Job Summary

•    Support the design and delivery of the target WM Client Journey in conjunction with the Head of Client Journey– focussed on boosting sales growth through frontline related initiatives
•    Design, drive and manage deliverables to ensure key OKR and ROI thresholds are effectively met.

RESPONSIBILITIES

Support & execute the business strategy
•    Support the design and delivery of the target Wealth Management (WM) Client Journey in conjunction with the Head of Client Journey and other team members – focused on client deepening and acquisition. 
•    Drive business through effective WM client engagement strategies, campaigns, seminars, events, partnership collaborations, marketing propositions. 
•    Design, drive and manage deliverables to ensure key OKR and ROI thresholds are effectively met.

Client engagement strategy and execution
•    Develop and execute the WM client value proposition and the WM presence within the client engagement protocol within each segment through use of market / client insights and competitor benchmarking to uplift WM client deepening and new WM client acquisition
•    Support the definition of the direct sales client journey and roadmap and drive the implementation 
•    Deliver client engagement initiatives in line with the client journey roadmap, the expected deepening and acquisition OKRs, ROI and business outcomes in collaboration with Marketing, Affluent and Product teams 
•    End to end development, co-ordination, fulfilment, and approval of client campaigns/events. Ensure alignment between impacted teams
•    Develop and manage critical reporting to ensure deliverables, KPIs, OKRs are effectively met

Advisory & needs driven client engagement 
•    Deliver insight-led client journey client engagement initiatives to drive the business model towards an advisory driven business and foster sales growth through insight-led engagement
•    Leverage house view and investment strategy resources to deliver insight driven client engagement

Performance and insights
•    Develop analysis, insights on client engagement initiatives to develop recommendation plan to deepen client relationship with WM, uplift client active rate and drive revenue uplift
•    Set and monitor market positioning and brand recognition benchmarks vs. competition
•    Continuously monitor outcomes and identify areas of opportunities and improvement.

Governance, risk management, regulatory & business conduct 
•    Ensure all deliverables are designed, planned and executed within the Group’s security, governance, risk and compliance framework and controls.
•    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.

Other Responsibilities
•    This role is fast paced and expanding based on market conditions, business performance and bank strategy therefore requires the individual to be adaptable to evolving responsibilities.
•    If any key investment is required to be made to uplift digital capabilities, this role would be required to take on agile product owner and project business owner responsibilities.

Key Stakeholders
•    Segment teams, Frontline management, WM product teams, CABM team, Analytics and SBIM teams, Technical teams, L&C, CE teams, 
•    External partners

Accountable for Consumer Rights Protection Requirements
•    Fully comply with all the regulatory requirements related to Consumer Rights Protection, uphold the robust mindset of Consumer Rights Protection, complete the Consumer Rights Protection themed training and workshop in due course, prevent the potential infringements of consumer rights, participate the public education, EV or other activities to uplift the public awareness about Consumer Rights Protection

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.

Skills and Experience

WM client proposition experience
WM client value propositions & delivery of client initiatives
Understanding of WM client journey 
Project & change delivery
Ability to leverage data and analytics to drive effective client engagement propositions and sales performance  

Qualifications

<Add relevant qualifications, if required for the role.>

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.