Financial Planning Manager China

2 weeks ago

Shanghai, Shanghai, China HSBC Full time
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 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.

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.

  • Merchandise Financial Planning Manager

    2 weeks ago

    Shanghai, Shanghai, China Pandora Full time

    Main purpose of the role: We are looking for a Merchandise Financial Planning Manager to join Pandora China Merchandising team based in Shanghai. In This Role you will be responsible for overall merchandise financial planning strategy, category merchandise planning, open to buy, promotion planning, trade action and stock management for Greater China...

  • Associate Manager, Financial Planning

    2 weeks ago

    Shanghai, Shanghai, China SC Johnson Professional Full time

    The purpose of this role is to be the key business partner for EC commercialization team, will be focusing on Ecommerce, new retail marketing analysis and S&OP (Standard Operation Procedure). Essential Duties and Responsibilities: Lead financial analysis in support of the Ecommerce teams in China including analysis for new product launches, product...

  • Sr. Specialist, Financial Planning

    1 month ago

    Shanghai, Shanghai, China AIA Group Ltd Full time

    At AIA we have initiated an exciting movement to pave the way for a healthier and more sustainable future for all.Our goal is to not only enhance the lives of individuals but also to improve the communities and environments we are part of. Our vision revolves around aiding a billion individuals in living Healthier, Longer, Better Lives by 2030.To achieve...

  • Sr. Specialist, Financial Planning

    4 weeks ago

    Shanghai, Shanghai, China AIA Group Ltd Full time

    At AIA we have initiated an exciting movement to pave the way for a healthier and more sustainable future for all.Our goal is to not only enhance the lives of individuals but also to improve the communities and environments we are part of. Our vision revolves around aiding a billion individuals in living Healthier, Longer, Better Lives by 2030.To achieve...

  • Senior financial planning and analysis speicialist

    4 weeks ago

    Shanghai, Shanghai, China ABB Full time

    Senior financial planning and analysis speicialistTake your next career step at ABB with a global team that is energizing the transformation of society and industry to achieve a more productive, sustainable future.At ABB, we have the clear goal of driving diversity and inclusion across all dimensions: gender, LGBTQ+, abilities, ethnicity and generations....

  • Senior financial planning and analysis speicialist

    2 months ago

    Shanghai, Shanghai, China ABB Full time

    Senior financial planning and analysis speicialistTake your next career step at ABB with a global team that is energizing the transformation of society and industry to achieve a more productive, sustainable future.At ABB, we have the clear goal of driving diversity and inclusion across all dimensions: gender, LGBTQ+, abilities, ethnicity and generations....

  • China Plan Approval Engineer

    1 month ago

    Shanghai, Shanghai, China RINA Full time

    RINA is looking for a China Plan Approval Engineer to join the team in Shanghai, China as part of the Marine Asia Region Division.Overall PurposeThe main focus of this role involves supporting the detailed plan and design reviews, resolving issues arising from conflicting design requirements, and ensuring client needs and applicable standards are met.Tasks...

  • China Plan Approval Engineer

    4 weeks ago

    Shanghai, Shanghai, China RINA Full time

    RINA is looking for a China Plan Approval Engineer to join the team in Shanghai, China as part of the Marine Asia Region Division.Overall PurposeThe main focus of this role involves supporting the detailed plan and design reviews, resolving issues arising from conflicting design requirements, and ensuring client needs and applicable standards are met.Tasks...

  • Senior financial planning and analysis speicialist

    2 weeks ago

    Shanghai, Shanghai, China ABB Full time

    Senior financial planning and analysis speicialistTake your next career step at ABB with a global team that is energizing the transformation of society and industry to achieve a more productive, sustainable future.At ABB, we have the clear goal of driving diversity and inclusion across all dimensions: gender, LGBTQ+, abilities, ethnicity and generations....

  • Senior financial planning and analysis speicialist

    4 weeks ago

    Shanghai, Shanghai, China ABB Full time

    Senior financial planning and analysis speicialistTake your next career step at ABB with a global team that is energizing the transformation of society and industry to achieve a more productive, sustainable future.At ABB, we have the clear goal of driving diversity and inclusion across all dimensions: gender, LGBTQ+, abilities, ethnicity and generations....

  • Senior financial planning and analysis speicialist

    4 weeks ago

    Shanghai, Shanghai, China ABB Full time

    Senior financial planning and analysis speicialistTake your next career step at ABB with a global team that is energizing the transformation of society and industry to achieve a more productive, sustainable future.At ABB, we have the clear goal of driving diversity and inclusion across all dimensions: gender, LGBTQ+, abilities, ethnicity and generations....

  • China Plan Approval Engineer

    2 weeks ago

    Shanghai, Shanghai, China RINA Full time

    RINA is currently recruiting for a China Plan Approval Engineer to join its office in Shanghai, China within the Marine Asia Region Division. Mission This role focuses on supporting the elaboration of detailed plan and design reviews, resolving issues related to conflicting design requirements, ensuring client requirements and applicable standards...

  • China Safety Plan Approval Engineer

    2 weeks ago

    Shanghai, Shanghai, China RINA Full time

    RINA is currently recruiting for a China Safety Plan Approval Engineer to join its office in Shanghai, China within the Marine Asia Region Division. Mission This role focuses on supporting the elaboration of detailed plan and design reviews, resolving issues related to conflicting design requirements, ensuring client requirements and applicable...

  • Financial Analyst

    6 days ago

    Shanghai, Shanghai, China APAC Michael Page Full time

    Financial Analyst reporting directly to Finance Analysis Manager Client DetailsFamous FMCG MNC DescriptionFinancial Planning: Data collection and consolidation of budget or forecast required by China management team and corporateFinancial Analysis: Preparation of actual performance against budget/forecast; Cross-functional work to better understand the...

  • Financial Lines Underwriter

    4 weeks ago

    Shanghai, Shanghai, China Swiss Re Full time

    About Swiss Re Corporate Solutions Swiss Re is one of the world's leading providers of reinsurance, insurance and other forms of insurance-based risk transfer. We anticipate and manage risks, from natural catastrophes and climate change to cybercrime.Swiss Re Corporate Solutions is the commercial insurance arm of the Swiss Re Group. We offer innovative...

  • Financial Lines Underwriter

    2 months ago

    Shanghai, Shanghai, China Swiss Re Full time

    About Swiss Re Corporate Solutions Swiss Re is one of the world's leading providers of reinsurance, insurance and other forms of insurance-based risk transfer. We anticipate and manage risks, from natural catastrophes and climate change to cybercrime.Swiss Re Corporate Solutions is the commercial insurance arm of the Swiss Re Group. We offer innovative...

  • Asst. Manager, Development Planning

    2 weeks ago

    Shanghai, Shanghai, China Marriott International Full time

    The Marriott Development Planning and Feasibility function in China focuses on providing competitive insights to support the decision-making process of various disciplines within the organization, such as Development, Brand and Operations. Primarily, the team is responsible for producing in-depth market and financial evaluations of potential business...

  • Country Finance Manager, China

    2 weeks ago

    Shanghai, Shanghai, China Valmet Full time

    Are you passionate about finance and excel at strategic analysis and business insights? We are on the lookout for a skilled Finance Manager for the China Area to drive financial excellence in our operations.Job Title: Finance Manager, China AreaCompany: ValmetOverall reporting, controlling, and analysis for China Area financials (actual, estimate, strategy,...

  • Demand Planning Manager

    4 weeks ago

    Shanghai, Shanghai, China Straumann Full time

    Job PurposeThis position locates in China and focus on China, meanwhile it is part of regional supply chain team. May cover some task in the other markets in APAC region as needed.The Demand Planning Manager is responsible to analyze, challenge and align country sales forecasts, prepare demand plans in alignment/agreement with the country organization, and...

  • Demand Planning Manager

    2 months ago

    Shanghai, Shanghai, China Straumann Full time

    Job PurposeThis position locates in China and focus on China, meanwhile it is part of regional supply chain team. May cover some task in the other markets in APAC region as needed.The Demand Planning Manager is responsible to analyze, challenge and align country sales forecasts, prepare demand plans in alignment/agreement with the country organization, and...