Job Details

Job Summary

The Assistant Manager in Wealth Management Operations plays a pivotal role in ensuring the seamless processing and administration of an array of Wealth Management products, including Bonds, Treasury Bills, Mutual Funds, and Bancassurance. This role requires meticulous adherence to organisational policies, internal processes, and external regulatory standards to uphold the integrity and compliance of operations.

As a key team member, you will contribute to operational excellence through consistent execution of procedures that safeguard client interests and the bank’s reputation. Your responsibilities include oversight of transaction processing, timely delivery of client communications, and the co-ordination with stakeholders to facilitate efficient workflow within Wealth Management Operations.

Success in this role demands a comprehensive understanding of financial product lifecycles and regulatory environments, combined with strong organisational and interpersonal skills to engage effectively across multiple teams. This position provides an excellent platform for professional growth within the wealth management domain, offering opportunities to influence process improvements and to strengthen service delivery.

Key Responsibilities

Strategy and Governance
• Develop and maintain a thorough knowledge of financial regulations, compliance obligations, and internal controls that impact Wealth Management Operations to mitigate risk and ensure all activities are conducted within legal and regulatory frameworks.
• Support the continuous enhancement of operational policies and procedures aimed at improving efficiency and compliance.

Stakeholder Engagement and Communication
• Proactively manage relationships with business stakeholders through regular meetings and clear communication channels to address queries, disseminate performance reports, and incorporate feedback for service improvement.
• Liaise with external partners and regulatory bodies to facilitate smooth operations and timely submissions.

Operational Excellence and Process Management
• Oversee end-to-end processing of client applications, ensuring accuracy, timeliness, and adherence to prescribed workflows and control measures.
• Monitor outsourced service providers, primarily the Global Business Services (GBS) team, to verify compliance with agreed service levels and quality standards.
• Manage the processing of Client bids for treasury bills and government bonds through the Investor Portal and CSD system, including essential tasks such as fund blocking, debiting client accounts, and coordinating match advices related to Central Bank accounts.
• Ensure the preparation and timely submission of all regulatory returns, levies, fees, and taxes in strict compliance with statutory deadlines.
• Supervise the dispatch of client communications, including contract notes, portfolio statements, corporate action notifications, and investment profiles, maintaining data protection principles and rectifying any delivery failures promptly.
• Maintain organised archival of documentation in line with established retention policies and organisational standards.

This role mandates a detail-oriented approach, a proactive attitude toward problem-solving, and the ability to balance operational priorities with regulatory compliance to support the bank’s commitment to excellence and client satisfaction.

Skills and Experience

The role requires proficiency in Microsoft Office applications, particularly Excel for data analysis and reporting, Word for documentation, and Outlook for communication.

Ideal candidates will bring a robust understanding of banking operations, especially within wealth management contexts. Experience handling portfolios involving Bonds, Treasury Bills, Mutual Funds, and Bancassurance is highly advantageous.

Key interpersonal skills include effective communication, stakeholder engagement, and the ability to work collaboratively within a dynamic team environment. A problem-solving mindset with attention to detail and capacity to manage multiple priorities in a timely and accurate manner is essential.

Technical competencies encompass familiarity with banking systems, account reconciliations, and regulatory reporting. Candidates who demonstrate an ability to adapt quickly to evolving compliance requirements and operational challenges will excel in this position.

Competencies such as action orientation, nimble learning, customer focus, trust-building, and collaboration are critical to foster a high-performance, values-driven culture aligned with Standard Chartered’s principles.

Qualifications

• Minimum of 5 O-level passes (or equivalent) including Mathematics and English Language to establish foundational academic skills.
• A relevant university degree in finance, business, economics, or a related field is required to support the technical demands of the role.
• Verification of qualifications through the Zambia Qualifications Authority (ZAQA) to confirm authenticity and compliance.
• A minimum of three years’ experience in banking operations, with demonstrable exposure to wealth management products such as Bonds, Treasury Bills, and Bancassurance.
• Practical knowledge of account reconciliations to ensure financial accuracy and integrity.
• Familiarity with banking systems and software that facilitate efficient operations and regulatory compliance.

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.