Digital Planning Specialist - Retail Banking and Wealth Management


Technical Skills

  • Accountancy
  • Audit
  • Budgets
  • Costing
  • Forecasting
  • Microsoft Excel
  • Microsoft Powerpoint
  • Performance Metrics
  • Procurement
  • Reconciliations
  • Recruiting
  • Risk Management
  • Wealth Management

Job Description

Digital Planning Specialist - Retail Banking and Wealth Management

Location: Asia Pacific-Hong Kong-Hong Kong Island-Central

Some careers grow faster than others.
If you’re looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential.
Retail Banking and Wealth Management serves more than 50 million customers worldwide with a complete range of banking and wealth management services to enable them to manage their finances and protect and build their financial futures. It is a global business that brings together management responsibility for Retail Banking, Wealth Management, Insurance and Asset Management with a focus on customer-centric propositions and innovative and efficient distribution channels.
We are currently seeking a high caliber professional to join our team as Digital Planning Specialist.
Principal responsibilities
  • The purpose of the role is to lead Planning and Support activity for the Digital Centre of excellence, providing contingency and deputising for the Senior Digital Planning and Support Manager.
  • Accountable for budget management, from recharging to supporting Annual operating plan submissions. Management of third party augmentation model for example Statement of work renewal, including tracking of actual spend versus estimates.
  • Leading delivery of the Digital Orderbook through a variety of governance processes, maintaining superior quality at the lowest cost to the business tracking and reporting on Digital Centre of excellence deliveries.
  • Responsible for the Global service provider planning and reporting activity to senior stakeholders within and external to the Digital Centre of excellence.
  • Leading Digital Centre of excellence budget management and planning annual operating plan
  • Leading the activity required to manage third party relationships by working closely with procurement and legal partners including vendor risk management and contract renewals
  • Operational management of the Digital Centre of excellence, including recruitment tracking and cost effective travel
  • Lead reconciliation, business risk management and audit of live Testing data
  • Ownership for the digital small enhancement process, including reporting and chairing meetings with in-country stakeholders
  • Leading digital delivery reporting for senior stakeholders 
  • Ownership for Global service provider and planning  activity for example Sharepoint management, Risks, Issues and Dependencies, Meeting packs, standards adoption, Resource tracking including Software delivery, Release and Management information
  • Provision of a best in class service for all Digital Centre of excellence customers by supporting customer engagement and governance processes, maintaining service excellence at all times
  • Collecting and distributing project and team performance metrics to improve quality of output, establish Digital Centre of excellence Service levels agreements and Key performance indicators, and achievement against these.
  • Leading portfolio management for all Digital Centre of excellence resources through constant review and sizing of Digital and multi channel initiatives to inform resource profiles and plan forecasts, working with relevant delivery partners
  • Responsible for scenario planning and providing project, resource information on which prioritisation decisions can be made
  • Supporting implementation and ongoing maintenance of resource and planning tools using Clarity, GPDM to underpin an effective operation and accurate recharging.


  • Graduate
  • Strong numeracy, accountancy skills and expertise with a working knowledge of analysis tools for example Excel
  • People experience in customer focused organizations, in disciplines such as Digital, or change management, with leadership skills motivating and inspiring others to excel
  • Strong analytical ability and experience with excellent attention to detail, and the ability to work with complex data from a variety of sources, and to operate effectively where data is ambiguous or incomplete
  • Excellent understanding of project methodology, frameworks and best practice
  • Working knowledge of Clarity, GpDM, along with full standard range of MS Office applications such as Powerpoint
  • Subject Matter Expertise of channel, including technical, commercial, market place and customer considerations
  • Experience of operational planning, management, understanding resource requirements in order to fulfill project delivery
  • Strong commercial focus, ability to balance risks versus rewards and maximize cost effectiveness and profitability for the business
  • Strong negotiation and relationship skills to satisfy a wide range of internal and external customers with conflicting priorities
  • Pragmatic decision making skills, with the ability to make clear judgments and understand the implications
  • Highly developed communication skills, both written and verbal, to explain complex or technical issues
  • Innovative with the ability to approach things differently or do different things to deliver goals
  • High levels of resilience and self motivation. 
You’ll achieve more when you join HSBC.
HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.
Employment TypeFull-time
Education LevelNon-specified
HSBCPrivate Banking and Wealth Management

1 Queen's Road Central, Central

directions_walk6 mins walk from Central Station