Job Summary

The key job responsibilities will include:
•    Discover PP client's legacy planning needs and provide holistic solution including family trust referral and consultation service;
•    Deliver customer seminar;
•    Conduct RM training, coaching and deep dive to enhance RM's legacy planning capability;
•    Support segment team on daily routines

Key Responsibilities

Strategy

•    Support segment team on Priority Private CVP planning and onboarding.                                       
•    Enhance and refine the wealth financial planning model to meet client’s financial needs, especially legacy planning needs 
•    Collaborate with RMs to fulfil PP client’s legacy planning needs 

Business

•    Deliver customer seminar to raise client awareness of legacy planning 
•    Conduct RM training, coaching and deep dive to equip RM with sophisticated knowledge on financialplanning                                                                                                                                              
•    Collaborate with Relationship Manager in deepening and growing client relationships through identifying client’s needs and presenting relevant solutions to clients.                                             
•    Offer clients customized solution that meet their needs and risk profile 
•    Support distribution team to roll out family trust referral and consultation service                                              
•    Maintain a high level of expertise by working closely with internal and external product providers and partners                                                                                                                                                            

Processes

•    Work closely with internal and external stakeholders to execute end to end process of family trust referral and consultation service, including but not limited to referral form sign off, family trust account set up, investment instruction hand over and ongoing maintenance. 

Risk Management

•    Perform job duties with diligence, contribute to efforts as an individual or as a team member so as to avoid any actual or potential legal sanctions, regulatory penalties, material financial loss, or adverse reputational impact on the Bank;                                                                                                                          
•    Be responsible for failure to follow relevant rules and processes, failure to properly perform the responsibilities, and implement corrections;                                                                                                         
•    Cooperate with any investigations or reviews on regulatory failure such as accountability review;                     
•    Properly perform the duties on management and ensure the effectiveness of internal control;              
•    Be responsible for regulatory failure or risks arising from or in connection of the event over which the employee has the duties of management and/or leadership;                                                                               
•    Be responsible for significant losses due to failure of effectiveness of internal control; 

Governance

•    Understand, acknowledge and comply with the requirements on individual accountabilities and responsibilities of the job set out in applicable local laws and regulations as well as SCB internal policies;        
•    Effectively ensure and intensify internal controls by keeping abreast with developments of applicable local laws and regulations on accountabilities;

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

•    Distribution Team/Product Team/Second Line of Defence/External Partners

Other Responsibilities
•    Embed Here for good and Group’s brand and values in China/WRB/Affluent/Segment. Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures; Multiple functions (double hats)

Qualifications

•    Education: Bachelor’s Degree Above
•    Languages: English/Chinese 

Skills and Experience

•    Understanding Customer Needs
•    Market Knowledge
•    Digital Transformation 

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.