Business Planning Management, Investment & Product Advisory, PvB

• 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

• Lead investment and product advisory performance management framework, including budget setting, tracking, and reporting, in collaboration with Finance and other stakeholders
• Develop and implement investment and product advisory data strategy, partnering with data and technology teams while offering guidance on data architecture development and management
• Promote data-driven decision-making through the development of dashboards and analytics that uncover business opportunities
• Collaborate with stakeholders to solve complex problems using data analytics and insights

• Manage and track advisory and product scorecards for both individuals and teams
• Drive investment and product advisory initiatives by implementing strategic changes and providing direction to enhance IA productivity and support product launches
• Work closely with Finance and Product teams in reviewing progress against business targets & objectives and productivity ratios
• Work closely with Market Heads to implement action plan to achieve revenues, NNA growth and cost control
• Develop framework to facilitate sales effectiveness
• Support Management on a daily basis to manage the business
• Processes
• Coordinate Front Office feedback and specify business requirements
• Improve organizational effectiveness and resources efficiency by coordinating resources
• Initiate, lead and /or participate in change initiatives and their subsequent implementation

• Drive issue resolution pertaining to client on-boarding, infrastructure and AML
• Work with businesses to define process and procedure gaps
• Work closely with other business support units to address business requirements and priorities.
• Maximize the alignment between front and back functions.
• Work in close partnership with control functions to ensure the control is in place and the market activities are aligned with the local regulatory and corporate governance requirements
• Governance
• Coordinate Front Office feedback and specify business requirements
• Improve organizational effectiveness and resources efficiency by coordinating resources
• Initiate, lead and /or participate in change initiatives and their subsequent implementation

• 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.
• [Fill in for regulated roles]
• Lead the [country / business unit / function/XXX [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.] *
• [Insert local regulator e.g. PRA/FCA prescribed responsibilities and Rationale for allocation].
• [Where relevant - Additionally, for subsidiaries or relevant non -subsidiaries]
• Serve as a Director of the Board of [insert name of entities]
• Exercise authorities delegated by the Board of Directors and act in accordance with Articles of Association (or equivalent)

• Regional Head, Market Heads and other support function heads
• Work with Legal, Compliance, and Risk teams to ensure processes are compliant and minimize risk exposure

• Business planning
• Business analytics
• Strategy development
• Stakeholder management
• Project management skills

• Degree holder, preferably in Business, Finance, Accounting, Economics or related disciplines
• 8 years or more of relevant work experience in the financial industry
• Strong data and analytics mindset
• Good understanding of wealth products
• Excellent communication skills
• Team player with strong interpersonal and leadership skills, with experience in managing multiple stakeholders and teams

• 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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