Director, Sales Optimisation & Projects, PvB

Standard Chartered; Hong Kong; Hybrid; HKD 900,000 - 1,200,000; Full time

Job summary

Standard Chartered is seeking a strategic Programme Lead to improve GCNA sales effectiveness by translating priorities into governed initiatives, campaigns and practical enhancements to investment processes and platforms.

The role leads end-to-end delivery of optimisation projects and sales initiatives, coordinating cross-functional partners to strengthen frontline support, content distribution and product launches.

Qualifications

• 12+ years of relevant work experience in financial services.
• Good understanding of Private Wealth products and systems.
• Strong technology background.
• Excellent communication skills.
• Team player with strong interpersonal and leadership skills.
• Able to manage multiple stakeholders and teams.
• Languages: English and Cantonese.

Responsibilities

• Support GCNA Regional Head to drive and manage strategic initiatives.
• Optimize client and employee investment journeys via data, platform and process improvements.
• Assist sales head to formulate and execute sales plans using management tools.
• Drive and manage sales campaigns and events with measurable outcomes.
• Collaborate with CIO and product teams to ensure frontline support for sales plans.
• Lead projects to improve investment-related employee and client journeys.

Skills

Project Management

Business Process Improvement

Products and Processes

Job description

Job Summary

The role aims to improve sales effectiveness across GCNA by translating strategic priorities into well-governed initiatives, campaigns and practical enhancements to investment processes and platforms. It removes execution barriers and creates simpler, more consistent employee and client journeys.

The role leads end-to-end delivery of optimisation projects and sales initiatives, from defining objectives, scope and success measures through implementation, progress tracking and benefits realisation. It coordinates cross-functional partners to strengthen frontline support, content distribution and product launches.

Ultimately, it enables RMs and IAs to execute sales plans more efficiently, engage clients more effectively and deliver sustainable commercial outcomes within policy, risk and control requirements.

Key Responsibilities

Sales Strategy

• Support GCNA Regional Head to drive, coordinate and manage strategic initiatives
• Optimise existing client and employee investment journeys through data, platform and process
• Assist sales head to formulate and execute sales plans via integrated use of sales management tools and tactics

Sales Management

• Drive and manage sales campaigns and events with purpose
• Create best practice sales culture through RM/IA engagements, recognitions, teach-ins and sharing
• Collaborate with CIO and product teams to ensure adequate support for RMs and IAs to achieve sales plans and aspiration

Sales Initiatives & Campaign Management

• Conceptualise, lead and manage GCNA-wide sales initiatives
• Manage impactful campaigns with clear objectives and engage target audience with regular progress tracking and results
• Ensure initiatives adhere to policies and guidelines, with proper controls and approvals received to mitigate risk
• Collaborate with marketing team to launch events with defined goals and proper tracking

Optimisation & Projects

• Drive issues resolution pertaining to investment processes and platforms
• Lead or participate in projects aimed at improving investment-related employee and client journeys
• Support Investment and Product advisory on process optimisation, including IA tagging and order taking
• Partner with respective COO, tech and operations teams to more efficiently collect and leverage on relevant data

Skills And Experience

Must-have Skills

• Project Management
• Business Process Improvement
• Products and Processes

Other Skills

• Strategy and Business Model (SIF)
• Business Performance Management

Motivations

• Solving operational pain points and simplifying processes that affect employee and client experiences.
• Owning initiatives from concept through implementation and seeing tangible, measurable benefits delivered.
• Working in a collaborative environment where different perspectives are aligned around a shared outcome.
• Designing practical campaigns, tools and solutions that make frontline execution easier and more effective.
• Navigating complex constraints with resilience while maintaining momentum, quality and appropriate controls.

Qualifications

• 12 years or more of relevant work experience in financial industry
• Good understanding of Private Wealth products and systems
• Strong technology background
• Excellent communication skills
• Team player with strong interpersonal and leadership skills
• Able to manage multiple stakeholders and teams
• Languages: English and Cantonese

About Standard Chartered

We're a global bank connecting clients to our differentiated network, offering growth opportunities in the world's most dynamic markets. Our strategy, which combines cross-border capabilities and leading wealth management expertise, helps us deliver our purpose - to drive commerce and prosperity through our unique diversity.

Over our 170-year history, and across a unique geographical footprint connecting Asia, Africa and the Middle East to each other and the world, we've built a bank like no other, with diverse capabilities and partnerships that set us apart.

What We Offer

• Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions, and geographies.
• 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 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.