Financial Planning Manager HSBC China

6 months ago


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.



  • Shanghai, China HSBC Full time

    HSBC Qianhai HSBC Qianhai Securities Limited (HSBC Qianhai) is HSBC’s securities flagship in China and 90% owned by HSBC. We are headquartered in Shenzhen, heart of the Greater Bay Area, with branch offices in Beijing and Shanghai. At HSBC Qianhai, our clients are at the heart of everything we do and we build long-term, strategic relationships with...


  • Shanghai, China HSBC Full time

    Global Private Banking(GPB) HSBC Private banking provides personal relationship management including integrated banking, investment and wealth advisory services to high net worth clients and their families around the world. The business builds on the strength, heritage and prudent long-term strategy of the HSBC Group to search out and reveal new...


  • Shanghai, China HSBC Full time

    At HSBC we not only talk about Digital Transformation, we “walk the talk.” We will be where our customers want us to be: on their phones, on WeChat, through a digitally-enabled mobile sales force. This transformation is happening globally but nowhere faster than in China, as we target to grow and offer services to China customers who increasingly...


  • Shanghai, China HSBC Full time

    Compliance is a global function that brings together all aspects of regulatory and financial crime risk management. Acting as risk stewards, and incorporating a range of specialist teams, we work together with the business and leverage advanced technology to help HSBC navigate a complex regulatory landscape and embed a sustainable approach to compliance...

  • Inv PE

    8 months ago


    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...

  • Audit Manager

    7 months ago


    Shanghai, China HSBC Full time

    Internal Audit (IAD) Group Internal Audit provides independent assurance to management and the Risk and Audit Committees that HSBC’s risk management, governance and internal control processes are designed appropriately and are operating effectively. We are currently seeking an experienced professional to join our team. In this role, you will: ...


  • Shanghai, China HSBC Full time

    The Global Marketing function is focused on supporting the strategic and revenue growth priorities of the Bank. The function focuses on understanding customers and the identification, development and execution of Marketing strategies, campaigns and activities that support and strengthen the HSBC brand, support the drive for revenue and increase customer...


  • Shanghai, China HSBC Full time

    With a reporting line to the Risk and Control QA Assistant Manager of Busines Control team of HSBC Fintech, this position, as a specialist individual contributor, will engage with all 3 lind of defences internally and regulator externally and assist Risk and Control Senior Managers to ensure the consistent and effective implementation of the risk and...


  • Shanghai, China HSBC Full time

    Risk Global Risk is a thriving and expert risk management function supporting HSBC globally with all aspects of risk management. The team actively manages a varied and dynamic range of risk types, including security, information security, operational, credit, pension, insurance, compliance, regulatory, market, reputation and geopolitical risks. All...


  • Shanghai, China HSBC Full time

    We are currently seeking an experienced professional to join our team. In this role, you will: The Risk and Control Manager is responsible for assisting with the effective governance and management of non-financial risks in the First Line of Defence. This job provides specialist Risk and Control advice and/or support, challenges and insights,...


  • Shanghai, China HSBC Full time

    We are currently seeking an experienced professional to join our team. In this role, you will: The individual in this role will be responsible for turning our existing retail banking or wealth management products into as well as creating new digital propositions that will meet customer needs. This may imply new products, services, partnerships or...


  • Shanghai, China HSBC Full time

    Headquartered in Shanghai, HSBC Life Insurance Company Limited is fully owned by HSBC Insurance (Asia) Limited and The National Trust Ltd. with a registered capital of RMB 1025 million. HSBC Life offers a comprehensive range of insurance solutions to our customers covering protection, retirement, children’s education, wealth growth and management, and...


  • 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...


  • Shanghai, China HSBC Full time

    Digital Business Services (DBS) HSBC Digital Business Services is a pivotal part of the Group, providing essential operational and technical support to our global businesses and helping improve customer service and efficiency. We combine global expertise and technology to help keep us thriving in the competition. We are currently seeking an...


  • Shanghai, China HSBC Full time

    Digital Business Services (DBS) HSBC Digital Business Services is a pivotal part of the Group, providing essential operational and technical support to our global businesses and helping improve customer service and efficiency. We combine global expertise and technology to help keep us thriving in the competition. We are currently seeking an...


  • Shanghai, China HSBC Full time

    HSBC Qianhai HSBC Qianhai Securities Limited (HSBC Qianhai) is HSBC’s securities flagship in China and 90% owned by HSBC. We are headquartered in Shenzhen, heart of the Greater Bay Area, with branch offices in Beijing and Shanghai. At HSBC Qianhai, our clients are at the heart of everything we do and we build long-term, strategic relationships with...


  • Shanghai, China HSBC Full time

    The Consumer Right Protection Manager is responsible for assisting Chief Operation Officer (COO) to establish and maintain an effective governance and framework of consumer right protection for HSBC Life Insurance Company Limited (“INSH”). We are currently seeking an experienced professional to join our team. In this role, you will: •Set up...


  • Shanghai, China HSBC Full time

    Some careers open more doors than others. If you’re looking for a career that will unlock new opportunities, join HSBC and experience the possibilities. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.  We are...


  • Shanghai, China HSBC Full time

    Digital Business Services (DBS) HSBC Digital Business Services is a pivotal part of the Group, providing essential operational and technical support to our global businesses and helping improve customer service and efficiency. We combine global expertise and technology to help keep us thriving in the competition. We are currently seeking an...


  • Shanghai, China HSBC Full time

    Finance (FIN) Global Finance aims to provide HSBC with a professional, effective and responsive finance service that operates at optimal cost and employs a common and transparent global model. We are currently seeking an experienced professional to join our team. In this role, you will: - Assist to the re-design of all FIN EUC of the Project...