Manager, Processes and Delivery
Standard Chartered
Taipei, Taiwan,
5天前

About Standard Chartered

We are a leading international bank focused on helping people and companies prosper across Asia, Africa and the Middle East.

To us, good performance is about much more than turning a profit. It's about showing how you embody our valued behaviours - do the right thing, better together and never settle - as well as our brand promise, Here for good.

We're committed to promoting equality in the workplace and creating an inclusive and flexible culture - one where everyone can realise their full potential and make a positive contribution to our organisation.

This in turn helps us to provide better support to our broad client base. The Role Responsibilities Wealth Management Processes

  • Improve and simplify Wealth Management sales process to free up RM sales capacity and improve customer experience, without sacrificing effectiveness of control.
  • Leverage best practices from other countries to simplify processes and ensure flawless execution and compliance.
  • Drive the implementation of Wealth Projects on system platforms, risk management, and processes simplification & standardisation, etc.
  • Work closely with Key stakeholders and support functions to formulate, implement and enhance the process in relation to investment products account opening, selling and order taking.
  • Provide briefings or trainings to trainers on process related matter.
  • Implementation of Project and Change Management

  • Execute project and change management across all products in country regularly and consistently to ensure flawless execution and compliance.
  • Monitor and follow through an effective project plan and communication tool, in collaboration with key stakeholders and support functions, to ensure a coherent, seamless delivery of project plan.
  • Monitor, review and Monitor, review and enhance the investment products suitability assessment system to ensure a robust assessment in compliance to group standard and the regulatory guidelines.
  • Work closely with Group Wealth Management for country implementation of group projects.
  • Implementation of Wealth Management Infrastructure and Delivery

  • Coordinate and align Wealth Management systems, platforms and processes to ensure quality and consistency of delivery
  • Identify opportunities for process improvements based on VoC and VoF, and deliver gap resolutions
  • Our Ideal Candidate

    1. Degree holder, preferably 6- 8 years of Banking experience in Wealth Management process and delivery function.

    2. Traits

  • Self-motivated
  • Work well under pressure
  • 3. Proficiencies and Knowledge :

  • Wealth Management
  • Sales policies and procedures
  • Group governance requirements
  • L&C Requirements
  • Audit requirements
  • Local Regulations
  • Operational risks
  • 4.Skills

  • Coordination and execution
  • Collaboration and team work
  • Communication and listening
  • Interpersonal and influencing
  • Negotiation and engagement
  • Project management & Implementation
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