Standard Chartered | Head of Philanthropy, Asia, Wealth Planning

Be part of the Global Wealth Planning and Family Advisory (WP & FA) team based in Hong Kong and the wealth advisory business for Standard Chartered Global Private Banking (‘PvB”). The individual should be working with relationship managers, team heads, market heads and regional heads to develop client relationships and conversations using the different topics and subject matters under philanthropy and impact investing. The individual should also engage with internal stakeholders and platforms particularly the Group’s Community Impact team that leads the Group’s strategic approach & governance of corporate philanthropy, including Futuremakers by Standard Chartered, the Group’s global community initiative to support youth economic inclusion and the Standard Chartered Foundation, and our expertise in sustainability and impact investing to design and offer a platform of solutions in this area for clients of the PvB.

The individual should support the Global Head of Wealth Planning and Family Advisory in designing and driving client philanthropy and impact investing strategy implementation, business growth, value proposition offerings, people agenda and key internal and external partnerships to support the PvB business in Hong Kong and Singapore. The individual should also provide technical support to PvB RMs based in Hong Kong and Singapore on philanthropy and impact investing.

Responsibilities

• Philanthropy advisory: design our value proposition for UHNW clients and develop a playbook to help our clients and their family offices start and/or advance their philanthropy journey.
• Philanthropy solutions: design a range of philanthropy solutions that we can offer to PvB clients, including partnering external philanthropy organisations (e.g., PAA, CFS, ACF, AVPN) and collaborating with the Community Impact Team to develop routes and materials to introduce Standard Chartered’s philanthropy programme (Futuremakers).
• Market insights: provide thought leadership on philanthropy trends, impact creation and measurement, and how philanthropy objectives can be incorporated into wealth planning and family governance.

Business

• Implement and execute philanthropy advisory playbook, supporting RMs to engage our clients and their family offices start and/or advance their philanthropy journey.
• Implement and execute philanthropy solutions, collaborating with philanthropic partners and working with internal functions (e.g., onboarding, account opening, operations) to create an end-to-end philanthropy solution that maximises AUM with SC PvB.
• Build strong collaboration with frontline and provide technical support to RMs in relation to philanthropy set-up and referral of clients to philanthropy platforms or charitable organisations.
• Coordinate across different units in SC e.g., Group Community Impact, SC Foundation, sustainable finance, wealth solutions, lifting participation, to avail different solutions (e.g., impact investing, impact bonds) for PvB clients.

Processes

• Support the continuous improvement of processes to increase operational efficiency and effectiveness.
• Support the effective management of operational risks across the Business and in compliance with applicable internal policies, and external laws and regulations at a global level.
• Support the delivery of business strategy in a safe and well-controlled manner and on an end-to-end basis.

People & Talent

• Act as subject-matter expert on philanthropy and impact investing within Wealth Planning & Family Advisory and PvB.
• Train and support the RMs so that they better understand the philanthropy landscape and how to engage clients on philanthropy opportunities.
• Monitor and keep up to date with changes in relevant laws and regulations that affect philanthropy and report impact on changes to regional markets.
• Comply with the highest standards of regulatory and business conduct and practices as defined by internal and external requirements.
• Understand and ensure compliance with all applicable laws, regulations and guidelines including those governing securities activities, company law, anti-money laundering, terrorist financing and sanctions; the Group’s policies and procedures; and the Group Code of Conduct.
• Ensure that Risk Management matters that are brought to attention are subject to direct remedial action and/or ensure adequate reporting to the relevant Risk Committees and/or line management.
• Handle client issues, complaints, and enquiries on a timely basis in accordance with established procedures.

Governance

• Responsible for assessing the effectiveness of the Group’s arrangements to deliver effective governance, oversight and controls and highlighting gaps as appropriate.
• Awareness and understanding of the regulatory framework in which the Group operates, and the regulatory requirements and expectations relevant to the role.
• Fulfil supervisory responsibilities in line with supervisory principles.
• Ensure adherence with the highest standards of ethics and compliance with relevant policies, processes, and regulations forms part of the culture.
• Participate in Local Client Committee and other relevant committees where applicable.
• Engage with all audit report findings and ensure feedback is acted upon.

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.
• Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.

Key Stakeholders

• Global Head of Wealth Planning & Family Advisory.
• Head of Wealth Planning & Family Advisory, Hong Kong.
• Head of Wealth Planning & Family Advisory, Singapore.
• Wealth Solutions Product teams in Singapore.
• Regional Head / Market Heads.
• Head of Client Services Manager.
• Client Service Managers.
• Group Community Impact team and Standard Chartered Foundation.
• Relevant Front office colleagues.
• External Tax and Legal Firms.
• Internal and external philanthropy and impact investing partners.

Other Responsibilities

• Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures; Multiple functions (double hats).

Our Ideal Candidate

• Demonstrable and relevant experience in engaging and supporting UHNW clients on philanthropy matters.
• Languages – fluency in business English is a must; ability to engage clients in Asia in other languages will be an advantage.
• Outstanding communication and presentation skills; ability to engage UHNW principals, SC senior management and media.

Role Specific Technical Competencies

• Relationship Management.
• Market Knowledge (SIF).
• Products and Processes.
• Strategy and Business Model (SIF).
• Manage Conduct.
• Manage Risk.

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.

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.

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.