Team Lead, Business Planning & Strategy (Wholesale Banking Group)

Job Summary

The Team Lead of Business Planning and Strategy for Wholesale Banking will spearhead the development and execution of strategic initiatives aimed at driving growth, profitability, and competitive advantage within the Wholesale Banking division. This role involves leading a team responsible for business planning, market analysis, financial forecasting, and strategic project management to support senior leadership in decision-making and long-term planning.

What you’ll be doing:

Business Planning and Strategies Implementation

• Lead and manage the Business Planning and Strategy team to deliver high-quality strategic insights and business plans aligned with the Wholesale Banking division’s goals with key business partners from Finance, CEO office, Global Markets, Global Investment Banking, Operations, etc.

• Prepare clear, compelling, and data-driven presentation materials for senior management, internal teams, and external stakeholders to communicate strategic plans, business performance, and market insights.

• Develop, implement, and monitor business strategies and plans to achieve growth targets, optimize resource allocation, and enhance operational efficiency

• Analyze key changes in market trends, competitor activities, and benchmarks to inform Wholesale Banking decisions and enhance the implementation of strategic initiatives

• Drive cross-functional projects and initiatives that align with the bank’s wholesale banking strategy

• Monitor key performance indicators (KPIs) and provide regular updates and insights to senior leadership

• Develop a strategic point of view and formalize business strategies for Head of Wholesale Banking

• Lead financial planning activities including budgeting, forecasting, preparing operational plans and variance analysis to ensure alignment with division and bank-wide financial targets

• Manage and monitor Wholesale Banking’s loan and deposit portfolio as a whole to ensure alignment with business objectives, optimize asset-liability management, and support risk mitigation strategies

• Utilize advanced data analytics to generate actionable insights, track operating targets, and measure business performance against strategic objectives

• Stay abreast of industry trends, regulatory changes, and technological advancements impacting Wholesale Banking.

• Mentor and develop team members, fostering a culture of collaboration, innovation, and continuous improvement

What we are looking for:

• Bachelor’s or master’s degree in business / finance / data science related discipline

• 10+ years of relevant banking experience or consulting for financial services

• Proficient in MS Office applications, particularly Excel, PowerPoint, and Access

• Good understanding of Wholesale Banking business and products

• Stakeholder management and be able to manage multiple senior stakeholders

• Project management experience with the ability to manage multiple priorities and deadlines

• In-depth understanding and experience in the financial or banking sector

• Proven leadership experience managing high-performing teams

• Strong analytical and quantitative skills, with capability to connect market trends, business performance drivers and internal data with strategic implications

• Strong analytical and problem-solving skills with proficiency in financial modeling and data analysis tools (e.g., Excel, Power BI, Tableau)

• Presentable and analytical with excellent problem-solving skills and a strategic mindset

• Self-motivated, creative, articulate, and possess excellent interpersonal skills

• Detail-oriented with a "can-do" attitude, well-organized and able to multi-task

• Ability to manage ambiguity and devise next step actions towards end outcome

• Passionate about driving transformation and change, and have a curious mind to challenge status quo and provide innovative solutions

• Highly organised, and able to multi-task

• Effective written and verbal communication skills, with ability to influence and collaborate with cross-functional teams

• Proficiency in written and spoken English, Cantonese, and Mandarin