Job Title Here Experience Director

Title: PvB Client Service Management Team Lead
Singapore, SG
Job Summary
RESPONSIBILITIES
Strategy
• Client Services: Client Service Managers (CSM) to deliver consistent and high-quality service to Private Banking clients
• Collaboration: Drive and facilitate smooth working relationship of Front Office teams with support functions
• Business Controls: Responsible to ensure business standard operating procedures and protocols are followed with close oversight of the team quality and performance
• To comply with all applicable money laundering prevention procedures and highlight suspicious activities/behaviour of staff and clients during and after client onboarding process. For e.g., account irregularities and alert TL/CA of the suspicious transactions on a timely basis
• Fully compliant with regulations and Group policies and guidelines, and be able to highlight, mitigate and protect the bank against credit, legal, documentation, reputation and other risks
Key Responsibilities
Business
• Support business growth and efficiency by facilitating faster and better client experience in engaging/fronting process streamlining and enhancement initiatives (e.g. client onboarding, Order placement, Client Servicing and Transactions like payments, loans/desposits etc)
• Support Market Heads, RM Team Leads, RMs in the delivery of superior performance by always putting on an efficiency hat to identify areas of improvement to achieve simplification and create efficiency to enable business
• Support and contribute towards system enhancement initiatives and other remediation activities to deliver positive user experience and translate to business growth
• Expert level in stakeholder management; active participation in market mgmt. meetings and support in execution of location and/or market mgmt. initiatives
• Encourage and support in educating RMs on CSM processes and proactively solicit feedback for improvements within CSMs
• Interface between Market Head/RMTL/RM and other business support functions and actively contribute towards common business objectives
• CSM TL is expected to perform BAU tasks up to maximum 30% - 50% of the workload (may vary depending on requirements within the team, market and location)
• Ensure there is always sufficient coverage on the ground in all situations and CSMs are equipped to manage any situations that arise, CSM TL to be included in the coverage and be able to step in at any point in time
• Build and strengthen and ensure there is robust back up coverage within the team of CSMs including cross coverage on BAU basis and work closely with the other CSM TLs within the market or across markets (where necessary) to ensure there is strong coverage to client
Processes
• Align capability and functional role to drive end-to-end accountability and to support all initiatives along Client Journey transformation. This includes but not limited to support the redesign of location Client Journey organization structure and contribute to the alignment of processes as well as to promote best practices across BCs
• Work in a team to deliver enable project within the committed timeline and with the Innovation and Change mindset
• Drive and increase awareness and drive cultural/ mindset change towards Fit For Growth.
• Embrace target for paperless aspiration (internally) and SC PB app adoption (externally) toward a more robust digital PvB platform
• Constant critically challenging the processes internally within CSMs and contribute to better solutioning, not just to provide feedback and highlight gaps
• Expert to Master level of knowledge of the business, the systems and processes within PvB and respective team
People & Talent
• Span of control of maximum of 20 direct reports
• Ensure CSMs fully embrace the CSM’s Scorecard and lead CSMs towards excellent performance with coaching, guidance and review with relevant stakeholders, if required
• Effective team management, ensuring adequate staffing and resource allocation
• Establish a high performance, transparent and collaborative working culture
• Provide adequate development opportunities to CSMs
• Ensure CSMs are properly trained, taking ownership and CSM Team Leader will have to sit down to train the new joiner CSMs until up to speed
• Ensure positive team morale by ensuring due recognition is given and encouraging all staff to celebrate success as a team
• Build strong collaborative spirit within the team, no silo thinking
• Foster the culture of 100% ownership and accountability amongst team members
• Commit to building a strong, well known CSM brand and identity, towards one of the best CSM teams in PB industry
• Lead a team with vision and purpose – team cohesiveness within the market and location across markets, strong teamwork and support culture, consistent expert level of skills and knowledge in all CSMs within the team and across the markets
Risk Management
• Work in a team to ensure successful implementation of on-going/ new initiatives in enhancing controls in our processes
• Deliver on the quantitative and qualitative objectives as set out in the CSM Scorecard including taking responsibility for operating to the highest standards of sales support, ethics, regulatory and business conduct requirements
• Ensure control and compliance with all Group and Private Banking policies and procedures during client servicing ad transacting activities, both for CSMs as well as on oneself
• Ensure there is an effective escalation process flow within the team, the location in the business and cross functional to the Group level, upholding high standards of quality of work and prompt issue resolution where required
• Ensure there is effective and competent deputisation during CSM Team leader’s absence
Governance
• Ensure the standard communication framework within the location is being followed – SG CSM Team Lead meeting, Market Business meeting, own CSM Team huddle/meeting and 1-1 bilateral meetings with individual CSMs
• Collaborate and closely align with other CSM Team Leads to ensure consistency in operating processes and quality standards
• Closely align and proactively reach out to Global Transformation Team for discussion should there be any deviation due to any change in processes or specific market requirements
• Ensure SG CSM Leadership Values, Team Lead Valued Behaviours and annual SG Location aligned priorities are being upheld and applied with highest quality standards and principles at all times (refer to annual Goal Settings for Team Leads)
• Embed Here for good and Group’s brand and values – Better Together; Never Settle and Do the Right Thing
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.
• Ensure all regulatory requirements and pre-requisites are executed 100% for every applicable task undertaken by the team and CSM Team Leader
• Lead the Client Servicing Manager 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.
Key stakeholders
• Constantly gather feedback from Market Head, Relationship Manager Team Leader/ Senior Client Partner, Relationship Manager and/or senior management for own and team’s overall performance. This includes but not limited to contribution to business performance, client retention, client compliment/ complaint, crisis management
• Proactively engage in initiatives to promote overall improvement of the team/ business performance
• Ensure there is feedback loop and communication channels to own market business stakeholders
• Demonstrates accountability and ownership to ensure end to end follow through of issues/topics raised by business stakeholders
• Consistently provide update to business stakeholders and ensure full closure to any feedback / issue raised
• Take responsibility and proactively reach out to relevant business stakeholders to discuss issues and align on solutioning
• Ensure 360 collaboration and interaction with F2B stakeholders including but not limited to Operations, Compliance, Business Risk Mgmt, COO functions, Middle Office related teams and work together in problem solving and solutioning
Our Ideal Candidate
- RNF licence required, i.e. obtained pass in both CACS Paper 1 and 2
Role Specific Technical Competencies
• Leadership qualities – demonstrated exemplary ability to lead by example, role-model desired behaviours, willing to “get hands dirty” to accomplish objective, focus on “win-win” solutions under pressure; walk the “talk”
• Problem-solving skills – analyse complex situations and design effective solutions with strategic mindset, think out of the box and explore varied ways of solving issues
• Decision making – high quality decision making process and being able to react relevantly and appropriately to make the right decision to move forward. Be able to take responsibility in making decisions and taking tough decisions
• Direct experience in Front Office client services, Private Bank business and processes, wealth management products and related processes.
• Display excellent 360 communication skills, able to deliver concise messages to all types of audience confidently and with absolute clarity. Be accountable for difficult conversations and deliver messages with the right tone of voice and intention. Take full responsibility in delivering consistent messages to the team, to stakeholders, and to business partners – with comprehensive understanding, proper thought through process, sound analysis with facts
• Demonstrate 360 collaboration within the location and globally to other booking centers in other locations (SG, HK, UAE and Jersey Ldn)
• Demonstrate the right level of empathy and understanding with direct reports, support function colleagues like Ops and stakeholders
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
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Visit our careers website www.sc.com/careers