Standard Chartered UAE
Affluent Client Acquisition Manager
- Permanent
- Dubai, United Arab Emirates
- Experience 5 - 10 yrs
Job overview
Date posted
19/04/2025
Location
Dubai, United Arab Emirates
Salary
AED 20,000 - 30,000 per month
Compensation
Job description
Lead the Bank’s Affluent client growth strategy by utilizing the Affluent client value proposition to acquire New to Bank (NTB) Affluent clients. Engage NTB Affluent clients via leads sourced from Alliances, Targeted lists or Executive Banking Team on full Affluent offering. Handle client-led requests via marketing campaigns and online pull. Activate NTB clients, set up and educate clients on remote channel usage i.e., Online, Contact Centre, ATM, and hand-over clients to assigned Priority Banking Teams. Utilize available resources including the Affluent proposition, product benefits matching client needs, the Bank’s brand, global network, ad hoc 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 on-boarding activities across the Bank’s local and international network to acquire Affluent clients. Ensure that onboarded clients match the profile as set out for Affluent clients to ensure sustainable growth of the Affluent portfolio. Ensure new clients have a seamless initial onboarding experience and maintain the quality of the portfolio in terms of client qualification. Ensure “Customer Due Diligence” requirements as prescribed by the bank are duly adhered to. Adhere to all legal and compliance guidelines. Maintain data confidentiality and secrecy norms. Ensure error-free application and documentation. Adhere to the sales process prescribed by the bank. Stay informed on policies related to Mis-selling. Maintain detailed product knowledge and responsible selling practices. Ensure compliance with AML, CDD, internal, and external regulations. Work with various stakeholders such as FCC, AML, L&C, and more to ensure governance. Uphold the highest standards of ethics and compliance.
Required skills
Key responsibilities
- Lead the Bank’s Affluent client growth strategy by utilizing the Affluent client value proposition to acquire New to Bank (NTB) Affluent clients
- Engage NTB Affluent clients via leads sourced from Alliances, Targeted lists or Executive Banking Team on full Affluent offering
- Handle client-led requests via marketing campaigns and online pull
- Activate NTB clients, set up and educate clients on remote channel usage i.e., Online, Contact Centre, ATM, and hand-over clients to assigned Priority Banking Teams
- Utilize available resources including the Affluent proposition, product benefits matching client needs, the Bank’s brand, global network, ad hoc campaigns and specialist support to onboard affluent clients
- 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 on-boarding activities across the Bank’s local and international network to acquire Affluent clients
- Ensure that onboarded clients match the profile as set out for Affluent clients to ensure sustainable growth of the Affluent portfolio
- Ensure new clients have a seamless initial onboarding experience
- Maintain the quality of the portfolio in terms of client qualification
- Ensure 'Customer Due Diligence' requirements as prescribed by the bank are duly adhered to
- Adhere to all legal and compliance guidelines provided by the bank
- Maintain data confidentiality and secrecy norms of the bank
- Ensure error free application and documentation for account and loan application forms
- Ensure adherence to the bank's sales process
- Ensure full awareness of all policies related to Mis-selling
- Maintain complete and detailed knowledge of all assigned products
- Practice responsible selling and adhere to appropriate sales and marketing practices
- Maintain accurate and up to date activity records
- Ensure compliance with global AML & CDD standards and internal/external regulations
Experience & skills
- University Graduate
- Relevant experience in sales and relationship management
- Previous experience of Deposits / Liability in UAE market
- Previous Direct Sales experiences in UAE market
- Demonstrated ability in sales planning
- Strong communication and negotiation skills with the ability to influence outcomes
- Networking ability to manage interdepartmental deliverables
- Strong inter-personal skills and leadership ability, which encourages and promotes enthusiasm and team spirit
- Good understanding of the business environment in UAE preferably with direct contacts with the local HNI community
- Computer literacy at the user level
- Adapting to multi-cultural environment
- In-depth knowledge of capital markets and financial planning