Financial Planning

4 days ago


Bengaluru, Karnataka, India HSBC Full time ₹ 12,00,000 - ₹ 36,00,000 per year

Some careers have more impact than others.

If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be.

HSBC is one of the largest banking and financial services organisations in the world, with operations in 62 countries and territories. We aim to be where the growth is, enabling businesses to thrive and economies to prosper, and, ultimately, helping people to fulfil their hopes and realise their ambitions.

We are currently seeking an experienced professional to join our team in the role of Financial Planning - Platform and Insights

Business: GPW & WPS

Principal responsibilities

  • In their capacity the incumbent needs to collaborate with the team and look for opportunities in business to be supported out of offshore unit, review it, prepare the business plan/case, present to senior management and stakeholders, adopt appropriate changes after presentation and move ahead with implementation.
  • The role holder may have to interact with regional teams as well to understand the key areas of business, the PnL drivers, the risks involved and work closely to build solutions/ models/ reports that can help in making informed business decisions.
  • The incumbent needs to review, monitor and implement governance processes once the project phase is over for all new functions, work and Data Control for the entire gamut of Migrations Management initiatives 
  • Support Senior Management by leading or taking ownership of execution of accountable activities. This may include, wholly or in part managing or performing administration services across the disciplines of communications, financial management, governance, organization design and resource management, and implementing transformational initiatives
  • Work with management/senior management across Customer Groups and key stakeholders (Compliance, Audit, Finance) to achieve buy-in for the recommended solution and its implementation approach, to evaluate the impact of change, and to ensure monetization of benefits.

External - Qualification

  • In depth understanding of various functions of Asset Management and build strategy for the team to take up larger responsibility and expand the scope of the current engagements globally.
  • Masters and Bachlore's is required.
  • Necessary attribute expected would be to have an in-depth functional knowledge of at least 5 years of experience in managing investment products with focus on brokerage business.
  • Adherence to the global policies and standards within all projects, processes and outputs. 
  • Ability to manage multiple work-streams simultaneously, effectively prioritizing personal and team workload and actively seek guidance for wider priority decisions
  • The role holder will also be expected to achieve results through influence and persuasion as well as exercise direct authority.
  • Develop and maintain relationships and work well with all levels of management.

You'll achieve more at HSBC 

HSBC is an equal opportunity employer committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and, opportunities to grow within an inclusive and diverse environment. We encourage applications from all suitably qualified persons irrespective of, but not limited to, their gender or genetic information, sexual orientation, ethnicity, religion, social status, medical care leave requirements, political affiliation, people with disabilities, color, national origin, veteran status, etc., We consider all applications based on merit and suitability to the role."

Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

***Issued By HSBC Electronic Data Processing (India) Private LTD***


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