Elite Acquisition Manager

Job Summary

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

• 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

• 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.

• 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.

• 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.

• 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.

• 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

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…