Job Summary
The Wealth Solutions Client Engagement team is a core function within Wealth Solutions (WRB), responsible for driving client acquisition, engagement, and growth across WRB client segments through the marketing of the Bank’s wealth management capabilities. The team plays a key role in supporting new‑to‑wealth and new‑to‑product client acquisition, growing the active wealth client base, and deepening client relationships through coordinated online and offline engagement strategies, underpinned by the Bank’s brand promise of being a trusted wealth advisor.
Reporting to the Head of Client Engagement, Wealth Solutions Singapore, this role supports the country wealth solutions business in delivering sustainable financial and non‑financial outcomes. The role is accountable for campaign planning and management, client event management, and the development, distribution, and governance of wealth‑related content across digital and physical touchpoints. This includes creating scalable digital engagement through eDMs, push notifications, banners, call leads initiatives, and structured wealth and digital client journey design to drive meaningful client action.
The role will support the tracking and execution of workflows to enable client communication across multiple formats/platforms, including assisting to implement a structured analytics framework to support data driven decision making, ensuring marketing and engagement initiatives are effectively measured, optimized, and aligned to business objectives. A strong focus on detail, execution discipline, and insight generation is required. Additionally, the role supports both the administrative and strategic agendas of the team.
There will be exposure to collaborate across a wide spectrum of functional and product stakeholders including Wealth Product teams, Digital Sales and Marketing, Global Client Engagement, Global CIO, Technology, Analytics, Legal and Compliance, as well as external partners such as event management vendors and consultants.
Key Responsibilities
Strategy
• Be pat of shaping and executing the wealth client engagement strategy to drive new‑to‑wealth, new‑to‑product acquisition and grow the active wealth client base across priority segments.
• Drive for a differentiated and consistent client experience across the Wealth & Retail Banking client segments
• Define end‑to‑end wealth and digital client journeys, ensuring consistent, differentiated engagement across channels and effective progression from acquisition to deepening.
• Partner Wealth Product, Digital, Creative and Analytics teams to translate business priorities into scalable engagement strategies, aligned to country and group wealth objectives.
• Establish a data‑driven engagement framework, leveraging structured analytics and client insights to guide strategy, prioritization, and performance optimization, including the built of an internal repository where required.
• Provide strategic input into campaign planning and use‑case prioritization, balancing acquisition, activation, and deepening opportunities to maximize client and business impact.
• Continuously assess market trends, client behaviour, and performance outcomes to refine engagement strategies and identify growth opportunities for the wealth business.
• Support the execution of wealth client engagement campaigns, events, and client communications through an omni channel approach (eDMs PNs, Banners, YouTube, Facebook, TikTok, Google, other social media and digital platforms)
• Analyze client feedback and propose service enhancements.
Business
• Support the delivery of wealth business targets by translating client engagement initiatives into measurable outcomes across acquisition, activation, and deepening of wealth client relationships.
• Partner closely with Wealth Product, Segment, and Frontline teams to drive commercial effectiveness of campaigns, ensuring alignment to country wealth priorities and revenue objectives.
• Provide business‑relevant insights and performance reporting to support management decision‑making, including tracking of client acquisition, engagement, conversion, and activity metrics.
• Oversee the commercial governance of client engagement initiatives, ensuring optimal allocation of spend, resources, and channels to maximize business impact, while helping the team ensure areas of risk management is adhered to.
• Support campaign planning, prioritization, and performance reviews, balancing short‑term business delivery with longer‑term client franchise growth.
• Assist in regular campaign and use-case campaign prioritization activities, with an aim to achieve maximum effectiveness for the team
• Contribute to financial tracking, forecasting, and post‑campaign reviews, ensuring business outcomes are clearly articulated and lessons learned are embedded into future initiatives.
• Work with Analytics and Digital teams to ensure business objectives are translated into actionable data requirements, enabling continuous optimization of engagement and conversion strategies.
• Support the Wealth Solutions business in meeting both financial and non‑financial objectives, including client activity, engagement quality, and experience indicators.
• Handle client service queries and escalations, ensuring prompt resolution in collaboration with relevant teams.
Key Responsibilities
Processes
• Coordinate with frontline (Relationship Managers, Specialists) to deliver client engagement activities on in-person events and online engagement.
• Actively partner product and digital teams to ensure for a smooth client onboarding journey, meeting all regulatory and compliance standards.
• Participate the bank wide workgroups, to ensure that the latest technologies are utilized in an effective manner.
People & Talent
• Be a role model by displaying behaviours that encourage transparency and productive working relationships, builds a strong performance culture grounded on shared values.
Risk Management
• Ensure all client engagement activities, campaigns, events and communications adhere to Group and in‑country governance, risk, and compliance standards, including marketing and communications regulations/policies/guidelines.
• Assist the team in being risk-aware and on a lookout for any potential regulatory or governance gaps. Help identify any weakness across the end-to-end process being undertaken by the team.
• Ensure that market relevant and time sensitive content is delivered to clients within an appropriate timeframe.
• Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
Governance
• Maintain adherence to governance, risk, and compliance standards.
• Maintain awareness and understanding of the regulatory framework in which the Group operates, and the regulatory requirements and expectations relevant to the role.
• Partner the Retail Analytics team to achieve the outcomes set out in the Bank’s Conduct Principles: Fair Outcomes for Clients; Financial Crime Prevention; The Right Environment, particular where there is use of AI.
• Support governance oversight of wealth content development and distribution, ensuring appropriate approval workflows, controls, and role‑based access are maintained across digital and offline channels
Key Responsibilities
Regulatory & Business Conduct
• Display exemplary conduct and live by the Group’s Values and Code of Conduct.
• Take personal responsibility for embedding the highest standards of ethics, including regulatory and business conduct, across Standard Chartered Bank. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.
• Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
• [Fill in for regulated roles]
• Lead the [country / business unit / function/XXX [team] to achieve the outcomes set out in the Bank’s Conduct Principles: [Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment.]
• [Insert local regulator e.g. PRA/FCA prescribed responsibilities and Rationale for allocation].
[Where relevant - Additionally, for subsidiaries or relevant non -subsidiaries]
• Serve as a Director of the Board of [insert name of entities]
• Exercise authorities delegated by the Board of Directors and act in accordance with Articles of Association (or equivalent)
Key Stakeholders
• Singapore Wealth Solutions Product teams, including Top Team members
• Singapore WRB MT
• Group Wealth Client Engagement
• Group CIO team
• Country Brand & Marketing, Digital, Digital Marketing and Digital Sales teams
• Group and Country Data Analytics (RA) teams
• Country Segment team
• Digital Sales & Marketing working group
• Group Digital/Journey/Hive/Content teams
• Technology
• Operations
• Finance
• COO
• Legal & Compliance
Our Ideal Candidate
- 5+ years of working experience, if within wealth / retail banking / digital sale and marketing, driving client acquisition, activation and deepening will be an advantage.
- The candidate should be detail-oriented and proactive.
- Proficiency in Mandarin will be an advantage but not mandatory to support the relevant offshore markets
- Proven track record running end‑to‑end omni‑channel campaigns and client journeys with clear business results.
- Strong data and analytics skills to turn insights into engagement strategies, KPIs and optimisation actions.
- Experience in Digital Marketing, Events Management and/or Digital media would be advantageous
- Ability to partner Product, Digital, Analytics and Frontline teams to deliver scalable engagement initiatives.
- Solid understanding of banking governance, risk and marketing compliance requirements.
- Strong execution skills: able to manage multiple campaigns, track performance and support forecasting / post‑campaign reviews.
- Excellent stakeholder management, communication and collaboration skills, with high ethical and conduct standards.
Role Specific Technical Competencies
- Data Analytics
- Core knowledge of Wealth Management Products – MI, CMPS, Banca
- Advanced knowledge of digital content and social media management
Qualifications
Bachelor’s Degree/Diploma or equivalent
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.