JOB SUMMARY

The purpose of the role as a Portfolio Manager is to manage the Employee Banking Portfolio including managing the EB companies portfolio and tracking sale performance of the EB and PCA team. The role will be responsible for planning, executing, and operationalizing FLIP (Frontline Incentive Programme) scorecards and tactical incentives for PCA (Priority Client Acquisition) and EB (Employee Banking) frontliners. This role requires a strong understanding of retail banking business, accurate data reporting/tracking, and collaboration with various stakeholders to meet business objectives.

Key Responsibilities:
1.    FLIP Scorecards & Tactical Incentives:
•    Plan, execute, and operationalize FLIP scorecards and tactical incentives for PCA and EB frontliners.
•    Conduct back testing and adhere to internal guidelines.
•    Ensure alignment with business objectives and a thorough understanding of the retail banking business.
2.    Data Reporting and Tracking:
•    Ensure accurate and timely data reporting/tracking, including but not limited to:
•    Weekly data tracking of frontliners' performance.
•    Weekly internal sales meetings.
•    Monthly sales meetings with business heads.
•    Quarterly data reporting for scorecard purposes.
•    Quarterly ROI tracking for EB costs.
•    Ad-hoc data requests from stakeholders.
•    Ad-hoc empanelment of new companies for EB.
•    Maintenance and updates towards EB’s portfolio of companies.
•    Maintenance of PCA, EB, and Cash Team FTE updates.

3.   Data Analysis
•     Drive business objectives by analysing trends and gaps.
4.    Scorecard Recognition and Payouts:
•    Collaborate with sales team leaders and members to ensure fair and accurate scorecard recognition and payouts.
•    Manage disputes and provide scorecard briefings.
5.    Stakeholder Collaboration:
•    Work with various stakeholders including Group Affluent, Group EB, Operations, local & overseas SBIM (Strategic Business Information Management), MME (Micro Marketing & Events), Retail Analytics, and Tech.
•    Aim to improve business processes and data accuracy.

Strategy
•    Provide thought leadership on Employee Banking CVP 

Business
•    Drive Employee Banking initiatives to acquire new Clients, and increasing revenue and client stickiness through effective cross sell 

Processes
•    To improve on existing processes for Employee Banking 

People & Talent
•    To exemplify the bank’s valued behaviours

Risk Management
•    To comply with the Bank’s risk policies  

Governance
•    To comply with the Bank’s governance policies

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.
•    Lead to achieve the outcomes set out in the Bank’s Conduct Principles 
•    Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.

Key Stakeholders
•    EB Team Manager , PCA Team Manager 

Our Ideal Candidate

•   5+ years of experience in Data & Reporting 

•   Analytical Skills

•   Scorecard Design

•   Data Management

•   Microsoft Excel

Role Specific Technical Competencies
•    Business Acumen
•    Industry knowledge
•    Planning: Tactical, Strategic
•    Strategic sourcing
•    Customer experience management
•    Effective communication
•    Understanding customer needs

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.

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 www.sc.com/careers