Executive Director - Business Planning, UK & Europe at Standard Chartered

Job Summary

• To be the Strategic Planning and Business Management lead for the Europe and UK Client Coverage business in delivering business requirements and results. Europe and UK is a USD 2bn origination income business in 2025 with strong growth ambitions. 
• The role will drive business performance / results through facilitating the implementation of Bank-wide and Client Coverage initiatives, supporting discussions and decision-making at various forums / committees and, delivering efficiency, change, and business performance agendas.

RESPONSIBILITIES

Business Performance (Revenues and Returns)

• Leading analysis of Revenues and Returns for CIB for Europe and UK
• Leading preparation of performance presentations for Europe MT, AG Management Board and global/regional stakeholders
• Partnering with Europe Finance on tracking performance to budget and identifying risks and opportunities to delivering the targeted business performance and improve productivity
• Tracking frontline productivity and driving improvement where productivity and coverage intensity are insufficient
• Defining, driving and tracking Sub-Optimal reduction plans, including expected impact on P&L.
• Engage and support material transaction approvals and attend RCAF reviews as and when needed. Monitor accounts for RCAF commitments.

Client portfolio management and Client engagement

• Lead review of client onboarding requests and act as approver for new client ID creation.
• Drive client tail management process, including dormant GICs retention approval: quarterly review of new proposed exits and monthly tracking.
• Be the business owner for the governance of the NPC framework, management of the NPC portfolio and country classification.
• Deliver with RMs on CIB differentiated client proposition for Platinum and Gold tier clients (prioritised onboarding, credit turnaround times, client services, etc).
• With Regional Client Coverage Head, track efficient coverage of Platinum, Gold, Silver and Portfolio tier clients, including the execution of global coverage model initiatives. 
• Collaborate with regional CIB 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.

Business strategy and Project management

• Lead the definition, tracking and delivery of Europe and SCB AG 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 initiatives, and track initiatives.
• Organise yearly or ad hoc strategy days to ensure close communication and alignment between CC, products, and functional teams.
• Responsible for preparation of the annual Europe and SCB AG / Segment Corporate Plan.
• Represent the region/ country/ segment for the execution and tracking of business-related CC group or local projects (e.g. operating model changes/ restructuring, RWA optimisation, remediation efforts). 

Key Responsibilities
Continuous improvement initiatives

• Keep abreast of best practices in learning and development to raise the performance
• Optimise current processes to meet customer requirements (internal and external)

People Agenda and Communication

• Lead the region in delivering against HR objectives and initiatives: Diversity and Inclusion targets, succession planning, people forum, etc.
• Lead 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 region.
• Drive the annual P3 process (compensation, bonus, promotions, CP reviews).
• Track headcount and review periodically the consistent use of Job Families (in particular, for new employees).
• Oversee the IG/ Internship/ Apprenticeship/ Short Term Assignments (STAs) programmes (requests, allocation, coordination of rotations, post programme hiring, etc) – IGs to report into the BPM.
• Provide guidance, set objectives & review performance , growth plan for the direct reports 

Coordinate staff training programmes.

• 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 country Client Coverage frontline to Global/ Regional initiatives (townhalls, forums, surveys, etc).

Risk & Control

• Author and review papers for submissions to Europe Risk Committee, SCB Management and Supervisory AG Board, Client Review Committee (CRC), CIB MT and CIB Risk Committee, Sensitive Clients, Level 2 Sanctions Risk Assessment Form (SRAF), Defence Goods Risk Assessment Form (DGRAF).
• Author papers for submissions to various other Risk forums/ committees and attend when required: GRRRC, CIBRC, Regional RC, Executive Risk Committee (ERC), Business Risk Forums (BRF), NFRC, Fraud Risk.
• Serve as Europe Coverage lead in preparing reviews with external auditors (EY), onshore regulators (PRA, BAFIN), overseas regulators (MAS, HKMA).
• Responsible for Conduct Plan and monthly supervisory dashboards for conduct flags and attend the Conduct forum.

Sales Planning and Enablement

• Manage regular pipeline meetings (materials, actions and notes). Ensure pipeline is up to date and reflects an accurate picture of business momentum.
• Oversee Account Plan regular updates and quality. Review Platinum and Gold client lists on a regular basis in conjunction with Segment heads to ensure effective coverage and tracking against objectives: key commercial opportunities, C-suite engagement and realisation of financial aspirations.
• Ensure accurate wallet share information are available for Platinum and Gold clients (based on Coalition), steer frontline to use this information (e.g. for account plans).
• Ensure teams are uploading call reports in a timely manner.
• Support in the region the deployment and adoption of global tools (CRM, sales analytics, etc). Consolidate sales feedback for the global teams.
• 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.

Qualifications
EDUCATION 

LANGUAGES

ENGLISH
Qualifications and Skills:
5+ years experience in:

• Managing all aspects of coverage/corporate banking business operations and strategy execution or Frontline Corporate Banking Experience
• Partnering with global, regional, sector coverage heads to define and execute multi-year business strategy with clear financials, KPIs, resource requirements, risk requirements
• Driving cross-sell initiatives
• Managing PnL front-to-back with Coverage Head
• Tracking performance across pipeline/wins, coverage intensity, and client-level and banker-level revenue growth
• Running annual compensation process with Coverage Head
• Working with CRM systems 
• Comprehensive knowledge of risk governance frameworks & quality framework and processes
• 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
• 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
• Assertive, tenacious and willing to challenge when required
• Knowledge of the Global regulatory environment and the ongoing developments
• Interpersonal skills in networking, influencing and decision taking
• Masters or Bachelors degree
• FINRA exam (plus)