Verified Job
Accounting - Finance
Digital Wealth Manager
Accounting - Finance
#320737
Remote / WFH
Job Description
Roles and Responsibility
Job Summary
• The Digital Wealth Specialist position is a role in the Wealth Management team and plays a pivotal role in driving Standard Chartered Bank's Wealth proposition and strategy.
• The role entails providing financial solutions to meet investment needs of SCB customers and ensure best in class relationship management and customer experience to become their banking partner of choice.
• The role bearer is responsible for Wealth account activation of existing bank clients along with wealth deepening.
• As a Digital Wealth Specialist, you would be required to continuously understand the evolving customer wealth preferences, market trends and identify new opportunities for growth of your client's portfolio. The role requires you to collaborate seamlessly across teams at SCB to offer superior service and ensure a quick turnaround time for all customer queries regarding their investment requirements.
• Our ideal candidate will be trusted to dive right in take the lead, use initiative, and help build Standard Chartered Bank's Wealth Services as a preferred choice.
• Expand and develop customer base by onboarding new wealth customers through phone assistance
• Identifying potential active Investment clients and deepening their relationship by enhancing their wealth portfolio
• Should be able to answer customer queries on choosing SCB for their investment needs & build customer trust to drive long term relationship with the bank
• Nurture the current customer relationships while maintaining the quality of the portfolio
• Ability to multi-task and work within timeliness
• Focused towards achieving results and meeting targets
• Managing client feedback effectively through continuous monitoring of call records for follow ups, activation, enhancement of portfolio
• Evaluate competitor strategies and use the learnings to enhance their pitch/retention/portfolio growth process to customers
• Thorough monitoring of accounts and ability to identify opportunities to activate/enhance customer portfolios
• Adherence to strict KYC/AML requirements.
• MIS reporting to track progress and target achievement
Strategy
• Growth in Wealth Activation & Deepening
Business
• Expand and develop customer base by onboarding new wealth customers through phone assistance
Processes
• Identifying potential active Investment clients and deepening their relationship by enhancing their wealth portfolio
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 the [country / business unit / function/[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.
Our Ideal Candidate
• Bachelor's/University degree or equivalent experience
Role Specific Technical Competencies
• NISM /AMFI certification
• 5-7 years' experience in relationship management or handling client calls
• Knowledge of Mutual Funds & Insurance is must, FX is a plus
• Prior experience of working in Investments/Wealth category
• Demonstrated ability to work well in teams and collaborate
• Excellent verbal and written communication skills
• Strong analytical/problem solving skills
• Good with excel and MIS reporting
About Standard Chartered
We're an international bank, nimble enough to act, big enough for impact. For more than 160 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
• Be better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term
• 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, parental/maternity (20 weeks), sabbatical (12 weeks 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
Job Summary
• The Digital Wealth Specialist position is a role in the Wealth Management team and plays a pivotal role in driving Standard Chartered Bank's Wealth proposition and strategy.
• The role entails providing financial solutions to meet investment needs of SCB customers and ensure best in class relationship management and customer experience to become their banking partner of choice.
• The role bearer is responsible for Wealth account activation of existing bank clients along with wealth deepening.
• As a Digital Wealth Specialist, you would be required to continuously understand the evolving customer wealth preferences, market trends and identify new opportunities for growth of your client's portfolio. The role requires you to collaborate seamlessly across teams at SCB to offer superior service and ensure a quick turnaround time for all customer queries regarding their investment requirements.
• Our ideal candidate will be trusted to dive right in take the lead, use initiative, and help build Standard Chartered Bank's Wealth Services as a preferred choice.
• Expand and develop customer base by onboarding new wealth customers through phone assistance
• Identifying potential active Investment clients and deepening their relationship by enhancing their wealth portfolio
• Should be able to answer customer queries on choosing SCB for their investment needs & build customer trust to drive long term relationship with the bank
• Nurture the current customer relationships while maintaining the quality of the portfolio
• Ability to multi-task and work within timeliness
• Focused towards achieving results and meeting targets
• Managing client feedback effectively through continuous monitoring of call records for follow ups, activation, enhancement of portfolio
• Evaluate competitor strategies and use the learnings to enhance their pitch/retention/portfolio growth process to customers
• Thorough monitoring of accounts and ability to identify opportunities to activate/enhance customer portfolios
• Adherence to strict KYC/AML requirements.
• MIS reporting to track progress and target achievement
Strategy
• Growth in Wealth Activation & Deepening
Business
• Expand and develop customer base by onboarding new wealth customers through phone assistance
Processes
• Identifying potential active Investment clients and deepening their relationship by enhancing their wealth portfolio
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 the [country / business unit / function/[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.
Our Ideal Candidate
• Bachelor's/University degree or equivalent experience
Role Specific Technical Competencies
• NISM /AMFI certification
• 5-7 years' experience in relationship management or handling client calls
• Knowledge of Mutual Funds & Insurance is must, FX is a plus
• Prior experience of working in Investments/Wealth category
• Demonstrated ability to work well in teams and collaborate
• Excellent verbal and written communication skills
• Strong analytical/problem solving skills
• Good with excel and MIS reporting
About Standard Chartered
We're an international bank, nimble enough to act, big enough for impact. For more than 160 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
• Be better together, we can be ourselves, be inclusive, see more good in others, and work collectively to build for the long term
• 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, parental/maternity (20 weeks), sabbatical (12 weeks 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
