Financial Planning Manager

3 weeks ago


Huangpu, China HSBC Full time
Job Title: Financial Planning Manager

We are seeking an experienced professional to join our team at HSBC, a global leader in wealth and personal banking. As a Financial Planning Manager, you will play a key role in driving and delivering effective and innovative client proposition activities that align with business priorities and demonstrate core strength and capabilities of the business.

Key Responsibilities:
  • Ensure the end-to-end financial planning model is fully compliant with internal and external compliance standards.
  • Be familiar with asset allocation and advisory, with experience in investment strategy/portfolio construction being a plus.
  • Be responsible and accountable for driving and delivering effective and innovative client proposition activities that align with business priorities and demonstrate core strength and capabilities of the business.
  • Support the development of customer-centric propositions leveraging data analytics, market research, and competitor analysis for business insights to achieve best outcomes for our customers, our business, and our brand.
  • Ensure workflow and operational processes are effectively executed with relevant approvals obtained and available resources applied efficiently.
Requirements:
  • University graduate or above.
  • Good stakeholder management skills, 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 dealing with external consultancy/companies, 2LoD and audit being a plus.
  • Experience in investment strategy/investment portfolio construction being a plus.


  • Huangpu, China HSBC Full time

    Financial Planning ManagerWe are seeking an experienced professional to join our team as a Financial Planning Manager. In this role, you will be responsible for ensuring the end-to-end financial planning model is fully compliant with internal and external compliance standards.Key Responsibilities:Develop and implement effective financial planning strategies...


  • Huangpu, China HSBC Full time

    Job Title: Financial Planning Manager - ChinaWe are seeking an experienced professional to join our team as a Financial Planning Manager in China. The successful candidate will be responsible for ensuring the end-to-end financial planning model is fully compliant with internal and external compliance standards.Key Responsibilities:Ensure the financial...


  • Huangpu, China HSBC Full time

    Financial Planning ManagerWe are seeking an experienced professional to drive and deliver effective and innovative client proposition activities that align with business priorities and demonstrate core strength and capabilities of the business.Key Responsibilities:Ensure the end-to-end financial planning model is fully compliant with internal and external...


  • Huangpu, China HSBC Full time

    {"h1": "Senior Financial Planning and Product Expert", "p": "At HSBC, we are seeking an experienced professional to strengthen our image as a leading wealth provider. As a Senior Financial Planning and Product Expert, you will provide clients with access to advanced technical product expertise and internal training materials on portfolio strategy and...


  • Huangpu, China HSBC Full time

    Senior Financial Planning and Product ExpertWe are seeking an experienced professional to strengthen HSBC's image as a leading wealth provider.Main Responsibilities:Provide clients with access to advanced technical product expertise and internal training materials on portfolio strategy and investment product insights.Conduct training to deliver new...


  • Huangpu, China HSBC Full time

    **Job Summary**We are seeking an experienced professional to fill the role of Senior Financial Planning and Product Expert, Broker at HSBC. As a key member of our team, you will be responsible for providing clients with access to advanced technical product expertise and delivering new investment product launches.**Key Responsibilities**• Strengthen HSBC's...


  • Huangpu, China HSBC Full time

    We are seeking a seasoned professional to strengthen HSBC's image as a leading wealth provider.As a Senior Financial Planning and Product Expert, you will provide clients with access to advanced technical product expertise and internal training materials on portfolio strategy and investment product insights.You will conduct training to deliver new investment...


  • Huangpu, China HSBC Full time

    **Job Summary**We are seeking an experienced professional to fill the role of Senior Financial Planning and Product Expert, Broker at HSBC.**Key Responsibilities**• Strengthen HSBC's reputation as a leading wealth provider by delivering advanced technical product expertise to clients and providing internal training materials on portfolio strategy and...


  • Huangpu, China HSBC Full time

    We are seeking a seasoned professional to fill the role of Financial Operations Manager.This position requires a strong background in financial assessment and support, with a focus on establishing and executing policy and processes.The ideal candidate will have a solid understanding of financial regulations, accounting standards, and Group FIM.Key...

  • Financial Analyst

    2 weeks ago


    Huangpu, China HSBC Full time

    Key Responsibilities: Prepares accurate and timely management information reports and presentation decks for senior management committees/meetings. Performs analytical review on business performance. Supports business in formulating strategic financial direction and managing annual planning, budgeting, and quarterly forecasting exercises. Partners with...


  • Huangpu, China HSBC Full time

    Join Our Team as a Financial Control Specialist We are looking for a seasoned professional to become a vital part of our finance team at HSBC. Key Responsibilities: • Provide comprehensive financial analysis and support in the development and implementation of policies and procedures. • Ensure adherence to financial regulations, accounting principles,...


  • Huangpu, China HSBC Full time

    Financial Controller and BrokerWe are seeking an experienced professional to fill this key role.Key Responsibilities:Provide financial assessment and support in the establishment and execution of policy and processes.Ensure compliance with financial regulations, accounting standards, and Group FIM.Establish robust financial controls, manage financial risks,...


  • Huangpu, China HSBC Full time

    Job Summary:We are seeking an experienced professional to join our Wholesale COO team at HSBC. As a key member of the team, you will play a crucial role in enabling the execution of global and regional strategies across the region.Key Responsibilities:Contribute to the attainment of business targets by writing and completing credit applications in a timely...


  • Huangpu, China HSBC Full time

    Finance (FIN) Overview The Global Finance division is dedicated to delivering a professional, efficient, and responsive financial service to HSBC, ensuring optimal cost management and employing a unified and transparent global framework. Role Overview: We are in search of a seasoned professional to contribute to our objectives. Key Responsibilities: ...


  • Huangpu, China HSBC Full time

    Job Title: Insight Effectiveness Manager, FintechAbout the Role:We are seeking an experienced professional to drive the effectiveness and efficiency of our insight production and delivery. As an Insight Effectiveness Manager, you will play a critical role in accelerating our support to frontline/customer/management teams.Key Responsibilities:Track, analyze,...


  • Huangpu, China HSBC Full time

    Job Title: Insight Effectiveness Manager, FintechAbout the Role:We are seeking an experienced professional to drive the effectiveness and efficiency of our insight production and delivery. As an Insight Effectiveness Manager, you will play a critical role in accelerating our support to frontline/customer/management teams.Key Responsibilities:Track, analyze,...


  • Huangpu, China HSBC Full time

    Wealth and Personal Banking (WPB) Wealth and Personal Banking represents our innovative global division that merges Retail Banking with Wealth Management and Global Private Banking, establishing a comprehensive wealth management service with trillions in assets. Our dedicated professionals cater to millions of clients globally, covering the full range of...


  • Huangpu, China HSBC Full time

    Key ResponsibilitiesWe are seeking an experienced professional to drive the effectiveness and efficiency of our insight production and delivery.Track, analyze, and continuously improve the effectiveness and efficiency of insight production and delivery to accelerate support to frontline/customer/management.Research, benchmark, and analyze best-in-class...


  • Huangpu, China HSBC Full time

    Job SummaryHSBC is seeking an experienced Senior Portfolio Manager to join our Digital Business Services team. As a key member of our team, you will be responsible for formulating and executing portfolio management strategies to optimize investment returns and manage risk exposure.Key ResponsibilitiesDevelop and implement comprehensive market trend analyses,...


  • Huangpu, China HSBC Full time

    Job Title: Senior Portfolio ManagerHSBC is seeking an experienced Senior Portfolio Manager to join our Digital Business Services team.Key Responsibilities:Develop and execute portfolio management strategies to optimize investment returns and manage risk exposure.Lead comprehensive market trend analyses, investment valuations, and asset allocations to meet...