Director, Advisory Solutions,Wealth Management

• We are looking for an articulate, enthusiastic, and forward-thinking individual to join the Advisory Solutions team. You will have responsibility for a range of advisory related activities, including helping to embed and support Standard Chartered’s advisory framework (SC Wealth Select) across all markets; driving more consistent advisory engagement; driving sales activity combining house views with actionable solutions; and managing many of the day-to-day advisory related activities that focus on growing our Wealth business.
• Important requirements - The ideal candidate will have a keen interest and background/experience in financial markets, ideally have experience in an Investment Advisory role, have a strong interest in data analytics with experience using data visualisation tools such as Power BI, Microstrategy, or Tableau (along with excel/VBA skills), excellent communications skills (oral and written), high attention to detail, have the ability to multi-task well, be willing to work with stakeholders across all levels of seniority, and have demonstrated creativity in past roles in executing campaigns to amplify propositions.

• Achieve global wealth management’s strategic priority to grow and deepen our Wealth client base by driving and enhancing our advisory proposition.
• Help embed, deepen and support Standard Chartered’s advisory framework (SC Wealth Select) across all markets and products to drive better, more consistent advisory engagements and grow resilient Wealth income.
• Collaborate directly with key stakeholders such as CIO, WM Product teams, and WM country teams to develop new (and enhance existing) ways that we communicate our house views paired with solutions to the frontline and clients – including Jumpstart events, SC Investment Roadmap pitchbooks, Wealth Huddles, Espresso meetings, Global Market outlook events etc
• Strengthen our HNW and UHNW proposition through advisory, incorporating value-add services such as access to INSEAD trained IAs, regular portfolio reviews, and digital advisory tools for stronger advisory conversations
• Shape and deliver digital frontline tools that empower RMs to have better client conversations - combining access to market data, CIO views and advisory content (Marketanalyst tool)
• Enhance all advisory training including the SC INSEAD Wealth Academy, and online learning advisory modules to train and upskill our RMs, and scale our advisory messaging globally.
• Drive a data-driven approach, proactively generating key customer insights/intelligence as a key enabler of WM business growth, leveraging data scientists from the Bank's analytics center of excellence to inform advisory opportunities and/or risks, and develop appropriate strategies and actions to capture such opportunities.

• We have an ambitious goal to grow our Wealth Management and Managed Investments (MI) business significantly.
• This role will support the Head of Advisory Solutions with growing the Wealth business through advisory-related initiatives; support the management of advisory solutions strategic agenda aligned to the AMI (Advisory, Managed Investments) strategic agenda, and ensure alignment to the Global WM Strategy for Standard Chartered Bank
• Champion end-to-end advisory framework (SC Wealth Select) to ensure consistency across regions and segments
• Oversee the management of advisory framework to track quantitative & qualitative performance measures
• Help drive alignment with CIO function and country teams and drive effective communication of our house views translated into Investment Ideas and propositions to help grow business franchise and improve client experience across our footprint
• Work with global advisory teams to build an ‘Advisory Brand’ using advisory champions who act as ambassadors for their markets to embed SC Wealth Select into their DNA
• Curate and deliver frontline educational materials to promote investment ideas in line with house views to ensure that our specialists and RMs are better equipped to engage our clients effectively.
• Strengthen our HNW and UHNW proposition and help simplify processes for our affluent clients
• Use shape of book analysis work across markets to provide oversight on health of portfolios and bring structure and rigour across markets
• Own and lead the work on Portfolio Insights tool and embed it into the advisory process
• The role requires the employee to be highly articulate, have strong presentation skills, have high attention to detail, and be comfortable with communicating and presenting to a varied set of audiences like customer facing teams, senior stakeholders, data and technology teams

• Help define and establish wealth analytics as a key enabler of WM business growth, leveraging data and new analytics methods, leveraging data scientists from the Bank's analytics centre of excellence
• Embed and champion data-led sales and advice through driving the use of data visualisation dashboards to track sales activity, wealth product penetration, as well as use data to drive insights and next best action for RMs
• Use excel and VBA skills to extract and clean data from existing data repositories for use in data dashboards and sales reporting

• Work on delivering and embedding a consistent Portfolio Review process across all markets, enabled through the myWealth Advisor tool.
• Deliver on our Priority Private promise that all PP clients receive a minimum of one portfolio review per year by a qualified IA.

• Identify gaps and weaknesses across the end-to-end advisory process risk and control environment and monitor rectification as required.
• Ensure adherence to regulatory guidelines and business policies across product development / sales
• Ensure implementation of appropriate control systems and operational procedures to support investment sales and securities transactions and the effective administration of customer accounts.
• Ensure adequate and appropriate systems and controls are in compliance with Group and Business policies, procedures, standards and codes, including those governing all Risk types, Compliance, Technology and Operations, Finance and Reputation.

• Maintain awareness and understanding of the regulatory framework in which the Group operates, and the regulatory requirements and expectations relevant to the role.
• Responsible for delivering ‘effective governance’; capability to challenge fellow executives effectively; and willingness to work with any local regulators in an open and cooperative manner.

• 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.

• Global Head Advisory and Managed Investments, Group and Country Wealth Heads, CPBB Heads, CIO team, Country IA Heads, Group and Country Product Teams, Group and in-country Segment teams.
• Group and in-country Client Engagement teams, Group and country Digital Sales & Marketing teams.
• Group and in-country Brand & Marketing teams, Data & Analytics teams, Group Client Journey team.
• Group and in-country Digital teams

• Graduate finance professional.
• 7+ years of experience in financial markets (Priority Banking/Private Banking, Asset Management) with experience in Investment Advisory, or Mutual Funds favoured.
• Sound understanding of Macroeconomic concepts, Asset allocation, Portfolio Construction and investment advisory skills.
• Good knowledge of financial systems such as Bloomberg, Refinitiv (Temenos suite – AAA+, etc a plus).
• Must have experience in data analytics (experience in data visualisation tools such as Microstrategy, Power BI or Tableau), as well as strong Microsoft Powerpoint and excel / VBA skills (Python an advantage).
• Chinese language would be advantageous as the scope of the role includes working with North Asia based markets (predominantly Chinese).

• Microsoft Powerpoint, Excel, Office
• Data Analytics / Visualisation competency.
• Investment Advisory.
• Mutual Funds.

• 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
• Be better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term

• Core bank funding for retirement savings, medical and life insurance, with flexible and voluntary benefits available in some locations
• Time-off including annual, parental/maternity (20 weeks), sabbatical (12 weeks 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.

Standard Chartered