Associate Director, Assistant Relationship Manager, Insurance

Key Responsibilities

The role of the Assistant Relationship Banker (ARB) supports Senior Bankers by delivering comprehensive sales support aimed at driving new business origination and enhancing client profitability. This role demands a collaborative and proactive approach to ensure the success of the client portfolio through strategic and detailed sales activities.

• Provide proactive transactional support including client research, preparing detailed pitch books, and generating insightful industry leads to assist in new business origination.
• Conduct thorough client analysis and prepare detailed reports on activities post-origination, including accurate and timely documentation of client meetings and creation of informative briefing notes.
• Assist in implementing sales discipline protocols such as the Account Planning process, maintaining an up-to-date pipeline of potential deals, preparing client call reports, and supporting deal approval submissions to ensure compliance and efficiency.
• Support deal execution by coordinating document negotiations and collaborating with Product Sales and Client Management teams on documentation, deal drawdowns, fee bookings, and revenue recognition.
• Manage client portfolios actively to optimize limit utilization and ensure the accuracy of revenue and returns, engaging regularly with clients and product partners.

• Provide proactive transactional support including client research, preparing detailed pitch books, and generating insightful industry leads to assist in new business origination.
• Conduct thorough client analysis and prepare detailed reports on activities post-origination, including accurate and timely documentation of client meetings and creation of informative briefing notes.
• Assist in implementing sales discipline protocols such as the Account Planning process, maintaining an up-to-date pipeline of potential deals, preparing client call reports, and supporting deal approval submissions to ensure compliance and efficiency.
• Support deal execution by coordinating document negotiations and collaborating with Product Sales and Client Management teams on documentation, deal drawdowns, fee bookings, and revenue recognition.
• Manage client portfolios actively to optimize limit utilization and ensure the accuracy of revenue and returns, engaging regularly with clients and product partners.

• Work closely with the Senior Banker/Banker to provide direct sales support on all origination activities within the assigned client portfolio.
• Co‑own client revenues and profitability by supporting transactional activities including client research, pitch preparation, and coordination with various stakeholders to produce client‑focused, high‑quality materials.
• Perform bespoke client and competitor analyses that underscore Standard Chartered’s comparative value proposition, facilitating strategic positioning in the market.
• Coordinate with Product Sales and network teams to assist the Senior Banker/Banker with pricing analysis and calculation of deal returns, contributing to accurate financial assessments.

• Professional Qualifications such as CFA or equivalent are advantageous.

• Experience in Investment Banking or a closely related area with a proven track record of supporting successful business origination and client relationship management.
• Fluent business proficiency in English, including effective communication skills both written and verbal.
• Exposure to private credit is preferable.
• Prior experience in supporting RMs / Coverage Bankers in a client‑facing or deal support capacity.
• Strong credit skills.
• Highly motivated, detail‑oriented and eager to learn.

We're an international bank, nimble enough to act, big enough for impact. For more than 170 years, we've worked to make a positive difference for our clients, communities, and each other.

• 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…