Senior Manager, Data and Analytics

We are currently seeking a high calibre professional to join our team as a Senior Manager, Data and Analytics.

In this role you will:

Sales Performance Delivery & Dashboard Enablement Lead a team to deliver sales performance dashboards and reporting that enable frontline to track progress against targets in a timely, accurate and actionable way. Ensure dashboards provide appropriate level of detail and clear elaboration, supported by a user-friendly interface. Build a delivery rhythm with strong controls to ensure consistency, accuracy, and timeliness. Translate frontline needs into functional dashboard requirements, ensuring outputs support practical actions.

Relationship Manager Assignment & Coverage Management Own and enhance Relationship Manager (RM) assignment and coverage management reporting. Partner with relevant stakeholders to define and maintain RM assignment rules, exceptions handling, and governance. Deliver dashboards and operational views to support frontline and distribution leaders in managing RM portfolios. Ensure RM assignment datasets and logic are aligned with performance tracking, scorecards, and incentive calculations. Manage day-to-day enquiries relating to RM assignment, portfolio movements, and coverage reporting.

Performance Planning, Target Setting & Strategy Support Support business planning and strategy formulation by shaping performance measurement approaches. Partner with planning stakeholders to support target setting methodologies, target allocation logic, and tracking structures. Establish and maintain KPI frameworks and success measures to ensure performance reporting drives the right behaviours and business outcomes.

Data Mart Design, Production & Governance Own and oversee sales performance data mart design and production processes. Define and document calculation logic and KPI definitions to ensure transparency, auditability, and consistent interpretation. Drive continuous improvement of data quality controls, reconciliation routines, and performance reporting automation.

Scorecard Modelling & Incentive Calculation Lead scorecard modelling design and maintenance, ensuring alignment between business strategy, target frameworks, and performance measurement. Oversee incentive calculation logic, ensuring the methodology is clear, repeatable, well-controlled, and explainable to stakeholders. Provide clear walkthroughs of scorecard/incentive logic to relevant stakeholders.

Stakeholder Collaboration & Expectation Management Collaborate with multiple performance planning management teams, Heads of Distribution, District Directors, and frontline to align on content, KPI logic, and reporting priorities. Run structured calculation logic walkthroughs and manage ongoing communications to ensure stakeholders understand “what the numbers mean” and “what they don’t mean”. Handle and triage daily enquiries from counterparts and frontline users. Maintain strong governance over changes to avoid confusion and ensure stable delivery.

Continuous Improvement & Adoption Monitor dashboard adoption and user feedback, identifying opportunities to improve usability, clarity, and decision value. Enhance reporting with better visual storytelling, intuitive navigation, and frontline-ready insights. Drive improvements in process efficiency, automation, and standardisation across reporting and performance management routines.

To be successful you will need:

• Bachelor’s degree in Business, Finance, Economics, Statistics, Data/Information Management, Analytics, or a related field.
• 5–10 years of relevant experience in sales performance management, business planning, MI/reporting, analytics, or related roles within banking/financial services.
• Experience leading a team responsible for performance dashboards/scorecards delivered to frontline and distribution management.
• Familiarity with dashboard and analytics tooling and strong working knowledge of SQL.
• Experience working with multiple stakeholder groups and managing high-volume month-end delivery demands.
• Strong knowledge and hands-on experience in business planning, target setting, data mart design, sales performance tracking, dashboard development, scorecard modelling, and incentive calculation methodology.
• Strong stakeholder management skills, including expectation management under time pressure and the ability to influence without relying on authority.
• Excellent communication skills.
• Strong problem-solving capability with high attention to detail.
• Written and spoken fluency in Cantonese and English.