高資產客戶服務作業專員 Specialist, WRB High-Net-Worth Client Onboarding services

13 hours ago


Taipei Taipei City, Taiwan Standard Chartered Full time

Job Summary
Deliver the E2E WRB High-Net-Worth Client Onboarding services, with a focus to provide superior client experience under standard process/operating model, and adequate controls and governance at country.

Responsibilities
Business

  • Collaborate with business teams/control partners supported with robust technology solutions to achieve best-in-class HNW E2E Client Onboarding Experience (incl. origination, CDD & account setup)
  • OBU: Process flow as 9 days staring from doc. provided by client to case approval.
  • DBU: Clients stay in-branch for 15 mins then go home
  • Work with business/operation leadership team and consult with Group CoEs, to manage/provide cross-functional, cross-process outcomes.

Processes

  • Assist the team leader to drive a data driven operations
  • Achieve the OKRs set for HNW Clients

People & Talent

  • Drive a client-focused culture and build a mindset of end-to-end accountability & ownership amongst team.
  • Drive awareness of the sustainability in the team and embed this strategic initiatives as part of daily operations.

Risk Management
Proactive Risk Management and Governance

  • To work with stakeholders on daily basis to ensure controls are followed and performed, both internal and external policies/regulation are followed and if any gap identified then mitigation plan would be in place.
  • Continuously improve HNW Client onboarding quality and increase self-identification of issues to create a culture of proactive risk management
  • No elevated residual risks for onboarding journey

Governance

  • Maintain High quality of the deliverables

Regulatory & Business Conduct

  • 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.
  • Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.

Key Stakeholders
Internal

  • Country WRB Biz
  • Country WRB Ops Teams
  • Group CDD & Onboarding
  • CFCR
  • Legal
  • BRM

External

  • Government Agencies, such as FEB, BA, etc

Other Responsibilities

  • Embed Here for good and Group's brand and values.
  • Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures.
  • Turnaround time management
  • Process efficiency across end to end
  • Projects
  • System enhancements and implementation

Qualifications

  • Education Tertiary Degree or equivalent experience
  • Languages Intermediate in both read and written English and Proficiency in both spoken and written Chinese

Role Specific Technical Competencies

  • Process Management and Improvement Skills
  • Problem Solving
  • Communication Skills

About Standard Chartered
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. 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
  • Are better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term

What We Offer
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 leave, parental/maternity (20 weeks), sabbatical (12 months 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.


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