PLANNING OFFICER, CORPORATE STRATEGY DEPARTMENT

Planning Officer responsibilities include budgeting, financial performance reporting, strategy planning and monitoring, and supporting budget-related governance for the department. Duties include preparing preliminary financial forecasts and consolidated budgets, assessing AUM/income/expenses vs. budget, facilitating end-of-year planning and divisional reviews, preparing materials for townhalls, coordinating with Group Head for reviews, managing workstation budget allocation, vendor accreditation/renewal processes, and ensuring timely enablement and access to systems. Requires coordination across groups and divisions, data alignment, and timely data delivery to bank partners; mentions tasks related to budget setting, performance reporting, strategy execution, and systems access management.