Affluent Client Acquisition Manager
by Standard Chartered UAE in Banking & Financial Services
Lead the Bank’s Affluent client growth strategy by utilizing the Affluent client value proposition to acquire New to Bank (NTB) Affluent clients. Engage NTB Affluent clients via leads sourced from Alliances, Targeted lists or Executive Banking Team on full Affluent offering. Handle client-led requests via marketing campaigns and online pull. Activate NTB clients, set up and educate clients on remote channel usage i.e., Online, Contact Centre, ATM, and hand-over clients to assigned Priority Banking Teams. Utilize available resources including the Affluent proposition, product benefits matching client needs, the Bank’s brand, global network, ad hoc 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 on-boarding activities across the Bank’s local and international network to acquire Affluent clients. Ensure that onboarded clients match the profile as set out for Affluent clients to ensure sustainable growth of the Affluent portfolio. Ensure new clients have a seamless initial onboarding experience and maintain the quality of the portfolio in terms of client qualification. Ensure “Customer Due Diligence” requirements as prescribed by the bank are duly adhered to. Adhere to all legal and compliance guidelines. Maintain data confidentiality and secrecy norms. Ensure error-free application and documentation. Adhere to the sales process prescribed by the bank. Stay informed on policies related to Mis-selling. Maintain detailed product knowledge and responsible selling practices. Ensure compliance with AML, CDD, internal, and external regulations. Work with various stakeholders such as FCC, AML, L&C, and more to ensure governance. Uphold the highest standards of ethics and compliance.
