AVP/Manager - Project Management - BFSI

Role Title: Associate Project Manager

Role Purpose (overall high level summary of the role):

- The Associate Project Manager is directly responsible for the day to day management of a small number of projects that have some degree of complexity.

- They are accountable for the delivery of the business and IT aspects of the project, ensuring the project is delivered on time, within budget, having realised the benefits to the business as outlined in the project Business Case.

Principal Accountabilities: Key activities and decision making areas:

1. Impact on the Business :

- Validate project Terms of Reference, establish a project governance and produce a well defined project plan, identifying the key milestones and assigning responsibilities/resources

- Define success measures/metrics

- Identify problems and implements solutions, making decisions based on sound rational judgement

- Capture project learning points

Typical Targets and Measures:

- Deliver against specification/customer need, on time and to budget

- Identify & deliver sustainable savings

- Realise measurable improvements in customer satisfaction and service quality

- Reduce costs & operational losses

- Faults in project deliverables addressed at appropriate stages

2. Customers / Stakeholders :

- Build strong relationships, adopting a joined up approach, to execute change at pace and with minimum conflict

- Analyse stakeholder goals and effectively manage their expectations, addressing any misalignment

- Maintain contact with customer, suppliers etc. to identify and communicate status, progress, risks and issues

Typical Targets and Measures:

- Customer/stakeholder satisfaction relating to project process and outcomes

- Change Delivery team viewed by business functions as professionals who add value

3. Operational Effectiveness & Control:

- Ensure project management processes are effective and propose improvements/changes as required

- Compliance with external regulatory requirements, internal control standards and group compliance policy

- Timely implementation of recommendations made by internal/external auditors and external regulators.

Typical Targets and Measures:

- Standard methods and tools deployed

- Evidence of improvements/changes made

- No breaches incurred

- Evidence of risks managed

Major Challenges (The challenges inherent in the role that require a continual test of the role holder's abilities)

- Management and control of projects to meet exacting timescales necessary in a competitive market place.

- Coordination of premises, people, training, systems and equipment in liaison with line management.

- Recovering own costs to add value to the business in all aspects of the work.

Role Context: (The environment and operating conditions of the role including the extent of guidance and authority)

- Change Delivery drives transformation projects and programmes from inception through to benefits realisation.

- The jobholder will have direct control over the planning and delivery of projects within the usual authority limits for a GCB6 Manager and may be required to work independently or part of a team. They must have awareness of project management methodologies and ensure that procedures to control projects are in accordance with Group Standards. They may be required to manage multiple projects involving interaction with several business areas.

- The jobholder will not be subject to close supervision so will be expected to exercise initiative in proactively overcoming obstacles to success. They will be expected to adopt a flexible approach in terms of working hours and travel to other locations

Management of Risk (Operational Risk / FIM requirements):

- The jobholder will ensure the fair treatment of our customers is at the heart of everything we do, both personally and as an organisation. This will be achieved by consistently displaying the behaviours required to support the Best Place to Bank principles of Make Better Products, Sell Them Properly and Keep Them Sold.

- The jobholder will also continually reassess the operational risks associated with the role and inherent in the business, taking account of changing economic or market conditions, legal and regulatory requirements, operating procedures and practices, management restructurings, and the impact of new technology.

- This will be achieved by ensuring all actions take account of the likelihood of operational risk occurring.

Also by addressing any areas of concern in conjunction with line management and/or the appropriate department.

Observation of Internal Controls (Compliance Policy / FIM requirements)

- The jobholder will also adhere to and be able to demonstrate adherence to internal controls. This will be achieved by adherence to all relevant procedures, keeping appropriate records and, where appropriate, by the timely implementation of internal and external audit points, including issues raised by external regulators.

- The jobholder will implement the Group compliance policy by containing compliance risk in liaison with Global Head of Compliance, Global Compliance Officer, Area Compliance Officer or Local Compliance Officer. The term compliance embraces all relevant financial services laws, rules and codes with which the business has to comply.

- This will be achieved by adhering to all relevant processes/procedures and by liaising with Compliance department about new business initiatives at the earliest opportunity. Also and when applicable, by ensuring adequate resources are in place and training is provided, fostering a compliance culture and optimising relations with regulators.

Role Dimensions: (e.g. balance sheet size, lending/expenditure limits, size/volume of transactions, budget)

- The jobholder will be required to manage one or more small projects that have some degree of complexity whilst being reasonably straightforward to deliver. These would generally be of a value up to USD 1m.

Knowledge & Experience / Qualifications (For the role - not the role holder. Minimum requirements of the role.)

Knowledge:

- Excellent understanding of the project lifecycle

- Awareness of HSBC project management tools and best practice techniques

Experience:

- Proven project management skills and experience of managing several projects concurrently

- Effective communication, inter-personal and negotiating skills

- Excellent decision making and problem solving ability

- Sound judgmental skills to identify and resolve problems

- Experience of managing resources using appropriate communication, delegation and planning skills

- Ability to motivate and lead people, employing appropriate management styles

Leadership capabilities:

If Manager:

- Navigating: understanding and translating Change Delivery strategy into own team and aligning directions accordingly

- Aspiring : being ambitious about providing the highest standards of delivery and embedding them in the team

- Driving : setting stretching goals for self and team and delivering them with courage and tenacity

- Mobilising: authentically engaging with team, colleagues and business partners to deliver at pace

- Sustaining- making considered decisions that protect and enhance HSBC values, reputation and business

If individual contributor:

- Navigating: understanding Change Delivery strategy and operating model and planning own activities accordingly

- Aspiring: being ambitious about providing the highest standards of delivery to all stakeholders

- Driving : setting stretching goals for self and delivering them with courage an tenacity

- Mobilising: authentically engaging with colleagues to deliver at pace

- Sustaining: making considered decisions that protect HSBC values, reputation and business

Qualifications:

- ACIB (or equivalent) - optional

Professional Standards:

- Delegating to Others

- Financially Astute

- Analytical Reasoning

- Making Decisions

- Managing Change

- Managing Risk

- Managing Customer Relationships

- Managing Stakeholders

- Planning & Organising

- Planning and Prioritising

- Results Focused

- Solving Problems

- Speaks and Writes Effectively