Assistant Relationship Manager, Insurance & Public Pension Funds

Standard Chartered•New York, NY

62d

About The Position

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. Strategy Proactive assistance to the Senior Banker/Banker with transactional 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; briefing notes. 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, coordination with Product Sales and Client Management team on documentation matters and deal drawdown, fee booking and revenue recognition Proactive management of portfolio including client and product partner engagement to ensure limit utilization and ensure the accuracy of revenue/returns 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; Coordinate with Product Sales and network and assist the Senior Banker/Banker with deal returns calculations and pricing analysis 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 Key Responsibilities Client meeting preparation including preparing briefing notes and coordinating internal discussions, 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, coordination with Product Sales and network on fee booking and revenue recognition Proactive management of portfolio including client and product partner engagement to ensure limit utilization and ensure the accuracy of revenue/returns for the portfolio and at client level Processes The Senior Banker/Banker is responsible for the overall Client Account Plan/ Client Strategy. The ARM is responsible for supporting the Senior Banker/Banker in the Account Planning process and is responsible for the Account Plan 's completion and approval. Duties included, Attend and minute Account Planning/Strategy 'deep dive sessions' Work with the product partners to maximize cross-sell and returns on risk weighted assets. Assist with deal returns calculations and pricing analysis wherever required Ensure all relevant client team members/internal stakeholders have been appropriately engaged by the Banker with respect to the planning and communication of the relevant approved strategy for each client In partnership with product partners, ensure appropriate line utilization of complex and structured transactions. Review client profitability data for clients and discuss opportunities/concerns with Senior Banker/Banker. Resolve any revenue/fee/returns recognition issues by engaging with internal stakeholders (Finance, CPM, back office teams, etc….) In partnership with the Banker, participate in conversations with clients to understand their needs and provide solutions to help resolve them Understand and be able to articulate the overall strategy for each client

Requirements

Manage Conduct
Risk Management and Internal Controls
Business - Strategy and Business Model
Sales - Relationship Management
Information Systems - Applications & PC Skills
Business - Business Partnering
Risk Management - C&I Credit Risk
Education Bachelors Degree
Licenses FINRA SIE, 63, 76 To Be Obtained
Languages Business Engli
2 - 5 years of experience

Responsibilities

Client meeting preparation including preparing briefing notes and coordinating internal discussions, 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, coordination with Product Sales and network on fee booking and revenue recognition
Proactive management of portfolio including client and product partner engagement to ensure limit utilization and ensure the accuracy of revenue/returns for the portfolio and at client level
Attend and minute Account Planning/Strategy 'deep dive sessions'
Work with the product partners to maximize cross-sell and returns on risk weighted assets. Assist with deal returns calculations and pricing analysis wherever required
Ensure all relevant client team members/internal stakeholders have been appropriately engaged by the Banker with respect to the planning and communication of the relevant approved strategy for each client
In partnership with product partners, ensure appropriate line utilization of complex and structured transactions. Review client profitability data for clients and discuss opportunities/concerns with Senior Banker/Banker.
Resolve any revenue/fee/returns recognition issues by engaging with internal stakeholders (Finance, CPM, back office teams, etc….)
In partnership with the Banker, participate in conversations with clients to understand their needs and provide solutions to help resolve them
Understand and be able to articulate the overall strategy for each client

Benefits

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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