- Ensuring that local Relationship Managers are adequately trained to refer prospects which meet the criteria to become a Standard Chartered Bank Jersey (SCBJ), Priority International Client (PIC).
- Being the first point of contact for all referrals made to SCBJ
- Supervise the performance of RMs by keeping track of referrals and their success rate (conversion rate)
- Ensure that pitches and follow-ups to prospective clients are consistent and logged into the System
- Driving AUM growth in Jersey by targeting the market and generating new business in both high value and quality and does not conflict with Priority Banking deposits / Investments (clients with international wealth and banking needs)
- Being able to build own network in each country – through personal knowledge and experience
- Being able to provide an appropriate level of information (regarding services offered by SCBJ) required by a prospective client
- Actively promoting SCB Jersey to prospective clients.