Elite Acquisition Manager

Standard Chartered

Lead the Bank s Affluent client growth strategy by utilizing the Affluent client value proposition to acquire New to Bank Affluent clients.

Strategy

• Deliver the Bank s agenda to grow high net worth individual clients by acquiring high value new to bank clients in the Priority Private segment.
• Present the Bank s high net worth offering to prospective clients
• Utilize leads sourced via strategic partnerships, alliances, Targeted lists, campaigns, sales camps and product launches
• Interact with prospective clients at industry events, sales camps, networking seminars and client referrals
• Activate NTB clients, set up and educate clients on remote channel usage i.e., Online, Mobile, Contact Centre and ensure smooth hand-over clients to assigned Priority Banking Teams

Business

• Utilize available resources including the Priority Private proposition, product benefits matching client needs, the Bank s brand, international footprint and affluent wealth hubs, campaigns, and specialist support to onboard affluent clients to the Bank
• Ensure early deepening of clients across multiple products to create client stickiness and to become the primary bank for the client s transactional, savings and investment needs
• Execute onboarding activities across the Bank s local and international network to acquire Affluent clients.
• Ensure that onboarded clients match the profile as set out for HNW clients to ensure sustainable growth of the Priority Private portfolio
• Ensure new clients have a seamless initial onboarding experience, Maintain the quality of the portfolio in terms of client qualification.

Processes

• Ensure to follow the onboarding process for NTB Clients with different internal onboarding teams like GBS, CFCC and CDD.
• Ensure smooth transition of the entire onboarding process for Clients, from onboarding, funding till handover to the Relationship team.

Key Responsibilities

Risk Management

• Ensure Customer Due Diligence requirements as prescribed by the bank are duly adhered to.
• All legal and compliance guidelines provided by the bank are adhered to.
• Data confidentiality and secrecy norms of the bank are fully adhered to.
• Ensure error free application and documentation, all the documents provided by the customer for completion of the account opening forms and/or loan application forms should be duly checked prior to submission.
• Ensure that the sales process prescribed by the bank is fully adhered to.
• Ensure full awareness of all policies related to Mis-selling etc. & comply the same.
• Maintain complete and detailed knowledge of all the assigned products.
• Be responsive to customer s needs and practice responsible selling, adhering to appropriate sales and marketing practices.
• Maintain accurate and up to date activity records.

Governance

• As the first line of defense for the Bank, ensure compliance with internal policies, regulations and global AML & CDD standards
• Ensure ORF / process universe adoption and governance
• Work collaboratively with control functions on client due diligence and all other processes as needed
• Provide input to governance and operational risk to define measures and controls for prevention
• Read, understand, and comply with all provisions of the Group Code of Conduct.
• Zero Tolerance on Fraud and Mis selling
• Ensure timely completion of all required Trainings

Regulatory & Business 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.
• Manage regulatory relationships in relation to the Retail Banking business in the UAE.
• Embed the Group s Values and Group Code of Conduct to ensure adherence with the highest standards of ethics.
• Comply with relevant policies, processes, and regulations, as part of the culture.
• Embed Here for good and Group s brand and values in the UAE

Key stakeholders

• Internal
• Onboarding & CDD Conduct and Financial Crime Compliance
• Retail Operations
• Client Experience
• Priority Relationship Managers
• Premium Executives
• Affluent Client Segments
• Retail Products
• Wealth Management
• Branch Banking
• Credit Initiation
• Digital Banking
• External
• Clients

Other Responsibilities

Perform other responsibilities as assigned under Group, Country, Business or Functional policies and procedures.