HSBC Financial Planning Platform and Insights Bangalore

HSBC Financial Planning Platform and Insights Bangalore

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HSBC Financial Planning Platform and Insights Bangalore (Hybrid). Work on business planning, stakeholder management, governance, and insights/reporting for Asset Management initiatives. Check the official HSBC portal and apply.

HSBC has roles in India across multiple business areas, and this opening is for Financial Planning – Platform and Insights in Bangalore with a Hybrid work style. The role focuses on business planning/cases, stakeholder management, governance after project delivery, and building insights/models/reports to support decision-making.

Role Summary (HSBC Financial Planning Platform and Insights Bangalore)

  • Role: Financial Planning – Platform and Insights
  • Location: Bangalore, Karnataka, India
  • Work style: Hybrid
  • Job ID: 11223 (as per listing)

About HSBC: HSBC is a major global financial organisation (HSBC corporate describes serving customers across many markets worldwide).

Key Responsibilities

Based on the listing, you may work on:

  • Identifying opportunities that can be supported offshore, preparing business plans/cases, presenting to senior stakeholders, and implementing after feedback.
  • Partnering with regional teams to understand business drivers/risks and build solutions/models/reports that improve decision-making.
  • Post-project governance: reviewing/monitoring and implementing governance processes and data control for migration/management initiatives.
  • Supporting senior management: ownership of execution activities across communications, financial management, governance, org/resource management, and transformation initiatives.
  • Working with stakeholders (Compliance, Audit, Finance, etc.) to secure buy-in, evaluate impact, and monetise benefits.

Required Experience & Skills (ATS keywords)

To match this role, highlight:

  • Asset Management functional understanding and ability to expand engagement scope globally.
  • Investment products/brokerage business knowledge with ~5+ years experience (as stated).
  • Governance, policy adherence, risk awareness, stakeholder influence, and persuasion.
  • Ability to manage multiple workstreams, prioritise, and drive results through influence.

Who should apply

This role fits candidates from:

  • Financial planning / business planning / strategy / MI (management information) / reporting
  • Asset management ops/brokerage product management/investment operations
  • Transformation/migration governance/controls

Application note (deadline)

The listing mentions a specific “apply by” date, but dates and availability can change quickly. Always confirm status on the official HSBC job portal before applying.

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