Job Description

The Role Responsibilities

The Business Planning Manager will be responsible to support the Global Head of Banks and Broker Dealers, FI Client Coverage in driving business performance and results through: 1) Business reviews & sales enablement, 2) Client portfolio management and proposition, 3) People agenda and frontline communication, 4) Business strategy execution and project management. The Business Planning Manager will work closely with the Segment Client Coverage, Finance, HR, CABM and COO teams as well as the other global Business Development teams. The role is inherently varied and reflects the changing demands and responsibilities of the Global Head, BBD Client Coverage.

Business Performance

• Review periodically the delivery of agreed business performance and cost targets to budget (e.g. revenue, RoRWA, RWA, costs), including metrics which are material and relevant for Client Coverage scorecard (e.g. TB asset utilisation vs. NIM, etc.). Identify risks and opportunities to delivering the targeted business performance.
• Coordinate preparation for CC (monthly) business reviews, as well other regular updates.
• Manage Client Coverage cost budgets and cost centres in close coordination and with the support from HR and Finance.
• Review and track frontline productivity using a standardised approach. Identify areas for improvement.
• Help defining, driving and tracking Sub-Optimal reduction plans, including expected impact on P&L.
• Support renewal of Credit Underwriting Principles along with FI segment heads and FI Risk (sub-segment/segment as appropriate).

Client portfolio management and Client engagement

• Coordinate client onboarding requests and act as approver for new client ID creation.
• Review and assess client off-boarding; driving the client tail management process for the segment.
• Work with global CCIB Marketing teams to define/ execute/ track the marketing and client engagement plans in the region / country (content, events). Create, maintain, and coordinate a calendar of senior client engagements in the region / country. Ensure the effective distribution of marketing materials and communications to clients.
• Work with FI segment heads for handling of material complaints.

Business strategy and Project management

• Support the definition, tracking and delivery of Segment go-to-market strategy and execution plan (what types of client segments / sectors should we be focusing on in which market): coordinate strategy formulation, translate into segment initiatives.
• Organise yearly or ad hoc strategy days to ensure close communication and alignment between CC, products, and functional teams.
• Support the preparation of the annual segment Corporate Plan.
• Support and represent the segment for the execution and tracking of business-related CC group or local projects (e.g. operating model changes/ restructuring, RWA optimisation, remediation efforts, Client Central launch).
• Support regulatory requirements and initiatives as required for the FI segment.

Sales Planning and Enablement

• Manage regular pipeline meetings (materials, actions and notes) across geographies
• Support the segment in the deployment and adoption of global tools (CRM, sales analytics, etc.).
• Manage CRM access request approvals (for CC and non-CC staff) and support/ approve CRM static data maintenance, i.e. change in client segment, client group tagging, RM changes and group creation.

People agenda and Communication

• Support the segment in delivering against HR objectives and initiatives: Diversity and Inclusion targets, succession planning, people forum, etc.
• Support RM scorecard process, including target setting/ uploading, handling/ escalate RM inquiries/ questions regarding scorecard issues. Ensure a transparent correlation between bonus and scorecard scores across the segment.
• Support the annual P3 process (compensation, bonus, promotions, Certified Persons reviews).
• Work with HR to track headcount and review periodically the consistent use of Job Families.
• Ensure effective communication of key business messages to Client Coverage frontline (incl. key changes impacting clients, RMs and the broader client teams).
• Contribute and ensure participation of the regional / country Client Coverage frontline to Global/ Regional initiatives (townhalls, forums, surveys, etc.).

Risk & Control

• Assist with resolution of any issues and concerns for the segment raised in the CC Process Universe.
• Help to develop and manage the segment Conduct Plan, ensure all the actions are executed in timely manner, review monthly supervisory dashboards for conduct flags, attend the Conduct forum.
• Keep track of changes in internal process requirements (e.g. onboarding, offboarding, segment change requirements), establish local controls & processes to enable adherence to changing requirements, and ensure proper communication.

Administrative / delegation support

• Manage segment Client Coverage Management Team meetings (agenda, actions, and notes).
• Ensure business heads have the required sources of authority and delegations
• Execute on any required approvals as per the authority delegated from the Segment Head.
• Act as delegate for FI Segment Head for committees as needed.

Key stakeholders

• Banks & Broker Dealers, FI Client Coverage and CCIB Management team
• Regional and Country Client Coverage and CCIB Management Team
• Other Regional and Segment Business Planning Managers
• Client Coverage frontline staff
• CCIB Business Development teams
• Functions (HR, Finance, Legal, Risk, Compliance, Risk & Control, IMO, etc.)

Our Ideal Candidate

• 10+ years of experience in Banking industry
• Proactive and positive with the ability to make good / sound decisions and use independent judgement
• Project and Program Management skills to monitor specific projects and take ownership of issues / tasks
• Understanding of risk governance frameworks & quality framework and processes
• Ability to create effective work relationships across functions & borders
• Interpersonal skills in networking, influencing and decision taking
• Good presentation, time management, negotiation and influencing skills
• Excellent written & oral communication skills
• Can work independently to strict timeframes
• Focused, organised and results-oriented
• Experience of working with senior stakeholders. Ability to influence senior staff and offshore shared services teams and drive change agenda

Role Specific Technical Competencies

• Planning: Tactical, Strategic
• Risk Management
• Marketing Strategy and Positioning
• Asset and Liability Management (ALM)
• Client Relationship Management
• Financial Risk Management

About Standard Chartered

We\'re an international bank, nimble enough to act, big enough for impact. For more than 160 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
• Be 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, parental/maternity (20 weeks), sabbatical (12 weeks 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.

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