Lead, WRB Change Portfolio Insights

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Overview

Wealth and Retail Banking (WRB) aims to become the leading Cross-Border Affluent Bank and Wealth Manager, through strengthening our Affluent continuum, unlock network value via International Banking, accelerate Private Banking growth, and future proof our business with strong focus on risk, talent, underpinned by scalable digital platform and operational capabilities.

WRB will invest in building client-centric digital wealth and retail journeys that expands our wealth solutions and upgrade advisory capabilities, tailor our international propositions, uplift our ability to drive client upgrades and move along the client continuum, enhance our frontline enablers to support our growth in relationship managers, and strengthen our support functions in line with our growth aspirations.

We are seeking a highly skilled Change Portfolio Insights Lead who is responsible for delivering actionable insights across the digital investment portfolio, with a focus on understanding portfolio health across three key dimensions: outcomes, demand, and supply. These insights directly support strategic planning, resource optimisation, and, and data-driven prioritisation and trade-off decisions across the portfolio. The role also ensures integrity of data by identifying exceptions, highlighting where data quality must be improved, and uncovering where resources may be diverted to less value-generating initiatives. The role requires strong analytical acumen, stakeholder engagement, and the ability to influence senior decision-makers with clear, evidence-based insights.

Strategy

• Shape and drive the insight strategy for digital change portfolio, ensuring alignment with enterprise goals and value realisation frameworks.
• Support the evolution of portfolio insight capabilities to enable more predictive and forward-looking planning decisions.
• Champion a data-driven culture in change investment planning and prioritisation.
• Influence strategic discussions on where to focus investment, reduce waste, or reallocate capacity to drive better outcomes.
• Adopt AI/GenAI to uplift productivity within the Change Delivery and Enablement team, and scale across Digital team where applicable.

Key Responsibilities

• Business: Act as a trusted advisor to senior stakeholders across Technology, Finance, Business, and Change by providing portfolio health insights and decision support.
• Translate data and metrics into business-relevant insights that clarify investment effectiveness, delivery performance, and capacity utilisation.
• Enable transparency of digital investment performance, ensuring alignment between delivery and commercial or strategic business outcomes.
• Highlight where low-value or misaligned demand may be consuming valuable delivery capacity, enabling re-prioritisation where necessary.

Processes

• Partner with Change Enablement and Delivery Leads to develop and maintain robust processes for collecting, validating, and analysing data related to portfolio outcomes, demand, and supply.
• Create and continuously improve insight dashboards, reports, and visualisations that support portfolio governance and executive decision-making.
• Identify and manage data exceptions or quality issues; partner with data owners and delivery teams to improve data accuracy and completeness.
• Establish and evolve measurement frameworks and KPIs to track delivery value and optimise resource allocation.

People & Talent

• Collaborate across business and technology teams to build analytical literacy and understanding of insights tools and frameworks.
• Provide mentorship to analysts and delivery teams in understanding how data translates into strategic planning insights.
• Contribute to a high-performing and collaborative change portfolio management culture, promoting curiosity, integrity, and data excellence.
• Build change management capability across teams, fostering a culture of ownership, agility, and transparency.
• Support talent development by promoting collaboration, learning, and mindset shifts toward value-driven delivery.

Risk Management

• Identify risks related to poor data quality, misaligned investment prioritisation, or inefficient capacity deployment.
• Proactively escalate insight gaps that may hinder effective decision-making or lead to resource misallocation.
• Ensure data privacy and governance standards are met when managing and analysing sensitive investment and resource data.
• Collaborate with risk and control partners where data-related risks intersect with regulatory or operational risk concerns.

Governance

• Support key governance forums (e.g., QPR, Refinement Forums) with insightful reporting and data.
• Maintain clear documentation and audit trails for data sources, definitions, and insights to ensure transparency and repeatability.
• Ensure alignment of insight and reporting standards with enterprise portfolio management and governance frameworks.
• Provide timely and accurate reporting on value realisation, delivery progress, and resource efficiency to enable governance oversight.

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

• WRB Digital Head
• WRB CFO
• WRB CIO
• WRB Digital Change Delivery and Enablement team
• WRB Cost Management team
• WRB Segment and Product Heads
• WRB Cluster Heads
• WRB Portfolio Team
• Group Investment Management team
• Relevant Functions in Risk, Compliance, Finance, Legal & HR
• Programme/Project Accountable Executives and Managers

Education

• Bachelor’s degree in finance, business, economics, or a related field (MBA or equivalent advanced degree preferred).
• Relevant professional qualifications in Data and Analytics (e.g., Power BI, Tableau certifications, VBA, Python scripts) and AI/GenAI

Role Specific Technical Competencies

• Change Governance Standards
• Milestone Tracking
• Benefits Lifecycle Management
• Strong leadership and team management skills with the ability to motivate, mentor, and develop talent
• Strategic mindset, with ability to connect data to business outcomes
• Excellent communication skills, both written and verbal, with the ability to influence and engage stakeholders at all levels
• Excellent connected listening skills to establish strong understanding and trusted relationship with key stakeholders
• Track record of driving cultural change towards value-driven and transparent portfolio governance

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

Some of our roles use assessments to help us understand how suitable you are for the role you’ve applied to. If you are invited to take an assessment, this is great news. It means your application has progressed to an important stage of our recruitment process.

Visit our careers website

Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Business Development and Sales

Industries

• Banking

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