Job ref no.: CT3128915-01#0039
Hang Seng Bank

Branch Portfolio and Performance Management Manager

Hang Seng Bank

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 290 branches and automated banking centres, including around 60 Prestige Banking Centres for our high-end personal customers, we serve over half of the adult population in Hong Kong while offering an extensive range of products to our valued customers.  

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

Principal responsibilities

  • Perform comprehensive analysis to support strategic projects to achieve branch network business goals
  • Manage branch and customer portfolio and allocate branch sales target
  • Develop and maintain branch network capacity simulation models to support the development of sales strategies and improve the branch resources utilization
  • Manage sales staff activity resources to optimize sales leads and event triggers assignment
  • Drive team to provide timely management information and sales reports to facilitate branch performance tracking
  • Enhance and maintain branch sales database to facilitate sales management dashboard development
  • Drive 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 8 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, Tableau and SAS an advantage
  • Proficiency in both English and Chinese
  • Advocate of openness, able to create a cohesive teamwork and inspire others
  • Ability to bring divergent ideas to create new and valuable solutions
  • Be curious and with passion to think deeply and rationally

The health and safety of our employees and candidates is very important to us. Due to the current situation related to the Novel Coronavirus (2019-nCoV), we’re leveraging our digital capabilities to ensure we can continue to recruit top talent at the HSBC Group. As your application progresses, you may be asked to use one of our digital tools to help you through your recruitment journey. If so, one of our Resourcing colleagues will explain how our video-interviewing technology will be used throughout the recruitment process and will be on hand to answer any questions you might have.

All information provided by applicants will be used only for recruitment purposes and will be used strictly in accordance with the Bank's personal data policies, a copy of which may be obtained by the applicant upon request. Unless otherwise instructed in writing by the applicant concerned, applicants may be considered for other suitable positions within the Bank and its related companies. The personal data of unsuccessful job applicants may be retained for a maximum of two years from the date when the job application is rejected and such data may be retained for a longer period if there is a subsisting reason that obliges the Bank to do so, after which the personal data will be destroyed.

More job information
Job ref no. CT3128915-01#0039
Job Function
Employment Term
  • Permanent
  • Full-time
  • 8 years - 20 years or above
Career Level
  • Middle management level
  • Degree