Senior Manager, Data and Analytics

HSBC; Hong Kong; On-site; HKD 900,000 - 1,300,000; Full time

Job summary

HSBC Holdings plc is seeking a Senior Manager, Data and Analytics to lead a team delivering sales performance dashboards and RM coverage reporting. You will shape KPI frameworks, target setting, and data governance, enabling frontline leadership with timely, accurate insights.

The role requires strong stakeholder management across planning, distribution, and frontline teams in a banking context. You will guide data mart design, scorecard modelling, and incentive calculation logic, ensuring clear

Qualifications

• 5–10 years of relevant experience in sales performance management, business planning, MI/reporting, analytics, or related roles within banking/financial services.
• Experience leading a team responsible for performance dashboards/scorecards delivered to frontline and distribution management.
• Familiarity with dashboard and analytics tooling (Tableau, QlikSense, Power BI, Looker Studio) and strong SQL knowledge.

Responsibilities

• Lead a team to deliver sales performance dashboards and reporting for frontline to track progress against targets.
• Own RM assignment and coverage reporting, including governance and rules definitions.
• Develop KPI frameworks and scorecard/ incentive calculation methodologies; ensure transparency and auditability.
• Oversee data mart design, data lineage, and governance with robust refresh processes.

Skills

Sales performance management

MI/Reporting

Analytics

Dashboard development

Stakeholder management

Communication skills

Cantonese and English fluency

Education

Bachelor's degree in Business/Finance/Economics/Statistics

Tools

Tableau

QlikSense

Power BI

Looker Studio

SQL

Job description

We are currently seeking a high calibre professional to join our team as a Senior Manager, Data and Analytics

In this role you will:

Sales Performance Delivery & Dashboard Enablement:

• Lead a team to deliver sales performance dashboards and reporting that enable frontline to track progress against targets in a timely, accurate and actionable way.
• Ensure dashboards provide appropriate level of detail and clear elaboration (e.g., KPI definitions, drilldowns, segmentation, period comparisons), supported by a user-friendly interface.
• Build a delivery rhythm (e.g., daily/weekly/monthly refresh cycles) with strong controls to ensure consistency, accuracy, and timeliness—especially near month-end.
• Translate frontline needs into functional dashboard requirements, ensuring outputs support practical actions such as pipeline building and closing performance gaps.

Relationship Manager Assignment & Coverage Management

• Own and enhance Relationship Manager (RM) assignment and coverage management reporting, ensuring transparent tracking of customer-to-RM mapping and coverage status.
• Partner with relevant stakeholders to define and maintain RM assignment rules, exceptions handling, and governance (e.g., reassignment triggers, portfolio movement logic, coverage gaps).
• Deliver dashboards and operational views to support frontline and distribution leaders in managing RM portfolios (e.g., assigned/unassigned customers, capacity indicators, movement trends).
• Ensure RM assignment datasets and logic are aligned with performance tracking, scorecards, and incentive calculations where applicable, with clear documentation and walkthroughs.
• Manage day-to-day enquiries relating to RM assignment, portfolio movements, and coverage reporting, providing timely responses and controlling expectations on turnaround time and data limitations.

Performance Planning, Target Setting & Strategy Support:

• Support business planning and strategy formulation by shaping performance measurement approaches aligned with business objectives and distribution priorities.
• Partner with planning stakeholders to support target setting methodologies, target allocation logic, and tracking structures across products/channels/segments (as applicable).
• Establish and maintain KPI frameworks and success measures to ensure performance reporting drives the right behaviours and business outcomes.

Data Mart Design, Production & Governance:

• Own and oversee sales performance data mart design and production processes to ensure data lineage, business rules, and refresh processes are robust and scalable.
• Define and document calculation logic and KPI definitions to ensure transparency, auditability, and consistent interpretation across users.
• Drive continuous improvement of data quality controls, reconciliation routines, and performance reporting automation to reduce manual effort and improve reliability.
• Lead scorecard modelling design and maintenance, ensuring alignment between business strategy, target frameworks, and performance measurement.
• Oversee incentive calculation logic (where in scope), ensuring the methodology is clear, repeatable, well-controlled, and explainable to stakeholders.
• Provide clear walkthroughs of scorecard/incentive logic to relevant stakeholders, and ensure change impacts are managed with proper communication and sign-off.

Stakeholder Collaboration & Expectation Management:

• Collaborate with multiple performance planning management teams, Heads of Distribution, District Directors, and frontline to align on content, KPI logic, and reporting priorities.
• Run structured calculation logic walkthroughs and manage ongoing communications to ensure stakeholders understand “what the numbers mean” and “what they don’t mean”.
• Handle and triage daily enquiries from counterparts and frontline users, providing timely responses while managing expectations to avoid over-interpretation or misuse of metrics.
• Maintain strong governance over changes (definitions, targets, logic, dashboards) to avoid confusion and ensure stable delivery.
• Monitor dashboard adoption and user feedback, identifying opportunities to improve usability, clarity, and decision value.
• Enhance reporting with better visual storytelling, intuitive navigation, and frontline-ready insights (e.g., “gap to target”, “run-rate required”, “pipeline needed”).
• Drive improvements in process efficiency, automation, and standardisation across reporting and performance management routines.

To be successful you will need:

• Bachelor’s degree in Business, Finance, Economics, Statistics, Data/Information Management, Analytics, or a related field.
• 5–10 years of relevant experience in sales performance management, business planning, MI/reporting, analytics, or related roles within banking/financial services.
• Experience leading a team responsible for performance dashboards/scorecards delivered to frontline and distribution management.
• Familiarity with dashboard and analytics tooling (e.g., Tableau, QlikSense, Power BI, Looker Studio) and strong working knowledge of SQL; broader analytics tooling exposure is a plus.
• Experience working with multiple stakeholder groups (planning teams, distribution leaders, frontline) and managing high-volume month-end delivery demands.
• Strong knowledge and hands-on experience in:
  • Business planning and strategy formulation
  • Target setting and target management frameworks
  • Data mart design and production (requirements, logic, governance, controls)
  • Sales performance tracking and KPI management
  • Dashboard development and performance reporting delivery
  • Scorecard modelling and incentive calculation methodology
  • Strong stakeholder management skills, including expectation management under time pressure and the ability to influence without relying on authority.
• Excellent communication skills—able to explain calculation logic clearly to both technical teams and frontline/business users.
• Strong problem-solving capability with high attention to detail, especially around KPI definitions, data accuracy, and reconciliation.
• Written and spoken fluency in Cantonese and English.

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.

Issued by The Hongkong and Shanghai Banking Corporation Limited.