Job Description
Job ID: 13550
Location: Mumbai, IN
Area of interest: Private Banking & Wealth Management
Job type: Regular Employee
Work style: Office Working
Opening date: 8 Apr 2026
Job Summary
The primary purpose of this role is to drive higher activation of clients on wealth management products, as measured through growth in relevant KPIs. The role is accountable for WM performance through growth in wealth active clients, wealth client deepening metrics, wealth penetration in segments, customer satisfaction in wealth.
Key Responsibilities
Strategy
The primary purpose of this role is to drive higher activation of clients on wealth management products, as measured through growth in relevant KPIs. The role is accountable for WM performance through growth in wealth active clients, wealth client deepening metrics, wealth penetration in segments, customer satisfaction in wealth.
Business
Drive incremental growth in Wealth Active Clients, Wealth Deepening (Wealth Needs Met per client), New to Wealth, Penetration in segments, wealth activation in new to bank clients, wealth management cross-sell, growth in digitally active wealth clients
Deliver and drive compelling proof points, tools and standards that promote the wealth proposition and capabilities, digital solutions and product enhancements to our clients
Lead, engage and implement internal campaigns for sales staff to drive awareness and growth in the KPIs. Partner with segment and channel teams, analytics, and marketing to publish actionable insights through MIs, sales education programmes and opportunity identification. Undertake reviews and calls with stakeholders to course-correct, propose and implement strategies for growth
Drive robust adoption of our advisory process and tools with frontline teams and segments to achieve a consistent and standardised wealth management experience
Work with marketing on strategic and tactical client campaigns to drive WM cross-sell, deepening and digital penetration. Drive adoption and usage of new product / process / platform launches through targeted communication plans and frontline interventions
Participate in and drive client and frontline engagement activities for WM: Webinars, Events, Town halls, Big-Calls and Rewards / Recognition Programmes, Contests, Tactical Incentives, Training Programmes
Perform customer and performance analysis to gain in-depth understanding of purchase behaviour and preferences, levers of growth and depth of wealth management relationships
Initiate and manage the use of market and client insights and competitor benchmarking to drive the development of our wealth management proposition and strategy
Set and monitor market positioning and brand recognition benchmarks vs competition
Obtain and use diagnostics insights from NPS studies and regular frontline feedback to identify new opportunities and areas of improvement on wealth client experience
Use analytics and data mining to uncover untapped opportunities
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, 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.
Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
Lead 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.]
Key stakeholders
WRB India + Group
Analytics
Wealth Solutions Products
Affluent Segments
Brand & Marketing
Other Responsibilities
Embed Here for good and Group’s brand and values in WRB India, Perform other responsibilities assigned under Wealth Solutions, WRB India
Skills and Experience
Office Suite, specifically Excel and PPT
Knowledge and Experience in Wealth Management Products and Solutions
Segment / Marketing Management
Analytical Skills – ability to synthesise information and insights from data
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.
www.sc.com/careers
Location: Mumbai, IN
Area of interest: Private Banking & Wealth Management
Job type: Regular Employee
Work style: Office Working
Opening date: 8 Apr 2026
Job Summary
The primary purpose of this role is to drive higher activation of clients on wealth management products, as measured through growth in relevant KPIs. The role is accountable for WM performance through growth in wealth active clients, wealth client deepening metrics, wealth penetration in segments, customer satisfaction in wealth.
Key Responsibilities
Strategy
The primary purpose of this role is to drive higher activation of clients on wealth management products, as measured through growth in relevant KPIs. The role is accountable for WM performance through growth in wealth active clients, wealth client deepening metrics, wealth penetration in segments, customer satisfaction in wealth.
Business
Drive incremental growth in Wealth Active Clients, Wealth Deepening (Wealth Needs Met per client), New to Wealth, Penetration in segments, wealth activation in new to bank clients, wealth management cross-sell, growth in digitally active wealth clients
Deliver and drive compelling proof points, tools and standards that promote the wealth proposition and capabilities, digital solutions and product enhancements to our clients
Lead, engage and implement internal campaigns for sales staff to drive awareness and growth in the KPIs. Partner with segment and channel teams, analytics, and marketing to publish actionable insights through MIs, sales education programmes and opportunity identification. Undertake reviews and calls with stakeholders to course-correct, propose and implement strategies for growth
Drive robust adoption of our advisory process and tools with frontline teams and segments to achieve a consistent and standardised wealth management experience
Work with marketing on strategic and tactical client campaigns to drive WM cross-sell, deepening and digital penetration. Drive adoption and usage of new product / process / platform launches through targeted communication plans and frontline interventions
Participate in and drive client and frontline engagement activities for WM: Webinars, Events, Town halls, Big-Calls and Rewards / Recognition Programmes, Contests, Tactical Incentives, Training Programmes
Perform customer and performance analysis to gain in-depth understanding of purchase behaviour and preferences, levers of growth and depth of wealth management relationships
Initiate and manage the use of market and client insights and competitor benchmarking to drive the development of our wealth management proposition and strategy
Set and monitor market positioning and brand recognition benchmarks vs competition
Obtain and use diagnostics insights from NPS studies and regular frontline feedback to identify new opportunities and areas of improvement on wealth client experience
Use analytics and data mining to uncover untapped opportunities
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, 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.
Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
Lead 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.]
Key stakeholders
WRB India + Group
Analytics
Wealth Solutions Products
Affluent Segments
Brand & Marketing
Other Responsibilities
Embed Here for good and Group’s brand and values in WRB India, Perform other responsibilities assigned under Wealth Solutions, WRB India
Skills and Experience
Office Suite, specifically Excel and PPT
Knowledge and Experience in Wealth Management Products and Solutions
Segment / Marketing Management
Analytical Skills – ability to synthesise information and insights from data
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.
www.sc.com/careers
💡 Quick Summary
Seeking a career-building opportunity? The Associate Director, Wealth Client Engagement position is now open for candidates interested in the Bank Jobs sector. This role in Mumbai offers a professional environment and growth potential.
Requirement Snapshot: Candidates should possess basic communication skills, a proactive attitude, and the ability to work in a team. Experience in Bank Jobs is a plus.
