JOB SUMMARY

Process & Change Delivery – Investment Suitability

As part of the Process & Change Delivery Team, this role focuses on suitability and the selling process including leading relevant change initiatives in the Private Banking business.  Your role will focus on maintaining a strong client focus while achieving an efficient and effective process that aligns with business objectives.  This role will work alongside the project leads to own and deliver the change management elements. This will include development of a change management strategy for the project, including communication and engagement plan, operational readiness planning and execution, and manages the impact of changes on Front Office and other stakeholders. Additionally, this role covers both HK and Singapore and one of your focuses is to align business processes across the two locations.  

Process Optimization: 
Serve as the Subject Matter Expert (SME) for designated wealth product and the suitability process, driving continuous improvement and optimization
Ensures systematic problem solving where options are evaluated and decisions align with the values.
Change Delivery: 

Lead / support the launch and embedding of change projects that align with strategic objectives
Develop comprehensive change implementation plans to ensure smooth transition and minimal disruption
Engage stakeholder throughout the process to communicate changes effectively and gather feedback, ensuring all initiatives are executed on time and within scope
Ensure compliance with external regulatory requirements, internal control standards and group compliance policy in the locations

Stakeholder Collaboration: 
Act as a liaison between various cross-functional teams, facilitate open communication to gather requirements and address concerns.
Key contact point for Product Owners on new product launches and enhancement of product offerings   
Coordinate with project teams to align efforts and maintain momentum.
Build strong relationships with business unit to ensure successful collaboration on process improvements.

Documentation & Communication
Maintain comprehensive and up-to-date documentation of defined processes to support transparency and governance.
Ensure that documentation is easily accessible to relevant stakeholders and complies with internal and external regulatory standards.
Change engagement plan is delivered to a high standard, to support business rollout and embed through a clear communication and training programme.

Key Stakeholders

Private Banking Regional Head, COO, Business Planning Management, Banking Operations, Wealth Operations, Wealth Management, Compliance, Legal, Relationship Managers, Client Service Manager, 2nd line and 3rd line support functions (e.g. Ops Risk, Fraud Risk, ICS Risk, Conduct Risk, Group Internal Audit)

Other Responsibilities
Embed Here for good and Group’s brand and values in Hong Kong Private Banking; Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures.

Qualifications

The successful candidate will be client and outcome-focused with a practical orientation to developing and maintaining an innovative mindset, and have a style that fosters teamwork and collaboration with all types of stakeholders and partners. Candidates should have excellent written and oral communication skills, strong interpersonal skills, great attention to detail, as well as a passion for improving experiences. 

Degree qualified, minimum 8 years of experience in the banking industry 
Sound HKMA/SFC/MAS regulatory knowledge in investment suitability & selling process and understanding of the private banking business.
Solid experience in Change Management; ability to adapt and act quickly to drive change by advocating innovative solutions 
Self-motivated team player, excellent analytical and problem-solving skills, with the ability to articulate and resolve complex operational issues 
Strong interpersonal and communication skills, with the ability to build and maintain relationships with internal key stakeholders 
Excellent written and verbal communication skills in English and Chinese
Proficiency in MS Excel, PowerPoint and Word is a must

Role Specific Technical Competencies
Manage Conduct

Manage Risk
Manage People
Products and Processes
Strategy and Business Model (SIF)

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.