Standard Chartered Bank: Personal Financial Consultant

Standard Chartered PLC is a leading international bank, listed on the London, Hong Kong and Mumbai stock exchanges. It has operated for over 150 years in some of the world’s most dynamic markets and earns more than 90 per cent of its income and profits in Asia, Africa and the Middle East. This geographic focus and commitment to developing deep relationships with clients and customers has driven the Bank’s growth in recent years.

With 1,700 offices in 70 markets, Standard Chartered offers exciting and challenging international career opportunities for around 85,000 staff. It is committed to building a sustainable business over the long term and is trusted worldwide for upholding high standards of corporate governance, social responsibility, environmental protection and employee diversity. The Bank’s heritage and values are expressed in its brand promise, Here for good.

Job Title: Personal Financial Consultant

Job Description


Client Acquisition & Value Management (Required)
*Solicit new to bank customers
*Extend existing customers¿ relationships into additional / new product areas
*Grow & improve customers value and profitability by engaging & deepening existing customers relationships
*Convert customer leads to sales
*Generate potential new leads for other parts of bank e.g. Private Bank
Client Acquisition & Value Management (Excellence)
*Successfully improve & continuously grow customer value & portfolio size by deepening existing customer relationships
*Successful and consistent conversion of leads to sales
*Upgrade potential customers to Excel and Private Banking
Consultative & Needs Based Selling (Required)
*Consultative selling of multiple standard products to customers based on identified needs
Consultative & Needs Based Selling (Excellence)
*Refer to product specialists to advise and promote more complex products based on identified needs

Relationship Mgmt (Required)
*Proactively engage customers, establish & deepen relationship
*Qualify customer requirements appropriately
*Provide advice on potential financial solutions based on identified needs
*Provide advice and respond appropriately to less complex queries

Relationship Mgmt (Excellence)
*Build on existing relationships to grow/ and develop customers portfolio
*Continuous engagement and build emotional connection with customers
*Cultivates a customer pipeline
*Anticipate future basic product needs given analysis of current state

Transaction Processing (Required)
*Accurately process transaction documentation

Transaction Processing (Excellence)
*Identify opportunities for transaction processing improvements

Key Roles & Responsibilities

Progress against balance scorecard
*No of new customers to the bank
*Growth in product cross holding ratio
*Customer Satisfaction Score / Net Promoter Score (NPS)
*Adherence to process and compliance

Qualifications & Skills

•Ability to provide accurate information and recommend appropriate solutions.
•Good interpersonal skills, ability to establish good rapport with colleagues and confidence in dealing with all level of management in cross-cultural environment.
•Salesmanship, energy and drive
•Strong customer service orientation
•Strong interpersonal and communication skills
•Sound knowledge of administrative procedures
Relevant academic and work experience
Must have product knowledge certification
Minimum requirement of a University Degree(BA/BSC)

Diversity & Inclusion

Standard Chartered is committed to diversity and inclusion. We believe that a work environment which embraces diversity will enable us to get the best out of the broadest spectrum of people to sustain strong business performance and competitive advantage. By building an inclusive culture, each employee can develop a sense of belonging, and have the opportunity to maximise their personal potential.

Apply Now


  1. i am interest in the job opportunity advertise online by standard chartered bank.i have bsc. In accounting and other required skill including computer skills.i hopfully expect to be communicated any time i need to be seen in person.08062806129 is my phone contact..thanks


Please enter your comment!
Please enter your name here