Job Summary

Support the Affluent Portfolio Management agenda by combining strong portfolio analytics and MIS discipline with end-to-end execution of digital campaigns and frontline engagement. The role will convert customer and portfolio insights into targeted interventions, enable Relationship Managers and Branch Managers with actionable opportunities, and drive measurable improvement in affluent business metrics through disciplined tracking, governance and follow-through.

Key Responsibilities

•    The role is an individual contributor responsible for translating portfolio data into commercial actions and driving agreed affluent business outcomes across digital and frontline channels.
•    Own recurring affluent portfolio MIS and dashboards, ensuring accurate, timely and consistent reporting for management and frontline teams.
•    Consolidate data from multiple sources, perform reconciliations, and maintain clear metric definitions, controls and documentation.
•    Design and enhance actionable views by region, branch, channel, RM, BM and customer segment to identify growth, engagement, upgrade, retention and cross-sell opportunities.
•    Translate insights into prioritized customer lists, clear frontline actions and management commentary that support timely business decisions.
•    Drive agreed portfolio metrics end to end, including target setting, intervention design, daily or periodic tracking, issue resolution and progress reporting.
•    Plan and execute targeted digital campaigns across appropriate customer channels, including audience selection, offer or message design, test-and-learn, deployment coordination and post-campaign measurement.
•    Partner with RMs and BMs to activate campaign and portfolio opportunities through briefs, scripts, lead lists, governance calls and structured follow-through.
•    Monitor campaign funnel performance, frontline adoption and business conversion; identify gaps and refine interventions to improve outcomes.
•    Partner with Analytics, Product, Distribution, Marketing & Digital teams to improve data availability, execution and reporting processes.
•    Automate repeatable reporting, strengthen data quality and governance, and prepare concise updates and presentations for senior-management reviews.

Skills and Experience

Must-have Skills    
•    Portfolio Analytics & Business Insight
•    Frontline Engagement & Sales Enablement
•    Dashboarding & Automation
Other Skills    
•    Stakeholder Management
•    Customer Focus
•    Digital Campaign Management 
•    Ownership of Key responsibilities

Motivations

•    Energised by solving business problems through data, converting insight into visible customer and commercial outcomes, and working closely with frontline teams to improve execution. Comfortable balancing recurring delivery with new campaigns, taking ownership from opportunity identification through activation, measurement and closure, while maintaining the highest standards of ethics, risk management and conduct.

Qualifications

Key Experiences    
•    Relevant experience in portfolio management, business analytics, MIS, CRM or campaign management, preferably within banking or financial services.
•    Demonstrated ability to own business metrics, translate analysis into customer or frontline interventions, and drive execution with RMs and BMs.
•    Hands-on experience with Excel and dashboarding tools such as Power BI; Experience managing cross-functional stakeholders and presenting concise, action-oriented updates to senior management.
Certifications / Qualifications
•    Graduate or postgraduate qualification in Business, Finance, Economics, Statistics, Engineering, Data Analytics or a related discipline.
Languages    
•    Strong written and verbal English, with the ability to communicate complex analysis clearly to senior stakeholders and frontline colleagues.

About Standard Chartered

We're a global bank connecting clients to our differentiated network, offering growth opportunities in the world's most dynamic markets. Our strategy, which combines cross-border capabilities and leading wealth management expertise, helps us deliver our purpose - to drive commerce and prosperity through our unique diversity.

Over our 170-year history, and across a unique geographical footprint connecting Asia, Africa and the Middle East to each other and the world, we've built a bank like no other, with diverse capabilities and partnerships that set us apart.

What We Offer

• Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions, and geographies.
• 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 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.

Visit our careers website to learn more about us: www.sc.com/careers.