JOB SUMMARY

Affluent RM client portfolio management and monitoring and guideline. Ride on the HNW application and Priority Private Center, gradually to push the PP client to senior RM and build the KPI from portfolio management perspective.

Key Responsibilities
Design compelling CVP to differentiate SCB from the Affluent banking market
Affluent RM client portfolio management & monitoring and guideline. (including client portfolio analysis , build up KPI, frontline communication)
Design and implementing strategies to activate, build balance and deepen Priority client & Priority Private client relationships as well as uplifting overall portfolio quality
Focus on Priority Private / Priority client NTS upgrade. 
Support Priority Private Centre related tasks.  
Customer Value Proposition management
Design compelling CVP to differentiate SCB from the Affluent banking market
Implement CVP into Acquisition & Portfolio campaign to provide best in class premium services to our customers. 
Ensure effective marketing collateral and documentations in line with SCB Priority Banking’s positioning and branding.

Client Acquisition
Design & roll out NTB campaign with segment and product solutions with effective marketing support  
Coordinate with & give support to Client Acquisition Team for quality client acquisition. 
Formulate & implement on boarding engagement for NTB clients for early relationship deepening & product penetration
Identify strategic alliance opportunities for leads acquisition

Portfolio Management
Formulate & activating deepening strategies with sub-segmentation analysis 
Design and implementing strategies to activate, build balance and deepen Priority client relationships as well as uplifting overall portfolio quality
Manage portfolio movement on Upgrade/Downgrade, Unqualified to Qualified, attrition, and closely work with Client Relationships & other channel team to ensure effectiveness

Leads Management 
Manage the overall leads management framework with customer segmentation to achieve segment & business goals
Design leads with analytic models for localized campaigns for client deepening
Enable effective execution of leads by coordinating with WM on advisory content as well as Product & Sales Teams
Track and analyze lead conversion rate to understand key drivers of success rate and to improve campaign effectiveness

RESPONSIBILITIES

Strategy

Affluent RM client portfolio management and monitoring and guideline. Ride on the HNW application and Priority Private Center, gradually to push the PP client to senior RM and build the KPI from portfolio management perspective.

Business
Affluent segment (PP/PB) as assigned.

Processes
Segment CVP, Affluent clients review and leads management (including segment CVP design , promotion & campaign , system enhancement , frontline communication , client engagement & communication).  

Risk Management
Execution responsibility for process & client related risk management and reputational risks to the Group. 

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.
Lead to achieve the outcomes set out in the Bank’s Conduct Principles

Key Stakeholders
Product, Segment, Credit Policy, CI, MO, Ops, Legal, Compliance, BRM, OR, Finance, Branch, Sales and Effectiveness, HR etc.    

Qualification
Education     College above
Training     Group aml/cdd related e-learning    
Certifications     Internal control license
Languages     Chinese, english

Role Specific Technical Competencies
Data and client portfolio analysis  
Program promotion, frontline engagement, client engagement and communication  
Client journey process and system enhancement

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.