Standard Chartered is a leading international banking group committed to building a successful and sustainable future for our people, our customers and the communities we serve. With 1,700 branches and offices in 68 markets in Asia, Africa and the Middle East, we offer exciting and challenging international career opportunities to over 89,000 employees.
Reporting to Head of Trust Greater China and North Asia, this incumbent is required to support Relationship Managers in acquiring new fiduciary and insurance businesses. This will include providing training and relevant sharing sessions with the Relationship Managers.
In addition, this incumbent is required to work closely with the trust companies to facilitate the Relationship Managers in the management of existing and on-boarding of new fiduciary structures.
Key Roles and Responsibilities
Business development and clients acquisitions:
Generate potential leads from Private Bank
Generate potential leads from other parts of bank eg Commercial Clients
Abilities to convert leads into sales
Experience in using insurance and fiduciary structures as planning tools
To achieve annual sales target
Be able to handle Private Banking clients on estate planning needs and enquiries
Able to apply various alternative estate planning structures and solutions offered by the Bank
Helping Relationship Managers to understand benefits of estate planning structures and in the administrative and technical aspects of these structures
Traveling with Relationship Managers is expected to meet with prospects and to service existing clients
To assist Relationship Managers in building strong relationships with their clients
To work into building good relationship with intermediaries, e.g. insurance brokers, accountants and lawyers
Qualifications and Skills
With at least 12 years of experience working in Trust and Estate advisory for high-net-worth sector
Must have understandings of basic regulatory/tax regimes in Asia Pacific countries
Trust business development experience is a must
Good communication and interpersonal skill
Travel is required
Fluency in Mandarin preferred
Diversity and Inclusion
Standard Chartered is committed to diversity and inclusion. We believe that a work environment which embraces diversity will enable us to get the best out of the broadest spectrum of people to sustain strong business performance and competitive advantage. By building an inclusive culture, each employee can develop a sense of belonging, and have the opportunity to maximise their personal potential.
Equal Opportunity Employer
Standard Chartered is an equal opportunity employer. We have a meritocratic culture where each individual employee is valued and respected for who they are as a person and for what they bring to the organisation.