Client Manager

TITLE: Client Manager

LOCATION: San Francisco, CA

DUTIES: Fully understand the Commercial Corporate Institutional Banking (and specifically TMT/FinTech) business strategy and leadership expectations to ensure Client Management activities are effectively managed in accordance with the Bank’s strategic focus. Ensure alignment between CCIB business and Client Management with regular engagement regarding business priorities, issues, and address any gaps. Liaise with business units, local/group product, other supporting operations and external business partners when necessary to capture business opportunities in a timely and effective way. Provide direct support to the Global Account Manager for the assigned client portfolio. Ensure the highest level of client service and risk mitigation through proactive client account management support with client on-boarding (liaising with Client Management KYC teams), credit monitoring (liaising with Credit Analyst Center Of Excellence) and flow maintenance. Actively engage and collaborate with Clients, Global Account Managers and Product Partners to understand and respond to any issues/concerns relating to the ongoing account maintenance including highlighting any unusual utilization patterns to coverage teams. Remote work may be permitted within a commutable distance from the worksite, in accordance with Standard Chartered Bank policy.

REQTS: Must have a Bachelor’s degree or foreign equivalent in Finance, Business Administration, or a related field and three (3) years of financial services experience in the job offered or in a related position. Employer will accept a Master's degree in meeting the Bachelor's degree requirement. Must have three (3) years of experience with: Collaborating with diverse stakeholders to deliver exceptional client service while balancing robust operational management deliverables; Utilizing knowledge of local regulations including CDD, credit and lending, and risk management to accurately assess client KYC risk profiles, satisfy documentation requirements, and identify, evaluate, and monitor client business behaviors to implement appropriate risk mitigation strategies as applicable to the clients' specific industry; Analyzing and aggregating quantitative data sets to troubleshoot reporting errors, or drive business growth as set out in client onboarding and financial pipeline targets; Qualitative analysis of overlapping policies and documentation requirements to eliminate ambiguity/duplication, or support the delivery of unconventional client requests; Applying basic US and International financial accounting standards knowledge or experience in credit analysis to evaluate clients, financial performance and spot opportunities for increased banking support or cross-sell opportunities; Communicating and engaging clients and internal stakeholders on complex matters with relevance across international borders; Managing workflows across Microsoft Office suite, and various CRM platforms.

SALARY: $145,000 - $155,000/year

HOURS: Full time; Mon – Fri (40 hours per week) EOE.

CONTACT: Apply by clicking “Apply Now” or email resume to [email protected].

This job opportunity is eligible for our Employee Referral Program. Please refer to our Employee Referral Scheme for information relating to the program.