BPM, Banks %26 Broker Dealers

BPM, Banks %26 Broker Dealers

Standard Chartered
Not Specified
Not Specified

Job Description



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 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.

The Role Responsibilities

The Business Planning Manager will be responsible to support the Global Head of Strategic Investors Group (&ldquoSIG), Client Coverage in driving business performance and results through: 1) Business reviews & sales enablement, 2) Client portfolio management and proposition, 3) People agenda and frontline communication, 4) Business strategy execution and project management. The Business Planning Manager will work closely with the Segment Client Coverage, Finance, HR, CABM and COO teams as well as the other global Business Development teams. The role is inherently varied and reflects the changing demands and responsibilities of the Global Head, SIG Client Coverage.
Business Performance

  • Work with Finance to track and review periodically the delivery of agreed business performance and cost targets to budget (e.g., revenue, RoRWA, RWA, costs), including metrics which are material and relevant for Client Coverage scorecard (e.g., TB asset utilisation vs. NIM, etc). Identify risks and opportunities to delivering the targeted business performance.

  • Lead preparation for Client Coverage (monthly) business reviews, as well other regular updates.

  • Manage Client Coverage cost budgets and cost centres in close coordination and with the support from HR and Finance.

  • Review and track frontline productivity using a standardised approach. Identify areas for improvement.

  • Work with CPM/finance on defining, driving and tracking Sub-Optimal reduction plans.

  • Support renewal of Credit Underwriting Principles along with FI segment heads and FI Risk (sub-segment/segment as appropriate)


Client Portfolio Management and Client Engagement

  • Coordinate client onboarding requests with FI segment head and act as approver for new client ID creation.

  • Review and assess client off-boarding driving the client tail management process for the segment

  • Review and track the delivery of CCIB differentiated client proposition for Platinum and Gold tier clients (prioritised onboarding, credit turnaround times, client services, etc).

  • Work with global CCIB Marketing teams to define/ execute/ track the marketing and client engagement plans for the business (content, events). Create, maintain, and coordinate a calendar of senior client engagements Ensure the effective distribution of marketing materials and communications to Bankers, for further distribution to clients

  • Work with FI segment heads for handling of material complaints.


Business Strategy and Project Management

  • Support the definition, tracking and delivery of Segment go-to-market strategy and execution plan (what types of client segments / sectors should we be focusing on in which market): coordinate strategy formulation, translate into segment initiatives, and track initiatives.

  • Organise annual or ad hoc strategy days to ensure close communication and alignment between Client Coverage, products, and functional teams.

  • Support the preparation of the annual Segment Corporate Plan.

  • Support and represent the segment for the execution and tracking of business-related Client Coverage group or local projects (e.g., operating model changes/ restructuring, RWA optimisation, remediation efforts, Client Central launch).


Sales Planning and Enablement

  • Manage regular pipeline meetings (materials, actions and notes). Work with CCIB Business Development teams on producing accurate business pipelines, financial forecasts and performance dashboards for the segment.

  • Oversee Account Plan regular updates and quality. Review Platinum and Gold client lists on a regular basis in conjunction with Segment heads to ensure effective coverage and tracking against objectives: key commercial opportunities, C-suite engagement and realisation of financial aspirations.

  • Ensure accurate wallet share information are available for Platinum and Gold clients in the segment (based on Coalition), steer frontline to use this information as part of their account plans.

  • Support the segment in the deployment and adoption of global CRM tools and sales analytics.

  • Manage/support/ approve CRM static data maintenance (e.g., change in client segment, client group tagging, RM changes and group creation).


People agenda and Communication

  • Support the segment in delivering against HR objectives and initiatives: Diversity and Inclusion targets, high-performing culture, succession planning, people forum, etc.

  • Work with CCIB Business Development team on RM scorecards, including design, target setting/ uploading, handling/escalating RM inquiries/ questions regarding scorecard issues. Ensure a transparent correlation between bonus and scorecard scores across the segment.

  • Support the annual P3 process (compensation, bonus, promotions, Certified Person reviews).

  • Work with HR to track headcount and review periodically the consistent use of Job Families.

  • Ensure effective communication of key business messages to Client Coverage frontline (incl. key changes impacting clients, RMs and the broader client teams).

  • Contribute and ensure participation of the segment Client Coverage frontline to Global initiatives (townhalls, forums, surveys, etc).


Risk & Control

  • Review/ Support preparation of papers for submissions to various Risk forums/ committees and Risk reviews and attend forums when required

  • Support the tracking of issues and concerns across the Client Coverage Process Universe.

  • Help to develop and manage the segment Conduct Plan, ensure all the actions are executed in timely manner, review monthly supervisory dashboards for conduct flags, attend the Conduct forum.

  • Assist with other segment risk-related matters

  • Support regulatory requirements and initiatives


Administrative / Delegation support

  • Manage segment Client Coverage Management Team meetings (agenda, actions, and notes).

  • Ensure business heads have the required sources of authority and delegations

  • Execute on any required approvals as per the authority delegated from the Segment Head.

  • Act as delegate for Segment Head for committees as needed.


Key Stakeholders

  • Business Planning Manager, Global Financial Institutions

  • SIG, FI, CC and CCIB Management Teams

  • Other Regional and Segment Business Planning Managers

  • Client Coverage frontline staff

  • CCIB Business Development teams

  • Functions (HR, Finance, Legal, Risk, Compliance, Risk & Control, IMO, etc)



Our Ideal Candidate


  • Minimum bachelor&rsquos degree in Banking, Finance or quantitative field is preferred


  • 8 + years experience in banking or another financial companies

  • High working knowledge and experience working with large data sets and providing summary analysis with excel, PowerPoint, VBA and Tableau is essential. Experiences in additional analytical tools (e.g. SAS, R) is a plus but not necessary.

  • Strong execution capability, high discipline with excellent project management skills

  • Strong team orientation. Ability to work effectively in cross-cultural, cross-geographical, matrix environment

  • High level of responsiveness, sense of urgency ability to operate in a highly pressurised & dynamic environment

  • Strong drive for results, ability to plan, track and follow through

  • Flexibility and responsiveness in order to handle changing priorities and urgent requests from senior management.

  • Maintain discretion in dealing with highly confidential information.


Role Specific Technical Competencies

  • Manage Conduct

  • Risk Management and Internal Controls

  • Manage People

  • Business - Strategy and Model

  • Business - Market Knowledge

  • Business - Products and Processes

  • Financial Balance Sheet Management

  • Sales Prospecting

  • Sales - Account Planning

  • Sales - Client Pitching

  • Sales - Relationship Management



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Job Details

Job Source : scb.taleo.net

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