Associate Director - Wealth Client Engagement

Standard Chartered; Mumbai; Hybride; INR 6 000 000 - 9 000 000; Plein temps

Avantages offerts par ce poste

Flexible working

Wellbeing platform

Learning opportunities

Diversity & inclusion

Résumé du poste

Standard Chartered is seeking an Associate Director for Wealth Client Engagement in Strategy to drive higher activation of wealth management products and improve KPIs. You will oversee campaigns, analytics, and frontline engagement to promote our wealth proposition and digital solutions.

You will work with marketing, segments and channel teams to publish actionable insights, enable staff training, and ensure a consistent client experience across wealth services.

Qualifications

• Knowledge and experience in wealth management / financial services / banking or retail business.
• Advanced proficiency in Excel and PowerPoint for dashboards and management reports.
• Strong analytical ability to identify trends and translate data into actions.
• Excellent communication and stakeholder engagement skills.

Responsabilités

• Drive activation of wealth management products and KPIs across segments.
• Lead internal campaigns with sales, analytics, and marketing to grow KPIs.
• Promote standardized wealth client experience with advisory processes and tools.
• Collaborate on campaigns for cross-sell, deepening, and digital penetration.

Connaissances

Wealth management knowledge

Excel / PowerPoint

Analytical skills

Stakeholder engagement

Strategic thinking

Description du poste

Associate Director - Wealth Client Engagement

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, elevate, mitigate and resolve risk, conduct and compliance matters

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

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.