102 Client Analyst jobs in Hong Kong

Join to apply for the Client Service Operations Analyst role at Finsight Group Inc (FINSIGHT)

Join to apply for the Client Service Operations Analyst role at Finsight Group Inc (FINSIGHT)

Click the "Apply" button above or follow this link to review and respond to our questionnaire:

Link to the questionnaire

ABOUT FINSIGHT

FINSIGHT ( creates high-reliability financial technology that provides unparalleled visibility and actionable insights into capital markets. Our applications streamline workflows that facilitate hundreds of billions of dollars worth of capital markets activity annually for all the major investment banks and many of the world's largest global corporations. We are headquartered in New York City with offices in London, Singapore, Kyiv, Hong Kong, Miami and Manila.

We are a friendly, close-knit team of motivated and open-minded individuals committed to personal development, solving real problems and delivering excellent products and services to our clients.

ROLE OVERVIEW

We are expanding our operations in Hong Kong and are eager to continue building a great team. As a Client Service Operations Analyst, you will work closely with our clients to ensure service excellence and support multiple internal business segments (operations, finance, development and sales).

Responsibilities will include:

• Providing best-in-class phone, email and live chat service and support to our clients in a fast-paced environment
• Facilitating communication among internal and external stakeholders
• Recording and editing corporate media presentations using audio and video editing software (Audacity and Adobe Premiere)
• Coordinating business conference calls and live web events
• Industry research, data entry and data verification
• Client onboarding and product training
• Application testing and quality assurance to identify and report any issues or bugs
• Preparing and maintaining operational procedures to facilitate service and support
• Soliciting and internally communicating client feedback

What you will learn / reinforce in this role:

• How to deliver exceptional internal and external support on a consistent basis
• Strong time management practices
• Clear and concise written and verbal communication
• The ins-and-outs of running a software services company
• How to use audio and video editing software (Audacity and Adobe Premiere)
• Basics of capital markets (ie “Wall Street”)

REQUIREMENTS

Hard Skills / Experience

• English - Native or Bilingual
• 1–2 years of experience in a client-facing or professional services role (strongly preferred)
• Adept with computers and related technologies, including software applications, internal systems, and productivity suites (e.g., Microsoft Office and Google Workspace)
• Proficiency in locating, analyzing and verifying information using advanced online research techniques (i.e., knowing how to find things online beyond simply “Googling it”)
• Exceptional interpersonal and customer service skills, consistently exceeding expectations through active listening, understanding client needs and delivering thoughtful, timely responses

Soft Skills / Experience

• Demonstrated critical thinking and problem-solving a bilities: Skilled at analyzing complex, nuanced client inquiries and drawing informed conclusions to develop tailored, client-centric solutions
• Attention to detail with strong project managemen t skills: Capable of managing multiple priorities simultaneously, balancing deliverables and deadlines without compromising quality
• Proactive and solutions-oriented: A self-starter who thrives in high-touch client environments, confidently navigating impromptu challenges and offering thoughtful resolutions with minimal oversight
• Strong time management and execution skills: Demonstrates the ability to stay organized, meet deadlines, and follow through consistently in a dynamic, fast-paced setting
• Clear and effective communicator: Communicates with clarity and confidence, both in writing and verbally, ensuring alignment both internally and externally
• Positive attitude and coach-ability: Embraces feedback, is eager to learn, and approaches collaboration with an open mindset
• Highly reliable and trustworthy: Maintains professionalism, discretion, and consistency, earning the trust of clients and colleagues alike.

SHIFT AVAILABILITY

• 7AM to 4PM HKT, Monday to Friday

COMPENSATION

• Base Salary: $61,500-$64,000 USD annually

BENEFITS

• 3 weeks of paid vacation; 1 week of paid sick leave
• Comprehensive medical and dental insurance
• Fully stocked snack room
• Company provided laptop
• Regular team outings

LOCATION

• Note: We are moving our office to Admiralty in 2025

*This is an in-office position

Seniority level

• Seniority level Entry level

Employment type

• Employment type Full-time

Job function

• Job function Customer Service
• Industries Capital Markets and Financial Services

Referrals increase your chances of interviewing at Finsight Group Inc (FINSIGHT) by 2x

Sign in to set job alerts for “Client Services Representative” roles. Officer, Customer Services (Phone Banking - General Banking) Customer Relationship Management Specialist / Manager (CRM) Operations Support Officer (Office Administration), AO - British Consulate General Hong Kong Client Onboarding Specialist - Hong Kong Administrator - KYC / CDD | Client support Assistant Officer (Fintech Facilitation Office) (Fresh Graduate Welcome) Company Secretarial Assistant/ Officer

Wan Chai District, Hong Kong SAR 3 weeks ago

Central & Western District, Hong Kong SAR 1 week ago

Administrative Officer (Membership Facilities Management) Senior Associate, Client Experience (Corporate) Assistant Manager, Business Administration Client Services Coordinator / Department Administrative Assistant (Hong Kong, SAR) (#3964) (Senior) Charities Officer (Admin Support) Reception/Facilities Coordinator Prestigious Global Investment Management Firm - (1-year renewable contract role) – pays up to HKD30k Secretary to the Communications & External Affairs and Member Services Department

Central & Western District, Hong Kong SAR 1 week ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr

Client Lifecycle Management Analyst - Global Private Banking

Join to apply for the Client Lifecycle Management Analyst - Global Private Banking role at HSBC

Client Lifecycle Management Analyst - Global Private Banking

Join to apply for the Client Lifecycle Management Analyst - Global Private Banking role at HSBC

Job Description

Some careers have more impact than others.

If you’re looking for a career where you can make a real impression, join HSBC 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, HSBC offers opportunities, support and rewards that will take you further.

International Wealth and Premier Banking (IWPB) provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world’s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance. HSBC Private Banking helps high net worth and ultra-high net worth clients manage, grow, and preserve their wealth for generations to come. Our network of global experts helps clients access investment opportunities around the world, plan for future with wealth and succession planning, manage their portfolio with tailored solutions, and find the right support for their philanthropy.

We are currently seeking a high calibre professional to join our team as a Client Lifecycle Management Analyst.

Principal Responsibilities

In this role you will

• Guide internal stakeholders in identifying and documenting the information required to satisfy the Bank’s Know Your Customer (KYC) due diligence policies and processes
• Execute and review negative media alerts, and performs sanction & Political exposed person screening
• Check/identify for discrepancies between the information held in the customer’s documentation and profile on the system
• Review and validate the quality of the due diligence and KYC information on the bank’s customers, in line with HSBC policies at on boarding and periodic reviews
• Work with the Customer Due Diligence (CDD) Advisor when additional guidance on CDD policy is required
• Drive sustainable growth. Identifies and acts on opportunities to improve efficiency in the workflow
• Make considered decisions with factual and coherent recommendations, benefits and implications
• Keep colleagues and stakeholders informed, and take accountability for following through on outstanding issues raised within the Client Lifecycle
• Management (CLM) team to ensure prompt and efficient delivery of service
  
  

Requirements

To be successful you will need

• Strong working knowledge of Anti-Money Laundering (AML), regulatory compliance and controls within the banking and financial services industry
• To understand the connection between the financial services industry, the regulatory environment and their business function, and assists in passing on their practical knowledge to their colleagues
• Strong teamwork initiative
• Ability to work professionally with all levels of staff and management
• Strong English fluency and written skills
• Minimum of a Bachelor's degree or relevant work experience
  
  

Opening up a world of opportunity

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited.

Seniority level

• Seniority level Not Applicable

Employment type

• Employment type Full-time

Job function

• Job function Business Development and Sales
• Industries Banking, Financial Services, and Investment Banking

Referrals increase your chances of interviewing at HSBC by 2x

Sign in to set job alerts for “Management Analyst” roles. Business Analyst / Project Manager, Finance Technology

Wan Chai District, Hong Kong SAR 1 week ago

Business Analyst (Product Control or Risk background)

Sha Tin District, Hong Kong SAR 1 day ago

Corporate and Workplace Solutions, Management and Strategy, Associate, Hong Kong

Central & Western District, Hong Kong SAR 2 days ago

Digital Business Analyst - Banking (Up to 35K/mth) Core Business Services - Business Analyst / Business Manager - Hong Kong Business Analyst, Life Insurance (12 month contract) Senior Business Analyst (Post Trade / Middle Office / Back Office) Assistant Business Analyst (1-year Contract)

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr

Client Lifecycle Management Analyst - Global Private Banking

Join to apply for the Client Lifecycle Management Analyst - Global Private Banking role at HSBC

Client Lifecycle Management Analyst - Global Private Banking

Join to apply for the Client Lifecycle Management Analyst - Global Private Banking role at HSBC

Job Description
Some careers have more impact than others.
If you’re looking for a career where you can make a real impression, join HSBC 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, HSBC offers opportunities, support and rewards that will take you further.
International Wealth and Premier Banking (IWPB) provides a leading premium proposition through Premier Banking and, together with our Private Bank, are present across the world’s most important markets, booking centres, and corridors most valued by our clients. Our wealth offering is further enhanced through our best-in-class manufacturing capabilities in Asset Management and Insurance. HSBC Private Banking helps high net worth and ultra-high net worth clients manage, grow, and preserve their wealth for generations to come. Our network of global experts helps clients access investment opportunities around the world, plan for future with wealth and succession planning, manage their portfolio with tailored solutions, and find the right support for their philanthropy.
We are currently seeking a high calibre professional to join our team as a Client Lifecycle Management Analyst.
Principal Responsibilities
In this role you will

• Guide internal stakeholders in identifying and documenting the information required to satisfy the Bank’s Know Your Customer (KYC) due diligence policies and processes
• Execute and review negative media alerts, and performs sanction & Political exposed person screening
• Check/identify for discrepancies between the information held in the customer’s documentation and profile on the system
• Review and validate the quality of the due diligence and KYC information on the bank’s customers, in line with HSBC policies at on boarding and periodic reviews
• Work with the Customer Due Diligence (CDD) Advisor when additional guidance on CDD policy is required
• Drive sustainable growth. Identifies and acts on opportunities to improve efficiency in the workflow
• Make considered decisions with factual and coherent recommendations, benefits and implications
• Keep colleagues and stakeholders informed, and take accountability for following through on outstanding issues raised within the Client Lifecycle
• Management (CLM) team to ensure prompt and efficient delivery of service
  

Requirements
To be successful you will need

• Strong working knowledge of Anti-Money Laundering (AML), regulatory compliance and controls within the banking and financial services industry
• To understand the connection between the financial services industry, the regulatory environment and their business function, and assists in passing on their practical knowledge to their colleagues
• Strong teamwork initiative
• Ability to work professionally with all levels of staff and management
• Strong English fluency and written skills
• Minimum of a Bachelor's degree or relevant work experience
  

Opening up a world of opportunity
HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.
Issued by The Hongkong and Shanghai Banking Corporation Limited. Seniority level

• Seniority level Not Applicable

Employment type

• Employment type Full-time

Job function

• Job function Business Development and Sales
• Industries Banking, Financial Services, and Investment Banking

Referrals increase your chances of interviewing at HSBC by 2x

Sign in to set job alerts for “Management Analyst” roles. Business Analyst / Project Manager, Finance Technology

Wan Chai District, Hong Kong SAR 1 week ago

Business Analyst (Product Control or Risk background)

Sha Tin District, Hong Kong SAR 1 day ago

Corporate and Workplace Solutions, Management and Strategy, Associate, Hong Kong

Central & Western District, Hong Kong SAR 2 days ago

Digital Business Analyst - Banking (Up to 35K/mth) Core Business Services - Business Analyst / Business Manager - Hong Kong Business Analyst, Life Insurance (12 month contract) Senior Business Analyst (Post Trade / Middle Office / Back Office) Assistant Business Analyst (1-year Contract)

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr

Citi Kowloon City District, Hong Kong SAR

Join or sign in to find your next job

Join to apply for the Officer, Product specialist (Cards Portfolio Management) role at Citi

Citi Kowloon City District, Hong Kong SAR

1 day ago Be among the first 25 applicants

Join to apply for the Officer, Product specialist (Cards Portfolio Management) role at Citi

Whether you’re at the start of your career or looking to discover your next adventure, your story begins here. At Citi , you’ll have the opportunity to expand your skills and make a difference at one of the world’s most global banks. We’re fully committed to supporting your growth and development from the start with extensive on-the-job training and exposure to senior leaders, as well as more traditional learning. You’ll also have the chance to give back and make a positive impact where we live and work through volunteerism.

Shape your Career with Citi

Citi Global Wealth (CGW) brings together the full power of Citi to serve the entire continuum of wealth clients, from affluent to ultra-high net worth to family offices. The strategies we create help our clients maintain liquidity while maximizing yields, transact in foreign currency and across borders, and manage fluctuating expenses or cash flow. We are uniquely suited to helping our clients meet their banking needs across regions through our global network.

We’re currently looking for a high caliber professional to join our team as Officer, Product specialist (Cards Portfolio Management) - Hybrid (Internal Job Title: Officer, Product specialist (Cards Portfolio Management) C10) based in Hong Kong. Being part of our team means that we’ll provide you with the resources to meet your unique needs, empower you to make healthy decision and manage your financial well-being to help plan for your future. For instance:

• We believe all parents deserve time to adjust to parenthood and bond with the newest members of their families. That’s why in early 2020 we began rolling out our expanded Paid Parental Leave Policy to include Citi employees around the world.
• We empower our employees to manage their financial well-being and help them plan for the future.
• We have a variety of programs that help employees balance their work and life, including generous paid time off packages.
  
  

The Officer, Product specialist (Cards Portfolio Management) is an intermediate level position responsible for driving the growth and profitability of product by developing and executing strategic initiatives, marketing campaigns, and ensuring superior customer experience. The overall objective of this role is to coordinate the promotion of products to acquire new users, risk management, revenue optimization while ensuring compliance with regulatory standards.

In this role, you’re expected to:

• Assess relevant customer, competitor, and industry insights to help define strategies to improve client experience and portfolio growth
• Analyze market trends, customer behavior, and competitor offerings to identify growth opportunities.
• Support managing end to end card product lifecycle, including pricing, features and promotions
• Provide insight and recommendations on innovative product development, product targeting, and segmentation strategies as well as oversee aspects of product development life cycle management including market demands, technology trends, and the competitive field
• Provide insight and execute on core marketing disciplines such as product development, price, promotions, platform and pillars, launching, and marketing to improve client experience and portfolio growth
• Work closely with marketing teams to design and execute campaigns to drive adoption of fee paying services / features
• Project manage product enhancement projects which includes gathering business requirement, reviewing test plan, verify test results and monitor post launch performance, while adhering to internal governance and policy requirement.
• Manage Work closely with technology and operations to manage product enhancements projects from providing business requirement
• Participate in budgeting and planning for strategic priorities and initiatives
• Ensure adherence to regulations and internal policies
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
  
  

As a successful candidate, you’d ideally have the following skills and exposure:

• Bachelor’s degree/University degree or equivalent experience
• 2 years of relevant experience
• Cross functional knowledge (e.g. marketing, credit, acquisitions, product development, analytics)
• Ability to drive business innovation, leverage management information, and utilize data analytics to drive results
• Experience in UAT/ PAT testing, working with technology
• Demonstrated knowledge in managing KPI and good financial acumen
• Ability to work unsupervised and adjust priorities quickly as circumstances dictate
• Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements
• Demonstrated problem-solving and decision-making skills
• Demonstrated analytical and influencing skills
• Consistently demonstrates clear and concise written and verbal communication for stakeholder management
  
  

Take the next step in your career, apply for this role at Citi today

This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.

---

Job Family Group:

Product Management and Development

---

Job Family:

Product Management

---

Time Type:

Full time

---

Most Relevant Skills

Please see the requirements listed above.

---

Other Relevant Skills

For complementary skills, please see above and/or contact the recruiter.

---

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.

View Citi’s EEO Policy Statement and the Know Your Rights poster.

Seniority level

• Seniority level Not Applicable

Employment type

• Employment type Full-time

Job function

• Job function Business Development and Sales
• Industries Banking, Financial Services, and Investment Banking

Referrals increase your chances of interviewing at Citi by 2x

Sign in to set job alerts for “Product Officer” roles. Product Officer (Saving & Investment Product) Manager, Product Area - Digital Process Management & Solutions

Kwun Tong District, Hong Kong SAR 3 days ago

Associate Product Manager, TMTI Asia Pacific

Nanshan District, Guangdong, China 3 days ago

Product Manager, Sustainable Product, APAC

Kwun Tong District, Hong Kong SAR 6 hours ago

Racing Product Officer (UAT Officer - 1-Year Contract) Product Manager, Digital Assets (Contract)

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr

Whether you're at the start of your career or looking to discover your next adventure, your story begins here. At **Citi** , you'll have the opportunity to expand your skills and make a difference at one of the world's most global banks. We're fully committed to supporting your growth and development from the start with extensive on-the-job training and exposure to senior leaders, as well as more traditional learning. You'll also have the chance to give back and make a positive impact where we live and work through volunteerism.
**Shape your Career with Citi**
**Citi Global Wealth (CGW)** brings together the full power of Citi to serve the entire continuum of wealth clients, from affluent to ultra-high net worth to family offices. The strategies we create help our clients maintain liquidity while maximizing yields, transact in foreign currency and across borders, and manage fluctuating expenses or cash flow. We are uniquely suited to helping our clients meet their banking needs across regions through our global network.
We're currently looking for a high caliber professional to join our team as **Officer, Product specialist (Cards Portfolio Management) - Hybrid** (Internal Job Title: Officer, Product specialist (Cards Portfolio Management) C10) based in Hong Kong. Being part of our team means that we'll provide you with the resources to meet your unique needs, empower you to make healthy decision and manage your financial well-being to help plan for your future. For instance:
+ We believe all parents deserve time to adjust to parenthood and bond with the newest members of their families. That's why in early 2020 we began rolling out our expanded Paid Parental Leave Policy to include Citi employees around the world.
+ We empower our employees to manage their financial well-being and help them plan for the future.
+ We have a variety of programs that help employees balance their work and life, including generous paid time off packages.
The Officer, Product specialist (Cards Portfolio Management) is an intermediate level position responsible for driving the growth and profitability of product by developing and executing strategic initiatives, marketing campaigns, and ensuring superior customer experience. The overall objective of this role is to coordinate the promotion of products to acquire new users, risk management, revenue optimization while ensuring compliance with regulatory standards.
**In this role, you're expected to:**
+ Assess relevant customer, competitor, and industry insights to help define strategies to improve client experience and portfolio growth
+ Analyze market trends, customer behavior, and competitor offerings to identify growth opportunities.
+ Support managing end to end card product lifecycle, including pricing, features and promotions
+ Provide insight and recommendations on innovative product development, product targeting, and segmentation strategies as well as oversee aspects of product development life cycle management including market demands, technology trends, and the competitive field
+ Provide insight and execute on core marketing disciplines such as product development, price, promotions, platform and pillars, launching, and marketing to improve client experience and portfolio growth
+ Work closely with marketing teams to design and execute campaigns to drive adoption of fee paying services / features
+ Project manage product enhancement projects which includes gathering business requirement, reviewing test plan, verify test results and monitor post launch performance, while adhering to internal governance and policy requirement.
+ Manage Work closely with technology and operations to manage product enhancements projects from providing business requirement
+ Participate in budgeting and planning for strategic priorities and initiatives
+ Ensure adherence to regulations and internal policies
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
**As a successful candidate, you'd ideally have the following skills and exposure:**
+ Bachelor's degree/University degree or equivalent experience
+ 2 years of relevant experience
+ Cross functional knowledge (e.g. marketing, credit, acquisitions, product development, analytics)
+ Ability to drive business innovation, leverage management information, and utilize data analytics to drive results
+ Experience in UAT/ PAT testing, working with technology
+ Demonstrated knowledge in managing KPI and good financial acumen
+ Ability to work unsupervised and adjust priorities quickly as circumstances dictate
+ Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements
+ Demonstrated problem-solving and decision-making skills
+ Demonstrated analytical and influencing skills
+ Consistently demonstrates clear and concise written and verbal communication for stakeholder management
**Take the next step in your career, apply for this role at Citi today**
_ job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
---
**Job Family Group:**
Product Management and Development
---
**Job Family:**
Product Management
---
**Time Type:**
Full time
---
**Most Relevant Skills**
Please see the requirements listed above.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review_ _Accessibility at Citi ( _._
_View Citi's_ _EEO Policy Statement ( _and the_ _Know Your Rights ( _poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.

Citi Kowloon City District, Hong Kong SAR

Join or sign in to find your next job

Join to apply for the Officer, Product specialist (Cards Portfolio Management) role at Citi

Citi Kowloon City District, Hong Kong SAR

1 day ago Be among the first 25 applicants

Join to apply for the Officer, Product specialist (Cards Portfolio Management) role at Citi

Whether you’re at the start of your career or looking to discover your next adventure, your story begins here. At Citi , you’ll have the opportunity to expand your skills and make a difference at one of the world’s most global banks. We’re fully committed to supporting your growth and development from the start with extensive on-the-job training and exposure to senior leaders, as well as more traditional learning. You’ll also have the chance to give back and make a positive impact where we live and work through volunteerism.
Shape your Career with Citi
Citi Global Wealth (CGW) brings together the full power of Citi to serve the entire continuum of wealth clients, from affluent to ultra-high net worth to family offices. The strategies we create help our clients maintain liquidity while maximizing yields, transact in foreign currency and across borders, and manage fluctuating expenses or cash flow. We are uniquely suited to helping our clients meet their banking needs across regions through our global network.
We’re currently looking for a high caliber professional to join our team as Officer, Product specialist (Cards Portfolio Management) - Hybrid (Internal Job Title: Officer, Product specialist (Cards Portfolio Management) C10) based in Hong Kong. Being part of our team means that we’ll provide you with the resources to meet your unique needs, empower you to make healthy decision and manage your financial well-being to help plan for your future. For instance:

• We believe all parents deserve time to adjust to parenthood and bond with the newest members of their families. That’s why in early 2020 we began rolling out our expanded Paid Parental Leave Policy to include Citi employees around the world.
• We empower our employees to manage their financial well-being and help them plan for the future.
• We have a variety of programs that help employees balance their work and life, including generous paid time off packages.
  

The Officer, Product specialist (Cards Portfolio Management) is an intermediate level position responsible for driving the growth and profitability of product by developing and executing strategic initiatives, marketing campaigns, and ensuring superior customer experience. The overall objective of this role is to coordinate the promotion of products to acquire new users, risk management, revenue optimization while ensuring compliance with regulatory standards.
In this role, you’re expected to:

• Assess relevant customer, competitor, and industry insights to help define strategies to improve client experience and portfolio growth
• Analyze market trends, customer behavior, and competitor offerings to identify growth opportunities.
• Support managing end to end card product lifecycle, including pricing, features and promotions
• Provide insight and recommendations on innovative product development, product targeting, and segmentation strategies as well as oversee aspects of product development life cycle management including market demands, technology trends, and the competitive field
• Provide insight and execute on core marketing disciplines such as product development, price, promotions, platform and pillars, launching, and marketing to improve client experience and portfolio growth
• Work closely with marketing teams to design and execute campaigns to drive adoption of fee paying services / features
• Project manage product enhancement projects which includes gathering business requirement, reviewing test plan, verify test results and monitor post launch performance, while adhering to internal governance and policy requirement.
• Manage Work closely with technology and operations to manage product enhancements projects from providing business requirement
• Participate in budgeting and planning for strategic priorities and initiatives
• Ensure adherence to regulations and internal policies
• Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
  

As a successful candidate, you’d ideally have the following skills and exposure:

• Bachelor’s degree/University degree or equivalent experience
• 2 years of relevant experience
• Cross functional knowledge (e.g. marketing, credit, acquisitions, product development, analytics)
• Ability to drive business innovation, leverage management information, and utilize data analytics to drive results
• Experience in UAT/ PAT testing, working with technology
• Demonstrated knowledge in managing KPI and good financial acumen
• Ability to work unsupervised and adjust priorities quickly as circumstances dictate
• Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements
• Demonstrated problem-solving and decision-making skills
• Demonstrated analytical and influencing skills
• Consistently demonstrates clear and concise written and verbal communication for stakeholder management
  

Take the next step in your career, apply for this role at Citi today
job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
---
Job Family Group:
Product Management and Development
---
Job Family:
Product Management
---
Time Type:
Full time
---
Most Relevant Skills
Please see the requirements listed above.
---
Other Relevant Skills
For complementary skills, please see above and/or contact the recruiter.
---
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi.
View Citi’s EEO Policy Statement and the Know Your Rights poster. Seniority level

• Seniority level Not Applicable

Employment type

• Employment type Full-time

Job function

• Job function Business Development and Sales
• Industries Banking, Financial Services, and Investment Banking

Referrals increase your chances of interviewing at Citi by 2x

Sign in to set job alerts for “Product Officer” roles. Product Officer (Saving & Investment Product) Manager, Product Area - Digital Process Management & Solutions

Kwun Tong District, Hong Kong SAR 3 days ago

Associate Product Manager, TMTI Asia Pacific

Nanshan District, Guangdong, China 3 days ago

Product Manager, Sustainable Product, APAC

Kwun Tong District, Hong Kong SAR 6 hours ago

Racing Product Officer (UAT Officer - 1-Year Contract) Product Manager, Digital Assets (Contract)

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr

Analyst/Associate, Client Management, Fixed Income

The role will provide support to the FICC business division internationally across various CLSA entities in Hong Kong, Singapore, Japan, UK and US, as FICC operates in many different regulatory jurisdictions.

The person will be working independently to open accounts and onboard new relationships based on CITIC CLSA’s required standards and policies. These relationships may range across sell-side clients, buy-side trading counterparties, brokers, vendors and regulated trading venue operators.

The role is also responsible for ensuring all counterparty and client related documentation review and collection at inception of the relationships introduced by FICC are properly executed in accordance with CITIC CLSA’s required standards. The person will be working closely with KYC Operations team to approve periodic reviews, refresh of documents for existing relationships and conduct any potential remediation work as a result of internal/external audit and regulatory inspections.

The position is located in Hong Kong where the person is an integral part of the FICC front office operation.

The Analyst role will be expected to have onboarding experience in cash securities trading accounts such as bonds, convertible bonds, funds and/or repo accounts.

The Associate role will be expected to have onboarding experience for FX and Rates Derivative counterparties and must have familiarity with FX agreements, F&O, OTC clear and non-clear derivatives onboarding experience. Candidate with eFX onboarding experience will be highly favoured.

Key Areas of Responsibilities

• Follow CITIC CLSA’s standards and requirements in dealing with FICC introduced new relationships for account opening and onboarding to trade as well as complete all required documentation for execution for setup into CITIC CLSA’s front to back systems for trading and settlement.
• Guide Sales and Traders during the account opening and onboarding process on the requirements, as each case may differ given the counterparty’s investor status and the jurisdiction(s) involved to define the risk-based rating for the prospect.
• Upkeep CITIC CLSA’s central account workflow system, GoldTier with the correct constitutional and authority documents at inception and on an ongoing basis with KYC Operations for periodic review, account remediation and documentation refresh work.
• Be able to identify exceptions from CITIC CLSA policies and standards for further clearance from FICC Business Management and AML Compliance Head.
• Support inquiries related to audit and regulatory inspections of FICC and other directives from AML compliance.
• Maintain and upkeep of counterparty/client signatories and authority to trade documentation to facilitate for setup onto FICC’s electronic trading venues and for CITIC CLSA to undertake in any manual signatory execution requirement with the counterparty/client.
• Support all systems counterparty/client administration setup for new clients are in place prior to trading and ongoing amendments and changes to be properly reflected in the system prior to trading under new setup.

Requirements

• Strong understanding of international markets’ AML & KYC requirements, preferably at least 3 years of direct experience with a financial institution that operates in multiple jurisdictions will be considered for the Associate role, those with less experience may be considered for an Analyst role.
• Direct experience in independently dealing with account opening workflow system in a global financial institution preferred and familiarity with the various steps in achieving full compliance to deal with account opening using the international AML risk-based approach to define a counterparty’s risk rating will be preferred.
• Ability to explain FICC markets’ pre-trade process (e.g. DvP cash, ISDA CSA setup & GMRA setup, eFX onboarding requirements) to handhold Sales, Traders and Clients through the account opening process for onboarding will be a major plus.
• Familiarity of trading agreements used in the international FICC markets, eFX agreements, CDEA for OTC derivatives, ISDA, GMRA, VM/IM CSA and their downstream operational impacts. Associate level must have hands on experience in this area.
• Good prioritization, organisational and multi-tasking skills
• Self-motivated, desire to be challenged and eager to learn.
• Knowledge of SFC requirements around Hong Kong Professional Investors desirable
• Attention to detail and process oriented
• Proficient in PowerPoint, Word and Excel
• At least an undergraduate degree in Finance, Economics, Business, Law or of a similar nature.
• Good communication skills (verbal and written) are a must-have. Fluency in English a must due to constant review of constitutional and authority documents as well as regulatory rules, Business Mandarin/Cantonese is desirable but not mandatory.

Seniority level

• Seniority level Entry level

Employment type

• Employment type Full-time

Job function

• Job function Finance

Referrals increase your chances of interviewing at CLSA by 2x

Get notified about new Financial Analyst jobs in Hong Kong, Hong Kong SAR .

Investment Analyst – Asset Management – Hong Kong Equity Derivatives Trader, Analyst/Sr Analyst

Central & Western District, Hong Kong SAR 1 week ago

Central & Western District, Hong Kong SAR 6 days ago

Associate, Private Equity Investment, CLSA Capital Partners Senior Analyst/Associate, Research (Fintech/Crypto/Web 3) Equity Research Analysts (Global Consumer / Global Healthcare / Asia Tech Hardware)

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr

Analyst/Associate, Client Management, Fixed Income

The role will provide support to the FICC business division internationally across various CLSA entities in Hong Kong, Singapore, Japan, UK and US, as FICC operates in many different regulatory jurisdictions.

The person will be working independently to open accounts and onboard new relationships based on CITIC CLSA’s required standards and policies. These relationships may range across sell-side clients, buy-side trading counterparties, brokers, vendors and regulated trading venue operators.

The role is also responsible for ensuring all counterparty and client related documentation review and collection at inception of the relationships introduced by FICC are properly executed in accordance with CITIC CLSA’s required standards. The person will be working closely with KYC Operations team to approve periodic reviews, refresh of documents for existing relationships and conduct any potential remediation work as a result of internal/external audit and regulatory inspections.

The position is located in Hong Kong where the person is an integral part of the FICC front office operation.

The Analyst role will be expected to have onboarding experience in cash securities trading accounts such as bonds, convertible bonds, funds and/or repo accounts.

The Associate role will be expected to have onboarding experience for FX and Rates Derivative counterparties and must have familiarity with FX agreements, F&O, OTC clear and non-clear derivatives onboarding experience. Candidate with eFX onboarding experience will be highly favoured.

Key Areas of Responsibilities

• Follow CITIC CLSA’s standards and requirements in dealing with FICC introduced new relationships for account opening and onboarding to trade as well as complete all required documentation for execution for setup into CITIC CLSA’s front to back systems for trading and settlement.
• Guide Sales and Traders during the account opening and onboarding process on the requirements, as each case may differ given the counterparty’s investor status and the jurisdiction(s) involved to define the risk-based rating for the prospect.
• Upkeep CITIC CLSA’s central account workflow system, GoldTier with the correct constitutional and authority documents at inception and on an ongoing basis with KYC Operations for periodic review, account remediation and documentation refresh work.
• Be able to identify exceptions from CITIC CLSA policies and standards for further clearance from FICC Business Management and AML Compliance Head.
• Support inquiries related to audit and regulatory inspections of FICC and other directives from AML compliance.
• Maintain and upkeep of counterparty/client signatories and authority to trade documentation to facilitate for setup onto FICC’s electronic trading venues and for CITIC CLSA to undertake in any manual signatory execution requirement with the counterparty/client.
• Support all systems counterparty/client administration setup for new clients are in place prior to trading and ongoing amendments and changes to be properly reflected in the system prior to trading under new setup.

Requirements

• Strong understanding of international markets’ AML & KYC requirements, preferably at least 3 years of direct experience with a financial institution that operates in multiple jurisdictions will be considered for the Associate role, those with less experience may be considered for an Analyst role.
• Direct experience in independently dealing with account opening workflow system in a global financial institution preferred and familiarity with the various steps in achieving full compliance to deal with account opening using the international AML risk-based approach to define a counterparty’s risk rating will be preferred.
• Ability to explain FICC markets’ pre-trade process (e.g. DvP cash, ISDA CSA setup & GMRA setup, eFX onboarding requirements) to handhold Sales, Traders and Clients through the account opening process for onboarding will be a major plus.
• Familiarity of trading agreements used in the international FICC markets, eFX agreements, CDEA for OTC derivatives, ISDA, GMRA, VM/IM CSA and their downstream operational impacts. Associate level must have hands on experience in this area.
• Good prioritization, organisational and multi-tasking skills
• Self-motivated, desire to be challenged and eager to learn.
• Knowledge of SFC requirements around Hong Kong Professional Investors desirable
• Attention to detail and process oriented
• Proficient in PowerPoint, Word and Excel
• At least an undergraduate degree in Finance, Economics, Business, Law or of a similar nature.
• Good communication skills (verbal and written) are a must-have. Fluency in English a must due to constant review of constitutional and authority documents as well as regulatory rules, Business Mandarin/Cantonese is desirable but not mandatory.

Seniority level

• Seniority level Entry level

Employment type

• Employment type Full-time

Job function

• Job function Finance

Referrals increase your chances of interviewing at CLSA by 2x

Get notified about new Financial Analyst jobs in Hong Kong, Hong Kong SAR .

Investment Analyst – Asset Management – Hong Kong Equity Derivatives Trader, Analyst/Sr Analyst

Central & Western District, Hong Kong SAR 1 week ago

Central & Western District, Hong Kong SAR 6 days ago

Associate, Private Equity Investment, CLSA Capital Partners Senior Analyst/Associate, Research (Fintech/Crypto/Web 3) Equity Research Analysts (Global Consumer / Global Healthcare / Asia Tech Hardware)

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

#J-18808-Ljbffr

**Unlock boundless opportunities.**
Are you ready to launch your career in a global and growing bank? At Wells Fargo, we provide a dynamic environment that empowers you to shape our tomorrow. If you are driven to contribute to building the bank of tomorrow, then Wells Fargo could be where your aspirations soar to unprecedented heights. We excel with you, evolve together, and build a bright future.
We know that this pivotal moment in your journey is not just about choosing a career path - it is about embracing boundless ambition and unlocking extraordinary opportunities. Your hunger for success, unwavering dedication, and intellect align to chart an exceptional course towards a future that knows no limits. At Wells Fargo, we are guided by excellence and driven by you.
A career at Wells Fargo demands commitment, academic excellence, and remarkable interpersonal finesse. Challenges will arise, but the rewards are abundant. With us, you'll have the autonomy to set your own pace and the freedom to achieve greatness, limited only by the expanse of your own ambition.
Join us now and unlock boundless opportunities. Our intern opportunities are wide open, spanning across Hong Kong and Singapore. Seize this moment, shape your future, and embark on an extraordinary journey with us at Wells Fargo.
**Summer Analyst Program 2026**
The program duration is 10 weeks starting in June 2026 and is designed to provide you with the unique opportunity to discover our Corporate and Investment Banking business, culture, and how we collaborate to deliver solutions for our clients.
The program combines structured classroom and online learning to build technical expertise and core professional competencies to boost your career development along with real exposure to on-the-job experience.
Excel with us and evolve together as you gain access to mentors who are experts in their field, a dedicated peer system in support of meaningful collaboration, and networking opportunities - all designed to shape our tomorrow and build a bright future for you.
**Banking and Capital Markets ("BCM") Overview**
The BCM team sits within Wells Fargo's Corporate and Investment Bank and is dedicated to understanding the unique competitive and operating environments of our clients. Combining strong relationships and industry knowledge with superior capital markets and advisory capabilities, our team excels in delivering exceptional execution. BCM is organized across coverage and product teams, covering Corporate Banking, Financial Institutions, among others.
Join us to shape our tomorrow and build a bright future with Wells Fargo.
**Coverage Teams**
Provides a full range of services to clients across the following client types:
+ Corporate Banking
+ Financial Institutions
**Product Teams**
Provides a full range of execution capabilities and services to clients in the following products:
+ Debt Capital Markets and Advisory
+ Loan Syndications, Portfolio Management & Underwriting
+ Merger and Acquisition
**Required**
+ Penultimate year undergraduate studying towards completing a Bachelor's degree, with an expected graduation between January 2027 and June 2027
+ Demonstrable interest in Finance through work experience or extra-curricular achievement
+ A record of academic excellence
+ Ability to communicate effectively with clients and/ or stakeholders across geographies/levels both internally and externally
+ Have the relevant right to work in Hong Kong
**Desired**
+ A personality that is engaging, flexible, organized, conscientious, proactive, & detail-oriented
+ An ability to prioritize work, meet deadlines & achieve goals, all whilst working in a dynamic & complex environment
+ Ability to quickly evaluate and solve analytical problems, with a basic understanding of mathematical principles
+ Knowledge of another Asian language other than English. (Chinese, Japanese, Korean etc.).
+ Sense of personal accountability & urgency for achieving results
+ Experience using Microsoft Office suite of products
**Posting End Date:**
30 Aug 2025
**_*Job posting may come down early due to volume of applicants._**
**We Value Equal Opportunity**
Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic.
Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements.
Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process.
**Applicants with Disabilities**
To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo ( .
**Drug and Alcohol Policy**
Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy ( to learn more.
**Wells Fargo Recruitment and Hiring Requirements:**
a. Third-Party recordings are prohibited unless authorized by Wells Fargo.
b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.
**Req Number:** R-479403