Manager, Wealth Client Engagement

Overview

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Job Summary

The Wealth Solutions Client Engagement team is a key function within Wealth Solutions (WRB), responsible for the marketing of our wealth management capabilities to our clients across client segments. The team drives impactful marketing content, ideas and provide insights that help strengthen client relationships and drive business growth across both online and offline channels, ensuring a unified and consistent brand presence underpinned by our brand promise of being a trusted wealth advisor.

The candidate should be detail-oriented and proactive, providing support to the team in conducting data driven analysis and facilitate effective decision making. Reporting to the Head of Client Engagement, Wealth Solutions Singapore, this role will help the team in further driving the wealth agenda, supporting the country wealth solutions business in delivering sustainable performance against financial and non-financial goals; run all administrative and strategic agendas for the team. There will be exposure to collaborate across a wide spectrum of stakeholders, from internal wealth product teams to Digital Sales/Marketing, Global Content Management, Global CIO, Technology, event consultants, Analytics and Legal and Compliance teams.

Responsibilities Strategy

• Promote analytics data driven decision making processes across multiple products/segment portfolios by identifying key data sources/stakeholders and where needed gather and built an internal repository where required.
• Drive for a differentiated and consistent client experience across the Wealth & Retail Banking client segments.
• Focused on client onboarding, engagement, and execution of initiatives that deepen client relationships.
• Support the execution of wealth client engagement campaigns, events, and client communications through an omni channel approach (PNs, eDMs, YouTube, Facebook, TikTok, Google, other social media platforms)
• Track client engagement metrics and recommend initiatives to increase market share and target opportunities.
• Analyse client feedback and propose service enhancements.

Business

• Support key business decision making by delivering relevant and value added strategic and tactical analytics. Ensure insights are actioned through marketing, segment and product area initiatives.
• Supervise daily, weekly, monthly performance data gathering distribution to various stakeholders / committees.
• Ensure analytics models are fine-tuned to produce accurate output, working closely with our analytics (RA) stakeholders.
• Support Financial tracking and forecasting processes across all digital sales/marketing initiatives.
• Assist in regular campaign and use-case campaign prioritisation activities, with an aim to achieve maximum effectiveness for the team.
• Handle client service escalations, ensuring prompt resolution in collaboration with relevant teams.

Processes

• Coordinate with frontline (Relationship Managers, Specialists) to deliver client engagement activities on in-person events and online engagement.
• Actively partner product and digital teams to ensure a smooth client onboarding journey, meeting all regulatory and compliance standards.
• Participate the bank wide workgroups, to ensure that the latest technologies are utilised in an effective manner.

People & Talent

• Be a role model by displaying behaviours that encourage transparency and productive working relationships, builds a strong performance culture grounded on shared values.

Risk Management

• Ensure that all marketing content sent to clients adhere to internal policies and in-country regulations and marketing guidelines.
• Assist the team in being risk-aware and on a lookout for any potential regulatory or governance gaps.
• Help Identify any weakness across the end-to-end process being undertaken by the team.
• Ensure that market relevant and time sensitive content is delivered to clients within an appropriate timeframe.
• Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.

Governance

• Maintain adherence to governance, risk, and compliance standards.
• Maintain awareness and understanding of the regulatory framework in which the Group operates, and the regulatory requirements and expectations relevant to the role.
• Partner the Retail Analytics team to achieve the outcomes set out in the Bank’s Conduct Principles: Fair Outcomes for Clients; Financial Crime Prevention; The Right Environment, particular where there is use of AI.

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.
• Lead to achieve the outcomes set out in the Bank’s Conduct Principles

Key Stakeholders

• Singapore Wealth Solutions Product teams, including Top Team members
• Singapore WRB MT
• Group Wealth Client Engagement
• Group CIO team
• Country Brand & Marketing, Digital, Digital Marketing and Digital Sales teams
• Group and Country Data Analytics (RA) teams
• Country Segment team
• Digital Sales & Marketing working group
• Group Digital/Journey/Hive/Content teams
• Technology
• Operations
• Finance
• COO
• Legal & Compliance

Our Ideal Candidate

• Relevant Degree or Diploma with 5 plus years experience in Banking.
• Comfortable in Data analytics.
• Experience in wealth management products would be advantageous.
• Experience in Capital Markets product is preferred.
• Experience in Marketing, events management and/or Digital media would be advantageous

Role Specific Technical Competencies

• Data Analytics
• Digital content and social media management
• Wealth Management – Products – MI
• Wealth Management – Products – CMPS
• Wealth Management – Products – BANCA

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. 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.

Recruitment Assessments

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