Job Summary
The key job responsibilities will include:
• Discover HNW clients’ legacy planning needs and provide holistic solution
• Provide assistance to wealth planners in the establishment of family trust
• Conduct RM training, coaching and deep-dive to improve RMs’ legacy planning skills
• Support segment team on daily routines, such as vendor onboarding and process streamlining
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 financial planning
• 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)
Skills and Experience
• Understanding Customer Needs
• Market Knowledge
• Digital Transformation
Qualifications
• Education: Bachelor’s degree above
• Languages: English/Chinese
About Standard Chartered
We're a global bank connecting clients to our differentiated network, offering growth opportunities in the world's most dynamic markets. Our strategy, which combines cross-border capabilities and leading wealth management expertise, helps us deliver our purpose - to drive commerce and prosperity through our unique diversity.
Over our 170-year history, and across a unique geographical footprint connecting Asia, Africa and the Middle East to each other and the world, we've built a bank like no other, with diverse capabilities and partnerships that set us apart.
What We Offer
- Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions, and geographies.
- 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 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.
Visit our careers website to learn more about us: www.sc.com/careers.
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