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Events & Interactions, Senior Analyst/Specialist

AIA Hong Kong and Macau

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Events & Interactions, Senior Analyst/Specialist

Join to apply for the Events & Interactions, Senior Analyst/Specialist role at AIA Hong Kong and Macau

Events & Interactions, Senior Analyst/Specialist

2 days ago Be among the first 25 applicants

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At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone.

It’s about finding new ways to not only better people's lives, but to better the communities and environments we live in. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030.

And as part of our marketing, distribution & partnership team, you’ll play a vital part in advancing this movement. From inspiring meaningful connections with customers, partners and other stakeholders, to delivering purpose-led brand positioning and messaging, you'll be making a positive, healthy impact across all channels. You will have a unique and important part to play in helping more people live Healthier, Longer, Better Lives.

So if you believe in inspiring a better future, read on.

About The Role

Implement Events and Interactives initiatives derived through marketing analysis to achieve core business objectives.

Roles And Responsibilities

Events and Interactives

  • Develop, implement and execute Event and promotion initiatives.
  • Manage Event and Interactive projects independently, coordinate with different internal stakeholders to implement projects smoothly.
  • Organise events with the aim to engage agency force holistically from pre-event to post event experience.
  • Prepare content for Events and Interactive projects to drive various business focuses.
  • Derive out-of-box ideas and integrate with events or videos production and formatting.
  • Manage and coordinate with various event and marketing agency to ensure smooth execution of marketing initiatives.
  • Prepare and draft related promotion and communication materials.
  • Collaborate with the team and contribute ideas deriving event and promotion initiatives. Responsible for delivering high-quality work in a fast-paced environment
  • This position requires occasional international travel for short-term business trips.
  • Performs other responsibilities and duties periodically assigned by supervisor in order to meet operational and / or other requirements.


Minimum Job Requirements

  • University graduate of Marketing, Communication or equivalent
  • 3 to 4 years’ relevant experience in Event and Marketing communication.
  • Experience in Event or PR agency will be an advantage.
  • Hands on experience in managing various scale of event or video production projects.
  • Ability to plan, manage and implement multiple events simultaneously.
  • Excellent project management and communication skills, with the ability to work effectively with cross-functional teams.
  • Strong ownership and passionate to marketing and communication.
  • Detail minded and well organized.
  • Good team player and proactive to participate in a team.
  • Strong communication skills with good written Chinese and English.
  • More experience candidates will be considered for Specialist (Assistant Manager level)


Others

  • You are required to obtain relevant license if your job involves in regulated activities


Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.

You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.

Seniority level
  • Seniority level Mid-Senior level
Employment type
  • Employment type Full-time
Job function
  • Job function Management and Manufacturing
  • Industries Insurance

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Islands District, Hong Kong SAR 8 months ago

Islands District, Hong Kong SAR 3 months ago

Hong Kong, Hong Kong SAR HK$500,000.00-HK$00,000.00 19 hours ago

National Road Logistics Expo & Events Specialist Digital and Event Marketing executive - Investment banking

Kowloon, Hong Kong SAR HK 35,000.00-HK 45,000.00 2 days ago

Assistant Manager, Event Management, Strategic Partnership Communications & Events Advisor - Asia (6-9 months contract)

Shenzhen, Guangdong, China CN¥150.00-CN¥300.00 1 year ago

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(Deputy) Product Control Manager (PNL Analysis)

Bank of China (Hong Kong)

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Join to apply for the (Deputy) Product Control Manager (PNL Analysis) role at Bank of China (Hong Kong)

4 days ago Be among the first 25 applicants

Join to apply for the (Deputy) Product Control Manager (PNL Analysis) role at Bank of China (Hong Kong)

  • Analyse a wide range of treasury products, e.g. derivatives for FX/ IR/ Equity, bonds, other structured products and funds.
  • Track and determine financial status of treasury portfolios by monitoring, comparing and analyzing variances.
  • Prepare timely reports for management by summarizing Profit and Loss (PNL) data, analyzing the trend of markets, interpreting current issues in financial industry, making presentations of findings and concluding recommendations.
  • Investigate and resolve reconciliation breaks of transactions by liaising with FO/ MO/ BO.
  • Participate in bank-wide treasury products related projects.
  • Ad-hoc analysis and PNL reporting as needed.

Responsibilities

  • Analyse a wide range of treasury products, e.g. derivatives for FX/ IR/ Equity, bonds, other structured products and funds.
  • Track and determine financial status of treasury portfolios by monitoring, comparing and analyzing variances.
  • Prepare timely reports for management by summarizing Profit and Loss (PNL) data, analyzing the trend of markets, interpreting current issues in financial industry, making presentations of findings and concluding recommendations.
  • Investigate and resolve reconciliation breaks of transactions by liaising with FO/ MO/ BO.
  • Participate in bank-wide treasury products related projects.
  • Ad-hoc analysis and PNL reporting as needed.

Requirements

  • Degree with major in Accounting, Quantitative Finance, Economics, Financial Engineering, Risk Management or related disciplines.
  • ACCA/CPA, CFA, FRM and/ or other relevant professional qualification preferred.
  • 3-5 year of working experience in preparation of management accounts or treasury accounting in financial institution. Solid experience in South East Asia is an advantage.
  • Proficiency in financial instruments & market operations.
  • Independent, responsible, strong analytical abilities and good time management
  • Good communication skill with excellent written and oral English and Chinese, Mandarin preferred
  • Sound Knowledge and experience in VBA, SQL, Python or related programming languages.



We offer competitive remuneration package and comprehensive fringe benefits including medical and life insurance, and different types of allowances to the right candidates. Interested parties, please submit your application online. For details, please visit our website Data collected would be used for recruitment purposes only. Applicants who do not hear from us within 8 weeks may consider their application unsuccessful and their data will be destroyed within 12 months of receipt.

Seniority level
  • Seniority level Not Applicable
Employment type
  • Employment type Full-time
Job function
  • Job function Business Development and Sales
  • Industries Banking, Capital Markets, and Financial Services

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Kowloon City District, Hong Kong SAR 2 weeks ago

Asia Pacific Regulatory System Implementation Business Analyst - Vice President Digital Technology Business Analyst – Wealth Management Business Analyst, Banking - Digital Products (Up to 55K/mth) Morgan Stanley Fund Services - Client Account Manager, Director, Hong Kong Morgan Stanley Fund Services - Client Account Manager, Director, Hong Kong Business Analyst - Controllers (Finance) Accenture Song - Digital Business Analyst

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Assistant Manager, FICC Operations, Operations

CLSA

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Assistant Manager, FICC Operations, Operations

Join to apply for the Assistant Manager, FICC Operations, Operations role at CLSA

Responsibilities:
  • Oversee daily trade bookings, validations, lifecycle management, break investigations, and settlements related to Fixed Income, FX, and derivatives activities.
  • Suggest and implement process improvements, utilizing technology to enhance efficiency in reconciliations and workflows.
  • Ensure adherence to operational standards, with exception processes documented and approved.
  • Participate in new product approval processes, analyzing impacts on trade booking, settlement, reporting, etc.
  • Contribute to projects involving IT development or process changes, ensuring project standards are met.
  • Respond to audit queries and provide supporting documentation.
  • Coordinate with front and back office teams to ensure proper booking of trading activities.
  • Work with clients and prime brokers to resolve issues promptly and meet daily deliverables.
  • Conduct root cause analysis for recurring issues and breaks.
Requirements:
  • Experience in trade support functions.
  • Understanding of Fixed Income and Credit products, including cash and derivatives, in exchange and OTC markets.
  • Focus on risk and controls.
  • Proven ability to drive efficiency and control initiatives.
  • Ability to work under pressure and manage expectations.
  • Strong organizational, communication, and prioritization skills.
  • Proactive with ownership mindset.
  • Proficiency in MS Office, with macros/VBA skills a plus.
  • Knowledge of derivatives and ISDA/CSA agreements is advantageous.
  • Languages: English and Cantonese; Mandarin is a plus.
  • Degree qualification.

CLSA may collect personal data for employment and compliance purposes, which may be transferred within or outside Hong Kong to relevant parties.

Additional Details:
  • Seniority level: Associate
  • Employment type: Full-time
  • Job function: Finance
  • Industries: Capital Markets, Investment Banking, Financial Services
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HR Consultant | Fixed Term Contract Education HR · UK ·

Hong Kong, Hong Kong Juniper Education Group

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workfromhome
The Role | National HR Consultant

Welcome to Juniper Education, where our mission is to champion educators, empowering them to shape future generations. We're more than just a support system; we're the driving force that propels schools and Academy Trusts to new heights. With our proven school education management systems and services, we address a spectrum of needs, ensuring excellence in education. In the education and tech industry, your work directly influences the lives of students and educators. Whether you're developing cutting-edge educational technology, supporting school leadership teams directly or designing solutions to enhance the learning experience, you could make a lasting and positive impact on the future.


Our mission statement says it all: We look after you, so that you can look after our children.

Dedicated to our core values, we are committed to:
Empowerment : Equipping everyone with the tools, intelligence, connections, and freedom to make informed decisions, recognised and respected by all.
Purpose : Supporting everyone to reach their highest potential, thereby enabling all children to achieve theirs.
Passion : Because we love what you do, you’re at the heart of everything we do.
Innovation : Delivering meaningful solutions with expertise and creative thinking to influence the ever-changing world of education.
Collaboration : The cornerstone of our success as it enables us to collectively harness diverse perspectives and strengths, ensuring that together, we achieve more than we could ever do alone. Every voice counts!

Are you a confident HR professional with a passion for education and a knack for solving complex people challenges? Join Juniper Education as a National HR Consultant and make a meaningful impact across schools and academies in the South East.

We’re looking for a driven, CIPD-qualified professional who thrives in a fast-paced, client-focused environment and is ready to be a trusted partner to education leaders.

The Role:

  • Deliver proactive and robust HR advice to schools, academies, and trusts
  • Lead on complex employee relations cases, including safeguarding, TUPE, restructuring, and reorganisation
  • Act as a strategic partner to senior leaders in schools and local authorities, advising on risk, compliance, and workforce planning
  • Coach, mentor and upskill school and trust leaders to build long-term HR capability
  • Collaborate on high-level negotiations with trade unions
  • Design and deliver training to clients and internal teams
  • Represent Juniper in tribunals and legal matters, working closely with Legal Services
  • Drive service improvements, identify new business opportunities, and contribute to service development

About You:

  • CIPD qualification or equivalent experience
  • Significant experience advising on complex HR casework and projects
  • Excellent communication, coaching, and influencing skills
  • Strong time management and the ability to work independently under pressure
  • Experience supporting senior leaders in schools, academies, or local authorities
  • Mediation training or experience (desirable)

Interview process

  • Interview with Presentation

We are committed to a fair and comfortable recruitment process, so if you require any reasonable adjustments during your application or interview process, please reach out to a member of the team at

Juniper Education Benefits

  • Day 1 right to company sick pay
  • Enhanced annual leave entitlement
  • Opportunity to purchase additional leave
  • Entitlement to carry over leave to next entitlement year
  • Day 1 access to 24/7 GP & prescription services
  • Day 1 access to rewards platform
  • Cycle to work scheme
  • Enhanced maternity & adoption pay
  • Day 1 access to employee assistance platform
  • Funded development/Qualification opportunities
  • Voluntary health care cash plan
  • Voluntary private medical insurance
  • Plus more!

Please note:We are unable to provide visa sponsorship at this time.

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Technician (E&M / Carpentry) 工程技工 (電工 /木工) ( (5 days work 5天工作)

Leadingnation

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Job description

The American Cluboffers one of the most diverse and unique working environments for hospitality professionals in Hong Kong. With two locations in Central and Tai Tam, we provide a gathering place for social, recreational, and business activities for Members and their families. As one of our employees, you will be part of a dedicated team working for a “Platinum & Distinguished Club of the World” as we grow and celebrate our 100-year anniversary together. Apply Now and build your career with us!

美國會為香港服務業人士提供多元化和獨特的工作環境。我們在中環和大潭設有兩個會址,為會員及其家屬提供社交、娛樂和商務活動的聚會場所。作為我們的員工之一,您將成為「世界白金和卓越會所」工作團隊的一員,與我們出色的團隊一起成長並與我們一起慶祝100週年紀念!立即申請並與我們一起發展您的事業!

Job Description 工作內容

  • Carry out repairs, regular maintenance of Club facilities and equipment as required
    根據需要進行維修,定期維護會所設施,機械和設備
  • Perform daily maintenance and inspections to ensure all equipment operates normally執行日常保養及檢查,確保所有設備正常運行
  • To be responsible for the maintenance of E&M, engineering facilities, the interior and exterior etc. of the entire club
    負責維護整個會所內外的機電,工程設施等
  • Assist the Technical Supervisor to ensure the club facilities and equipment are operating in good condition
    協助技術督導確保會所設施和設備良好運作
  • Support the Club events and activities
    協助會所活動
  • Respond promptly and efficiently to emergency calls
    及時並有效地應接緊急電話

Qualifications & Skills 資歷及技能要求

  • Minimum 2 years of relevant experience in maintenance service
    至少2年相關維護經驗
  • Candidate with less experience will be considered as apprentice
    經驗較少者可考慮擔任學徒
  • Holder of Registration of Electrical Worker Grade A0 or above / Construction Industry Safety Training / other Skill Cards / Knowledge in industrial safety and BMS system will be a plus
    持有電工A0牌或以上 / 平安咭(綠咭) / 其他註冊熟練技工 / 熟悉工業安全及BMS系統者將獲優先考慮

Working location: Tai Tam
工作地點: 大潭

We offer attractive remuneration and career development opportunity. Please send full resume by clicking Apply Now or by Whatsapp: 9093 7658Apply Now. You may also submit your application here: forms.office.com/r/Nia7FczRF0 . For more information please visit our website:

We are an equal opportunity employer. All information provided by applicants will be used for recruitment related purpose only and handled in strict confidence by authorized personnel only. Only short-listed candidates will be notified. The personal data collected will be destroyed after 3 months.

我們提供有吸引力的薪酬。請點擊Quick Apply,或Whatsapp: 9093 7658Apply Now發送完整簡歷。你亦也可以在forms.office.com/r/Nia7FczRF0 提交申請。欲了解更多資訊,請瀏覽我們的網站:

我們是一個平等機會的僱主。申請人提供的所有資料將僅用於招聘相關目的,並僅由授權人員嚴格保密。只有入圍者才會被通知。收集的個人資料將在 3個月後銷毀。

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FSO - Risk Consulting - FSRM (Model Quant for Credit & Climate) - Senior Associate - Hong Kong

EY

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Join to apply for the FSO - Risk Consulting - FSRM (Model Quant for Credit & Climate) - Senior Associate - Hong Kong role at EY .

**Who We Are**
The EY Organization is a global leader in assurance, tax, transactions, and advisory services. With 400,000 people worldwide, we are committed to quality and making a difference by helping clients and communities realize their potential.

**Financial Services Risk Management**
Within EY FSO Advisory Practice, the Financial Services Risk Management (FSRM) group provides solutions to help clients identify, measure, manage, and monitor credit, climate, and AI risks.

**Responsibilities**
As a Manager in the FSRM team, your role involves developing and implementing risk solutions for financial institutions, focusing on credit and climate risk.

  • Project delivery and team management: Ensure on-time, high-quality delivery; support client communication; mentor junior team members; enhance existing credit risk solutions; develop new solutions; support business development and build relationships.

**Skills**
Require 5+ years of experience in areas such as data analytics, credit risk models, stress testing, ICAAP, policy and procedures, AI use cases, climate risk management, and project management. Strong problem-solving and out-of-the-box thinking skills are essential.

**Background**
Candidates should have a Master or Bachelor’s degree in Mathematical, Engineering, Statistical, Quantitative Finance, Computer Science, or AI; proficiency in programming languages (Python, SAS, R, SQL); experience with deep learning tools; excellent communication skills in Chinese and English; and the ability to work collaboratively and independently.

Join us in building a better working world.

Seniority level
  • Mid-Senior level
Employment type
  • Full-time
Job function
  • General Business, Management, and Business Development
Industries
  • Professional Services
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Director of Business Intelligence

BTSE

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Join to apply for the Director of Business Intelligence role at BTSE

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About BTSE

About BTSE

BTSE Group is a global leader in fintech and blockchain technology, anchored by three core business pillars: Exchange, Payments, and Infrastructure Development. Serving over 100 corporate clients worldwide, we provide white-label exchange and payment solutions. Our offerings encompass everything from exchange infrastructure hosting and development to custody, wallets, payments, blockchain integration, trading, and more. We are looking for talented professionals in marketing, operations, customer support, and other departments. The roles offered may be on-site, remote, or hybrid, in collaboration with our local partner.

About The Opportunity

The Director of Business Intelligence (BI) will lead the development and execution of the company’s BI strategy, driving data-driven decision-making across all business units. This role will oversee the design, implementation, and optimization of BI systems, processes, and teams to deliver actionable insights that align with organizational goals. The Director will collaborate with cross-functional leadership to enhance strategic planning, operational efficiency, and market competitiveness, with a focus on leveraging data to support growth in the industry

Responsibilities

  • Strategic BI Leadership: Develop and execute a comprehensive BI strategy tailored to the business objectives, ensuring alignment with market dynamics and organizational priorities.
  • Deep Business Understanding: Leverage in-depth knowledge of the crypto exchange business, including trading, market trends, and regulatory requirements, to provide relevant and impactful data insights that drive decision-making.
  • Cross-Functional Collaboration: Act as the primary liaison with Business Operations (BO) and Product teams, translating business needs into data-driven solutions and fostering strong communication to ensure alignment and actionable outcomes.
  • Task Management and Delegation: Assign and oversee data requests from BO and other stakeholders, tasking Data Analysts (DA) and Data Visualizers (DV) to generate insights, dashboards, and reports, while ensuring timely and accurate delivery.
  • Team Leadership and Coordination: Manage and mentor a team of Data Analysts, Data Visualizers, and Data Scientists, fostering collaboration across these functions to deliver cohesive BI solutions, including advanced analytics, data models, and visualizations.
  • Stakeholder Communication: Present complex data insights and recommendations to C-suite executives, BO, and Product teams in a clear and actionable manner, serving as the voice of data within the organization.
  • Continuous Improvement: Drive innovation in BI processes, tools, and methodologies, staying ahead of the industry trends and emerging technologies to enhance data capabilities and team performance.

Requirement

  • Bachelor’s or Master’s degree in Data Science, Business Analytics, Computer Science, or a related field.
  • Experienced in business intelligence, data analytics, or related roles, with experience in a leadership position.
  • Proven expertise in BI tools and data platformsUnderstanding of the cryptocurrency, blockchain, or fintech industries, with experience analyzing market and customer data in these sectors.
  • Exceptional leadership and team management skills, with a track record of building and scaling high-performing teams.
  • Advanced knowledge of data modeling, ETL processes, SQL, and programming languages such as Python or R.
  • Excellent communication skills, with the ability to translate complex data insights into actionable business strategies for non-technical stakeholders.
  • Experience with data governance, compliance, and security standards, particularly in regulated industries.
  • Strategic mindset with a focus on driving business outcomes through data-driven insights

Perks & Benefits

  • Competitive total compensation package
  • Various team building programs and company events
  • And many more! Apply and let us tell you more!

Seniority level
  • Seniority level Director
Employment type
  • Employment type Full-time
Job function
  • Job function Business Development and Sales

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Head of Insurance Customer Lifecycle Management (CLCM)(HK)

Hang Seng Bank

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Head of Insurance Customer Lifecycle Management (CLCM) (HK)

Join to apply for the Head of Insurance Customer Lifecycle Management (CLCM) (HK) role at Hang Seng Bank

Head of Insurance Customer Lifecycle Management (CLCM) (HK)

2 days ago Be among the first 25 applicants

Join to apply for the Head of Insurance Customer Lifecycle Management (CLCM) (HK) role at Hang Seng Bank

Job Description

Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join Hang Seng and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, Hang Seng offers opportunities, support and rewards that will take you further.

Job Description

Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join Hang Seng and discover how valued you’ll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, Hang Seng offers opportunities, support and rewards that will take you further.

Insurance

Hang Seng Bank was one of Hong Kong's bancassurance pioneers with insurance business footprint started since 1965. Over the years, Hang Seng Bank has been committed to serve its customers by providing full spectrum of insurance products including Life Insurance manufacturing, distribution of General Insurance and Medical products, and MPF business.

Insurance is a fast-growing business and is one of the key drivers of Hang Seng Bank. As a well-established insurance entity, we take care of every need of our customers with an optimized service excellence through the Bank’s retail and commercial network, with a dedicated team of professionals in place.

We are currently seeking a high caliber professional to join our department as Head of Insurance Customer Lifecycle Management (CLCM), reporting to Chief Commercial Officer, Insurance.

Key Responsibilities

  • Strategy Development and Execution
  • Develop and implement a comprehensive Customer Lifecycle Management strategy tailored to the insurance business.
  • Work with digital and manned channel team to drive customer acquisition, engagement, retention, recapturing, and cross-selling initiatives to maximize customer value.
  • Define and monitor KPIs to measure the success of CLCM initiatives.
  • Align CLCM strategies with overall business objectives and KPIs.
  • Customer Insights and Segmentation
  • Analyze customer data to identify behavioral patterns, preferences, and pain points.
  • Develop segmentation strategies to create personalized and targeted customer journeys.
  • Use insights to design customer centric initiatives and journeys.
  • Proactively address risks associated with customer data handling and communication.
  • Stakeholder Collaboration
  • Collaborate closely with product teams, channel teams, marketing team and analytic team to ensure seamless customer experiences.
  • Build strong relationships across functional teams to drive customer-first initiatives.
  • Stay closely with legal, compliance and risk team to keep up standards and ensure the compliance to regulatory requirement.


Requirements

  • Proven experience in insurance products, markets, and customer behavior.
  • Expertise in data analytics, segmentation, and customer journey mapping.
  • Proficient in CRM platforms, digital tools, and marketing automation solutions.
  • Strong leadership, communication, and interpersonal skills.
  • Analytical mindset with a focus on delivering data-driven results.
  • Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage.


You’ll achieve more when you join Hang Seng Bank Limited.

Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.

Issued by Hang Seng Bank Limited

Seniority level
  • Seniority level Executive
Employment type
  • Employment type Full-time
Job function
  • Job function Sales and Business Development
  • Industries Banking

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Associate Director, Product and Content Marketing

Fidelity International

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Associate Director, Product and Content Marketing

Join to apply for the Associate Director, Product and Content Marketing role at Fidelity International

Associate Director, Product and Content Marketing

Join to apply for the Associate Director, Product and Content Marketing role at Fidelity International

About The Opportunity

Job Type: Permanent

Application Deadline: 30 September 2025

Title Associate Director, Product and Content Marketing

Department Product and Content Marketing, Asia Pacific Marketing

Location Regional

Reports To Head of Product and Content Marketing, Asia Pacific Marketing

Level AD or above

We’re proud to have been helping our clients build better financial futures for over 50 years. How have we achieved this? By working together - and supporting each other - all over the world. So, join our team and feel like you’re part of something bigger.

About Your Team

The Asia Pacific (“Asia”) Marketing team leads strategy and best-in-class execution of regional and country-specific marketing programs. Objectives of these programs range from strengthening Fidelity’s brand to generating sales in wholesale or institutional channels (B2B) and driving increased share of wallet from retail customers (B2C).

The APxJ Product and Content Marketing team is responsible for the provision of timely, accurate and creative content, materials and through-the-line marketing solutions to build Fidelity brand and support business to drive impact and commercial results throughout the regions.

About Your Role

The role is responsible for leading and setting the strategies to drive investment and product marketing communication in Asia Pacific to ensure a competitively strong, well-positioned communication programme is executed across regions and local markets. This will primarily involve engaging with portfolio managers and ID teams to understand FIL capabilities, strategies, product positioning, market views, and partnering with business to identify local business and client needs.

The role needs to be able to further develop narrative, storylines and product communication strategies executing against those needs. This will include the development of sales enablement materials as well as content for various distribution channels/platforms.

The role will also partner with internal Marketing resources where required to further adapt and amplify the marketing effort to create the broader impact, being the key liaison point for different stakeholders across Fidlity International and Fidelity Investment.

About You

  • Engage and communicate with Stakeholders
  • Build connection and relationships across the FIL and FMR network to ensure being deeply connected to the broader business, marketing, client proposition and investment teams
  • Demonstrate consultative selling skills during engagement and communication in order to calibrate clients’ needs, connect the dots, drive the discussion, identify the solutions and create business/ product opportunities.
  • Manage Product Marketing Materials
  • Deep dive analysis on Fidelity products, including investment capabilities, investment strategies, investment objectives, investment philosophy, investment process, performance, portfolios, competitor analysis, and etc, which can further identify the unique selling points and build holistic product positioning.
  • Create product marketing propositions and supporting content which sets Fidelity’s capability & solution/products apart from its competitors and is recognized for its strategic client-centred positioning.
  • Integrate “FIL capabilities/strategies” and “FIL Market/Macro” contents to build the narrative and storylines to support growth/retention priorities across regions and countries to create scale and efficiency.
  • Manage product relative content requirements across various areas including distributions, digital marketing, events and corporate communication.
  • Consolidate resource across different functions, regions and local markets and create consolidated framework and working model for better scale and efficiency
  • Consolidate Investment Insight
  • Understand Fidelity market view and outlook across different asset classes, current market backdrop and sentiment that can further strengthen the communication and build the narrative and storylines.
  • Leverage from Global Content team and ID teams to deliver effective market update and market outlook communication, which can be further linked to product narrative and drive high quality of communication.
  • Monitor fund performance and proactively identify issues under specific market backdrop.
  • Engage with FMR IPMs for new strategies/capabilities launched in FIL

Feel rewarded

For starters, we’ll offer you a comprehensive benefits package. We’ll value your wellbeing and support your development. And we’ll be as flexible as we can about where and when you work – finding a balance that works for all of us. It’s all part of our commitment to making you feel motivated by the work you do and happy to be part of our team. For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.

For more about our work, our approach to dynamic working and how you could build your future here, visit careers.fidelityinternational.com.

Seniority level
  • Seniority level Not Applicable
Employment type
  • Employment type Full-time
Job function
  • Job function Marketing and Sales

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Relationship Manager

BDO Unibank

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Job Description

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BDO HK offers enhanced wealth management services to high net worth and ultra high net worth individuals in investment management, familyoffice and asset structuring that promotes succession planning, generational wealth transfer strategies and its execution for philanthropic & estate planning goals.

Senior Relationship Managers or Relationship Managers (SRM/RM) for Private Bank (Wealth Management) are high-level professionals who manage an affluent customer’s wealth holistically. They will be directly responsible for interfacing and engaging with clients on a day-to-day basis and they are supported by an Associate Relationship Manager (ARM) who is responsible as the primary service contact for the Wealth client. Key activities include sales, customer service, and administration. The Associate RM may be assigned to 2-3 RMs for support depending on one’s rank, tenure, andexperience.

The ideal candidate will bring their financial expertise and establish long-lasting relationships with clients while contributing to our mission of helping individuals achieve their economic aspirations.

As a Relationship Manager, you are expected to have the role's identified competencies and responsibilities:

Business and Client Management

  • Understand client preference by profiling, probing and assessing clients' background, motivations, investment needs, financial objectives, financial situation to proactively provide wealth management solutions.
  • Understand financial markets, investment products, and wealth management principles
  • Recommend suitable investment products and solutions.
  • Stay updated with market trends, economic developments, and regulatory changes to provide accurate and timely advice to clients

Customer Experience

Meet and exceed customer expectations, providing excellent service and creating favorable connections that results in building long-term relationships with the organization. Provide clients with ongoing financial advice and guidance, address their queries or concerns and proactively recommend wealth management solutions

Customer Relationship Management

Manage and optimize interactions with customers to enhance satisfaction, loyalty and business performance.

Developing Strong Partnerships

  • Collaborate with internal teams to offer comprehensive financial solutions to clients
  • Establish and maintain network of associations and organizations that can help advance the achievement of business goals
  • Help the company meet its financial objectives through personalized financial planning

Professionalism, Personal Credibility and Integrity

Exemplifies integrity, ethical conduct, and adherence to regulatory guidelines and industry best practices

Teamwork and Collaboration

Ability to work in teams and collaborate to achieve shared business goals. Able to promote mutual trust and respect within the team.

Effective Communication

  • Ability to communicate with clarity and purpose, explain information accurately and concisely
  • Ability to engage in productive and meaningful conversations with clients and colleagues

Change Management

Able to deal positively with change, being agile and resilient in addressing an ever-changing environment.

Qualifications:

  • Bachelor's Degree graduate with at least 2- 5 years of extensive and proven experience in Private Banking
  • Understanding of financial markets, investment products, and wealth management principles
  • Relevant work experience in relationship management focused on investments and business development. Experience in serving high-net-worth individuals and understanding their unique wealth management needs, is preferred.
  • Ability to develop innovative financial solutions and effectively manage multiple projects simultaneously
  • Excellent interpersonal skills and the ability to build trust and rapport with clients
  • Strong analytical and problem-solving abilities with quick decision-making and a results-oriented mindset
  • Must have a HKMA / SFC Type 1 license and a Certified Private Wealth Professional

The candidate must be willing to be assigned in Hong Kong Office.

BDO Unibank, Inc. provides equal opportunity to all qualified candidates. Hiring decisions are based on job requirements and candidate qualifications, and shall not be influenced by any consideration of race, color, religion, sex (including sexual orientation and gender identity), national or ethnic origin, or disability. Requisition ID: 22412

The BDO, BDO Unibank, and other BDO-related trademarks are owned by BDO Unibank, Inc. BDO Unibank Inc. All Rights Reserved.

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