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Assistant Manager, Planning and Business Performance

https://www.hsbc.com Logo

HSBC

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Location:
China, Shanghai

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Category:
Insurance

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Contract Type:
Employment contract

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Salary:

Not provided

Job Description:

The role requires in-depth understanding of the insurance industry in China, focusing on customer buying preferences, implementing strategies, and driving business growth while ensuring regulatory compliance. The job demands strong managerial, communication, and planning skills to execute initiatives successfully.

Job Responsibility:

  • Understand customer buying preferences across different channels and touchpoints
  • Ensure channels, products, and business development initiatives are executed effectively
  • Implement strategy and drive business growth in a compliance-conscious industry
  • Present powerful and convincing business cases with many competing internal priorities
  • Seek advice from finance on FRP and other planning processes
  • Work closely with business units, Compliance, and IT departments to deliver differentiated strategic initiatives that drive revenue and are regulatory compliant

Requirements:

  • Minimum of three years working experience in Life insurance, prefer to be experienced in strategic, planning, marketing areas
  • Minimum of a bachelor's degree in finance or economics. Other insurance or financial planning professional qualifications such as CFP, FLMI added advantage
  • Understanding of metrics and financial measures of the business. Ability to understand at business level financial dynamics of the business and future impacts
  • Strong managerial, communications, project management, organizational, lateral thinking, strategic planning, analytical, mathematical, interpersonal and leadership skills
  • Business judgment and decision making
  • Able to create a positive working relationship with related stakeholders internally and externally
  • Strong verbal and written communication skills in both English & Chinese

Nice to have:

  • CFP
  • FLMI
What we offer:
  • Continuous professional development
  • Flexible working
  • Opportunities to grow within an inclusive and diverse environment

Additional Information:

Job Posted:
August 21, 2025

Expiration:
October 18, 2025

Employment Type:
Fulltime
Work Type:
On-site work
Job Link Share:
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