Job Summary

Key Responsibilities

Strategy

• Coordinate insurance referrals between Priority Banking Relationship Managers (PrB RMs), Insurance Specialists (ISs) and approved insurance brokers, ensuring timely follow-up and resolution.
• Monitor referral activity and maintain accurate client records.
• Identify and address process inefficiencies to improve referral outcomes.
• Partner with regional and country stakeholders to ensure alignment of referral practices.
• Support the promotion of wealth, protection and legacy planning solutions across the business.
• Assist in managing relationships with approved insurance brokers and external partners.

Business

• Deliver training and awareness sessions for Priority Banking Relationship Managers (PrB RMs) and Client Service Managers (CSMs) on insurance referral processes and governance requirements.
• Coordinate client events and seminars with insurance brokers and internal stakeholders.
• Act as a key point of contact for insurance referral-related enquiries.
• Gather stakeholder feedback to enhance referral processes and client experience.
• Review clients' financial needs and identify referral opportunities for insurance solutions.

Processes

• Ensure all referrals are managed in accordance with regulatory requirements and internal policies.
• Maintain referral tracking records and prepare relevant management reports.
• Recommend improvements to strengthen operational efficiency and service delivery.
• Support complaint management and coordinate timely resolution of issues.
• Monitor operational risks and escalate concerns relating to documentation, compliance or referral activities.
• Stay informed of regulatory developments affecting insurance business activities.
• Assist in preparing updates and presentations for senior management.

People & Talent 

Risk Management

• Ensure referrals to approved third-party brokers are conducted in line with compliance standards.
• Promote high-quality sales and service standards delivered through broker partnerships.

Governance 

Regulatory & Business Conduct 

• Demonstrate the highest standards of professional conduct and uphold the Group's Values and Code of Conduct.
• Take personal responsibility for maintaining strong ethical, regulatory and compliance standards.
• Proactively identify, escalate, manage and resolve risk, conduct and compliance matters.

Key stakeholders

• Executive Director (ED), Head Affluent Wealth Sales & Distribution
• Regional Head, Insurance Product
• Director and Head of Insurance, Middle East (ME)
• Priority Banking Unit Heads
• Priority Banking Relationship Managers (RMs)
• Product Manager, Insurance
• Wealth Management (WM) Operational Risk and Middle Office Teams
• Existing and prospective clients
• Approved external insurance brokers

Other Responsibilities

Skills and Experience

• Knowledge of financial markets and High Net Worth (HNW) insurance solutions.
• Strong coaching, stakeholder management and interpersonal skills.
• Effective communication and presentation abilities.
• Understanding of governance, regulatory and compliance requirements.
• Commercial awareness and business growth capability.
• Strong risk management and problem-solving skills.

Qualifications

• Bachelor's degree or equivalent qualification.
• Good understanding of financial markets and investment products.
• Knowledge of business governance and compliance requirements.
• Excellent communication, relationship management and presentation 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.