Analyst, Segment Portfolio Management

Analyst, Segment Portfolio Management

Posted: Oct 9, 2026

Deadline: Oct 21, 2026

In 1965, the Standard Bank of South Africa merged with the Bank of West Africa acquiring businesses including a banking operation in Nigeria, which dated back to 1894. The name was then changed to Standard Bank of West Africa. Four years after the merger, Standard Bank Nigeria was incorporated locally to take over the business in Nigeria. In 1971, 13% of the...

Analyst, Segment Portfolio Management

• Job Type Full Time
• Qualification BA/BSc/HND
• Experience
• Location Lagos
• Job Field Data, Business Analysis and AI

Global Grade: Band 7

Work Type: Office Working

Employment Type: Permanent

Job Summary

• To proactively manage, grow, and retain a high-potential portfolio with Premium executives by delivering tailored, multi-currency wealth solutions.
• Drive net new money and wealth revenue, structure the portfolio to become resilient and very profitable, and drive strategy around digital engagement and relationship management.

Key Responsibilities

Portfolio Analytics and Business Insights:

• Produce regular and ad hoc portfolio insights that translate client, product and sales data into clear actions for Premium Banking management and frontline teams.
• Monitor the overall health, growth and profitability of the Premium Banking portfolio, covering client numbers, deposits and AUM, revenue, client qualification, attrition, dormancy, product holdings and relationship depth.
• Segment the portfolio into actionable client cohorts and identify opportunities for acquisition, activation, retention, reactivation, deepening and upgrade into Priority Banking.
• Conduct product, channel and behavioural analysis to identify opportunities across CASA, term deposits, FX, investments, insurance and other Wealth solutions.
• Provide Premium Executive, team and portfolio performance insights, including pipeline quality, activity levels, conversion, productivity, portfolio purity and tail-management actions.
• Develop management dashboards, scorecard inputs, business reviews and executive presentations that clearly highlight performance, emerging risks, opportunities, root causes and required actions.
• Partner with Retail Analytics, Products, Wealth, Digital, Finance and frontline teams to validate data, enhance analytical models and ensure timely delivery of decision-useful management information.

Measures Of Success:

• Timely and accurate portfolio reporting, with actionable recommendations adopted by the business.
• Growth in deposits and AUM, AUM-qualified clients, portfolio revenue and Wealth product penetration.
• Improved client activation, retention, upgrade and portfolio productivity, with reduced dormancy, attrition and unmanaged tail.

Campaign and Leads Management:

• Design and coordinate data-led campaigns for Premium Banking to acquire quality clients, deepen existing relationships, mobilise deposits, increase Wealth penetration, strengthen retention and generate qualified upgrades into Priority Banking.
• Generate prioritised and actionable leads for Premium Executives using agreed segmentation, eligibility rules, client behaviour, propensity models and business triggers, while observing data privacy and client-contact requirements.
• Maintain a regular lead-generation calendar and ensure leads are complete, de-duplicated, correctly assigned and supported by a clear client need, recommended offer and next-best action.
• Load and track campaigns and leads through approved campaign-management platforms and digital channels, including mobile-app personalisation, web banners, push notifications and other consented client communications.
• Partner with Product, Wealth, Digital, Marketing and frontline teams to develop relevant propositions and offers across CASA, term deposits, FX, investments, insurance and advisory solutions.
• Monitor campaign reach, contact rate, conversion, fulfilment, incremental deposits and AUM, revenue, product uptake, upgrade outcomes and return on campaign; identify performance gaps and recommend corrective action.
• Provide campaign performance updates to segment management and frontline leaders, highlighting lead ageing, execution quality, missed opportunities and actions required to improve conversion.
• Support campaign governance by maintaining approved criteria, validation evidence, execution records, fulfilment tracking and post-campaign reviews in line with Group standards and local requirements.

Risk and Governance:

• Ensure you abide by the bank’s Operational Risk framework, adhering to the following policies, processes, and Procedures that relate to Data Management, Strategic Business Information Management & Retail Analytics:
• Data Privacy and conduct policies
• Group Policy on Information and Cyber Security
• Client Communication Guideline
• Campaign Management Control
• Upgrade/Downgrade Process

Regulatory & Business Conduct:

• Display exemplary conduct and live by the Group’s Values and Code of Conduct.
• 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.
• Effectively and collaboratively identify, escalate, mitigate, and resolve risk, conduct, and compliance matters.
• Good knowledge groups policies, standards, local regulations, and legislations of the prevention of money laundering and adherence to the Group Code of Conduct.
• Obtain Security & Commodity Authority (SCA) license and timel