Portfolio Manager - NR

Job Summary

•    Drive portfolio revenue progress through New Sales Revenue (NSR) generation, liability acquisition, and product penetration throughout the NR client portfolio.
•    Increase Assets Under Management (AUM) through insurance, investment, and wealth solutions.
•    Grow deposit balances by acquiring and deepening Savings Account relationships and driving incremental deposit footings.
•    Hand over sustainable portfolio expansion through Net New Money (NNM) acquisition and effective client wallet share expansion.
•    Acquire and retain Priority-qualified client organisations while enhancing portfolio quality and profitability.
•    Strengthen customer engagement through proactive portfolio management, regular client interactions, and needs-based financial advisory.
•    Ensure superior customer experience by achieving CIP and Customer Satisfaction Score (CSS) objectives.
•    Sustain robust governance and risk discipline by ensuring timely completion of regulatory reviews, trigger reviews, and compliance needs.
•    Partner with product, operations, and service teams to produce seamless client organisation onboarding and servicing experience.
•    Monitor portfolio performance against defined KPIs and execute action plans to attain revenue, acquisition, and service targets.
•    Secure Balanced Scorecard is qualified in a consistent manner

Key Responsibilities

Strategy
•    Drive customer engagement in line with coverage model. Own client portfolio for limited defined period of time.

Business
•    Drive profitable progress of the Non-Resident (NR) portfolio through revenue generation, deposit acquisition, investment and insurance penetration, customer acquisition, portfolio deepening, and disciplined risk and compliance management while producing a superior customer experience.

Processes
•    Ensure adherence to all internal and external regulations

People & Talent
•    NRI Process and Understanding -Relationship Management Competencies

Risk Management
•    Monitor all major risk issues and concentrations. Where appropriate, direct remedial action and/or ensure adequate reporting to Risk Committees 

Governance
•    Follow Group code of conduct/zero audit finding/no mis selling/ no fraud

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, such as regulatory and business conduct, over 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.
•    Efficiently and collaboratively pinpoint, escalate, mitigate and resolve risk, conduct and compliance matters.

Key stakeholders
•    NR Segment / Wealth Management

Capabilities and Experience

•    Relationship Management
•    Sales Acumen 
•    Interpersonal Competencies
•    Communication

Qualifications

•    Graduate/Postgraduate/ MBA/ MMS/MA/M.sc
•    Certifications IRDA

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 client organisations, communities, and each other. We question the status quo, love a challenge and enjoy finding new chances 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 collaborate 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 organisation at the heart of what we do
Never settle, continuously striving to enhance 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 establish 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 among them 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 capabilities, global Employee Assistance Programme, sick leave, mental health first-aiders and all sorts of self-help toolkits
A continuous learning culture to support your development, with prospects 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, throughout our teams, business functions and geographies - everyone feels respected and can realise their full potential.