Role Responsibilities Job RoleLeads a team for effective management of investment funds proposition and services to maximize growth of bank's fee-based income growth and Asset Under Management.Strategy Building a business line that can sustainably grow income and AUM through comprehensive product proposition. BusinessNew Product Development Manage the end-to-end development of investment products including but not limited to mutual funds to grow fee income revenue and assets under management across segments.Lead product ideation or product sourcing, provider sourcing, product approval, provider approval, pricing strategy, seeking sponsorship, training to various segment including Personal, Preferred, Priority and Priority Private.Establish new product marketing strategy including product direction, positioning strategy, pricing, promotion. Investment P&L Management Manage investment fee income revenue and related investment product activities required to meet corporate financial goals.Manage cost to target cost / income ratio to meet department and organizational financial goals. ProcessesProduct Provider Management Conduct due diligence on new product provider and recommend to Group for approval. Perform periodic due diligence and maintain recorded documentation on existing partners to ensure minimum provider standards are met. Product Marketing and Management - Work with investment advisors to provide on-going product related support and activities to grow fee income and AUM. This includes but not limited to Collaborate effectively with IA Group and Local CPBB management to formulate and implement local investment fund services strategy and business plans within Group and Country guidelines, to achieve Investment Fund Services targets.Coordinate investment seminars to increase the level of knowledge and understanding of investments Funds.Coordination of active product updates (internally and externally).Prepare and coordinate portfolio rebalancing management to best adapt to market conditions. People and Talent Constantly upskill, reskill and train key stakeholders (client relationship teams and IA teams). Governance Ensure the implementation of appropriate systems and operational procedures to support investment sales and securities transactions and the effective administration of customer accounts.Implement appropriate rules and guidelines to ensure that all internal and external, legal, compliance and risk management requirements are met within IA - related sales and service activity.Product record keeping, manage corporate actions with related stakeholders and manage interface with internal stakeholders and external product providers. Regulatory and 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. This includes understanding and ensuring compliance with, in letter and spirit, all applicable laws, regulations, guidelines and the Group Code of Conduct.Lead the team to achieve the outcomes set out in the Bank's Conduct Principles: [Fair Outcomes for Clients; Effective Financial Markets; Financial Crime Compliance; The Right Environment].Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters. Key Stakeholders Client Relationship teams, Investment Advisors, CPBB Marketing, Operations, Retail Analytics, Client Experience, Affluent Segment Proposition, Wealth Management teams, external partners Our Ideal Candidate IPCC, FIMMCFA / CFP preferred Role Specific Technical Competencies Portfolio TheoryAsset AllocationMarket Knowledge (SIF)Products and Processes
