Director, Investors, Financial Institutions

Overview

Summary • Coverage banker for Philippines based Investor clients (SWFs, Insurers and Funds). Responsible for delivery of client solutions that the Bank has to offer across Transaction Banking, Financial Markets and Global Banking. The individual will be accountable for the overall client group revenues, profitability and risk acceptance (AML, CDD and Credit). • Key requirements include: i) effective origination skills with relevant product knowledge and ii) knowledge and experience in identifying and managing Risks and Governance issues pertaining to Investor clients. • Drive new business from existing relationships whilst building and originating new client relationships in line with the ASEAN Investors business strategy. • Lead country (Philippines) and regional (ASEAN) Investor segment initiatives. • Maintain a strong working relationship with other members of the Investors team, Product (Transaction Banking, Financial Markets and Global Banking), Credit Risk, Legal, Compliance and other key stakeholders at a country, regional and global level. • A strong ability to balance credit, reputational, regulatory and operational risks when making commercial decisions is key to success in this role. • Take ownership of administrative tasks pertaining to the assigned portfolio e.g. client pitch books, account plans, call reports, and organising client interactions (physically & virtually). • The individual is responsible for account plans, establishing and maintaining an end-to-end understanding of the client group structure and client needs to steer the client relationship. Define and agree the relationship strategy for the client and drive execution. • Identifies and acts on opportunities to create new partnerships by working closely with the coverage team and product partners to ensure execution and delivery of account plans. • Acts as a champion of the SCB’s brand, culture, and conduct standards. • Support the vision and growth aspirations for the CIB business regionally. • Lead the development and implementation of the client strategy (working with the coverage team including product partners) for the designated portfolio as identified through the account planning process. • Accountability for delivering financial performance objectives (revenues, profitability, diversity and quality of client income, etc). • Accountability for all other objectives for the management and development of client relationships, specifically compliance (AML, CDD) and credit risk.

RESPONSIBILITIES

Strategy

• Support the vision and growth aspirations for the CIB business regionally.
• Lead the development and implementation of the client strategy (working with the coverage team including product partners) for the designated portfolio as identified through the account planning process.
• Accountability for delivering financial performance objectives (revenues, profitability, diversity and quality of client income, etc).
• Accountability for all other objectives for the management and development of client relationships, specifically compliance (AML, CDD) and credit risk.

Business

• Actively identify client needs across the full set of SCB product capabilities, originate new business and grow the franchise by capitalising on bank competitive attributes (eg network, etc). Selectively developing new relationships where required.
• Engage senior management and decision makers of key clients to improve the quality of dialogue with clients, promoting a move away from ‘transactional’ reactive client coverage to consistent value-added partner/trusted advisor status. Anticipate clients’ requirements and provide strategic advice, bringing in the relevant product and industry partners as appropriate.
• Maximise the profitable revenue to the Bank whilst maintaining focus on client outcomes, strengthening and deepening existing relationships both at the most senior level as well as at the operating level in the clients in the designated portfolio.
• Professionally represent Standard Chartered Bank at the highest levels within the region and internationally.
• Bring strategic thought and vision as to how the client landscape regionally/globally is changing and where areas of international growth lie relevant to the client portfolio.
• Ensure that industry and product knowledge is continually developed personally and within the team.
• Stay abreast and anticipate the developments of the industries/ markets in which our clients operate.

Processes

• Proactively manage the designated client portfolio to ensure:
• Close ties exist with key stakeholders eg. Financial Markets, Transaction Banking, Global Banking, Finance, Risk, Country CEOs, Service Delivery, etc.
• Risks are appropriately identified and managed as per CIB policies and standards.
• The team is suitably trained with respect to an understanding of the regulatory environment, keeping up to date with applicable changes and Group policies with the ability to contribute and, where possible, influencing policy formulation.
• Key regulatory risks and concerns are raised in the governance framework throughout the CIB team.
• All sales disciplines are adhered in accordance with CIB standards i.e. account planning, call reports, deal pipeline management, static data management, as applicable for the role.
• Develop opportunities through attendance at key industry events as necessary.

People and Talent

• Support and develop juniors on the team (if any).
• Lead through example and build the appropriate culture and values. Set appropriate tone and expectations from the team and work in collaboration with risk and control partners.

Risk Management

• Take the initiative regarding regulatory, reputational and ethical matters. Provide proactive advice to clients as identified.
• Embed the Group’s values and code of conduct and develop a robust culture to ensure that adherence with the highest standards of ethics and compliance with relevant policies, processes and regulations.
• Ensure that Risk Management matters that are brought to the job holder’s attention are subject to direct remedial action and/or ensure adequate escalation to Regional / Country Banking Heads and Group/governance committees, as appropriate.

Governance

• Awareness and understanding of the regulatory framework in which the Group operates, and the regulatory requirements and expectations relevant to the role.
• Responsible for delivering ‘effective governance’; capability to challenge fellow executives effectively; and willingness to work with any local regulators in an open and cooperative manner.

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.