- Drive brancassurance sales in the branch to meet the budget and annualized premium equivalent (APE) given
- Increase RM knowledge and sales ability to increase active RM in bancassurance sales
- Develop idea until execution to increase branch bancassurance sales revenue
- Increase customer penetration
- Meet the governance guideline in sales which reflected in no audit fail and no sales call back error
- Working together with branches to meet assigned task.
- Drive a customer centric approach for all activities within WM such as delivering client solutions that meet their needs and making it easier for the frontline and RMs to conduct business and create a culture where WM teams across ASA are empowered and accountable for delivery. Growth and Maintain the AUM In WM Bancassurance
- Deliver Wealth Management Indonesia performance and KPI
- Drive portfolio growth through existing to bank (ETB) and New to Wealth ( NTW),Based on client profile, need, map client potential and Build Client Portfolio.
- Read, understand and comply with all provisions of the Group Code of Conduct.
- Effective reject management for suspicious transaction
- Report any suspicious transaction immediately to the supervising officer of Fraud Control
- Ensure strict compliance and responsible for achieving and maintaining satisfactory audit rating
- Ensure Right sales process' to ensure Treating Customer Fairly (TCF) is implementing consistently to avoid mis-selling case
- 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 the [country / business unit / function/ team] 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.
Role Specific Competencies
- Communication & Negotiation skills
- Problem solving & Analytical abilities
- Client Relationship
- Insurance License
- Certified Financial Planner
- Risk Management
We're an international bank, nimble enough to act, big enough for impact. For more than 160 years, we've worked to make a positive difference for our clients, communities, and each other. We question the status quo, love a challenge and enjoy finding new opportunities to grow and do better than before. If you're looking for a career with purpose and you want to work for a bank making a difference, we want to hear from you. You can count on us to celebrate your unique talents. And we can't wait to see the talents you can bring us.
Our purpose, to drive commerce and prosperity through our unique diversity, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion. Together we:
- 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
- Be better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term
- In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.
- Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations
- Time-off including annual, parental/maternity (20 weeks), sabbatical (12 weeks 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.
- Recruitment assessments - some of our roles use assessments to help us understand how suitable you are for the role you've applied to. If you are invited to take an assessment, this is great news. It means your application has progressed to an important stage of our recruitment process.
Standard Chartered