Job ref no.: CT3130240-01#0124
Hang Seng Bank Limited

RM Performance and Strategic Planning Manager

Hang Seng Bank Limited

Wealth and Personal Banking – 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 280 branches and service outlets, including around 60 Prestige Banking Centres for our high-end personal customers, we serve over half of the adult population, offering an extensive range of products.

We are currently seeking a high caliber professional to join our branch network as RM Performance and Strategic Planning Manager.

Principal responsibilities

  • Assist in defining and establishing framework and mechanism to oversee and communicate the financial and non-financial performance of different streams of CRM in comprehensive perspectives to senior and sales management for performance evaluation and improvement
  • Prepare and consolidate qualitative and quantitative information of CRMs performance for the input of quarterly, annually incentive and performance rating calibration to assure right behavior are properly recognized for better staff motivation
  • Conduct analysis and advise relevant data to sales management to better understand and manage CRMs performance
  • Work closely with different levels of sales management and CRMs to collect qualitative information of CRMs to have all-round understanding their performance
  • Work with different teams under the CRM stream management function and relevant business units to constitute solutions for improving and recognizing CRMs performance


  • University degree with a minimum of 5 years’ relevant experience
  • Excellent communication and interpersonal skills; Able to work independently and under pressure
  • Proficiency in both English and Chinese
  • Customer centric mindset and ability to manage complex interactions effectively
  • Shown strong situation awareness, strong desire to learn and able to work in Agile environment
  • Ability to bring divergent ideas to create new and valuable solutions

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. CT3130240-01#0124
Job Function
Employment Term
  • Permanent
  • Full-time
  • 5 years - 20 years or above
Career Level
  • Middle management level
  • Degree