Associate Director, Affluent Client Relationships

Standard Chartered; New Jersey; Hybrid; USD 120,000 - 190,000; Full time

Benefits offered by this job

Competitive salary

Flexible working options

Wellbeing program

Continuous learning

Job summary

Standard Chartered in the United States seeks an Associate Director, Affluent Client Relationships to lead high-net-worth client relationships within Priority and International Banking. You will advise on investments, banking solutions, and comprehensive wealth planning while driving growth with a high-touch, client-centric approach.

The role emphasizes relationship management, cross-functional collaboration, and delivering bespoke wealth solutions to a diverse, high-value client base in a

Qualifications

• Degree or equivalent professional qualification required.
• Appropriate investment advisory qualification (or ability to obtain) and regulatory certification.

Responsibilities

• Develop, manage and deepen relationships with affluent clients and corporate partners.
• Deliver holistic wealth management solutions and tailored advisory services.
• Conduct regular portfolio reviews and identify opportunities to enhance client outcomes.
• Grow Assets Under Management (AUM) and revenue through proactive relationship-building.

Skills

Relationship mgmt

Wealth management

Private banking

Investment advisory

Education

Bachelor's degree

Investment advisory cert

Job description

Associate Director, Affluent Client Relationships

We are looking for an experienced Associate Director, Affluent Client Relationshipsto join our Priority and International Banking team. In this client-facing role, you will develop and manage relationships with affluent corporate partners and individual clients, delivering exceptional service, tailored wealth solutions, and sustainable business growth.

You will operate as a trusted advisor, supporting clients across their wealth journeys through investment advisory, portfolio reviews, banking solutions, and strategic financial planning. This is an exciting opportunity to work with a diverse portfolio of high-value clients while driving business growth in a collaborative and high-performing environment.

Key Responsibilities

Client Relationship Management

• Develop, manage, and deepen relationships with affluent corporate partners and individual clients.
• Serve as a trusted advisor, delivering holistic financial and wealth management solutions tailored to client needs.
• Conduct regular portfolio reviews and proactively identify opportunities to enhance client outcomes.
• Deliver an outstanding client experience through personalised, high-touch relationship management.

Business Development & Revenue Growth

• Grow Assets Under Management (AUM), Net New Money (NNM), and wealth revenue through proactive sales and relationship-building activities.
• Generate new business opportunities through referrals, prospecting activities, and strategic partnerships.
• Expand client wallet share by identifying cross-selling opportunities across banking, lending, and investment products.
• Collaborate with specialist teams to provide comprehensive banking and wealth solutions.
• Conduct client risk profiling and recommend suitable investment solutions aligned with clients’ objectives.
• Provide market insights, investment guidance, and wealth planning support.
• Partner with investment specialists to deliver innovative solutions and identify growth opportunities.

Skills and Experience

• Proven experience in relationship management, wealth management, private banking, investment advisory, or financial services.
• Strong track record of achieving revenue, portfolio growth, and client acquisition targets.
• Experience advising affluent or high-net-worth clients on investment and banking solutions

Key Skills

• Relationship management and stakeholder engagement
• Sales and business development
• Investment advisory and portfolio management
• Negotiation and influencing skills
• Strategic thinking and commercial acumen
• Problem-solving and decision-making
• Excellent communication and presentation skills
• Customer-centric mindset
• Ability to work effectively in a fast-paced environment

Qualifications

• Degree or equivalent professional qualification.
• Relevant relationship management and wealth management training.
• Appropriate investment advisory qualification (or ability to obtain and maintain required regulatory certification)

Technical Knowledge

• Solid understanding of:
  • Wealth management and investment products
  • Banking and lending solutions
  • Financial markets and investment trends
  • Client Due Diligence (CDD) and KYC requirements
  • AML and financial crime compliance frameworks
  • Regulatory requirements within financial services

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.