Senior Financial Analyst -Sales Computation & Reporting
Salary undisclosed
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Job Description:
This is a regional business management role within the Retail Wealth Distribution team, who will work closely with local sales teams across Asia and cross-functional teams as well as counterparts
Primary responsibilities include computing HK SIP / SIC (Sales Incentive Plan and Sales Incentive Commission) and supporting Asia retail sales incentive-related tasks.
Key Responsibilities:
- Compute monthly SIC and quarterly SIP including bonuses related to tactical sales campaigns, ensuring outputs are timely, accurate, and duly approved before payroll processing
- Report sales campaign results (costs vs benefits, conversion rate, etc) and provide analytical insights
- Validate compensation (commissions, trailer fee, and PC) and production status of licensed representatives
- Work closely with sales teams as well as HR, Rewards, Finance, and Risk to ensure alignment of policies based on regional framework and proper administration across markets
- Maintain up-to-date SIP policies and approval records across Asia
- Maintain up-to-date distribution agreements and trailer fee rates across Asia
- Support the regular review and revamp of sales incentive/ compensation schemes as assigned
Qualifications:
- Bachelor's Degree in Business, Finance, Economics or other related discipline
- Minimum of 5 years of management reporting or sales reporting experience in the Asia asset management or financial services business
- Hybrid Work Arrangement: Amenability and readiness to work onsite and from home anytime (dependent on business need AND/OR current external environment/situation) and willingness to report on Day shift schedule
Skills to Hire/ Must Haves:
- Hands-on experience with Excel and PowerPoint, demonstrating strong analytical and presentation skills
- High level of accuracy and attention to detail
- Excellent prioritization and time management skills
- Strong communication and interpersonal skills that model corporate core values
- A capacity for constant learning from both success and failure
- Fluent English (reading/writing/spoken)
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