The Role Responsibilities
Strategy
- Focus on delivery of MF value proposition and strengthen asset growth from customer value angle.
- Extend on-shelf products to diversify portfolio and enrich product lines to increase market competitiveness.
- Identify product value for different business line or customer segment and coordinate with business partner to expand market share.
- Simplify MF process to satisfy client journey to have user friendly proposition compared with other banks.
- Comply regulation & governance and seek business opportunity
Business
- To achieve MF budget and KPI.
- Build up business plan and provide target setting to promote sales performance and strengthen client relationship.
- Increase client penetration by segment deepening/ broadening and portfolio analysis.
- Increase digital channel penetration and revenue for MF product.
- Simplify process via system enhancement to make sales process efficient and uplift business capacity.
- Co-work with stakeholders to uplift sales & product specialists’ productivity and leveraged by scorecard mechanism and resource.
- Obey regulation & policy to have risk control and improve contract terms with business partners.
Processes
- Excellent knowledge of MF products & processes.
- Simplification by automatic process.
- Efficient implement according to regulation change/ group governance.
Risk Management
- Deliver relevant data and information in timely manner.
- Pass audit/FEB with no significant finding.
Governance
- Ensure appropriate operational procedures in place to uphold and monitor activities to ensure compliance with the policies and standards.
Key stakeholders
- Country WM management & WM team
- Country Affluent teams.
- Country Retail Analytics & Sales Performance Management team
- Country Client Centre and Digital team
- Country Segments team
- Country Marketing team
- Country Support Functions, e.g. Legal and Compliance, WMO, Audit, Finance, ITO and HR
- Group Fund team & Project team
Our Ideal Candidate
- 5 Year Experience on Mutual Fund or Related Products
- Education: Bachelor or Master
- Licenses: Trust License
- Languages: English, Taiwanese and Mandarin
Role Specific Technical Competencies
- Addressing Customer Needs
- Customer Experience Management
- Effective Communication
- Problem solving
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.
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
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