Associate Director, Affluent Segment

Job Summary The role involves strengthening the affluent client value proposition, delivering compelling proof points and building a differentiated affluent segment offering. The role also works on improving client metrics in affluent segment. On managed investments, the role involves working closely with fund houses to review and strengthen the investment product suite and driving client engagement through enhanced product offerings. Responsibilities Strategy Strengthen the affluent client value proposition to improve acquisition and client portfolio metrics and grow wallet share. Work with alliance partners / concierge / solution providers and product stakeholders to build a differentiated, high-quality proposition that drives client acquisition, adoption and portfolio growth Track adoption and usage of CVP enablers, monitor associated growth in portfolio metrics such as FUM qualification, wealth activation, NTB acquisition and quality Enhance the Managed Investments product portfolio for Affluent clients Align investment product strategies with the broader goals of Private, NR, and Priority Banking segments Business Ensure the Client Value Proposition is up to market standards and establish the proposition cost-benefit ratio. Align CVP offerings to drive portfolio quality: FUM qualification, wealth activation and net new money. Collaborate with AMCs to review and introduce competitive investment products Drive initiatives to improve FUM Qualification and Wealth Penetration Key Responsibilities Processes Oversee product management processes from conceptualization to launch, ensuring seamless execution Ensure regulatory compliance and streamline operational procedures for investment product offerings Implement efficient processes for tracking client engagement and product performance People & Talent Work with cross-functional teams including wealth sales, L&C, AMC partners to drive product adoption Provide training and support to frontline teams on investment products and client value proposition Risk Management Identify and mitigate risks associated with investment products and affluent segment strategies Ensure adherence to regulatory standards and internal risk frameworks Monitor market trends and client feedback to proactively address potential risks Governance Maintain robust governance practices in the product management lifecycle Regularly review investment product offerings to ensure alignment with client needs and regulatory requirements Report product performance and risk metrics to senior management and relevant stakeholders Skills And Experience Regulatory & Business Conduct Display exemplary conduct and live by the Groups 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 Affluent Segment and Investment Products to achieve the outcomes set out in the Banks Conduct Principles. Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters. Key stakeholders AMC Partners Alliance and Concierge Partners Country & Group Legal, Compliance WM COO Country & Group BRM Teams Group Segments Qualifications Office Suite About Standard Chartered Were an international bank, nimble enough to act, big enough for impact. For more than 170 years, weve 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 youre 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 cant 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, youll 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 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.,

Key Skills

• Product Management
• Investment Products
• Regulatory Compliance
• Risk Management
• Client Value Proposition
• Governance Practices

• Standard Chartered India
• All India
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Standard Chartered India