JOB SUMMARY
• 5 years above Wealth management product related experience.
• Define project scope, goals, and deliverables that support business goals in collaboration with Country Senior management and respective Group stakeholders
• Maintain effective communication with all stakeholders including cross functional departments, providing regular updates on project progress, risks, and issues.
• Create comprehensive project plans, including timelines, milestones, and resource allocation, ensuring alignment with business objectives
• Ensure all project activities comply with banking regulations, data privacy laws, and internal policies, maintaining the highest standards of compliance and governance
• Oversee quality assurance processes (UAT & UVT) to ensure deliverables meet the required standards and specifications
• Assist in the preparation of BRD and FSD process for waterfall methodology
• Participate in agile ceremonies (Daily stand-ups, sprint planning, review, retrospectives) to algin testing with development goals
• Ad-Hoc Task
RESPONSIBILITIES
Strategy
• Work as a change enabler to drive transformation.
Business
• Team player to deliver Wealth related digital agenda to serve clients’ wealth needs
• Being a part to delivering ROTE, process simplification and enhance sales monitoring process
• Client experience optimization
• Wealth management related digital platform delivery and maintenance
Processes
• Owner to deliver Wealth product digital capabilities and familiar with project management process.
• Owner to deliver existing system enhancement and shape the flow to balance client experience design and control mechanism.
People & Talent
- Potential People leader role to be identified to motivate other team member
Risk Management
• Ensure adequate procedures/controls are in place for risk prevention.
• Escalate operational risk to line manager and BRM if any.
• Regularly review DOI and Memo to ensure internal standards / external regulations are complied.
Governance
• Ensure all assurance deliverables are as per the required standards and policies.
• Ensure regular engagement and management of process change and all relevant risk requirements.
• Follow Group’s code and conduct and value behaviours.
• Comply with regulations and Group’s standards.
• Complete all the mandatory training courses.
Regulatory & Business Conduct
• Facility control and compliance for WM related business and support business growth
• 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.
• Work with other team members to achieve the outcomes set out in the Bank’s Conduct Principles.
• 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
Other Responsibilities
• Embed Here for good and Group’s brand and values in TW WM Platform and Processes Team; Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures.
• Work on cost reduction and work efficiency uplift tasks.
• Be the deputy of other staff.
Our Ideal Candidate
• 5 years above of financial institution experience either from banks, wealth management related business or WML business background.
• Familiar with TW WM related regulations.
• Proficiency in both spoken and written English and Chinese, able to co-work with global teams.
• Good communication, interpersonal and organization skills.
• Ms office skill required, excelled at Word/PPT/Excel, etc.
• Multi-tasking and project management experience is a plus.
• Education Bachelor or above Degree holder
• Licenses
- Trust License(信託) - mandatory
- Security license(證券) – nice to have
- Internal control(內控) – nice to have
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.
