Investment Planning & Analytics Manager

HSBC; Hong Kong Island; On-site; HKD 334,800 - 558,000; Full time

Job summary

HSBC in Hong Kong is seeking a professional to formulate annual business plans focused on growing investment business performance. The ideal candidate will have a university degree in Business Management, Banking, or Finance, and at least 3 years of relevant experience.

The role involves budgeting, presenting analytics, and preparing performance dashboards, requiring strong analytical and communication skills. Proficiency in English, Chinese, and Putonghua is essential.

Qualifications

• Minimum of 3 years' experience in banking, business planning or investment management.
• Fulfillment of the competency requirements as per the Securities and Futures Ordinance.
• Ability to work independently and under pressure.

Responsibilities

• Formulate annual business plan to grow investment business performance.
• Handle annual budget to track revenue and cost.
• Conduct presentations to management regarding investment performance.
• Prepare business performance dashboard for timely updates.
• Prepare presentation materials for senior management.
• Participate in strategic projects to enhance investment business.

Skills

Strong planning skills

Presentation skills

Analytical skills

Good communication skills

Interpersonal skills

Organizational skills

Proficiency in English

Proficiency in Chinese

Proficiency in Putonghua

Education

University degree in Business Management, Banking or Finance

Job description

HSBC in Hong Kong is seeking a professional to formulate annual business plans focused on growing investment business performance. The ideal candidate will have a university degree in Business Management, Banking, or Finance, and at least 3 years of relevant experience.

The role involves budgeting, presenting analytics, and preparing performance dashboards, requiring strong analytical and communication skills. Proficiency in English, Chinese, and Putonghua is essential.