• Work with GAM/Team Head on the development and implementation of the client strategy for the designated portfolio as identified through the Account Planning process
• Accountability for delivering financial performance objectives (revenues, costs, Ro RWA, etc)
• Accountability for all other objectives for the management and development of client relationships, specifically compliance (AML, CDD) and credit risk.

• Actively involve in new business and grow the franchise by capitalising on bank competitive attributes (eg Network, Transaction Banking, etc), whilst selectively developing new relationships where required.
• Anticipate clients’ needs and provide advice, bringing in the relevant product and industry partners as appropriate.
• Maximise the profitable revenue to the Bank whilst maintaining focus on client outcomes, strengthening and deepening existing relationships.
• Ensure that industry and product knowledge is continually developed.
• Stay abreast and anticipate the developments of the industries in which our clients operate

• Proactively manage the designated client portfolio to ensure:
• Close ties exist with key stakeholders eg. Financial Markets, Transaction Banking, Corporate Finance, Risk, etc.
• Risks are appropriately identified and managed.
• The client portfolio is managed in compliance with the regulatory environment, keeping up to date with applicable changes and Group policies with ability to contribute to policy formulation
• Key regulatory risks and concerns are raised into the governance framework throughout the team
• All sales disciplines are adhered in accordance with Investor/FI standards ie Account Planning, Call Reports, Deal Pipeline Management
• Develop opportunities through attendance at key Industry events as necessary.

• Take the initiative regarding regulatory, reputational and ethical matters, taking the initiative for providing proactive advice to clients as identified.
• Ensure that key regulatory risks and concerns are raised into the governance framework throughout the Investors & Insurance teams

• 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.
• Responsible for delivering ‘effective governance’; capability to challenge fellow executives effectively; and willingness to work with any local regulators in an open and cooperative manner.

• 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.
• Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.

• Engage with product partners within the region and globally to ensure breadth and depth of client coverage and deepening.
• Consult with senior stakeholders in Risk and Legal & Compliance to ensure that the portfolio remains credit worthy and within the policies of the bank.

• Point of contact with clients, acting as a trusted advisor to the stakeholders
• Peers in the Investors & Insurance sector

• Embed Here for good and Group’s brand and values in China/FI/Investors & Insurance; Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures.

• Education: Bachelor and above
• Languages: Mandarin and English

• Banks risk
• AML and Sanction

• 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

• 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.