Analyst, Client Services, PvB

Key Responsibilities

Strategy

The role assists Relationship Managers (“RM”) in delivering business results by providing quality information flow and banking and investment services to clients, and in advising on and executing transactions. The role plays a significant part in fulfilling and maintaining internal controls, risk governance, compliance policies, client communication, and profiles to prevent operational risk events and meet regulator requirements and standards.

Business

• Provide comprehensive client support services to RMs in executing a broad range of banking and investment transactions for Private Banking clients.
• Provide concise and relevant information flow and execute all client transactional and administrative needs accurately and on a timely basis.
• Handle and resolve day-to-day queries from clients and RMs regarding transactional activity, operations, systems, and account re-balancing processes.
• Support RMs in completing sales documentation and related processes (e.g., client profiling / KYC diligence) and inputting this information, along with deal information, into data capture and/or transaction processing systems.
• Assist RMs in preparing Business Credit Applications, financial review documentation, and other customer correspondence as required.
• Support RMs in addressing and following up on customer service issues with clients and internal departments, and in all cases, report and escalate customer complaints to management according to established procedures.

Processes

• Handle and ensure that client documents and reporting comply with internal process standards.
• Ensure full awareness of and adherence to policies and procedures, such as credit policy and operational procedures.

Risk Management

• Comply with all applicable money laundering prevention procedures, specifically highlighting suspicious activities or behaviour from clients and staff (e.g., account irregularities) and alerting the TL/CA of suspicious transactions promptly.
• Be fully compliant with regulations and Group policies and guidelines, and be able to highlight, mitigate, and protect the bank against credit, legal, documentation, repetition, and other risks.
• Conduct business at all times in a compliance-conscious manner and alert to potential risks of money laundering and other undesirable transactions or activity during and after the client on-boarding process.

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, in letter and spirit, with 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

• RM, RM Team Leader, Senior Client Partner, Market Head, CSM Team Leaders, Head of Client Services and Change Delivery, Operations, COO Office.

Skills and Experience

• Competency in MS Office.

Qualifications

• Hong Kong Securities Institute Licensing Examination, HKSI 1, 7 & 8.
• Insurance Intermediaries Qualifying Examination, IIQE 1, 2 & 3.

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 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—along with our brand promise to be here for good, are achieved by how each of us lives our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion.

Together we:

• Do the right thing: We are assertive, challenge one another, and live with integrity while putting the client at the heart of what we do.
• Never settle: We continuously strive 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

• Fair Compensation & Wellbeing: In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial, and social wellbeing. This includes core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations.
• Generous Time-Off: This includes annual leave, parental/maternity leave (20 weeks), sabbatical (maximum 12 months), and volunteering leave (3 days), alongside minimum global standards for annual and public holidays, combined to 30 days minimum.
• Flexible Working: Flexible working options are available based around home and office locations, with flexible working patterns.
• Proactive Wellbeing Support: Access proactive support through Unmind, a market-leading digital wellbeing platform, alongside development courses for resilience and other human skills, a global Employee Assistance Programme, sick leave, mental health first-aiders, and various self-help toolkits.
• Learning Culture: A continuous learning culture supports your growth, offering opportunities to reskill and upskill, and access to physical, virtual, and digital learning.
• Inclusion: Being part of an inclusive and values-driven organization that embraces and celebrates our unique diversity across teams, business functions, and geographies—ensuring everyone feels respected and can realize their full potential.