Job Summary

As an Associate within the Customized Reporting Competency team of the Private Banking COO function, the role holder will be primarily responsible for performing independent review of the generated customised client reports across PvB locations. This includes reviewing report outputs, supporting documentation, source data evidence and key calculations to confirm accuracy, completeness, consistency of presentation and alignment with applicable customised reporting procedures and governance standards.

The role will also support the ongoing management of the PvB Customized Reporting Framework/TOM, including inventory maintenance, governance tracking, review evidence management, issue follow-up, stakeholder coordination and periodic framework review activities. The role holder will work closely with Relationship Managers, Client Service Managers, Location COO teams to ensure customised reports are appropriately documented, reviewed and controlled before client distribution.

The role requires strong attention to detail, control mindset and the ability to apply consistent review standards across a dynamic customised reporting landscape. Product, client reporting knowledge an automation experience would be an added advantage.

Key Responsibilities

• Perform first-line independent review of customised client reports prior to client distribution, including review of report content against provided source data, calculations and supporting documentation including completeness and appropriateness.
• Take over the existing customised report review responsibilities from the current reviewer as part of the transition of review activities to this role.
• Defined and apply the customised reporting review checklist, control standards and evidence requirements consistently across all assigned reports.
• Validate that customised report outputs are aligned with approved report format, agreed client requirements, internal procedures and standard data representation practices.
• Review supporting evidence provided by report preparers, including source extracts, system screenshots, calculation workings, reconciliation files and approval records, where applicable.
• Identify and escalate data discrepancies, unexplained variances, incomplete documentation, control gaps or deviations from approved customised reporting procedures.
• Support the maintenance and ongoing management of the customised reporting framework, including review standards, governance records, inventory status, attestation evidence and issue follow-up.
• Maintain and update the central inventory of customised reports and non-standard client outputs across PvB locations, ensuring accurate classification, ownership, review status and lifecycle tracking.
• Support feasibility assessments for new customised reporting requests, including review of client need, standard reporting alternatives, data availability, operational complexity, risk considerations and governance requirements.
• Understand standard client reporting outputs and identify where customised reports deviate from standard available reports.
• Review customised reports in the context of client requirements, approved report purpose, product behaviour, data availability and applicable internal procedures.

• Work with various data sourcing tools (including T24, TAP, OMS system, data lake) to source required data for report generation and prepare required data field mapping.
• Build the capabilities that improve the data availability and client reporting system flow.
• Help building the simplification of the relevant data sourcing & preparation steps by automating the repeated tasks.
• Work with PvB Customized Reporting Competency (CRC) team to establish adequate process and practices around the custom reports (from report generation to distribution).
• Help with independent supervisory review of bespoke client reports on need basis.
• Under the guidance of Head of PvB Client reporting and in close collaboration with key stakeholders, continuously review and raise the standards on internal controls in line with best-in class PvB practices.

Skills and Experience

• Data Processing and reporting
• Products and processes 
• Microsoft excel, Macros, Pivot
• Office tools: word, power point
• Temenos T24, TAP

Qualifications

• Graduate / Master’s degree with 5-8 years of experience in banking industry.
• Solid experience in private banking client statements.
• Regulatory knowledge of MAS/HKMA/SFC and understanding of the private banking/ wealth management business is a plus.
• Strong knowledge of various financial product booking flow with T24 system knowledge. Knowledge of Temenos TAP system is added advantage.
• Knowledge of analytics tool, hands-on with data analysis and related skill set will be an added advantage.
• Ability to adapt and act quickly to drive change.
• Strong analytical and problem-solving skills.
• Excellent interpersonal and communication skills.

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 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
• 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

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 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.