Business Development Executive, Priority

Job Summary

Scope of Role:

To pro-actively promote designated Retail Clients products and services and acquire new customers.

工作范畴：

主动推广指定的个人银行产品和服务及开发新客户。

• Participate in sales promotions and activities to achieve/exceed defined sales targets;
• Engage NTB Affluent clients via leads sourced from varies channels;
• A well thought-through, creative approach to satisfy customers, improve competitive advantage and improve performance;
• Actively cross-sell the bank other products / services and ensure annual financial budget is met;
• To provide quality, efficient before and after sales services;
• To prepare and consolidate accurate reports on sales activities;
• Based on a “shared sense” of purpose and approach within CB;
• Based on a clear division of roles (and no duplication of effort) within MD;
• Accountable for implementing and complying with AML requirements when performing duties;
• Understand, acknowledge and comply with the requirements on individual accountabilities and responsibilities of the job set out in applicable local laws and regulations as well as SCB internal policies;
• Effectively ensure and intensify internal controls by keeping abreast with developments of applicable local laws and regulations on accountabilities;
• Perform job duties with diligence, contribute to efforts as an individual or as a team member so as to avoid any actual or potential legal sanctions, regulatory penalties, material financial loss, or adverse reputational impact on the Bank;
• Be responsible for failure to follow relevant rules and processes, failure to properly perform the responsibilities, and implement corrections;
• Cooperate with any investigations or reviews on regulatory failure such as accountability review.

• 参与促销活动，完成或超额完成指定的销售目标；
• 跟进销售机会，开发新客户；
• 以周全、创新的方法使客户满意，提升竞争优势及业绩表现；
• 主动销售银行其它产品和服务，确保达到年度销售业绩指标；
• 提供高质量、高效的售前和售后服务；
• 编写和维护有关销售活动的准确报告；
• 负责实施各项反洗钱的需求并且确保符合反洗钱的合规要求；
• 理解、认同并遵守本地法律法规以及渣打内部政策中关于个人问责和职责的要求；
• 跟上本地问责法律法规的发展，以有效地确保并强化内控；
• 审慎勤勉地履行岗位职责，以个人或团队成员的身份，为避免任何导致银行遭受或可能遭受法律制裁、监管处罚、重大财务损失或声誉负面影响而做出努力；
• 对未遵守相关规范和流程、未适当履行职责以及未执行整改措施承担相应责任；
• 配合任何关于违反监管规定的调查或审查，例如，问责审查。

Responsibilities that are related to the development and implementation of a strategy, for example, Awareness and understanding of the Group’s business strategy and model appropriate to the role.

Responsibilities related to the delivery of business and / or financial objectives, for example, Awareness and understanding of the wider business, economic and market environment in which the Group operates

Reference the processes for which the Role Holder is responsible, as per the Operational Risk Framework definition of first / second line, for example, Responsible for executing and supervising the Budget process.

• Reference all responsibilities related to people and talent matters, for example:
• Lead through example and build the appropriate culture and values. Set appropriate tone and expectations from their team and work in collaboration with risk and control partners.
• Ensure the provision of ongoing training and development of people, and ensure that holders of all critical functions are suitably skilled and qualified for their roles ensuring that they have effective supervision in place to mitigate any risks.
• Employ, engage and retain high quality people, with succession planning for critical roles.
• Responsibility to review team structure/capacity plans.
• Set and monitor job descriptions and objectives for direct reports and provide feedback and rewards in line with their performance against those responsibilities and objectives.

• Responsibilities relating to identifying, assessing, monitoring, controlling and mitigating risks to the Group, as well as an awareness and understanding of the main risks facing the Group and the role the individual plays in managing them.
• For example
  -The ability to interpret the Group’s financial information, identify key issues based on this information and put in place appropriate controls and measures.
• All responsibilities under the Risk Management Framework – both execution and supervisory – should be referenced, for example, Act as the [Process] risk control owner under the Group’s…