Standard Chartered is hiring a Portfolio Manager skilled in investment advisory, relationship management, and portfolio optimization.
Job Summary
This
role is responsible for driving product and portfolio growth through designing
effective product programs, driving digital sales and alignment with portfolio
and product teams to drive growth in Wealth and Retail Business Banking. Key
for this role will be to drive growth across retail products through the use of
digital engagement and targeted portfolio campaigns.
Key Responsibilities
Strategy
- Liaise with Product and Portfolio Managers to develop effective
programmes that support the growth of Wealth & Retail Banking (WRB).
- Drive cross-sell of other banking products through coordinated
campaigns, appropriate Campaign Request Templates, call scripts, and
frontline engagement.
- Support Product Managers in growing End Net Receivables and Deposits
by identifying opportunities and developing executable actions.
- Support the development of an Affluent Proposition that strengthens
our wealth solutions and reinforces our market leadership.
- Liase with Card Product & Portfolio Managers to build robust
spend programs leveraging on data, partnerships and strong propensity
models.
- Execute the Affluent strategy by spearheading Segment initiatives in
close collaboration with stakeholders across Client Relationship,
Marketing, Compliance, and Risk.
- Work closely with Product Managers to understand the competitive
landscape and market share, and identify prospective partners who can
address customer needs and accelerate growth.
- Design relevant campaigns to support frontline performance, enable
teams to meet and exceed targets, monitor and track campaign performance,
and apply learnings to future campaigns while sharing best practices.
- Liaise with Group and Regional teams on digital sales initiatives.
Business
- Ensure appropriate targets are set for all digital marketing
activities, and ensure that there are processes in place to track these
processes (i.e., in collaboration with the Data & Analytics team)
- Work with Segment/Product, Voice & Virtual teams to provide
insights on needs and behaviours of key customer deciles, to inform their
strategies
- Support the development of segment offers/leaders, and implement
integrated campaigns; ensure on-time, on-budget delivery of campaigns
across multiple digital channels and media
- Propose improvements to encourage higher levels of engagement from
our audience and working on getting targeted product offers
- Identify, assess, and support partnership opportunities contributing
to Affluent Banking business strategy – identification of business models,
innovation opportunities, strategic alignment and go to market plans.
- Close monitoring and analysis on competitor landscape and market
share.
Processes
- Work closely with product managers and client experience to deliver
Straight Through Processing processes in support of driving excellence on
our affluent experience.
- Identify areas for process improvement and recommend ways to
increase functional effectiveness and improved operational efficiencies.
- Strategize with cross-functional teams on the design, execution, and
measurement of partnership programs, campaigns, and events to drive
partner-influenced opportunities and drive the growth of Affluent.
People
& Talent
- Lead through example and build the appropriate culture and
values. Set appropriate tone and expectations from the team and work
in collaboration with risk and control partners.
- Risk Management
- Provide leadership around Risk Management, both reputational and
operational to ensure they are proactively identified and mitigated in
country and all issues are timely reported/escalated in line with Group
and local policies and procedures.
- Coach and manage the team in these matters and ensure they are
adequately trained in and cognisant of regulatory, reputational, and
ethical risks.
- Governance
- Compliance with external and internal regulations/policies on
Operations, Credit, Reputational and People Risk.
- The implementation of Risk Type Global policies across the Cluster,
and as appropriate, the maintenance of Business Policy/ Country addendum.
- Ensure that risk assurance processes are in place across the Cluster
to provide evidence of proactive risk management of the Risk Type and
compliance with policy.
- Ensure that the Risk Type is properly represented at the relevant
Business/ Country Risk Committees.
- Ensure that Risk Management responsibilities and processes for the
Risk Type are properly communicated across the Business/ Country to all
staff impact.
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.
- Support the Affluent and Wealth team to achieve the outcomes set out
in the Bank’s Conduct Principles: Fair Outcomes for Clients; Effective
Financial Markets; Financial Crime Compliance; The Right Environment.
- Effectively and collaboratively identify, escalate, mitigate and
resolve risk, conduct and compliance matters.
- Embed the Group’s Values and Group Code of Conduct to ensure
adherence with the highest standards of ethics. Comply with relevant
policies, processes and regulations, as part of the culture.
Key
stakeholders
- Head, Affluent and Wealth Management
- Head, Client Relationships
- All Product Managers
- Portfolio Managers
- Head, Client Experience
- WRB Operations
Other
Responsibilities
- Embed Here for good and Group’s brand and values in Kenya Perform
other responsibilities assigned under Group, Country, Business or
Functional policies and procedures; Multiple functions (double hats);
[List all responsibilities associated with the role]
Skills
and Experience
- Data Analytics
- Client Value Proposition Understanding/ Experience
- Strategy thinking and Development
- Portfolio management
- Business Improvement
- Digital sales
- Problem solving
Qualification
- A qualification degree in related field in finance, banking,
accounting, strategic management.
How to Apply
