Assistant Manager – Wealth Management Operations
2025-09-08T15:28:17+00:00
Standard Chartered
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FULL_TIME
Lusaka
Lusaka
10101
Zambia
Banking
Management
2025-09-13T17:00:00+00:00
Zambia
8
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.
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.
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.
JOB-68bef6118b4fc
Vacancy title:
Assistant Manager – Wealth Management Operations
[Type: FULL_TIME, Industry: Banking, Category: Management]
Jobs at:
Standard Chartered
Deadline of this Job:
Saturday, September 13 2025
Duty Station:
Lusaka | Lusaka | Zambia
Summary
Date Posted: Monday, September 8 2025, Base Salary: Not Disclosed
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JOB DETAILS:
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.
Work Hours: 8
Experience in Months: 36
Level of Education: bachelor degree
Job application procedure
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