RESPONSIBILITIES
Strategy
- Assist in implementing the insurance referral proposition across PvB regions, working with brokers and in-house Insurance Specialists (IS).
- Partner with market heads to understand market priorities and ensure the alignment of activities with overall business planning.
- Enable legacy planning activities through client seminars, team sessions, and new market opportunities.
- Oversee insurance referral processes for PvB RMs, ensuring compliance with regional and global standards.
Business
- Assist in creating and implementing processes for reporting and tracking the effectiveness of insurance referral activities.
- Ensure that all processes and transactions are compliant with internal policies, regulatory requirements, and global standards.
- Act as a key contributor to managing insurance referral related complaints, handling business performance reviews, and reporting relevant trends to senior management.
- Work with the Lead of Legacy Planning to uplift the legacy planning referral activities and ensure proper resource allocation and budget management across regions.
- Support the Lead of Legacy Planning in ensuring that all revenue from insurance-related activities is accurately attributed and reported.
- Collaborate with PvB teams to deliver training and onboarding programs for RMs and other stakeholders to enhance their understanding of insurance referral related processes.
Processes
- Demonstrable experience in HNW insurance or Private Banking with expertise in legacy planning and insurance referral processes.
- Strong knowledge of financial markets, insurance products, and tax or regulatory requirements that impact the insurance referral business.
- Experience in managing stakeholder relationships and driving business development through strategic broker engagement.
- Strong people management, coaching, and mentoring skills to support the growth and development of the team.
- Excellent communication, presentation, and reporting skills.
- Strong risk management capabilities, with the ability to ensure compliance with business guidelines.
People & Talent
- Act as a mentor to junior team members, offering support in professional development and technical skills related to legacy planning.
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.
- Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
- Lead to achieve the outcomes set out in the Bank’s Conduct Principles
Our Ideal Candidate
- University Graduate
- 8+ years of experience in insurance or private banking with expertise in legacy planning and insurance referral processes
- Fluency in Business Communications is an advantage.
Role Specific Technical Competencies
- Knowledge of financial markets and HNW insurance products
- People management and coaching skills
- Communication and presentation skills
- All business guidelines and compliance issues
- Capabilities in growing the business for a team
- Risk management capabilities
About Standard Chartered
We're an international bank, nimble enough to act, big enough for impact. For more than 170 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
- 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
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 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.
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
