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

Strategy
•    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.

Business
WM Leads development & management
•    Responsible for developing, managing and delivering effective sales initiatives and leads. Leverage data driven insights, propensity and sales experience to uplift sales OKRs
•    Ensure leads are delivered with well-planned end to end support process, scripts, and sales support tools 
•    Use of analytics and data mining to uncover untapped opportunities and/ or rebalancing opportunities
•    End to end development, cross-team alignment, co-ordination and fulfilment of leads
•    Develop and deliver frontline training to enable effectively roll out of leads

Driving sales growth 
•    Ensure client engagement initiatives, sales tools are designed in conjunction with Affluent and product teams, based on the business focuses required – e.g., leads, financial goals planner etc
•    In line with client journey roadmap, implement sales support strategies and insight driven sales tools.
•    Deliver initiatives / projects to uplift sales facing client journey initiatives
•    Drive the shape of book analysis to identify opportunities and concentration risks in the WM portfolio & drive improvement initiatives
•    Drive insight-led client journey initiatives to drive the business model towards an advisory driven business and foster sales growth through insight-led engagement
•    Drive robust adoption of the insight led propositions to achieve the target state wealth management experience
•    Develop and launch a client friendly financial planning tool for frontline and clients – supported by governance framework, process, and training
•    Design and manage reporting to ensure deliverables are effectively meeting KPI and OKRs
•    Set up mechanism to ensure frontline qualifications are regularly tracked and up to date

Key Responsibilities

Processe

• Performance and insights
  •    Support the development of WM sales performance insights and develop insights and form action plans to improve outcomes in future initiatives
  •    Continuously monitor outcomes and identify areas of opportunities and improvement
  •    Set up regular feedback mechanism with frontline and segment teams to adapt sales support and tools

Risk Management
•    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.

Governance

•    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.

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) 

Accountability Review
•    Understand, acknowledge and comply with the requirements on individual accountabilities and responsibilities of the job set out in applicable local laws and regulations as well as SCB internal policies
•    理解、认同并遵守本地法律法规以及渣打内部政策中关于个人问责和职责的要求；
•    Effectively ensure and intensify internal controls by keeping abreast with developments of applicable local laws and regulations on accountabilities
•    跟上本地问责法律法规的发展，以有效地确保并强化内控；
•    Perform job duties with diligence, contribute to efforts as an individual or as a team member so as to avoid any actual or potential legal sanctions, regulatory penalties, material financial loss, or adverse reputational impact on the Bank  
•    审慎勤勉地履行岗位职责，以个人或团队成员的身份，为避免任何导致银行遭受或可能遭受法律制裁、监管处罚、重大财务损失或声誉负面影响而做出努力；
•    Be responsible for failure to follow relevant rules and processes, failure to properly perform the responsibilities, and implement corrections
•    对未遵守相关规范和流程、未适当履行职责以及未执行整改措施承担相应责任；
•    Cooperate with any investigations or reviews on regulatory failure such as accountability review
•    配合任何关于违反监管规定的调查或审查，例如，问责审查。

Accountable for Consumer Rights Protection Requirements (CN required) 
•    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.

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

Other Responsibilities
Embed Here for good and Group’s brand and values in China wealth solution team; Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures; Multiple functions (double hats); [List all responsibilities associated with the role]
•    This role is fast paced and expanding based on market conditions, sales 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.

Skills and Experience

• Familiar with WM products – Managed investments, Structured assets, FX, Insurance
• Sales management experience
• Experience in delivering client journey initiatives
• Planning and execution of frontline events/campaigns
• Familiar with advisory driven sales model and propositions
• Analytics & digital experience
• Delivering data analytics driven propositions
• Familiar with execution of events/campaigns
• WM & sales related project & change delivery
• Agile delivery methodology

Qualifications

Minimum of tertiary level education

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.