Procedure Effectiveness Manager, Fintech

2 weeks ago


Shanghai, Shanghai, China HSBC Full time

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

In this role, you will:

Manage and continuously improve procedure of insight production and delivery to accelerate efficient support to frontline/customer/management Effectively manage the output of various insight vendors via setting clear standard and mechanism etc. To timely update and deliver insurance & investment sales procedure manuals along with business expand to meet strategic and compliant objectives of the business via collaboration with key stakeholders. Provide insightful optimization advice to financial planning sales journey design from procedure optimization perspective to accelerate conversion of cross sales of O2O (online to offline) and I & I (insurance & investment) To support sales control & procedure related training to achieve the business and compliant goals via active collaboration with various stakeholders. Be the central contact point to support corresponding PLA and recharges, to review and present billing & recharges issues to business head To timely support the implementation of internal and external auditing together with any issues raised by external regulators. Requirements

To be successful in the role, you should meet the following requirements:

1.excellent logical thinking and information analysis. Able to quickly identify key factors, clearly define complex processes , identify improvement chance and drive implementation;

2.At least 5-year procedure management & control related experience, best in financial/content production industry etc.

3.At least 1-year vendor management experience

4.Knowledge of inter-entities recharge in globalized corporations/firms

5.Good writing skills, able to communicate clearly and concisely; regulatory communication experience is plus

6.Experience of auditing, risk management, financial industry compliance, and process control is a plus.

7.Finance, economics, and finance-related majors are a plus. FRM is a plus.

8.Proficient in using office tools such as Visio, word, ppt, excel, and basic AIGC capabilities

9.Fluent Chinese and English. Cantonese is a plus.

10.Strong willingness to learn and able to learn quickly



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