Associate Director, Business Planning Manager, PvB

Associate Director, Business Planning Manager, PvB 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 Create and maintain a robust system to track, log & monitor all internal referrals between departments (e.g., Wealth Management, Retail Banking, Corporate Banking, etc). Serve 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 of referral trends 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 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 to resolve issues and drive organisational 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 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, maximising alignment between front and back functions. Work in close partnership with control functions to ensure controls are in place and market activities align with local regulatory and corporate governance requirements. Governance Coordinate front‑office feedback and specify business requirements. Improve organisational effectiveness and resource efficiency by coordinating resources. Initiate, lead or participate in change initiatives and their implementation. Interface with all support areas to resolve issues and drive 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, ensuring compliance with all applicable laws, regulations, guidelines and the Group Code of Conduct. Effectively and collaboratively identify, elevate, 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 team providing analysis. 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 organised 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 narrative. Meticulous attention to detail – 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 functions. Role Specific Technical Competencies Pending additional detail. Standard Chartered is an equal‑opportunity employer. We have a meritocratic culture where each individual employee is valued and respected for who they are as a person and for what they bring to the organisation. Standard Chartered is committed to diversity and inclusion. We believe that a work environment that embraces diversity will enable us to get the best out of the broadest spectrum of people to sustain strong business performance and competitive advantage. #J-18808-Ljbffr