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Senior Associate role at Standard Chartered Taipei, focused on client value propositions and portfolio management for affluent clients.
Lead strategy development, deepen priority client relationships, manage portfolio quality, and drive risk mitigation in a dynamic banking environment.
Job Information
Title: Associate, Client Value Proposition & Management Location: Taipei, TWN Description: Job Description Apply now Requisition Number: 57651 Job Location: Taipei, TWN Global Grade: Band 7 Work Type: Office Working Employment Type: Permanent Posting Start Date: 19/07/2026 Posting End Date: 31/08/2026 Job Description:
Job Summary
• Affluent RM client portfolio management and monitoring and guideline. Ride on the HNW application and Priority Private Center, gradually to push the PP client to senior RM and build the KPI from portfolio management perspective.
Key Responsibilities
• Design compelling CVP to differentiate SCB from the Affluent banking market • Design and implementing strategies to activate, build balance and deepen Priority client & Priority Private client relationships as well as uplifting overall portfolio quality (to increase qualified client) • Focus on Priority Private / Priority client NTS upgrade. • Support Priority Private Centre related tasks. Customer Value Proposition management • Design compelling CVP to differentiate SCB from the Affluent banking market • Implement CVP into Acquisition & Portfolio campaign to provide best in class to our customers. • Ensure effective marketing collateral and documentations in line with SCB Priority Banking’s positioning and branding. Client Acquisition • Coordinate with & give support to Client Acquisition Team for quality client acquisition. • Formulate & implement on boarding engagement for NTB clients for early relationship deepening & product penetration • Identify strategic alliance opportunities for leads acquisition Portfolio Management • Formulate & activating deepening strategies with sub-segmentation analysis • Design and implementing strategies to activate, build balance and deepen Priority client relationships as well as uplifting overall portfolio quality • Manage portfolio movement on Upgrade/Downgrade, Unqualified to Qualified, attrition, and closely work with Client Relationships & other channel team to ensure effectiveness Leads Management • Manage the overall leads management framework with customer segmentation to achieve segment & business goals • Design leads with analytic models for localized campaigns for client deepening • Enable effective execution of leads by coordinating with WM on advisory content as well as Product & Sales Teams • Track and analyze lead conversion rate to understand key drivers of success rate and to improve campaign effectiveness Strategy • Affluent RM client portfolio management and monitoring and guideline. Ride on the HNW application and Priority Private Center, gradually to push the PP client to senior RM and build the KPI from portfolio management perspective. Business • Affluent segment (PP/PB) as assigned. Processes • Segment CVP, Affluent clients review and leads management (including segment CVP design , promotion & campaign , system enhancement , frontline communication , client engagement & communication). Risk Management • Execution responsibility for process & client related risk management and reputational risks to the Group. Key stakeholders • Product, Segment, Credit Policy, CI, MO, Ops, Legal, Compliance, BRM, OR, Finance, Branch, Sales and Effectiveness, HR etc.
Qualifications
• Education college above • Languages Chinese, English
Skills and Experience
• Data and client portfolio analysis • Program promotion, frontline engagement, client engagement and communication • Client journey process and system enhancement
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.
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Job Skills
Key Skills Strategic Alliances Customer Account Management Customer Relationship Management Customer Value Proposition Business Development Relevant Skills Elearning Risk Management Analytical Thinking Coordination Skills Chinese Self Motivation Sales Promotion Mental Health Brand Management Knowledge of Finance Sales Innovation Geography Continuous Training Knowledge of Campaigns Market Segmentation Communication Skills Consulting Key Performance Indicators Perseverance Credit Management Conversion Marketing Portfolio Management Banking Services English Assertiveness