Associate Director, Business Planning Manager, PvB

Associate Director, Business Planning Manager, PvB Join to apply for the Associate Director, Business Planning Manager, PvB role at Standard Chartered 3 days ago – Be among the first 25 applicants 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 manage 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 referral 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 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 issue resolution and organisational improvement. Proactively identify, troubleshoot, and resolve day‑to‑day operational issues and escalations, ensuring minimal disruption to the business. Analyse 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 onboarding, compliance, infrastructure and AML. Follow up on audit, training, complaints, and ad‑hoc administrative issues. Work with businesses to define process and procedure gaps. Provide ongoing support to the market on ad‑hoc requests. Work closely with other business support units to address business requirements and priorities. Maximise 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 organisational 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 issue resolution and organisational 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, escalade, 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 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. Seniority level Mid‑Senior level Employment type Full‑time Job function Business Development and Sales, Banking #J-18808-Ljbffr