Job Summary

Key Responsibilities

• Act as a functional SME for bespoke customized client reports across all PvB locations.
• Help executing the Target Operating Model (TOM) for bespoke customized client reporting.
• Assess the end client’s needs and purpose behind the requested bespoke report in close collaboration with CSM/RM and build the required report format along with related data sourcing strategy for various financial products of client’s portfolio.
• Conduct detailed reviews of the draft customized reports and related supporting documentation to confirm data accuracy and completeness in alignment with related internal procedures as well as ensuring data representation is aligned with standard practices.
• Act as a bridge between requestor (FO) and automation competency team, once established.
• For automation cases, 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).
• Perform with independent supervisory review of bespoke client reports and automate repeated task with self-manage automation using available tools like excel, copilot etc.
• 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.
• Driving the simplification and automation across customized reporting and standard statements.
• Prepare the centralize process & procedures for effective execution & delivery of the customized client reporting.
• Collaborate with statement redesign delivery to harmonize the cross leverage.
• Ensure appropriate documentation, lineage and governance is in place for customized report execution.
• Analyse any new request in conjunction with the defined process and help identifying the required data sources along with attribute mapping and possible solutions.
• Ensure that the expectations of the relevant stakeholders are adequately managed throughout the above processes.
• Perform inventory attestations processes (where applicable) and help maintaining the inventory of customized reports and non-standard client output across all PvB locations globally.

• 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.