conduct</b></div>
<ul><li>Display exemplary conduct and live by the Group&rsquo;s Values and Code of Conduct.</li><li>Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.</li><li>Principles: [Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment.] *</li><li>Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.</li><li>DFSA prescribed responsibilities and Rationale for allocation].</li><li>[Where relevant - Additionally, for subsidiaries or relevant non -subsidiaries]</li><li>Serve as a Director of the Board of [insert name of entities]</li><li>Exercise authorities delegated by the Board of Directors and act in accordance with Articles of Association (or equivalent)</li></ul>
<div><b>
Key stakeholders</b></div>
<ul><li>Market Head</li><li>Senior Client Partner/ Team Leader</li><li>COO</li><li>Business Managers</li><li>Head of Client Service Manager</li><li>Client Service Managers</li><li>Product Specialists and dedicated functional partners</li><li>Relevant Front office colleagues</li></ul></div></div><div><div><div><b>
Skills and Experience</b></div>
</div><div><ul><li>Relationship Management</li><li>Market Knowledge (SIF)</li><li>Products and Processes</li><li>Strategy and Business Model (SIF)</li><li>Manage Conduct</li><li>Manage Risk</li></ul></div></div><div><div><div><b>
Qualifications</b></div>
</div><div><ul><li>Academic or Professional Education/Qualifications &ndash; relevant degree</li><li>Licenses and Certifications/accreditations &ndash; as required by role remit and responsibility</li><li>Professional Memberships &ndash; as required by role remit and responsibility</li><li>Bank training, i.e. mandatory &amp; developmental</li><li>Languages &ndash; fluency in business English</li><li>Demonstrable and relevant experience in the Private Banking industry commensurate with this remit and level of responsibility</li><li>Proven risk management capabilities</li><li>Firm in all business guidelines and compliance issues</li><li>Sound knowledge of financial markets and investment products</li><li>Outstanding communication and presentation skills</li></ul></div></div><div><div><div><b>
About Standard Chartered</b></div>
</div><div><div>
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.</div>
<div>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.</div>
<div>Together we:</div>
<ul><li><b>Do the right thing</b> and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do</li>
<li><b>Never settle,</b> continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well</li>
<li><b>Are better together,</b> we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term</li>
</ul></div></div><div><div><div><b>What we offer</b></div>
</div><div><div><b>
In line with our Fair Pay Charter,</b> we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.</div>
<ul><li><b>Core bank funding for retirement savings, medical and life insurance,</b> with flexible and voluntary benefits available in some locations.</li>
<li><b>Time-off</b> 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.</li>
<li><b>Flexible working</b> options based around home and office locations, with flexible working patterns.</li>
<li><b>Proactive wellbeing support</b> 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</li>
<li><b>A continuous learning culture</b> to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.</li>
<li><b>Being part of an inclusive and values driven organisation,</b> one that embraces and celebrates our unique diversity, across our teams, business functions and geographies - everyone feels respected and can realise their full potential.</li>
</ul></div></div></div>
</div></div></div></div><div><div><p>www.sc.com/careers</p></div></div></div><div></div>

Executive Director, Relationship Manager

Deutsche Bank AG

<p><b>Details of the Division and Team:</b></p> <p>The Investment Manager is a primary point of contact for clients to access the entire suite of investment capabilities, insights and solutions offered by Deutsche Bank Wealth Management. This is achieved by working in close partnership with the Relationship Manager in the day-to-day planning and servicing for the client.</p> <p>The individual leverages the insight and expertise of the Deutsche Bank Wealth Management Chief Investment Office and the global and regional investment committees to provide advice around long-term thematic investment opportunities, short-term tactical trades and asset allocation. The Investment Manager employs a wide range of asset classes and capabilities, leveraging the knowledge from dedicate product specialists, to address clients  needs holistically, including lending and financing, deposits, discretionary and advisory portfolio management solutions, capital markets, private markets, alternative investments and wealth planning. Investment Manager will have accountability for total investment AUM, revenue, asset retention, client experience, Suitability risk and contribution towards business mix goals.</p> <p><b>Your key responsibilities:</b></p> <ul> <li><p>Act as the central point of contact for clients  investment needs / advice and be responsible for increasing share of wallet from existing clients.</p></li> <li><p>Partner up with the Relationship Manager to serve clients across a defined portfolio.</p></li> <li><p>Serve as strategic advisor on client s overall investment portfolio, and drive holistic portfolio construction and asset allocation activities, delivering the CIO view to clients and ensuring portfolios are built and overseen accordingly.</p></li> <li><p>Assess clients  overall risk appetite and keep client risk profiles up-to-date and regularly reviewed.</p></li> <li><p>Responsible for execution of all investment trades and conduct portfolio reviews with assigned clients and relevant internal partners, highlighting and fill any gaps where required.</p></li> <li><p>Own overall suitability and appropriateness of all investments for the client; ensure that all corresponding checks are performed.</p></li> <li><p>Collaborate with the relationship manager on account behavior and flag relevant updates, and on input for KYC.</p></li> <li><p>Collaborate closely with key internal partners, including discretionary portfolio managers and DB/p&gt;</p></li> <li><p>WM s entire range of product specialists to deliver the firm s best capabilities, solutions and investment thinking.</p></li> <li><p>Proactively identify needs and corresponding opportunities to originate solutions across capital markets, discretionary mandates, advisory mandates and alternative investments</p></li> <li><p>Proactively seek to manage and control investment portfolio risks while maximizing financial returns in line with regulations.</p></li> <li><p>Support Sub Region Head in strategy execution i.e expanding the Global South Asia footprint through offshore and onshore collaboration.</p></li> <li><p>Monitor clients  asset allocation across investments and provide ideas for rebalancing across product spectrum based on CIO view.</p></li> <li><p>Support the Relationship Managers in their new client acquisition efforts through participation in client pitches and showcasing Deutsche Bank Wealth Management capabilities.</p></li> <li><p>Act within professional, legal and ethical boundaries and guidelines, observing all internal and external compliance regulations and code of ethics and conduct; flagging and managing reputational risks and conflicts issues.</p></li> </ul> <p><b>Your skills and experience:</b></p> <ul> <li><p>10 or more years of relevant investment experience of which a minimum of 5 years in wealth management/private banking</p></li> <li><p>Proven experience in portfolio construction and asset allocation, with knowledge and understanding of private clients and U/HNWI client needs.</p></li> <li><p>Managing and/or advising on multi-asset class portfolios for clients across traditional and alternative assets opportunistic/idea-driven investing</p></li> <li><p>Fluent in delivering a capital market outlook from both an investment strategist s view (i.e., top down) and a manager s view (i.e., bottom up) with the purpose of articulating why suggested allocations and solutions are appropriate for a given investment objective and market environment.</p></li> <li><p>Experienced and comfortable in leading investment discussions in one-on-one meetings and small groups</p></li> <li><p>Evidence of past success at building a business by attracting assets, principally as a result of the ability to quickly gain the confidence of a client.</p></li> <li><p>Fluent in discussing performance attribution.</p></li> <li><p>Have a good understanding of the governing regulatory framework including but not limited to applicable confidentiality / secrecy / data protection regulations and cross border rules where relevant.</p></li> <li><p>Ability to introduce existing client relationships a plus.</p></li> </ul>

Private Bank Investment Manager

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