JOB SUMMARY

• The Business Planning Manager will be responsible to work with the relevant Heads of Client Coverage in the Cluster and Region to drive business performance and results through 1) Business reviews & sales enablement, 2) Client portfolio management and proposition, 3) People agenda, 4) frontline communication, 5) Business strategy execution and project management. He/ She/ They will join the Regional Client Coverage Management Team as a permanent member. The Business Planning Manager will work closely with the relevant Heads of Client Coverage in the Cluster and Region, Regional Business Planning Manager of Client Coverage and teams, Finance, HR, CABM and COO teams as well as the other global Business Development teams. The role is inherently varied and reflects the changing demands and responsibilities of the Regional Head of Client Coverage.

RESPONSIBILITIES

Business Strategy & Performance

• Work with the relevant Head(s) of Client Coverage in the Country, Cluster and Region to co-define a go-to-market strategy and execution plan (what types of client segments / sectors should we be focusing on in which market): business strategic priorities and translation into strategic initiatives.
• Organise and lead yearly or ad hoc strategy days to ensure close communication and alignment between CC, products, and functional teams.
• Lead the preparation of the annual Corporate Plan for the business section.
• Review periodically the delivery of agreed business performance and cost targets to budget (e.g. revenue, RoRWA, RWA, costs), including metrics which are material and relevant for Client Coverage scorecard (e.g. TB asset utilisation vs. NIM, etc). Identify risks and opportunities to delivering the targeted business performance and propose remediation plans and actions.
• Lead preparation for CC regional (monthly) business reviews, as well other regular updates (Manco, Group/ Regional MT, Board, ALCO, etc).
• Manage Client Coverage cost budgets and cost centres in close coordination and with the support from HR and Finance.
• Review and track frontline productivity using a standardised approach. Identify areas for improvement.
• Help defining, driving and tracking Sub-Optimal reduction plans, including expected impact on P&L.
• Engage and support material transaction approvals and attend RCAF reviews as and when needed. Monitor accounts for RCAF commitments.

Client portfolio management & Client engagement

• Review client onboarding requests and act as approver for new client ID creation.
• Drive the client tail management process, including dormant GICs retention approval: quarterly review of new proposed exits and monthly tracking.
• Review and track the delivery of CCIB differentiated client proposition for Platinum and Gold tier clients (prioritised onboarding, credit turnaround times, client services, etc).
• Review and track adequate and efficient coverage of Platinum, Gold, Silver and Portfolio tier clients, including the execution of global coverage model initiatives. 
• Work with regional CCIB Marketing teams to define/ execute/ track the marketing and client engagement plans in the region (content, events). Create, maintain, and coordinate a calendar of senior client engagements in the region. Ensure the effective distribution of marketing materials and communications to clients.
• Support in the creation of standardised client materials for the region (i.e. product capabilities), in addition to supporting the adoption of content platforms (i.e. Seismic) across local teams

Project management

• Lead select strategic initiatives in the region, in line with business priorities (e.g. operating model changes/ restructuring, RWA optimisation).
• Support and represent the region for the execution and tracking of business-related CC group or local projects (e.g. CRM & Sales Enablement Platform releases, remediation efforts). 

Sales planning and enablement

• Manage regular pipeline meetings (materials, actions and notes). Ensure pipeline is up to date and reflects an accurate picture of business momentum.
• Oversee Account Plan regular updates and quality. Review Platinum and Gold client lists on a regular basis in conjunction with Segment heads to ensure effective coverage and tracking against objectives: key commercial opportunities, C-suite engagement and realisation of financial aspirations.
• Ensure accurate wallet share information are available for Platinum and Gold clients (based on Coalition), steer frontline to use this information (e.g. for account plans)

• Ensure teams are uploading call reports in a timely manner.
• Support in the region the deployment and adoption of global tools (CRM, sales analytics, etc). Consolidate sales feedback for the global teams.
• Manage CRM access request approvals (for CC and non-CC staff) and support/ approve CRM static data maintenance, i.e. change in client segment, client group tagging, RM changes and group creation.
• Coordinate with CRMx Program Leadership on product roadmap delivery schedules and be familiar with the capabilities, to assist and aid in the go-live launches (as appropriate.) 
• Participate in Quarterly Product, Tooling and Analytics updates with the CRMx Program and assist in the outreach with Frontline (as appropriate.)

Frontline Communication

• Work with CC Sales Engagement & Communications to ensure effective communication of key business messages to the CC frontline (incl. articulation of regional strategy, input for Quarterly Global CC Business Updates, coordination of regional/local f2f internal events, as well as key changes impacting clients, RMs and the broader client teams).
• Own and drive regional CC townhalls/forums, ensuring participation of the regional frontline. 
• Act as the regional/local liaison on CC crisis/incident management, ensuring timely, round-the-clock execution of the frontline communications process based on CCIB Incidence Communications protocols. 
• Work with CRMx Program Leadership, Product Owners, and Training teams to facilitate directed communication and outreach of targeted Frontline End Users for User Verification Testing, Training, and feedback sessions. 

People & Talent 

• Define with the relevant Heads of Client Coverage in the Cluster and Region Head a plan and set of initiatives to deliver against HR objectives and initiatives: Diversity and Inclusion targets, succession planning, people forum, etc.
• Support RM scorecard re-design and new process, including target setting/ uploading (if applicable), handling/ escalate RM inquiries/ questions regarding scorecard issues.

• Support the annual P3 process (compensation, bonus, promotions, CP reviews).
• Track headcount and review periodically the consistent use of Job Families (in particular, for new employees).
• Oversee the IG/ Internship/ Apprenticeship/ Short Term Assignments (STAs) programmes (requests, allocation, coordination of rotations, post programme hiring, etc).
• Support training curriculum design and coordinate staff training programmes.

Risk Management and Governance

• Review papers for submissions to Client Review Committee (CRC), Business Responsibility and Reputational Risk Committee (BRRRC) and Root Cause Reviews (RCR): Sensitive Clients, Level 2 Sanctions Risk Assessment Form (SRAF), Defence Goods Risk Assessment Form (DGRAF).
• Review papers for submissions to various other Risk forums/ committees and attend when required: GRRRC, CCIBRC, Regional RC, Executive Risk Committee (ERC), Business Risk Forums (BRF), NFRC, Fraud Risk.
• Review/ Assist in preparing reviews with external auditors, onshore regulators,overseas regulators.
• Review regional Conduct Plan and monthly supervisory dashboards for conduct flags and attend the Conduct forum.
• Manage regional Client Coverage Management Team meetings (agenda, actions, and notes) as a permanent member of the MT
• Ensure all business heads have the required sources of authority and delegations (POAs, GASB, GDAM, other DoAs, etc).
• Execute on any required approvals as per the authority delegated from the Regional CC Head.
• Act as delegate for the relevant Heads of Client Coverage in the Cluster and Region for committees as needed.

​​​​​​​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

• CEO & the relevant Heads of Client Coverage in the Cluster and Region
• Regional, Cluster and Country Client Coverage and CIB Management Team
• Other regional and segment Business Planning Managers
• CCIB Business Development teams
• Regional, Cluster and Country Finance
• Regional, Cluster and Country HR
• Other Regional Functions (Legal, Risk, and Compliance)

Our Ideal Candidate

• 6+ years of experience in a financial institution
• Strong and detailed understanding of CIB business and product capabilities, such as sales process, relationship management, risk, product sales etc
• Problem solving skill to co-create client strategy, drive root-cause analysis, analyse business performance, etc
• Willing to challenge the status quo, comfortable interacting with senior management
• Excellent communication and presentation skills
• Strong understanding of end-to-end client processes
• Strong organisational and project management skills with excellent eye for detail
• Ability to co-ordinate responses from large numbers of stakeholders
• Excellent administration skills including organisation, planning and co-ordination skills
• Highly proactive, demonstrating ambition, dedication and pride in work

Role Specific Technical Competencies

• Business Acumen
• Problem solving/ Business Analytics
• Leadership, communication, senior stakeholders’ management
• Project Management leadership
• Risk Management/ Organisational Governance

Competencies

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.

Recruitment Assessments

Some of our roles use assessments to help us understand how suitable you are for the role you've applied to. If you are invited to take an assessment, this is great news. It means your application has progressed to an important stage of our recruitment process.

Visit our careers website www.sc.com/careers