HSBC China

Financial Planning Manager HSBC China

HSBC China
Shanghai, China
Competitive salary
21 Jun 2024
19 Jul 2024
Approved employers
Approved employer
Experience level
Wealth and Personal Banking (WPB)
Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become a global wealth manager with USD1.4 trillion in assets. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking for individuals and families, through to business owners, investors and ultra-high-net-worth individuals. We provide products and services such as bank accounts, credit cards, personal loans and mortgages, as well as asset management, insurance, wealth management and private banking, that best suit our customers' needs.

We are currently seeking an experienced professional to join our team.

In this role, you will:
•Ensure the end to end financial planning model is fully comply with internal and external compliance standard.
•Be familiar with asset allocation and advisory. Experience in investment strategy/ portfolion construction is a plus.
•Be responsible and accountable for driving and delivering effective and innovative client proposition activities that aligns with business priorities and demonstrates core strength and capabilities of the business.
•Support to drive customer centric propositions leveraging data analytics, market research, competitors analysis for business insights to achieve best outcomes to our customers, to our business and to our brand.
•Ensure workflow and operational processes are effectively executed with relevant approvals obtained and available resources are applied efficiently.
•Ensure our client propositions capabilities and outputs (including communications) match to the standard of international industry leaders.


To be successful in the role, you should meet the following requirements:
•University graduate or above
•Good stakeholder management skill, including external and internal stakeholders
•Good English and Mandarin communication, MS Excel skill, MS PowerPoint skill
•Familiar with asset allocation and advisory
•At least 5 years' experience in banking industry with at least 3 years' experience in products/solution/sales
•Hands on project delivery and deal with external consultancy/companies, 2LoD and audit is a plus
•Experience in investment strategy/investment portfolio construction is a plus.

You'll achieve more when you join HSBC.

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within and inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website. /CX|HSBCAXS

Issued by HSBC Bank (China) Company Limited

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