Associate Director, Sales Analytics, PvB

Job Summary

• The role aims to strengthen sales performance across GCNA by transforming sales, client and market data into timely, actionable insights. It monitors key commercial and productivity metrics, identifies trends, performance gaps and opportunities, and provides management with a clear view of business health.
• The role develops and enhances dashboards, scorecards and repeatable analytical frameworks that support sales planning, pipeline reviews, campaign evaluation, product launches and client-book analysis. It connects relevant data sources, improves data quality and translates complex findings into clear recommendations and targeted actions.
• Ultimately, it embeds data-led decision-making across the sales organisation, enabling RMs, IAs and sales leaders to sharpen priorities, improve productivity, deepen client relationships and deliver sustainable commercial outcomes within appropriate risk and governance standards.

Key Responsibilities

Sales Strategy

• Support GCNA Regional Head to develop and agree sales priorities for the year with MH and product teams to achieve annual targets and align with PvB and GCNA strategy
• Leverage on analytics to assist the tracking and adjusting of sales focus throughout the year with inputs from BM and relevant stakeholders
• Assist sales head to formulate and execute sales plans via integrated use of sales management tools and tactics

Sales Management

• Assist sales head to maintain sales discipline through sales meetings and huddles with appropriate book reviews and pipeline management
• Enhance and enable data and analytics capabilities
• Drive and manage sales campaigns and events with purpose, incorporating clear objectives, proper tracking and post-evaluation

Sales Discipline & Performance

• Track and improve secondary performance metrics such as productivity and efficiency through enhanced analytics
• Develop and execute Investment and Product Advisory strategic priorities to achieve team and individual targets
• Drive the IA performance management framework to set, maintain and enhance scorecards for various roles

Content Distribution & Collaboration

• Partner with CIO and product teams and leverage on sales analytics for more effective product launches
• Collaborate with product teams on book screening for stronger and more targeted product ideas
• Drive top clients' portfolio reviews to deepen relationship and share of wallet

Sales Analytics

• Identify and monitor key metrics of market teams and IAs to identify trends and optimise sales strategies
• Connect multiple sources of data in new dashboards to report on the pulse and overall health of GCNA in a more timely fashion
• Work with market, product teams and IAs to generate more data use cases and insights
• Institutionalise risk management framework through book screening and analytics
• Drive data and dashboard adoption in GCNA

Skills and Experience

Must-have Skills

• Business Analytics
• Data Analysis and Visualisation
• Key Performance Indicators

Other Skills

• Market Knowledge (SIF)
• Products and Processes
• Strategy and Business Model (SIF)

Motivations

• Discovering meaningful patterns, trends and root causes within complex sales, client and market data.
• Building trusted dashboards, scorecards and analytical tools that become part of everyday decision-making.
• Turning detailed analysis into clear stories, practical recommendations and measurable actions.
• Tackling ambiguous business questions through curiosity, structured problem-solving and new analytical approaches.
• Seeing insights improve sales focus, productivity, client engagement and the quality of business decisions.

Qualifications

• Degree holder, preferably in Business, Finance, Accounting, Economics or related disciplines
• 8 years or more of relevant work experience in financial industry
• Strong data and analytics background
• Strong programming skills including Python
• Proficient in data visualisation including Tableau
• Good understanding of Private Wealth business
• Excellent communication skills
• Team player with strong interpersonal skills
• Languages: English, Cantonese

About Standard Chartered

We're a global bank connecting clients to our differentiated network, offering growth opportunities in the world's most dynamic markets. Our strategy, which combines cross-border capabilities and leading wealth management expertise, helps us deliver our purpose - to drive commerce and prosperity through our unique diversity.

Over our 170-year history, and across a unique geographical footprint connecting Asia, Africa and the Middle East to each other and the world, we've built a bank like no other, with diverse capabilities and partnerships that set us apart.

What We Offer

• Being part of an inclusive and values driven organisation, one that embraces and celebrates our unique diversity, across our teams, business functions, and geographies.
• 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 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.

Visit our careers website to learn more about us: www.sc.com/careers.