Senior Wealth Planner

Job ID: 30803

Location: Shanghai, CN

Area of interest: Retail Banking

Job type: Regular Employee

Work style: Office Working

Opening date: 6 Jun 2025

Job Summary The job holder will be responsible for sharpening Priority Private customer value propositions especially in legacy planning to fulfill HNW clients needs for wealth transfer and succession planning. Strategy

• Support segment team on Affluent, especially Priority Private CVP planning and onboarding.
• Enhance and refine the wealth financial planning model to meet clients financial needs, especially legacy planning needs

Business

• Deliver customer seminar to raise client awareness of legacy planning
• Conduct RM training, coaching and deep dive to equip RM with sophisticated knowledge on financial planning
• Partner with Relationship Manager in deepening and growing client relationships through identifying clients needs and presenting relevant wealth solutions and technical analysis to clients.
• Offer clients diversified solutions that meet their needs and risk profile
• Support distribution team to roll out family trust referral and consultancy service
• Maintain a high level of technical expertise by working closely with internal and external product providers and partners

Processes

• Work closely with internal and external stakeholders to execute end to end process of family trust referral and consultancy service, including but not limited to referral form sign off, family trust account set up, investment instruction hand over and ongoing maintenance.

Key Responsibilities Risk Management

• Perform job duties with diligence, contribute to efforts as an individual or as a team member so as to avoid any actual or potential legal sanctions, regulatory penalties, material financial loss, or adverse reputational impact on the Bank
• Be responsible for failure to follow relevant rules and processes, failure to properly perform the responsibilities, and implement corrections; Cooperate with any investigations or reviews on regulatory failure such as accountability revie
• Properly perform the duties on management and ensure the effectiveness of internal control
• Be responsible for regulatory failure or risks arising from or in connection of the event over which the employee has the duties of management and/or leadership
• .Be responsible for significant losses due to failure of effectiveness of internal control;

Governance

• Understand, acknowledge and comply with the requirements on individual accountabilities and responsibilities of the job set out in applicable local laws and regulations as well as SCB internal policies
• Effectively ensure and intensify internal controls by keeping abreast with developments of applicable local laws and regulations on accountabilities;

Skills and Experience Functional

• Leadership in navigating segment strategy and shaping customer value proposition.
• Strategic articulation and solid execution
• Comprehensive knowledge and hands-on experience in Retail Banking business, including customer segments and product development
• Proficiency in development of integrated customer strategy and value proposition, as well as marketing strategy
• Ability to design new offers and innovative solutions to gain competitive advantages against market players/ to solve business pain points

Personal

• 10+ years of working experience in banking/insurance/financial services institutions
• Strategic acumen backed by execution capability
• Relationship building across internal and external stakeholders to drive business results

Qualifications

• Understanding Customer Needs
• Market Knowledge
• Digital Transformation

About Standard Chartered Were an international bank, nimble enough to act, big enough for impact. For more than 170 years, weve 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 youre 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 cant 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, youll 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.

www.sc.com/careers

Information :

• Company : Standard Chartered
• Position : Senior Wealth Planner
• Location : 上海市
• Country : CN