Head, Wealth Client Engagement

**Job Summary**
- In this role you will play a critical role in advancing the Bank’s strategic priorities and building our wealth brand. You will lead the design and implementation of global client engagement initiatives across markets, working closely with Wealth, Affluent, and Digital Sales and marketing (DS&M) teams. Your focus will be on creating innovative, data-driven strategies that accelerate client engagement, optimise DS&M capabilities and enhance the overall wealth client experience.**Client engagement**
- Lead the execution of the Bank’s global wealth management strategic priorities, focusing on growing and deepening the wealth client base through tailored client engagement initiatives.
- Collaborate with Wealth & Affluent teams across group and markets to develop client engagement programs leveraging both traditional and digital channels, including Relationship Managers (RMs) and digital touchpoints, ensuring they are aligned with market needs and client expectations.
- Drive a data-driven approach to generate key insights into client behaviours, opportunities, and develop strategies that capitalise on these insights to enhance engagement.
- Support markets in refining client segmentation, client selection criteria, and sales enablers by collecting and sharing best practices across regions, ensuring alignment with global goals.
- Operationalize and track client engagement efforts, ensuring that campaign leads, client outcomes, and business impacts are regularly monitored and optimized.
- Engage with senior stakeholders across group and markets to ensure alignment of client engagement initiatives and communicate best practices across markets.
- Continuously assess and refine client engagement strategies to stay ahead of market trends and client expectations, ensuring that the Bank remains competitive and client-centric in its approach.
- Conceptualise and strategize to elevate SC Wealth Management brand’s presence through WM client engagement efforts in close collaboration with Group marketing team.

**Wealth Digital Sales & Marketing**
- Lead WM efforts in defining the Digital Sales and Marketing (DS&M) strategic objectives especially for underserved client segments.
- Integrate digital and RM-led hybrid journey approaches to optimize wealth engagement and fulfilment, ensuring a balance between high-touch advisory services and scalable digital interactions. This would include target segment, approach, types of use cases and business cases in partnership with Group DS&M, Affluent and key markets
- Act as the group lead to identify gaps and opportunities in digital enablers, collaborating with relevant functions to drive improvements in user experience, data utilization, and campaign effectiveness.

**Key Responsibilities**

**Digital enablers and partnerships**:

- Collaborate with digital and technology teams to define digital client engagement enablers such as SC Invest and Discover spaces.
- Own and manage requirements definition, selection and implementation of content-related technologies and digital enablers.
- Collaborate with industry partners and SC ventures in identifying key opportunities and rolling out innovative solutions in markets to strengthen our position as leading wealth advisor

**Processes**
- Define & implement appropriate process and controls on the content platform to ensure accurate dissemination of the market commentary content produced by the CIO Office / authorized content producers and in line with the defined distribution rules for each commentary.

**People & Talent**
- Provide leadership, coaching, development opportunities and support to the team members by setting SMART objectives, managing performance & identifying / supporting development needs.
- Create, Maintain & Track a "Talent List" and succession plan for all positions.
- Create a work environment where members of the team can feel safe, motivated and empowered to perform their role at their best.

**Risk Management**
- Ensure compliance to controls and governance requirements.

**Governance**
- Uphold high standards of conduct and governance, with a focus on fair client outcomes.
- Ensure adherence to all internal guidelines and regulatory frameworks.

**Regulatory & Business Conduct**
- 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.

**Key stakeholders**
- Group and in-country Wealth Management Heads
- In-country WRB Heads
- Group and in-country Wealth Management Product teams
- Group and in-country Segment teams
- Group and In-country Client Engage