Total 3 accounts officer job vacancies in The United States of America

The Role Responsibilities

· Support PvB Controls in the areas such as Suitability and Sales Supervision, Cross Border, Dormant A/C Handling, Client Confidentiality, Complaints etc.

· Support and collaborate with front office and support functions to ensure that robust controls are in place & are well deployed while balancing client experience. Where required make adequate escalations to draw necessary management attention.

· Support/oversee key projects related to Suitability and Sales assurance, cross border, dormant a/c handling, etc. matters.

· To maintain an ongoing awareness of new policy and procedure roll outs, especially that related to Investment Suitability, trade execution and cross border activities

Strategy

· Drive efficiency with front office sales suitability

Business

· Private Banking

Processes

· Investment Suitability, Investment order execution, Cross Border, Dormant, Client Confidentiality

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 with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.

· Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.

Our Ideal Candidate

· Education: University Degree in Business

· 2+ years in Banking preferably in Private Bank.

· Experience in suitability and Sales Supervision.

· Good Cross Border, Dormant A/C Handling & Complaints.

· Good communication skills, ability to engage senior stakeholders.

· Ability to Support/oversee key projects.

Role Specific Technical Competencies

· Private Bank

· Risk Management

· Excel Capability

About Standard Chartered

We're an international bank, nimble enough to act, big enough for impact. For more than 160 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 you 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, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion. Together we:

· Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do

· Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well

· Be better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term

In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.

· Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations

· Time-off including annual, parental/maternity (20 weeks), sabbatical (12 weeks 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.

Recruitment assessments - some of our roles use assessments to help us understand how suitable you are for the role you've applied to. If you are invited to take an assessment, this is great news. It means your application has progressed to an important stage of our recruitment process.

Visit our careers website www.sc.com/careers

About Mox Mox is built by and for the ones who aspire to live life to the fullest - we call them Generation Mox! The name Mox reflects the endless opportunities we can create, - Mobile eXperience; Money eXperience; Money X (multiplier), eXponential growth, eXploration...it's all up for us to define together. Why Mox Everything at Mox - from our products, features, to rewards - is designed based on customer research, tailor made for your needs. We care about what customers care about, especially in data security and privacy. Data ethics is core to everyone here at Mox. Mox rewards you with an array of banking and lifestyle benefits. Who says banking can't be fun? Who are we looking for? We are looking for a Senior Customer Care Officer (Investment) for our thriving Operations department! Responsibilities Handling all kinds of banking, credit, investment enquiries via phone/ chat/ email channels. Handling social media inbox. Handle escalation cases with investigation done. Support training, coaching and share the best practice to new joiners. Feedback and provide solutions to increase the efficiency within CS team. Escalate ad hoc incidents and propose appropriate actions to the management team. Tasks will be assigned per the business needs. Requirements Higher Diploma or above. 3 years' experience in contact center, preferably gained in the financial services industry & chat team. Knowledge of the major retail banking products, especially unsecured lending & investment. Possess customer centric and positive mindset with a can-do attitude. Native in Cantonese, and fluency in English to handle daily interactions with internal and external stakeholders. Good at written Chinese and English. Willing to work hands-on under a lean organization structure. Ability to multi-task, prioritize and manage time effectively; remain calm under pressure, especially during peak hours or intense situations. Basic knowledge of using Mac and OS, and the latest office cloud applications. Must need to hold a valid Type 1 HKSI license. Will consider as Customer Care Officer (INV) with less experience. To be eligible for internal referrals at Mox Bank, you must be referred by a full time permanent employee of Mox Bank.

About SC Ventures

SC Ventures is a business unit created in Standard Chartered Bank to promote innovation, invest in financial technology and explore alternative business models. It is set up with the vision to “rewire the DNA in banking”, to effect a fundamental change in the value proposition of banking to its clients, employees, regulators, and the wider society. It aims to achieve this through its 3 core pillars:

· eXellerator

· Innovation Investment fund; and

· Business Ventures

Role Responsibilities

The role is required to enable create financial oversight, control and strategic guidance to the Solv Businesses. The Solv CFO will be a trusted member of the Solv management team who will work alongside senior management team to develop broad business strategy to act as a critical finance business partner to:

· Provide the strategic thought leadership on all the financial and operational affairs of Solv Holdings (PowersSME), and its associated investments. This requires delivery of strong financial management support, metrics and insights to Solv management in Singapore and London and to enable decision making.

· Drive enhanced analytical reporting for the profit and loss and key financial indicators. This will require a wider understanding of financial performance is delivered to a variety of stakeholders through business focused conversations at all levels of the team.

· The business will seek external shareholders and investments and this role will need to manage both SCB as well as third party investors.

· Will require detailed technical thought in key accounting and financial elements to develop as an SME for the Solv businesses. The Solv CFO will be expected to continually assess the impact of on-going developments on business.

· Oversee and manage the operational aspects of running the business, including business management, as well as supporting HR, global taxes (GST, CTX etc), sourcing and the financial aspects of operational day to day delivery activities.

Key focus on

· Revenue growth and increasing GTV

· Client led profitability, pricing strategies and KPI setting

· Profitability through cost initiatives and efficiencies

Business

· Provide financial expertise, advice and an independent challenge to the businesses on the day-to-day performance issues.

· Manage a variety of internal and external stakeholders on all financial matters. This will involve establishing external relationships from managing all ends of the financial management of the business from control to reporting, cash management and liquidity as well as future investor management.

· Partner the CEO in future fundraising efforts and advise on the optimum funding model for Solv both tactical and structurally as the organisation grows. This will require leading due diligence preparation, quarterly financial presentations and business positioning materials (including valuations and potential acquisition and exit strategies). The role will require management of third-party specialists who will rely on direction.

· Awareness and understanding of the wider business, economic and market environment in which Solv operates, especially the wider regulatory and accounting requirements of the SME environment and their impact on the business.

· Provide Finance input into systems development and provide guidance on how this will be automated.

Processes

· The Solv CFO is expected to ensure financial control is established. This will involve setting up new financial systems with third party providers as well as ensuring accurate and timely information reporting to SCB and related stakeholders.

· The role will require a control mindset and adherence to the SCV Committee (risk) framework for Business Ventures.

· Partner with SCB Tax team to support tax compliance including filing Corporate tax, GST and other tax returns. Specifically, providing tax inputs for the banks group reporting schedules (half year, year end) as requested and support internal tax sign offs

· Ensure robust framework to monitor, identify and comply with operational taxes applicable to Solv as the business grows.

Risk Management

· Manage the overall design and outcome of the end-to-end finance and related process for Solv. The role will own the process output performance in terms of client service, financial performance and risk where appointed as Process Owners.

· Develop and maintain effective financial information systems to satisfy the reporting needs of Solv, SCB Group Finance and local regulators.

· Apply Group accounting and financial control policies, standards, procedures and internal control practices as required

· Ensure adequate controls are installed and that substantiating documentation is available to areas such as Internal Audit and SCB Group Finance.

· Identify, assess, treat and monitor significant operational risks and propose risk acceptance requests with justification to the authorized risk acceptance authority and abide by any conditions of acceptance

· Promptly execute any remediation or risk treatment actions in order to remain within risk tolerance

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 with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.

· Lead Solv and its related subsidiaries and investments to achieve the outcomes set out in the Bank’s Conduct Principles:

· Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.

· Exercise authorities delegated by the Board of Directors and act in accordance with Articles of Association

Key Stakeholders

· CEO Solv

· Head of SC Ventures

· SC Ventures CFO and team

· Associated SCB Finance teams, UK tax, financial and regulatory reporting

· Future external stakeholders

Our Ideal Candidate

· Qualified chartered accountant/CPA/MBA

· Be a trustworthy advisor and mentor to others. Have an ability to work under pressure, to tight deadlines in a fast evolving market.

· Communicate value from their experience and insights to other team members. Focused not only on financials but also on operational, strategic and commercial issues.

· Bridge strategy and detail, bring passion to the role, think and adds value across the business.

· Thrive on the uncertainty and be patient

· Influential –heard in honest and difficult conversations and where their personality and character are strengths.

· Innovative – explore innovative ways to lead and navigate business growth, manage the associated risks and complexities of driving a start-up through its growth phases.

· Degree qualified

· 15 years of prior experience in performance management, financial planning and analysis, financial and regulatory control and reporting.

Role Specific Technical Competencies

· Experience in Private Equity / Fund Management / Start-Up highly desired

About Standard Chartered

We're an international bank, nimble enough to act, big enough for impact. For more than 160 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 you 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, together with our brand promise, to be here for good are achieved by how we each live our valued behaviours. When you work with us, you'll see how we value difference and advocate inclusion. Together we:

· Do the right thing and are assertive, challenge one another, and live with integrity, while putting the client at the heart of what we do

· Never settle, continuously striving to improve and innovate, keeping things simple and learning from doing well, and not so well

· Be better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term

In line with our Fair Pay Charter, we offer a competitive salary and benefits to support your mental, physical, financial and social wellbeing.

· Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations

· Time-off including annual, parental/maternity (20 weeks), sabbatical (12 weeks maximum) and volunteering leave (3 days), along with 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.

Recruitment assessments - some of our roles use assessments to help us understand how suitable you are for the role you've applied to. If you are invited to take an assessment, this is great news. It means your application has progressed to an important stage of our recruitment process.

Visit our careers website www.sc.com/careers