Head of Group Strategy - Private Banking

The Head of Group Strategy leads the Bank's strategic planning cycle and drives the successful execution of its long-term roadmap. This role translates the Group's vision into actionable strategic plans and measurable KPIs, fostering cross-functional collaboration to safeguard the Bank's competitive edge and accelerate sustainable growth.

Key Responsibilities

Strategic Planning & Operationalisation

• Oversee the Group's strategic planning process for the Private Wealth Management segment, ensuring alignment between the financial targets set by the Group CFO and the Bank's growth priorities.
• Convert the CEOs' vision into a cohesive corporate roadmap featuring clearly defined, measurable objectives.
• Collaborate with the leadership of China CEO to harmonise the Mainland China growth strategy with Group objectives, while navigating local regulatory requirements and market dynamics.
• You'll partner with business leaders across Wealth Management, Corporate Banking, and other key divisions to develop and operationalise their strategic plans, securing buy-in and ensuring market competitiveness.
• Leverage advanced storytelling and data visualisation techniques to distil complex information into compelling narratives that support executive decision-making.
• Serve as the bridge between strategy and performance by translating strategic goals into quantifiable annual KPIs for each business unit.
• Work alongside subject-matter experts across the Bank Group to:
• Conduct in-depth research on the financial services industry, covering market trends, competitive dynamics, and disruptive technologies such as FinTech and AI.
• Identify emerging opportunities and potential threats to the bank's business model, while monitoring regulatory changes and assessing their strategic implications.
• Track economic policies in the Greater Bay Area and Mainland China to capitalise on cross-boundary banking opportunities.

Leadership & Stakeholder Engagement

• Build and lead a high-calibre team (currently two headcounts), providing coaching and constructive feedback to cultivate a high-performance culture.
• Uphold the highest standards of analytical rigour, accuracy, and executive-level quality across all departmental outputs.
• Act as a trusted thought partner to business leaders, preparing "Board-ready" reports and presentations for senior management.

Qualifications

• Bachelor's or Master's degree in Business, Finance, Economics, or a related discipline.
• Minimum 15 years of professional experience, with at least 5 years in corporate strategy, management consulting, or private banking or wealth management sector.
• Proven track record of delivering complex strategic projects within financial services.
• Strong knowledge of Wealth Management, Corporate Banking, Cross-boundary Banking, relevant financial technologies, and the regulatory landscape.
• Influence: Demonstrated ability to lead high-impact teams and engage effectively with senior stakeholders.
• Strategic Storytelling: Skilled at translating complex data into clear, persuasive narratives for executive audiences.
• Language: Excellent command of written and spoken English, Cantonese, and Mandarin.
• Technical Proficiency: Advanced PowerPoint and Excel skills for modelling and executive presentation development.