Job Summary

Asset Transfer

The role holder is accountable for the end-to-end management of client asset transfers, ensuring assets and related cash movements are processed accurately, securely, transparently, and within applicable service and regulatory requirements.

Key responsibilities:

• Oversee incoming, outgoing, and internal asset transfers across relevant Wealth Management products, markets, booking centres, custodians, and legal entities.
• Ensure transfer requests are complete, valid, appropriately authorised, and supported by the required client, account, product, and counterparty information.
• Validate asset eligibility, ownership information, account details, transfer instructions, custody arrangements, and applicable restrictions before processing.
• Coordinate with clients, frontline teams, relationship managers, product teams, counterparties, custodians, brokers, transfer agents, fund houses, depositories, and internal operations teams to progress transfer requests.
• Establish clear ownership for each transfer case and maintain accurate case status, outstanding requirements, dependencies, next actions, and target completion dates.
• Monitor transfer requests throughout their lifecycle, from receipt and validation through instruction, counterparty acceptance, asset movement, reconciliation, and final completion.
• Ensure incomplete, rejected, delayed, or disputed transfer requests are investigated promptly and communicated to relevant stakeholders. 

• Follow up actively on missing documents, incomplete instructions, counterparty responses, market requirements, unsettled positions, and other transfer dependencies.
• Ensure clear and timely communication is provided to client-facing teams concerning transfer status, delays, risks, rejected assets, and required client actions.
• Identify and escalate aged or high-risk transfer cases in accordance with agreed thresholds and governance requirements.
• Assess whether open trades, corporate actions, pledged positions, product restrictions, account closures, market limitations, or outstanding liabilities could affect transfer completion.
• Coordinate the treatment of fractional holdings, residual cash, accrued income, pending distributions, tax-related items, fees, and other positions associated with the transferred portfolio. 

Key stakeholders
•    AME COO operations and frontline /CSM team

Skills and Experience

•    Investment related experience
•    Hands on experience on Mutual funds / Bonds
•    Good communications

Qualifications

•  Bachelor’s degree in Business Administration, Banking, Finance, Accounting, Economics, or a related discipline.

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.