Platinum Client Service Partner, PVB & Affluent

Standard Chartered; Hong Kong; On-site; HKD 900,000 - 1,300,000; Full time

Benefits offered by this job

Competitive salary

Generous leave

Flexible work

Wellbeing program

Learning & development

Job summary

Standard Chartered is seeking a Platinum Client Service Partner for Private Banking & Affluent in Hong Kong. You will deliver a differentiated client experience to a select affluent and UHNW segment, coordinating across Frontline, Risk, Operations and Legal to drive bespoke solutions and timely issue resolution.

You will establish engagement rhythms with Market Heads, map the full client journey, and define service levels across Credit, Asset Transfers, Fulfilment and Digital adoption.

Qualifications

• 7+ years of experience in Private Banking and/or Wealth Management, with experience in Front Office, Client Service, Credit Operations or related functions.
• Proven track record in stakeholder management and in driving cross-functional initiatives and transformation.
• Strong risk and governance mindset with ability to balance client outcomes, business objectives, operations and governance frameworks.

Responsibilities

• Assess new UHNW client requests across the entire journey, including product offerings, credit processes and ongoing servicing.
• Establish regular engagement with Frontline to anticipate Platinum client service needs and plan resources.
• Identify teams across Business, Operations, Risk, Technology and Digital to support each client request.
• Coordinate with teams to fulfill requests, focusing on superior client experience and transparency.
• Define service catalogue and levels across processes (Credit Risk, Operations, Product Fulfilment, Asset Transfers, Ongoing Servicing).
• Define, measure and publish service-level scorecards for Senior Management and Private Banking COOs; escalate material issues.

Skills

Credit Operations

Securities & OTC Knowledge

Microsoft Office

Job description

• Responsible for delivering a differentiated and superior client experience to a select segment of Affluent clients, including Ultra High Net Worth (UHNW) clients, by facilitating their needs across the end-to-end client journey.
• The role supports the delivery of new and bespoke client solutions, operational excellence, and strategic issue stewardship, particularly for complex or non-standard requirements requiring coordination across multiple functions.
• A key focus is to enable differentiated service levels, while providing greater visibility, transparency and coordination across the fulfilment process for both Frontline teams and clients.
• The role works closely with Frontline, Client Service Managers, Credit Risk, Credit Risk Operations, Banking and Wealth Management Operations, Product/Asset Class Owners, Legal and Compliance to facilitate client requirements and drive timely resolution of issues.
• The role forms part of the WRB team, providing a central coordination and service partnership layer for the identified client segment.

Job Summary

Platinum Client Service Partner, Private Banking & Affluent

• Responsible for delivering a differentiated and superior client experience to a select segment of Affluent clients, including Ultra High Net Worth (UHNW) clients, by facilitating their needs across the end-to-end client journey.
• The role supports the delivery of new and bespoke client solutions, operational excellence, and strategic issue stewardship, particularly for complex or non-standard requirements requiring coordination across multiple functions.
• A key focus is to enable differentiated service levels, while providing greater visibility, transparency and coordination across the fulfilment process for both Frontline teams and clients.
• The role works closely with Frontline, Client Service Managers, Credit Risk, Credit Risk Operations, Banking and Wealth Management Operations, Product/Asset Class Owners, Legal and Compliance to facilitate client requirements and drive timely resolution of issues.
• The role forms part of the WRB team, providing a central coordination and service partnership layer for the identified client segment.

Key Responsibilities

• Assess new UHNW client requests received from Frontline and Market Heads across the entire client journey, including product offerings, credit processes, asset transfers, and ongoing servicing requirements.
• Establish a regular engagement rhythm with Frontline to proactively identify upcoming Platinum client service requests, enabling forward planning and ensuring the appropriate attention and resources are available across relevant teams.
• Assess client requirements and incoming portfolios to identify the relevant teams across Business, Operations, Risk, Technology and Digital required to support and fulfil each client request.
• Proactively coordinate with relevant teams to facilitate the fulfilment of client requests, with a primary focus on delivering a superior client experience and providing greater visibility and transparency throughout the process to both Frontline and clients.
• Define service catalogue and level across key processes within the client journey, including Credit Risk, Credit Operations, Product Fulfilment, Asset Transfers, Ongoing Servicing and Transactions, Wealth Management Operations, and Digital Adoption.
• Define, measure and publish service-level scorecards for Senior Management and Private Banking COOs. Proactively identify and address areas of concern in collaboration with relevant teams and and elevate material issues to management where appropriate.

Skills And Experience

Priority Skills

• Credit Operations/Legal
• Securities and OTC Product Knowledge
• Microsoft Office Suite

Qualifications

• 7+ years of experience in Private Banking and/or Wealth Management, with relevant experience in Front Office, Client Service, Credit Operations, or related functions.
• Proven track record in stakeholder management, with experience in driving cross-functional initiatives and transformation.
• Strong ability to manage multiple priorities and initiatives concurrently, while maintaining attention to detail and timely execution.
• Strong understanding of Private Banking operations and processes, with the ability to provide guidance and develop bespoke or ad hoc solutions to support evolving client needs and business growth.
• In-depth knowledge of products would be an advantage.
• Strong risk and governance mindset, with sound judgement in navigating bespoke and complex client requirements, ensuring solutions appropriately balance client outcomes, business objectives, operational considerations and established risk and governance frameworks.
• Proficiency in Microsoft Office applications.
• Strong verbal, written and presentation skills, with the ability to communicate effectively across different levels of the organisation.

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.

Visit our careers website to learn more about us: www.sc.com/careers.