Team Head, Financial Planning and Business Performance Management (Bank) Team Head, Financial Planning and Business  …

Talent Axis
in Hong Kong
Permanent, Full time
Last application, 04 Dec 21
Talent Axis
in Hong Kong
Permanent, Full time
Last application, 04 Dec 21
Our client, a well-established bank, is now seeking an experienced candidate to join their team.


  • Oversee annual budget, forecast, financial planning and business performance management strategy with focus on product and segment performance management
  • Provide business performance forecast, timely variance analysis and insight of retail banking product portfolio and advise on adjustment actions
  • Set financial goal measurement and performance indicators for the portfolio and product segments
  • Drive performance management by risk-adjusted performance indicators through establishing segmental risk-adjusted profitability reports with economic profit and return on allocated capital.
  • Establish proper performance management analytics, make commentaries and recommendations to management to steer business performance to support bank wide strategic direction.
  • Direct the production of portfolio, product and segment performance reports for tracking the business performance
  • Supervise the preparation of financial performance presentation for top management.
  • Establish financial assessment mechanism and tools for new initiatives and new products for the Bank. 
  • Establish post-implementation review mechanism and tools to support evaluation of effectiveness for the new project and new product.      
  • Maintain effective communication of business performance insight to business teams, and provide financial advisories in product development and business decision making process 
  • Advise on improvement initiatives and strategic business decision making process to achieve the business goals
  • Direct the preparation of financial information returns to users and operation certificates to card associations in accordance with the relevant reporting requirements




  • University graduate or postgraduate degree in Business Administration, Accounting or related field
  • Relevant experience in product performance development and analytics, especially for retail banking
  • Knowledge of credit card and merchant acquiring is an advantage
  • Strong business acumen with problem solving and data analytical skills
  • Excellent written and verbal communication skills.
  • Proven skills and track record in people management
  • Strong ownership and servicing mindset to ensure efficient and effective processes management
  • Excellent people management, interpersonal and communication skills
  • Proficiency in Microsoft Excel, Word and Power Point
  • Excellent command of written and spoken English and Chinese (including Putonghua)


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