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

Nubank

<div><h3 class="jobSectionHeader"><b>About Us</b></h3>
<p>
Nu is one of the largest digital financial platforms in the world, with more than 122 million customers across Brazil, Mexico, and Colombia. Guided by our mission to fight complexity and empower people, we are redefining financial services in Latin America and this is still just the beginning of the purple future we're building.</p>
<p>
Listed on the New York Stock Exchange (NYSE: NU), we combine proprietary technology, data intelligence, and an efficient operating model to deliver financial products that are simple, accessible, and human.</p>
<p>
Our impact has been recognized by global rankings such as Time 100 Companies, Fast Company's Most Innovative Companies, and Forbes World's Best Bank. Visit our institutional page https://international.nubank.com.br/careers/</p>
<p><b>
About the role</b></p><p><br>
We're building the next evolution of Nubank: an AI-powered private banker that helps millions of people navigate their financial lives with intelligence, empathy, and trust.<br>
As Sr Design Manager, you'll lead a team of designers and writers crafting this experience &mdash; shaping how customers interact with our AI advisor, how trust is earned, and how complex insights become simple, actionable, and human. But You're no longer just building for the AI Private Banker vertical &mdash; you're establishing the foundational experience systems that will power AI across Nubank, while ensuring alignment with the broader Magic App vision (Nubank's next-generation unified app experience).<br>
In this context, you'll help define the design vision, systems, cultural anchors and rituals that make this product feel unmistakably Nubank: clear, kind, and empowering - bridging product-specific excellence with company-wide coherence.</p><br>
<p></p>
<p><b>
Once here, you will:</b></p>
<ul>
<li>Be a technical reference for the team, seeking to adapt and replicate the best practices in the market, increasing the team's bar;</li>
<li>Build links with other business areas at all levels of the organization, influencing business decisions advocating for user-centered design;</li>
<li>Inspire fellow product designers, by creating a high bar of quality design work;</li>
<li>Establish and promote a healthy team culture that works hand in hand with cross-functional partners and design teams in other Nubank offices;</li>
<li>Push the boundaries of your team's UX/UI/visual execution and help Nubank challenge the status quo.</li>
</ul>
<p><b>Requirements</b></p>
<ul>
<li>Solid expertise in Product Design (UI, UX, and Research);</li>
<li>Experience in digital products;</li>
<li>Excellent English: verbal and written communication skills;</li>
<li>Ability to work well in a highly collaborative and cross-functional team;</li>
<li>Ability to thrive in a fast-paced, dynamic startup environment;</li>
<li>Ability to influence prioritization in an agile environment. Adapt to shifting priorities and evolving stakeholder's needs with openness and agility.</li>
</ul>
<p><b>Benefits</b></p>
<ul>
<li>Health, dental and life insurances</li>
<li>Meal allowance</li>
<li>Transportation assistance</li>
<li>30 days of paid vacation</li>
<li>Chance of earning equity at Nubank</li>
<li>Parking partnership - discounted parking on our office</li>
<li>Free bike parking with showers available</li>
<li>NuCare - Our mental health and wellness assistance program</li>
<li>NuLanguage - Our language learning program</li>
<li>Gympass partnership</li>
<li>Extended maternity and paternity Leaves</li>
<li>Child care allowance</li>
<li>'Espa&ccedil;o Feij&atilde;o'- Private nursing and breastfeeding spaces in our buildings</li>
<li>Onsite Health Center - Medical support for every Nubanker in our office</li>
</ul><h3 class="jobSectionHeader"><b>Work Model for this Role</b></h3>
<p><b>
Hybrid 2-3 times/week</b>: Our hybrid work model brings us to the office at least twice a week, on strategic days designed to maximize team connection and collaboration. For more details, visit https://building.nubank.com/nu-hybrid-work-model/</p></div>

Technical Lead Product Designer - AI 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)

SouthState Bank

The SouthState story is one of steady growth, deep community roots, and an unwavering commitment to helping our customers move forward. Since our beginnings in the 1930s to becoming a trusted financial partner across the South and beyond - we are known for combining personal relationships with forward-thinking solutions.
<br><br>
We are committed to helping our team members find their success while maintaining the integrity of our values: building trust, fostering lasting relationships and pursuing excellence. At SouthState, individual contributions are recognized, potential is cultivated and team members are inspired to achieve their greater purpose. Your future begins here!
<br>SUMMARY/OBJECTIVES
<br>The Universal Banker serves as a full service, single point of contact in the branch for SouthState customers’ financial needs. The position operates in the dual capacity of a Teller and FSR providing exceptional customer service in both transactional and account management. The Universal Banker seeks to attract, expand, and retain customer relationships and is responsible for contributing to the financial growth of the bank.
<br><br>
ESSENTIAL FUNCTIONS
<br>Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
<br>Serves customers quickly, accurately, efficiently, and confidentially according to the South State Bank Service Standards.
<br>Knows and understand the products and services offered by the Bank. These include facts and features, benefits and advantages, rules and regulations, price structure, and a simple definition of each service offered.
<br>Able to identify customer needs and expectations by listening for clues. Seeks the opportunity to expand customer relationships by making referrals as outlined in the goals for this position.
<br>Presents a neat and professional personal appearance, in accordance with bank policy.
<br>Knows and ensures compliance to all banking regulations to include Regulation CC and Bank Secrecy Act.
<br>Develop a strong understanding of customer facing technology with the ability to discuss with and enroll customers in self-service options.
<br><br>
<b>Teller Duties:</b><br>
Processes transactions for savings, checking, and loan accounts.
<br>Maintains a neat and orderly work area.
<br>May assist in guiding and training new tellers.
<br>May allow customers access to safe deposit boxes.
<br>Cashes checks and processes savings withdrawals within assigned limits and in accordance with prescribed procedures.
<br>Sells certified checks.
<br>Balances transactions daily.
<br>May service/balance ATM.
<br>May utilize the branch capture system.
<br>Knows and follows policies and procedures in completing transactions, minimizing operational errors, and maintaining a proper workflow.
<br>Knows and follows the branch’s security and audit procedures and understands the function and operation of the security devices.
<br><br>
<b>FSR Duties:</b><br>
Opens new deposit accounts and understands the products and financial services offered by the bank. Also handles other services such as stop payments, wire transfers, and other maintenance functions within assigned limits.
<br>Explains policies and procedures as necessary, keeping in mind most customers’ unfamiliarity with them.
<br>Resolves customer problems and complaints with courtesy and discretion and direction and directs customers with difficult problems to other sources for assistance. Considers problems and complaints as opportunities to satisfy the customer and promote additional services.
<br>Is knowledgeable of financial services offered by the bank.
<br>Shows sincere appreciation for each customer’s time and business. Gives business card if not already given.
<br>Knows and follows the branch’s security and audit procedures and understands the function and operation of the security devices.
<br>Assures that branch records, reports and other correspondence resulting from customer development attempts are correct, timely and are properly distributed.
<br><br>
UNIVERSAL BANKER FUNCTIONS
<br>One year of teller or cash handling experience and six months customer relationship building or sales experience
<br>Demonstrated expertise in the Teller II and basic FSR job functions
<br>Additional Responsibilities may include Vault Responsibilities or Back-Up Vault Responsibilities
<br>Other duties as assigned
<br><br>
Qualifications, Education, and Certification Requirements
<br><b>Education :</b> High School diploma or equivalent
<br><b>Experience :</b> Cash handling, sales, customer service. Previous banking experience preferred.
<br><b>Specific Knowledge :</b> Good interpersonal skills, good computer skills, ability to read, write, speak, and understand English
<br><br>
TRAINING REQUIREMENTS/CLASSES
<br>The SouthState Way New Team Member Orientation
<br>Teller Foundations
<br>Banker Foundations
<br>All assigned Regulatory Compliance Training
<br>Acknowledgement of all policies through DocuSign as assigned
<br>Additional training may be required dependent upon experience
<br><br>
PHYSICAL DEMANDS
<br>Must be able to lift, up to 50 pounds, must be able to stand and/or sit for long periods of time. Must be able to effectively access and interpret information on computer screens, documents, reports, and cash denominations, and identify customers.
<br><br>
WORK ENVIRONMENT
<br>This position is most likely in an open lobby area with an individual workstation. The position is located inside a cooled and heated facility with ability to go to a break room or rest room during breaks.
<br><br>
TRAVEL
<br>Travel may be required to come to meetings or training as needed.
<br><br>
Equal Opportunity Employer, including disabled/veterans.

Universal Banker I -McKinney Henneman, Texas

First Abu Dhabi Bank

<div><b>Company Description</b><p><br>
First Abu Dhabi Bank is an inclusive environment where each person values the experiences, perspectives, ideas and beliefs of others. We&rsquo;re in a unique position to learn from all our colleagues, combining international experience with deep cultural knowledge and local expertise. At FAB, you&rsquo;ll have the support of your team and a strong relationship with your line manager, who will trust you with responsibility and recognize your good performance. As we embrace different ways of seeing the world, listening to each other and respecting different viewpoints, we grow stronger &ndash; together.</p><b><br>
Job Description</b><br>
<ul><li>
 The Private Banker focus is to develop business across diverse markets / regions within all areas of private clients, family offices of UHNWI &amp; HNWI, especially with different offshore and onshore locations ranging across numerous booking centers, which is highly competitive and appealing to the regional and international customer base.</li><li>
 To achieve superior sales revenues / AUMs above a predetermined target &amp; increase FAB&rsquo;s market share</li><li>
 To provide clients with an above optimum level of service &amp; full investment solutions</li><li>
 Identify/segment target markets, develop business to widen portfolios &amp; implement the strategic /marketing plan for Private Banking.</li><li>
 Building [own] &amp; managing a portfolio of UHNWI &amp; HNWI &amp; provide maximum personalized services</li><li>
 Maintain /expand current/future client base, acquire net new business via referrals, contacts &amp; marketing</li><li>
 Proactively enhance PB&rsquo;s offerings [Group and/or Open Architecture] by initiating &amp; supporting internal processes &amp; workflows</li><li><b>
TASKS
 </b></li><li>To maintain &amp; develop a client base of HNWI &amp; UHNWI providing excellent service in order to develop net new business to the group + obtain/maintain business via referrals &amp; recommendations within the Group.</li><li>
 Manage specific projects End to End / 360 Degrees including the managing / liaising of other group colleagues.</li><li>
 Develops new business through own sources, existing professional connections, and introductions via the bank with strong inter-personal skills and experience at both generating new business and managing high profile client relationships.</li><li>
Opportunity spotting externally &amp; from within the Group.</li><li>
 The individual will always promote the 3 main businesses of Private Banking, marketing &amp; business development to clients for both Offshore [Switzerland ] &amp; Onshore [UAE]</li><li>
 Coordinates &amp; promotes prospects &amp; business with other RMs as well as other Group coordinates Globally.</li><li>
 Promotes the cross selling between Group branches/offices in the Gulf &amp; elsewhere Globally.</li><li>
 Develop &amp; maintain strong relationships with decision makers in key positions &amp; turns relationships into sources of referral [inwards / outwards]</li><li>
 Identifies target markets, develops new business, increases wallet share of existing clients, &amp; implements the annual marketing plan</li><li>
 Initiates pro-actively, solutions, sales &amp; market initiatives</li><li>
 Participates with others in Product development &amp; marketing</li><li>
 Solicits business primarily, but NOT limited to the disciplines of the trilogy of Private Banking [Banking, Fiduciary [Wealth Protection such as Trusts, Foundations Offshore Cos etc], Portfolio Management [Execution only, Advisory &amp; Discretionary] but also includes examples such as derivatives [e.g. DCDs, esoteric funds [aircraft operating leases, mezzanine debt, etc]</li><li>
 Maintains a designated list of clients&rsquo; portfolios</li><li>
 Develops new investment relationships, attracts new key clients to FAB. Furthermore, develops the private client side of FAB&rsquo;s key strategic clients&rsquo; segment [e.g. Directors of Multinational as well as UAE / GCC / Sub-Continent diasporas-based Cos]</li><li>
 Provides advice &amp; ultra-high level of solutions &amp; service 24/7 &ndash; 365 days of the year regardless of being in the office, on vacation and / or on an international business trip</li><li>
 Assesses prospects with the aim of converting to clients by a full vetting / due diligence process addressing issues connect with PEPs. OFAC, AML and including KYC to international standards which is unique to GPB; as still not introduced in the rest of NBAD</li><li>
 Assesses financial needs, risk tolerances/appetite, &amp; develops optimal investment solutions</li><li>
 Ensure, clients&rsquo; relationships are monitored &amp; maintained [Completes &amp; updates all reports which includes e.g. KYC, regular Call Reports, Leverage/Lending related issues, interest charges paid on time, maturities, etc].</li><li>
 Ensures that clients&rsquo; portfolios are regularly screened for proper diversification, unless client specifically requests this not to be the case</li><li>
 Participates in product development / marketing if &amp; when required [Some SPBs have been deeply &amp; actively involved with colleagues in PBU regards items such as Hold Mail &amp; Bills Discounting]</li><li>
 Maintains MIS portion relating to the individual</li><li>
 Cross sells / promotes all Investment Banking, FABS, GAM, ADNIF, etc....</li><li>
 Promotes PB&rsquo;s Open Architecture solutions on a case-by-case basis to serve the clients&rsquo; best needs &amp; requirements</li><li>
 Manage the respective PB UAE office [End to End] for administrative purposes in the absence of the respective business heads on a rotational basis as &amp; when required.</li><li>
 Manages on a partial basis (time needs) basis RMs support staff in respective PBU office /liaising with Middle office, Back offices, RMD, ACD etc</li><li>
 All other tasks as reasonably &amp; unreasonably requested</li></ul><p></p><p><br>
#LI-MM2<br>
</p><br>
<br>
<b>Qualifications</b><br>
<ul><li>
Track record of excellent academic performance from a reputable university. Preferable in business, economics, marketing and / or a MBA or accountancy/finance background</li><li>
Strong relationship management &amp; new /ongoing business development skill</li><li>
At least 5 years' experience as an &ldquo;industry hand&rdquo; in private banking coupled with experience in other banking environment, investment companies Experience in leadership</li><li>
Experienced problem solver in tandem with decision making</li></ul></div>

Director- Private Banking - Al Ain

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

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