Job ref no.: CT3123976-01#0071
Hang Seng Bank

Manager, Planning and Sales Management

Hang Seng Bank

Private Banking and Trust Services - Private Banking Department

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

Principal Responsibilities:

  • Responsible for 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 5 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 with good communication skill

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. CT3123976-01#0071
Job Function
Employment Term
  • Permanent
  • Full-time
  • 5 years - 20 years or above
Career Level
  • Middle management level
  • Degree