Associate Director, Team Manager, Insurance Specialists
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.
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5,000+ live jobsHybrid in Kowloon City·Added 3 months ago (last checked 12 Oct)
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• The ARM provides direct sales support to the Senior Banker/Banker to originate new business and in partnership with the Senior Banker/Banker is jointly accountable for client revenues/profitability.
• Proactive assistance to the Senior Banker/Banker with support on new business origination activities i.e. client research, pitch books, industry leads etc; including coordination with network and product.
• Client analysis, reporting on post origination activities; client meeting documentation.
• Support Senior Banker/Banker on sales discipline requirements i.e. Account Planning process; pipeline maintenance; client call reports; preparation of deal approval submissions.
• New transactions: deal execution support, document negotiation for commercial and risk T&Cs, incl. managing any client escalations, to enable Client Management team to complete execution with functions and client, coordination with Product Sales and Client Management team on documentation matters and deal drawdown.
• Proactive management of portfolio including client and product partner engagement to ensure limit utilization
Business
Provide direct sales support to the Senior Banker/Banker on all origination activities for the assigned ARM client portfolio:
• In partnership with the Senior Banker/Banker the ARM is jointly accountable for client revenues/profitability through the provision of origination support including:
• Proactive assistance to the Senior Banker/Banker with transactional support on client research and meeting preparation/documentation i.e. pitch book preparation, research into industry trends etc; coordinating with product and other key stakeholders across the network to ensure client materials are of the highest quality and client focused
• Complete bespoke client analysis as required including competitor analysis reflecting SCB's value proposition vs peers; Complete relevant reporting on post origination activities; client meeting documentation
• Ensure adherence to all sales discipline requirements i.e. provide support to the Senior Banker/Banker on Account Planning, deal pipeline and call report administration/discipline, as agreed with the Banker
• Client meeting preparation and execution including logistics if attending client meetings in partnership with the Banker
• Provide support on new business transactions i.e. deal execution support, document negotiation, coordination with Product Sales and Client Management team on documentation matters and deal drawdown.
• Proactive management of portfolio including client and product partner engagement to ensure limit utilization
• Bachelor degree in Banking, Economics, Finance or Accounting preferred.
• Ideally 5+ years experience in banking
• Risk & AML certified as stipulated by Bank policy
• Languages: Business English
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:
In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.