Job Description
Role Responsibilities
Scope of Role:
• Customer sales and service for PP clients: provide professional, comprehensive, and tailor-made financial service to Priority Private clients at asset allocation and wealth management, keep improving customer satisfaction and stickiness.
• PP Priority Private
Key Responsibilities/Challenges:
• Understand, acknowledge, and comply with the requirements on individual accountabilities and responsibilities of the job set out in applicable local laws and regulations as well as SCB internal policies.
• Effectively ensure and intensify internal controls by keeping abreast with developments of applicable local laws and regulations on accountabilities.
• Perform job duties with diligence, contribute to efforts as an individual or as a team member so as to avoid any actual or potential legal sanctions, regulatory penalties, material financial loss, or adverse reputational impact on the Bank.
• Be responsible for failure to follow relevant rules and processes, failure to properly perform the responsibilities, and implement corrections.
• Cooperate with any investigations or reviews on regulatory failure such as accountability review.
• Study Portfolio Management Strategy based on customer s needs and wealth planning concept, provide PP clients with professional, comprehensive, and tailor-made investment and insurance planning services, including saving, investment, education, and retirement, as well as asset allocation and wealth inheritance proposals.
• Maintain good and warm relationship with PP customers and deliver superior customer service to ensure PP customers needs are well met. Continuously improve customer s satisfaction and loyalty.
• Enhance bank-customer relationships by expanding existing portfolio holdings of PP clients; Regularly review customers asset allocation, and seek matching points between customer needs and banks on-shelf products, and assist to complete the application process.
• Proactively engage with potential Priority Clients and explore their financial and investment needs; achieve performance targets such as client engagement, portfolio planning and revenue targets.
• Accountable for implementing and complying with AML requirements when performing duties.
• Ensure compliance of Management Manual, Operating Manuals and Bank s 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 s complaint.
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• PP
• PP PP PP
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Our Ideal Candidate
Selection
Scope of Role:
• Customer sales and service for PP clients: provide professional, comprehensive, and tailor-made financial service to Priority Private clients at asset allocation and wealth management, keep improving customer satisfaction and stickiness.
• PP Priority Private
Key Responsibilities/Challenges:
• Understand, acknowledge, and comply with the requirements on individual accountabilities and responsibilities of the job set out in applicable local laws and regulations as well as SCB internal policies.
• Effectively ensure and intensify internal controls by keeping abreast with developments of applicable local laws and regulations on accountabilities.
• Perform job duties with diligence, contribute to efforts as an individual or as a team member so as to avoid any actual or potential legal sanctions, regulatory penalties, material financial loss, or adverse reputational impact on the Bank.
• Be responsible for failure to follow relevant rules and processes, failure to properly perform the responsibilities, and implement corrections.
• Cooperate with any investigations or reviews on regulatory failure such as accountability review.
• Study Portfolio Management Strategy based on customer s needs and wealth planning concept, provide PP clients with professional, comprehensive, and tailor-made investment and insurance planning services, including saving, investment, education, and retirement, as well as asset allocation and wealth inheritance proposals.
• Maintain good and warm relationship with PP customers and deliver superior customer service to ensure PP customers needs are well met. Continuously improve customer s satisfaction and loyalty.
• Enhance bank-customer relationships by expanding existing portfolio holdings of PP clients; Regularly review customers asset allocation, and seek matching points between customer needs and banks on-shelf products, and assist to complete the application process.
• Proactively engage with potential Priority Clients and explore their financial and investment needs; achieve performance targets such as client engagement, portfolio planning and revenue targets.
• Accountable for implementing and complying with AML requirements when performing duties.
• Ensure compliance of Management Manual, Operating Manuals and Bank s 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 s complaint.
/
•
•
• PP
• PP PP PP
• ,
•
•
•
Our Ideal Candidate
Selection
💡 Quick Summary
Seeking a career-building opportunity? The seekers for Priority Private RM position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
