Assistant Branch Portfolio and Performance Management Manager


Technical Skills

  • Analytics
  • Cognos
  • Customer Service
  • Management Reporting
  • Microsoft Access
  • Microsoft Excel
  • Project Management
  • Sales
  • Sales Management
  • SQL
  • Statistics
  • VBA

Job Description

Assistant Branch Portfolio and Performance Management Manager

Assistant Branch Portfolio and Performance Management Manager

Retail Distribution

Hang Seng's Retail Distribution focuses on personal wealth management and financial services. Our one-stop wealth management initiatives are designed for both our affluent and mass integrated account customers. With more than 250 branches and service outlets, including over 60 Prestige Banking Centres for our high-end personal customers, we serve over half of the adult population, offering an extensive range of products.

We are currently seeking a high caliber professional to join our department as Assistant Branch Portfolio and Performance Management Manager.

Principal responsibilities:
  • Support the implementation of sales capacity and business performance information system for branch network to maximum sales management effectiveness
  • Perform analysis on branch and customer portfolio and assist in branch sales target allocation
  • Handle the branch sales performance tracking, activity management reports and ad-hoc management information generation
  • Develop and maintain branch network capacity simulation models to support the development of sales strategies and improve the branch resources utilization
  • Enhance and maintain branch sales database to facilitate sales management dashboard development
  • Liaise with IT and Analytics Departments to enhance the sales analytics engine for identifying sales opportunities
  • University degree in Statistics, Computer Science, Information Systems or other relevant qualifications
  • Minimum 2 years of relevant experience, with knowledge of retail banking products, branch operations, sales management system, sales reporting an advantage
  • Good communication, analytical and project management skills
  • Well versed in application software, including MS Access, Excel formula / Macro or VBA, with exposure in SQL or Cognos an advantage
  • Proficiency in both English and Chinese
  • Great sense of ownership and servicing mindset to ensure efficient and effective customer service processes
Apply Now
Employment TypeFull-time
Education LevelBachelor
LanguageEnglish, Cantonese
Hang Seng BankFinancial Services, Retail and Commercial Banking

83 Des Voeux Road Central

directions_walk10 mins walk from Central Station