Job Summary
• Lead the Affluent Portfolio Growth mandate to drive AUM and revenue uplift at scale across the low touch Priority client base and clients who are yet to be upgraded to Priority, leveraging AI driven engagement, MarTech capabilities (CDP, PEGA RTIM), guided journeys and conversational experiences, without primary reliance on Relationship Managers.
• This role owns the end to end strategy, execution and scaling of always on, personalised, portfolio led digital engagement that deepens wealth relationships across this group of clients.
• We are seeking a digital led growth lead to manage and grow Affluent Client Portfolio mandate to drive AUM and revenue uplift across a low touch Priority base and clients who are yet to be upgraded to Priority through AI driven engagement, MarTech capabilities (CDP, PEGA RTIM), guided journeys and conversational experiences, complemented by targeted human interventions where most impactful.
Key Responsibilities
• Own portfolio level growth outcomes across Non RM managed and Long Tail Priority clients (AUM uplift, revenue per client, qualified engagement, wealth transactions).
• Design and scale AI driven, always on client engagement using signals, behaviours and portfolio insights.
• Translate CIO views, market signals and product strategy into simple, actionable digital journeys and nudges.
• Lead RTIM / CDP powered use cases including portfolio diversification, idle liquidity activation, large money moments and goal based journeys.
• Partner closely with MarTech, Data, Wealth, CIO, Channels and Compliance to industrialise scalable journeys.
• Establish a test and learn growth engine, moving winning pilots rapidly into BAU.
• Shape the future of conversational AI as a portfolio engagement and sales surface for Priority clients.
• Build playbooks, operating models and measurement frameworks for sustainable growth.
Our Ideal Candidate
• 8+ years of experience driving growth or revenue outcomes in digital, data led environments (banking, wealth, fintech, or adjacent).
• Deep understanding of client lifecycle behaviour, especially affluent / wealth clients.
• Practical fluency with MarTech & decisioning platforms (e.g. CDP, RTIM, personalisation, triggers, experimentation).
• Proven ability to translate data, insights and strategy into execution at scale.
• Experience working across complex, regulated environments.
• Exposure to wealth management, investments or portfolio driven products will be preferred.
• Hands on experience with AI driven personalisation or conversational interfaces would be beneficial.
• Track record of building 0→1→scale growth initiatives is a plus.
Role Specific Technical Competencies
• Digital Growth & Revenue
• Customer Data Platforms (CDP) & Decisioning (e.g. RTIM / Personalisation Engines)
• AI Enabled Customer Engagement (incl. Conversational AI & Personalisation)
• Wealth / Investment Product & Portfolio Knowledge
• Experimentation, Analytics & Performance Measurement
• Digital Journey Design & Orchestration
Success Metrics
• Sustained AUM and revenue uplift from digitally engaged client base attached to this segment.
• Increased wealth product penetration and portfolio depth without RM dependency.
• Scaled adoption of AI led journeys embedded into BAU.
• Clear reduction in client inertia through targeted, personalised engagement.
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.
Recruitment Assessments
Some of our roles use assessments to help us understand how suitable you are for the role you've applied to. If you are invited to take an assessment, this is great news. It means your application has progressed to an important stage of our recruitment process.
Visit our careers website www.sc.com/careers
