Assistant Planning and Sales Management Manager

Intermediate (3-6 years)

Technical Skills

  • Analytics
  • Compliance
  • Customer Service
  • Microsoft Access
  • Microsoft Excel
  • Operational Risk
  • VBA

Job Description

Assistant Planning and Sales Management Manager

Assistant Planning and Sales Management Manager

Private Banking and Trust Services - Private Banking Department

We are currently seeking a high caliber professional to join our department as Assistant Planning and Sales Management Manager..

Principal responsibilities:
  • Participate in the planning of Private Bank's Annual Operating Plan and ensure an effective and efficient deployment of financial resources for the department
  • Conduct Private Bank customers segmentation analysis to differentiate clients in terms of profitability and customer values for penetration strategies of each segment
  • Monitor the overall income and expenses of Private Bank and develop MIS system to monitor business progress and reinforce different levels of tactical programs leading to the achievement of desired business results
  • Drive profitable growth by providing analysis of results and reporting key metrics
  • Manage operational risk and ensure compliance of the relevant policies and guidelines
  • Degree in a related discipline OR other relevant qualifications
  • Minimum 3 years' banking experience, preferably with exposure to private banking business analytics
  • Possess sound knowledge of application software such as MS Excel, Access with VBA as an advantage
  • Strong attentiveness to detail, compliance and control orientation
  • 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
Career LevelIntermediate (3-6 years)
Education LevelBachelor
LanguageEnglish, Cantonese
Hang Seng BankFinancial Services, Retail and Commercial Banking

83 Des Voeux Road Central

directions_walk10 mins walk from Central Station