Opportunité d’Emploi : Relationship Service Manager, PP Team
Présentation Générale
Poste : Relationship Service Manager, PP Team
Entreprise : Standard Chartered
Localisation : Taichung City, Taïwan
Date de Publication : 5 juillet 2025
Description du Poste
Le Relationship Service Manager (RSM) au sein de l’équipe Priority Banking a pour mission d’assister le Senior Branch Operation & Service Manager ainsi que le Relationship Manager. La personne occupant ce poste jouera un rôle clé dans l’atteinte des objectifs commerciaux et la gestion des opérations quotidiennes pour les clients de la banque.
Responsabilités
Strategie
- Assister la hiérarchie dans l’atteinte ou le dépassement des objectifs commerciaux fixés.
- Contrôler et administrer les opérations quotidiennes relatives aux clients Priority Banking.
- Veiller au respect des règles de bureau et des procédures opérationnelles.
Services aux Clients
- Soutenir le Relationship Manager dans la fourniture d’un service de haute qualité et identifier des opportunités de vente pour maximiser l’acquisition de nouveaux clients.
Processus Opérationnels
- Assurer l’accueil des clients et faciliter l’ouverture de comptes.
- Contrôler les documents de vente et assurer le suivi si nécessaire.
- Maintenir les données à jour concernant les clients et suivre les informations relatives à l’entreprise.
- Répondre aux demandes des clients et réaliser des ventes croisées via un travail de prospection.
Compétences et Qualifications Requises
Compétences Techniques Spécifiques
- Connaissance des politiques et procédures anti-blanchiment.
- Compétences en communication client.
- Capacité à comprendre les besoins des clients.
Licences Nécessaires
- Certification pour les activités fiduciaires.
- Compréhension des produits dérivés.
À propos de Standard Chartered
Standard Chartered est une banque internationale qui se positionne comme agile tout en étant capable d’avoir un impact significatif. Avec plus de 170 ans d’expérience, l’établissement s’efforce de créer un monde meilleur pour ses clients et ses communautés. L’entreprise valorise la diversité et l’inclusion comme des piliers fondamentaux.
Ce Que Nous Offrons
- Salaire compétitif et avantages pour le bien-être mental, physique et social.
- Options de travail flexibles, comprenant des congés annuels et parentaux.
- Une culture d’apprentissage continue et des ressources pour le développement personnel.
Comment Postuler
Pour postuler à cette opportunité, cliquez ici.
Cette offre souligne l’importance d’un environnement de travail inclusif et équitable. Standard Chartered s’engage à garantir des chances égales et à promouvoir la diversité au sein de ses équipes.
Note : Les candidats doivent procéder avec prudence et s’assurer que toutes les informations partagées lors du processus de candidature sont vérifiées et exemptes de biais.
📅 Date de publication de l’offre : Sat, 05 Jul 2025 04:52:23 GMT
🏢 Entreprise : Standard Chartered
📍 Lieu : Taichung City
💼 Intitulé du poste : Relationship Service Manager, PP Team
💶 Rémunération proposée :
📝 Description du poste : JOB SUMMARYTo assist the Senior Branch Operation & Service Manager and Relationship Manager to:
- Achieve / exceed the business targets set
- Control and administer the daily operations from Priority Banking customers
- Ensure that office rules, branch control and operational procedures are strictly adhered to
- To support Relationship Manager to deliver high quality service to our customers and identify sales opportunities to maximize new business acquisition
RESPONSIBILITIESStrategy
- To assist the Senior Branch Operation & Service Manager and Relationship Manager to:
- Achieve / exceed the business targets set
- Control and administer the daily operations from Priority Banking customers
- Ensure that office rules, branch control and operational procedures are strictly adhered to
Business
- To support Relationship Manager to deliver high quality service to our customers and identify sales opportunities to maximize new business acquisition
Processes
- Greeter Duty
- To conduct a/c opening and facilitate service request
- To conduct sales document checking/ follow up where required.
- To facilitate sales and service process by up-keeping all necessary data tracking and system input. 例如: 協助客戶CASA開戶資料準備, 基金開戶, 錦華客戶資料更新 ,投資下單（基金, ETF, SN, SB, ELN, PCI etc.）,執行CIP。
- Referrals : To conduct sales activities via tag-on, cross-selling through customer enquires screening and compiling potential prospecting list.
- Collate data/information related to branch reporting.- Accurate & Timely Submission
- Reporting of Daily, Weekly and Monthly Returns where applicable
- Reporting of any other Ad hoc information required from time to time
- Review of all Daily/Monthly Reports via Report-to-Web (except GL Reports to be reviewed by BOSM)
- To scrutinize reports/schedules for unusual entries which may require further investigations / Escalations if required
- To raise any Suspicious Transaction Report (STR) if necessary
- Transaction (Financial) Approval : Granting transaction approval and overrides for all CER/ Senior CER within delegation limit
- Assist in answering phones, general enquiries and investigations.
- SR & Document (Paper) Checking & Approval, and Cash Operations in absence of BOCEM
- To bring to the attention of the Senior Branch Operation & Service Manager any problems encountered together with any recommended solutions.
- To comply with all applicable money laundering prevention procedures and, in particular, report any suspicious activity to the Unit Money Laundering Prevention Officer and line manager.
People & Talent
- To assist Senior Branch Operation & Service Manager to supervise the overall operations of the PP Team.
Risk Management
- To comply with all applicable money laundering prevention procedures and, in particular, report any suspicious activity to the Unit Money Laundering Prevention Officer and line manager.
Governance
- Responsible for assessing the effectiveness of the Group’s arrangements to deliver effective governance, oversight and controls in the business and, if necessary, oversee changes in these areas; Awareness and understanding of the regulatory framework, in which the Group operates, and the regulatory requirements and expectations relevant to the role.
Regulatory & Business Conduct
- Display exemplary conduct and live by the Group’s Values and Code of Conduct.
- 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.
- Lead to achieve the outcomes set out in the Bank’s Conduct Principles
- Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
Key StakeholdersInternal Contacts
- All branch sales and service staff
- All frontline business stakeholders
- All Retail Banking departments stakeholders (Strategy Branch Operations & System / CEPG etc.), and
- Other support functions (IT / Audit / Finance / HR etc.)
External Contacts
- CPBB customers
Qualification
License:
- 信託業務人員
- 衍生性金融商品
- 人身壽險
- 內稽內控 (For Approval Role if)
- 信託管理 (For Approval Role for Trust if)
Role Specific Technical Competencies
- Anti-money Laundering Policies and Procedures
- Customer Interaction
- Understanding Customer Needs
- Customer Support Policies, Standards and Procedures
About Standard CharteredWe’re an international bank, nimble enough to act, big enough for impact. For more than 170 years, we’ve worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you’re looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents and we can’t wait to see the talents you can bring us.Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you’ll see how we value difference and advocate inclusion.Together we:
- Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do
- Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well
- Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term
What we offerIn line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.
- Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
- Time-off including annual leave, parental/maternity (20 weeks), sabbatical (12 months maximum) and volunteering leave (3 days), along with minimum global standards for annual and public holiday, which is combined to 30 days minimum.
- Flexible working options based around home and office locations, with flexible working patterns.
- Proactive wellbeing support through Unmind, a market-leading digital wellbeing platform, development courses for resilience and other human skills, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
- A continuous learning culture to support your growth, with opportunities to reskill and upskill and access to physical, virtual and digital learning.
- Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions and geographies – everyone feels respected and can realise their full potential.
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