Associate Director, Business Planning Manager, PvB

Job Summary

PvB Business Manager (Client Acquisition and Management)

This role is responsible for defining and managing the business referral ecosystem, ensuring a seamless client experience for walk-in and cross-business referred prospects, and providing critical data analysis to support strategic decision-making by senior management. This position also manages the Business Travel framework for the Frontline staff, together with relevant tracking and reporting. In addition, this role will also perform day to day data analysis, prepare presentations for management discussion and manages monthly management meetings.

Key Responsibilities

Strategy

•    Establish and maintain a robust system to track, log, and monitor all internal referrals between departments (e.g., Wealth Management, Retail Banking, Corporate Banking,etc).
•    Act as the central point of contact for referral-related queries, ensuring clarity and follow-through on all handoffs.
•    Generate regular reports on referral volume, conversion rates, and pipeline value, providing insights to optimize the referral process.
•    Work with department heads to identify and eliminate bottlenecks in the referral workflow.
•    Provide regular analysis on the referrals trend, and derive strategies to improve the business using the different referral schemes. 

Business
•    Serve as the primary coordinator for high-value walk-in clients, ensuring they are promptly and appropriately allocated to Relationship Managers or product specialists.
•    Define and implement a tracking mechanism to monitor the progress of each walk-in lead from initial contact through to account activation and beyond.
•    Conduct regular follow-ups with respective managers to ensure client needs are being met in a timely manner and no opportunity is lost.
•    Prepare pre-read materials, agendas, and presentations for the Regional Head's key meetings. Attend meetings, capture minutes, and track action items to completion.

Processes
•    Interface with all support areas on issues resolution and organization improvement.
•    Proactively identify, troubleshoot, and resolve day-to-day operational issues and escalations, ensuring minimal disruption to the business.
•    Analyze existing processes and workflows to identify inefficiencies and areas for improvement.
•    Develop and implement practical solutions and process improvements to enhance productivity, control, and client service.
•    Conduct ad-hoc strategic analysis and deep dives into specific business issues as requested by the Regional Head.
Data Consolidation, Analysis & Reporting
•    Consolidate data from multiple sources (sales reports, financial statements) to prepare accurate and timely management reports for the Head of Business Management.
•    Develop and maintain dashboards for key performance indicators (KPIs) such as sales productivity, client acquisition costs, and revenue per client.
•    Perform preliminary analysis to identify trends, anomalies, and areas of opportunity or risk.
•    Support the Manager with data-driven presentations for business reviews and strategic planning sessions.

Risk Management
•    Resolve issues pertaining to client on-boarding, compliance, infrastructure and AML.
•    Follow up on audit, training, complaints, and ad-hoc administrative issues.
•    Work with businesses to define process and procedure gaps.
•    Providing on-going support to the market on ad-hac requests.
•    Work closely with other business support units to address business requirements and priorities.  Maximize the alignment between front and back functions.
•    Work in close partnership with control functions to ensure the control is in place and the market activities are aligned with the local regulatory and corporate governance requirements

Governance 
•    Coordinate Front Office feedback and specify business requirements.
•    Improve organizational effectiveness and resources efficiency by coordinating resources.
•    Initiate, lead and /or participate in change initiatives and their subsequent implementation.
•    Interface with all support areas on issues resolution and organization improvement .

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.

Key stakeholders

•    Management – Regional Head, Global Heads, Market Heads, and Front Line Managements
•    Product Specialists and dedicated function partners
•    Relevant Front Office colleagues

Sales Management

•    Work with Sales Management team in providing analysis 
•    Product Specialists and dedicated function partners
•    Relevant Front Office colleagues

Skills and Experience

•    Bachelor’s degree in Business Administration, Finance, Economics, or a related field.
•    4-8 years of relevant experience in a business management or analyst role within private banking, wealth management, or a related financial services environment.
•    Proven experience in tracking sales pipelines, managing referrals, or coordinating client onboarding processes.
•    Highly organized with the ability to manage multiple priorities in a fast-paced environment.
•    Exceptional written and verbal communication skills, with a demonstrated ability to craft senior management-level presentations.
•    Ability to manage multiple projects under tight deadlines in a fast-paced environment.
•    Discretion and professionalism when handling sensitive and confidential information.

Personal Attributes

•    Strategic Storyteller: Ability to see the "big picture" and weave data points into a persuasive and logical narrative.
•    Meticulous Attention to Detail: A zero-tolerance for errors in data and facts.
•    Proactive: A self-starter who actively seeks out new data sources and insights.
•    Gravitas & Diplomacy: Ability to confidently interact with and influence senior stakeholders.
•    Team Player: Collaborative spirit with the ability to work effectively across different functions.

Role Specific Technical Competencies

•    MS Powerpoint
•    Tableau