• Responsible for branch’s Banca revenue target and their individual target based on IS scorecard.

• Joint call with RM on Banca products (mainly focused on RP products).

• Responsible for Banca business tracking, which includes business performance tracking, portfolio analysis, successful story sharing and outstanding event broadcast.
• Work closely with IA and timely update performance of Investment Linked Product (ILP) and market outlook.
• Track and ensure Banca license effectiveness of RM.
• Analyses customers’ personal financial situation and identifies their needs in financial services; and recommends life insurance products and investment-linked products to best suit their needs.

• Provide onsite training on Banca products to frontline to ensure annual 40-hour training required by regulator.

• Accountable for implementing and complying with AML requirements when performing duties.

• Compliance with local Regulators and laws – The role holder would be responsible for ensuring 100% compliance with the country laws and regulations. This would involve periodic review of the existing policies of Bancassurance

• 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.
• Lead to achieve the outcomes set out in the Bank’s Conduct Principles: [Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment.] *
• Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.

• RB/WM/DN/BORM/Compliance & Legal / Services/

• Embed Here for good and Group’s brand and values in China [country / business unit / team]; Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures; Multiple functions (double hats);

• Market Knowledge
• Products – Insurance
• Asset Allocation

• Extensive knowledge in insurance (both life and non-life)
• Good communication and coaching skill
• Ability of conducting Banca seminar interpersonal and analytical skills
• ALE+ ILP licensed
• 对保险专业知识有充分的了解（寿险和非寿险）
• 良好的沟通和辅导技能
• 具备组织保险专题讲座的能力，有着良好的人际关系和业务分析能力
• 保险代理销售资质及投资连结保险代理销售资质

• 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.