Financial Planning Manager HSBC China

Job description

Job description

Wealth & Personal Banking

In Wealth and Personal Banking, we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Global Private Banking, Insurance, and Chief Operating Office.

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 financial planning knowledge, for example, family trust, asset allocation and advisory etc. 

 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.

Requirements

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.

www.hsbc.com.cn/careers

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./RW

Issued by HSBC Bank (China) Company Limited