Director, Investors Coverage, North America

Standard Chartered Bank
New York, USA
Mar 18, 2023
Apr 09, 2023
Job Function
Industry Sector
Finance - General
Employment Type
Full Time
The Role Responsibilities
Job Summary
  • Global Account Manager (Relationship Manager) is responsible for a list of large Real Money Funds and or Hedge fund clients.
  • Responsible as the primary global client contact delivering the best product the bank has to offer by mobilising FAM's, product partners & new ideas into each client relationship.
  • The GAM is the strategic advisor to the Client, accountable for the overall client group revenues, profitability, and risk acceptance (AML, CDD and Credit).
  • The GAM is responsible for Account Plans, establishing and maintaining an end to end understanding of the client group structure and client needs and steering the client relationship. Define the relationship strategy for the client and drive the global execution.
  • Facilitates collaborative working across the Bank by working closely with product partners to ensure execution of Account Plans.
  • Acts as a champion of the Bank's brand, culture, and conduct standards
  • Responsible for origination to help deliver budgeted revenue growth for the Investors Americas team
  • Deliver budgeted revenue growth for Investors Americas and scorecard performance
  • Drive further franchise development and non-financing revenue growth
  • Deepen strategic dialogue, global relationships and product penetration as GAM for Investors
  • Generate additional income from Gold and Silver clients
  • Continue the sharp focus on RWA, RoRWA, scorecard metrics (multi-market / multi-product ratios, sustainability), etc.
  • Deliver Standard Chartered's differentiated content to clients
Purpose :
  • Lead the origination and client relationship management for select Investors clients and prospects, including setting overall client strategy and account plan
  • Develop and maintain a deep understanding of the clients' needs and the markets in which they operate
  • Active engagement with senior executives within clients. Builds and nurtures relationships over time; recognises and addresses needs
  • Maintain a strong working relationship with Front office, Risk, Legal and Compliance, FCC, COBAM, Operations and other key stakeholders
  • Advance the development and implementation of the client strategy (working with the coverage team including product partners) for the designated portfolio as identified through the Account Planning process
    • Accountability for delivering financial performance objectives (revenues, costs, RoRWA, EVA etc)
    • Accountability for all other objectives for the management and development of client relationships, specifically compliance (AML, CDD, FCC) and credit risk.
  • Actively identify client needs across full set of SCB product capabilities, originate new business and grow the franchise by capitalising on bank competitive attributes (e.g. international network, product expertise, etc).
  • Selectively prospect and develop new client relationships.
  • Engage senior management and decision makers of key clients to improve the quality of dialogue with clients, promoting a move away from 'transactional' reactive client coverage to consistent value-added partner/trusted advisor status. Anticipate clients' needs and provide strategic advice, bringing in the relevant product and industry partners as appropriate.
  • Maximise the profitable revenue to the Bank whilst maintaining focus on client outcomes, strengthening and deepening existing relationships, both at the most senior level as well as at the operating level in the clients in the designated portfolio.
  • Professionally represent Standard Chartered Bank at the highest levels within region and internationally
  • Bring strategic thought and vision as to how the asset management industry landscape regionally/globally is changing and where areas of international growth lie relevant to the client portfolio.
  • Ensure that industry and product knowledge is continually developed
  • Stay abreast and anticipate the developments of the markets in which our clients operate and footprint
  • Proactively manage the designated client portfolio to ensure:
    • Close ties exist with key stakeholders e.g. Financial Markets, Transaction Banking, Corporate Finance, Risk, Country CEOs, Service Delivery, etc.
    • Risks are appropriately identified and managed.
    • Maintain understanding of the regulatory environment, keeping up to date with applicable changes and Group policies with ability to contribute and, where possible, influencing policy formulation
    • Key regulatory risks and concerns are raised into the governance framework throughout the Global Banking team
    • All sales disciplines are adhered in accordance with CIB standards i.e. Account Planning, Call Reports, Deal Pipeline Management, static data management as applicable for the role.
  • Develop opportunities through attendance at key Industry events as necessary.
People and Talent
  • Lead through example and build the appropriate culture and values.
  • Role model effective change behaviour by being flexible and adaptive while maintaining focus.
Risk Management
  • Take the initiative regarding regulatory, reputational and ethical matters, taking the initiative for providing proactive advice to clients as identified.
  • Embed the Group's values and code of conduct and develop a robust culture to ensure that adherence with the highest standards of ethics, and compliance with relevant policies, processes and regulations
  • Ensure that Risk Management matters that are brought to the job holder's attention are subject to direct remedial action and/or ensure adequate escalation to Regional / Country Banking Heads and Group/governance committees, as appropriate
  • Deliver effective governance, oversight and controls in the business and, if necessary, oversee changes in these areas
  • Awareness and understanding of the regulatory framework, in which the Group operates, and the regulatory requirements and expectations relevant to the role.
  • Responsible for delivering 'effective governance'; capability to challenge fellow executives effectively; and willingness to work with any local regulators in an open and cooperative manner.
  • 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.
  • Help ensure that the team achieves the outcomes set out in the Bank's Conduct Principles- Do The Right Thing, Never Settle, Better Together
  • Effectively and collaboratively identify, escalate, mitigate and resolve risk, conduct and compliance matters.
Key Stakeholders
Internal :
  • Engage with product partners within the region and globally to ensure breadth and depth of client coverage and deepening.
  • Consult with senior stakeholders in Risk and Legal & Compliance to ensure that the portfolio remains credit worthy, within the policies of the bank and within regulatory standards.
External :
  • Senior point of contact with clients, acting as a trusted advisor
  • Peers in the Global Banking sector
Other Responsibilities
  • Perform other responsibilities assigned under Group, Country, Business or Functional policies and procedures.
Our Ideal Candidate
  • Series 79 and 63
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 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.
Expected annual base pay range for the role is $ 134,000 to $ 250,000 . The final offer will be determined on an individualised basis using a number of variables, including but not limited to skill set, depth of experience and education, internal relativity, and specific work location. At Standard Chartered Bank, Base pay is only part of the total compensation package. Discretionary variable pay and a range of attractive bank sponsored benefit programs are available and designed to foster employee overall health and well-being including, but not limited to, a best in class 401k plan with up to 8% employer match, robust medical plan coverage with employer funded Health Savings Accounts, inclusive family building benefits, and flexible/hybrid working arrangements for many of our positions subject to role specific considerations.
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