Associate Director Wealth Client Engagement

Standard Chartered · Banking & Financial Services

Mumbai, India
On-site
Posted today
Finance & Accounting

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Key Responsibilities

Strategy

The primary purpose of this role is to drive higher activation of clients on wealth management products, as measured through growth in relevant KPIs. The role is accountable for WM performance through growth in wealth active clients, wealth client deepening metrics, wealth penetration in segments, customer satisfaction in wealth.

Business Performance

Drive incremental growth in Wealth Active Clients, Wealth Deepening, New to Wealth, Penetration across client segments, wealth activation in new to bank clients, wealth management cross-sell, growth in digitally active wealth clients

Work with the Head, Wealth Solutions in driving key business execution priorities and taking it to completion, create an enabling environment for delivery of strategic agenda

Client and Frontline Engagement

Deliver and drive compelling proof points, tools and standards that promote the wealth proposition and capabilities, digital solutions and product enhancements to our clients

Lead, engage and implement internal campaigns for sales staff to drive growth in the KPIs. Partner with segment and channel teams, analytics, and marketing to publish actionable insights through MIs, sales education programmes and campaigns. Undertake reviews and calls with stakeholders to course-correct, propose and implement strategies for growth

Drive robust adoption of our advisory process and tools with frontline teams and segments to achieve a consistent and standardised wealth management experience

Work with marketing on strategic and tactical client campaigns to drive WM cross-sell, deepening and digital penetration. Drive adoption and usage of new product / process / platform launches through targeted communication plans and frontline interventions

Participate in and drive client and frontline engagement activities for WM: Webinars, Events, Town halls, Big-Calls and Rewards / Recognition Programmes, Contests, Tactical Incentives, Training Programmes

Market and Client Insights

Perform customer and performance analysis to gain in-depth understanding of purchase behaviour and preferences, levers of growth and depth of wealth management relationships

Initiate and manage the use of market and client insights and competitor benchmarking to drive the development of our wealth management proposition and strategy

Set and monitor market positioning and brand recognition benchmarks vs competition

Obtain and use diagnostics insights from NPS studies and regular frontline feedback to identify new opportunities and areas of improvement on wealth client experience

Use analytics and data mining to uncover untapped opportunities

Functional Skills

Knowledge and experience in wealth management / financial services / banking or retail business, with experience in product, segment or marketing management

Advanced proficiency in Excel / PPT including ability to prepare crisp dashboards and summary reports for management insights

Analytical skills: ability to synthesise insights and information from data, identify trends and suggest actionable next steps

Personal Skills

Ability to think out of the box for creative solutions, multi-task and work to deadlines

Excellent communication and stakeholder engagement skills. Ability to present, convince and win stakeholder-buy in for action plans

Self-starter with ability to manage a diverse range of tasks

Regulatory & Business 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

Country Finance

Country Analytics

Affluent Distribution

Affluent Segment Team

WRB Marketing

Wealth Product Teams

CFCR & Legal

Other Responsibilities

Embed Here for good and Group’s brand and values in Affluent Segments Team. Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures

Skills and Experience

Office Suite

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.

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