What Jobs are available for Finance Consultant in Hong Kong?

Are you looking for a dynamic career with unlimited growth opportunities? Whether you're just starting out or looking for a career change, we provide all the training, support, and tools you need to succeed.

What You'll Be Doing:

• Chat with clients, understand their goals, and give tailored financial/insurance advice

• Work with a supportive team and grow your own network

• Learn how to manage finances — for yourself and others

• Create your own schedule

• Develop skills in communication, sales, and business strategy

Why Join Us:

• Monthly income + commission + performance bonuses

• Super flexible work style — perfect for side hustlers or career switchers

• Full training provided, no experience needed

• Fun, young, and energetic team

• Build a career with purpose: help people protect what matters

Who We're Looking For:

• Positive, proactive, and open to learning

• Enjoys talking to people and building connections

• Ambitious — wants more out of life than just a paycheck

• Fresh grads, job changers, freelancers — all welcome

*We are collaborating with Bank of China Group Life Assurance Company Ltd.

FIND YOUR 'BETTER' AT AIA
We don't simply believe in being 'The Best'. We believe in better - because there's no limit to how far 'better' can take us.
We believe in empowering every one of our people to find their 'better' - in the work they do, the career they build, the life they live and the difference they make. So that together we can support even more people - including our own - to live Healthier, Longer, Better Lives.
If you believe in better, we'd love to hear from you.
About The Role
Support the Associate Director in driving financial planning, performance management, and strategic initiatives across Pension, Employee Benefits, and IVS business lines. The role will contribute to budgeting, forecasting, expense control, and sales strategy execution, with a strong focus on operational excellence and stakeholder collaboration

A core focus of this position is to ensure robust departmental General Operating Expense (GOE) management, reinforcing financial discipline and cost efficiency. The incumbent will also be responsible for enhancing management reporting frameworks to provide timely, insightful updates to senior leadership

Roles And Responsibilities
Expense Management

• Champion a culture of financial discipline by enforcing budgetary controls and promoting cost-conscious decision-making across all CS functions
• Monitor and manage operating expenses to ensure alignment with strategic objectives and financial targets
• Lead regular expense review sessions with section heads to identify cost-saving opportunities, enhance transparency, and drive accountability

Finance Management and Planning

• Support the preparation and consolidation of financial forecasts and annual budgets across CS business lines
• Analyse key performance indicators (e.g., VONB, OPBT, TWPI, AUM) to inform business reviews and strategic decisions
• Coordinate with cross-functional teams to ensure timely, accurate, and insightful financial reporting

Sales Strategy Support

• Partner with Distribution teams to execute sales strategies and campaign initiatives that drive business growth
• Assist in the design and administration of incentive programs, ensuring alignment with business objectives and performance goals
• Provide analytical support to evaluate the effectiveness and impact of sales initiatives

Pension Portfolio Management

• Deliver analytical and operational support on pension-related matters, including new fund setup, assumption reviews, and regulatory responses
• Collaborate with Finance and Actuarial teams to ensure compliance with regulatory standards and sound financial governance
• Prepare documentation and participate in Fund Review Committee meetings as required

Job Requirements

• Bachelor degree in Business Management / Accounting / Commerce / Finance
• At least 5 years reporting working experience in an Insurance Company/ Fund management company preferable
• Proficient computer software skills (MS Word, Excel, PowerPoint and Access)
• Staff management development skills
• Staff coaching and counseling skills
• Problem solving skills
• Data Analytics skills
• Fluent written and spoken English and Chinese / Cantonese

Others

• You are required to obtain relevant licence if your job involves in regulated activities.
• Ensure team members who perform regulated activities have obtained the relevant licenses and fulfilled the licensing requirements

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.

At St. James's Place, a globally recognised leader in wealth management, we offer you the autonomy to maximize your potential and develop your own client base within our prestigious organisation.

Why St. James's Place?

• Impressive Scale
  : With £179 billion (circa $226 billion USD) in client funds under management, we set the industry standard for trust and excellence.
• Global Reach
  : We are one of the largest wealth management companies in the UK.

What We offer:

• Autonomy and Growth
  : Enjoy the freedom to build and manage your client base.
• Comprehensive Support
  : Benefit from personalised support, our renowned investment management approach, unparalleled marketing resources, research assistance, and a long-term business plan tailored for your success.
• Professional Network
  : Join a community of over 4,400 qualified advisers and assist more than 900,000 clients worldwide.
• Financial Support:
  To nurture your early career development and ensure your success, we offer a competitive salary package. This support aims to facilitate you as you begin on your professional journey and build your business.

As a Financial Adviser at St. James's Place Wealth Management, you will:

• Client Acquisition
  : Proactively acquire new clients and expand your network.
• Bespoke Strategies
  : Craft personalised financial strategies for your clients.
• Relationship Management
  : Nurture long-term relationships and conduct regular reviews to ensure alignment with client goals.

We seek candidates who are:

• Experienced
  : Minimum of 3 years of relevant experience with a well-established client network.
• Knowledgeable
  : Deep understanding of financial market.
• Self-Motivated
  : Strong interpersonal skills and a proactive approach.

Qualifications

• SFC Papers
  : 1, 7, 8, and 12
• IA Papers
  : 1, 3, and 5

About The Job
Mercor
connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include
Benchmark
,
General Catalyst
,
Peter Thiel
,
Adam D'Angelo
,
Larry Summers
, and
Jack Dorsey
.

Position:
Securities, Commodities, and Financial Services Sales Agent

Type:
Independent Contractor
Compensation:
$110–$130/hour
Location:
Remote
Duration:
6 weeks
Commitment:
20–40 hours/week
Role Responsibilities

• Write tasks and scenarios reflecting real-world financial services sales using your professional experience.
• Create realistic situations involving client prospecting, portfolio recommendations, securities trading, compliance requirements, and relationship management.
• Develop scenarios for conducting needs assessments, explaining investment products, navigating regulatory requirements, handling client objections, managing market volatility concerns, and providing ongoing client service.
• Review and evaluate AI responses to financial services sales queries for accuracy and professional standards.
• Provide detailed feedback on securities and financial services sales scenarios to improve AI training.
• Work independently and asynchronously to meet deadlines while contributing to cutting-edge AI research.

Qualifications
Must-Have

• 4+ years professional experience as a securities sales agent, financial advisor, commodities broker, or financial services sales representative.
• Demonstrated professional recognition and management responsibilities.
• Proficient with using computers and navigating various software systems.
• Excellent written communication with strong grammar and spelling skills.
• Pass video interview, background check, training, and qualification quiz.

Preferred

• 14 years experience preferred.

Start Date

• Immediately; applications reviewed on a rolling basis.

Compensation & Legal

• Hourly compensation, paid weekly via Stripe Connect.
• Independent contractor engagement through Mercor.

Application Process (Takes 20–30 mins to complete)

• Applications reviewed continuously; shortlisted professionals will be contacted for next steps.
• Typical response time: within one week of submission.

Resources & Support

• For details about the interview process and platform information, please check:
• For any help or support, reach out to:

PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.
,

This is a full-time position where you will have the opportunity to gain valuable experience in the Wealth and Investment Management industry. As a Management Trainee, you will work closely with our team to support the delivery of high-quality asset management services to our clients.

制定個人化理財方案

根據客戶目標、風險承受能力以及市場動向,定制個性化理財策略

協助客戶發掘投資機會

識別投資機遇,捕捉市場動向,加強與客戶溝通,定期為客戶回顧投資規劃,為客戶不斷優化理財策略和投資方案,為客戶完善資產增值方案

提升專業能力

不斷優化環球投資策略,協助客戶進行全球化佈局,了解香港/內地/歐美/亞太地區投資市場動向,為客戶篩選優質的投資組合

學習跨行業知識

掌握金融/法律/稅務等不同行業知識,自我增值,提升專業能力,為客戶帶來更良好的咨詢體驗

• 金融、經濟、會計或相關領域優先,學士學位或以上
• 接受Local/IANG/高才/優才人士申請
• 接受無經驗或非金融專業人士申請,入職需接受公司額外提供的專業培訓
• 能夠解讀財務數據,擁有優秀的溝通和人際交往能力
• 能夠與客戶及同事有效溝通,對金融服務行業有濃厚興趣
• 對資產管理充滿熱情能夠在團隊環境中合作工作,具備抗壓能力
• 具備專業分析和解決問題的能力

• Full-time Program
  
  每月津貼丨佣金方案及年終獎金丨專業資格認證
  
  彈性工作制度丨公司贊助旅行丨醫療及其他保障
  
  業內頂尖導師輔導丨晉升路線清晰丨舉薦參加高管發展計劃
• Internship Program
  
  頒發實習證書
  
  協助考獲2張專業牌照
  
  擁有實習轉正通道

百萬圓桌會議(MDRT)是金融專業人士的頂尖協會,在保險行業享有國際認可。AIA 挑戰區在13年間培養出最多的 MDRT 會員,並且是整個AIA唯一連續4年獲得"最傑出區域"稱號的區域。我們的宗旨是協助有抱負的年輕人才,發展他們的職業道路。

Nic Chan, 財富管理副總監,帶領CL NIC團隊。,連續14年獲得MDRT會員資格,並榮獲COT會員榮譽。於2013年在AIA任職後成為MDRT終身會員。他獲得了精英卓越顧問及黃金級卓越營業單位主管稱號。由於團隊擁有多樣化的專業技能,包括市營、會計、醫學、設計及金融等,能為本地及國際客戶提供多元且專業的咨詢服務。有堅實的基礎來支持整個團隊。Nic透過一對一指導,幫助新同事盡快掌握工作內容並提供全方位支持,利用團隊資源來培養新員工。團隊成員互相幫助,共享經驗,擁有良好的工作氛圍。

This is a full-time position where you will have the opportunity to gain valuable experience in the Wealth and Investment Management industry. As a Management Trainee, you will work closely with our team to support the delivery of high-quality asset management services to our clients.

制定個人化理財方案

根據客戶目標、風險承受能力以及市場動向,定制個性化理財策略

協助客戶發掘投資機會

識別投資機遇,捕捉市場動向,加強與客戶溝通,定期為客戶回顧投資規劃,為客戶不斷優化理財策略和投資方案,為客戶完善資產增值方案

提升專業能力

不斷優化環球投資策略,協助客戶進行全球化佈局,了解香港/內地/歐美/亞太地區投資市場動向,為客戶篩選優質的投資組合

學習跨行業知識

掌握金融/法律/稅務等不同行業知識,自我增值,提升專業能力,為客戶帶來更良好的咨詢體驗

• 金融、經濟、會計或相關領域優先,學士學位或以上
• 接受Local/IANG/高才/優才人士申請
• 接受無經驗或非金融專業人士申請,入職需接受公司額外提供的專業培訓
• 擁有內地背景,能夠與內地客戶有效溝通,有意向發展內地市場
• 對金融服務行業有濃厚興趣,願意提升自身專業能力
• 對資產管理充滿熱情能夠在團隊環境中合作工作,具備抗壓能力
• 具備專業分析和團隊協作的能力

• Full-time Program
  
  每月津貼丨佣金方案及年終獎金丨專業資格認證
  
  彈性工作制度丨公司贊助旅行丨醫療及其他保障
  
  業內頂尖導師輔導丨晉升路線清晰丨舉薦參加高管發展計劃
• Internship Program
  
  頒發實習證書
  
  協助考獲2張專業牌照
  
  擁有實習轉正通道

百萬圓桌會議(MDRT)是金融專業人士的頂尖協會,在保險行業享有國際認可。AIA 挑戰區在13年間培養出最多的 MDRT 會員,並且是整個AIA唯一連續4年獲得"最傑出區域"稱號的區域。我們的宗旨是協助有抱負的年輕人才,發展他們的職業道路。

Nic Chan, 財富管理副總監,帶領CL NIC團隊。,連續14年獲得MDRT會員資格,並榮獲COT會員榮譽。於2013年在AIA任職後成為MDRT終身會員。他獲得了精英卓越顧問及黃金級卓越營業單位主管稱號。由於團隊擁有多樣化的專業技能,包括市營、會計、醫學、設計及金融等,能為本地及國際客戶提供多元且專業的咨詢服務。有堅實的基礎來支持整個團隊。Nic透過一對一指導,幫助新同事盡快掌握工作內容並提供全方位支持,利用團隊資源來培養新員工。團隊成員互相幫助,共享經驗,擁有良好的工作氛圍。

Key Responsibility

• Design Tailored Wealth Strategies

Support the creation of personalized financial plans aligned with client goals, market trends, and risk profiles.

• Perform Business & Market Analysis

Analyze portfolios, financial data, and market movements to generate insights and support advisory decisions.

• Drive Strategic Initiatives

Assist in identifying growth opportunities, optimizing client engagement, and executing business strategies.

• Deliver Clear, Impactful Presentations

Prepare financial models, pitch decks, and reports that communicate complex ideas with clarity and confidence.

• Build Client Relationship Skills

Develop consultative communication techniques to foster trust and ensure long-term client success.

• Commit to Continuous Learning

Participate in structured training across financial products, planning tools, and business development.

Who We Are Looking For

1. Educational Background – Bachelor's degree required (final-year students welcome); Master's degree preferred.

2. Passion for the Field – Strong interest in wealth management, financial planning, and business consulting.

3. Proactive and Goal-Oriented – Self-driven with clear objectives and a strong sense of responsibility.

4. Eager to Learn and Improve – Open to continuous learning, with a desire to enhance professional skills.

5. Excellent Interpersonal Skills – Strong communication, teamwork, and relationship-building abilities.

What We Offers

Full Time

High Earning Potential|獨有獎金機制

Flexible Work Style|彈性辦公,自主掌控時間

Elite Training System|行業頂尖講師親授,快速提升實力

Fast-Track Career Path|清晰晉升路線,直通管理層

Exclusive Perks|獎勵旅行、榮譽認證、專屬福利

Full Benefits|完善醫療及保障福利

(Internship Program)

Official Internship Certificate|實習結束即頒發官方證書

Flexible Schedule|兼顧學業與實習,時間彈性

License Support|輔導考取兩張專業證照

Return Offer Opportunity|表現優秀可獲全職錄用機會

About AIA

1. AIA今日的業務成就可追溯至1919年於上海的發源地,屹立亞洲逾100年。百年基業令AIA成為最大的泛亞地區獨立上市人壽保險集團。1931年在香港開展業務,至今覆蓋18個市場。

2. AIA是香港聯交所最大上市公司,自2010年上市後,市值升逾四倍,總資產值達3,400億美元,為恆生指數第二大成分股。

1. AIA憑藉全面實力,於創新產品、強積金、數碼科技應用、專業服務、人才培訓、市場推廣等領域,再創業界記錄,勇奪四項全球第一,印證其卓越表現及市場領導地位。

Why Choose AIA「Challenge Family」

1. 精英團隊,實力證明

連續12年榮獲 AIA 全港最高 MDRT 榮譽區域,成績媲美頂尖投資公司。你選擇的,不只是團隊,是冠軍之師。

1. 高效培訓,快速成長

「Challenge Family」提供系統化專業訓練+一對一導師制度,讓新人快速掌握財富管理技巧,穩步邁向卓越職涯。

1. 文化卓越,重質不重量

團隊重視質素與執行力,凝聚一群高學歷、高專業、高目標的年輕精英,一同追求卓越。

Synergy團隊——頂尖金融人才的搖籃

作為行業公認的精英培養平台,Synergy團隊憑借卓越的學術底蘊、嚴謹的專業培訓體系及豐碩的行業榮譽,成為金融菁英的首選成長平台。我們以系統化的職業發展路徑,助力每一位成員實現事業巔峰。

Advantages:

精英導師制

一對一資深導師全程指導,涵蓋金融、法律、經濟學、市場營銷等多領域專家團隊,為新人提供全方位支持

百分百頂尖認證

完善的培育機制確保每位成員達成MDRT/COT/TOT行業頂級榮譽

前沿行業視野

定期舉辦投行/基金公司專場研討,深度解析宏觀經濟、醫療健康、加密資產等熱點領域

高效成長體系

獨創的「Synergy加速計劃」幫助新人快速建立客戶網絡,3-6個月完成行業競爭力蛻變

我們期待這樣的你

• 應屆畢業生或跨領域轉職精英(專業不限)

• 對財富管理行業充滿熱忱,渴望突破職業天花板

• 具備終身學習意識,追求財務自由與專業卓越

在這里,你將獲得

行業頂級的資源支持與品牌背書

清晰透明的職業晉升通道

持續性的高端商業人脈拓展

遠超同業競爭力的收入回報

立即加入,與頂尖者同行

Synergy團隊——助您實現從職業精英到行業領袖的跨越

If you believe in inspiring a better future, we'd love to hear from you.

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

Key Responsibility

• Design Tailored Wealth Strategies

Support the creation of personalized financial plans aligned with client goals, market trends, and risk profiles.

• Perform Business & Market Analysis

Analyze portfolios, financial data, and market movements to generate insights and support advisory decisions.

• Drive Strategic Initiatives

Assist in identifying growth opportunities, optimizing client engagement, and executing business strategies.

• Deliver Clear, Impactful Presentations

Prepare financial models, pitch decks, and reports that communicate complex ideas with clarity and confidence.

• Build Client Relationship Skills

Develop consultative communication techniques to foster trust and ensure long-term client success.

• Commit to Continuous Learning

Participate in structured training across financial products, planning tools, and business development.

Who We Are Looking For

1. Educational Background – Bachelor's degree required (final-year students welcome); Master's degree preferred.

2. Passion for the Field – Strong interest in wealth management, financial planning, and business consulting.

3. Proactive and Goal-Oriented – Self-driven with clear objectives and a strong sense of responsibility.

4. Eager to Learn and Improve – Open to continuous learning, with a desire to enhance professional skills.

5. Excellent Interpersonal Skills – Strong communication, teamwork, and relationship-building abilities.

What We Offers

Full Time

High Earning Potential|獨有獎金機制

Flexible Work Style|彈性辦公,自主掌控時間

Elite Training System|行業頂尖講師親授,快速提升實力

Fast-Track Career Path|清晰晉升路線,直通管理層

Exclusive Perks|獎勵旅行、榮譽認證、專屬福利

Full Benefits|完善醫療及保障福利

(Internship Program)

Official Internship Certificate|實習結束即頒發官方證書

Flexible Schedule|兼顧學業與實習,時間彈性

License Support|輔導考取兩張專業證照

Return Offer Opportunity|表現優秀可獲全職錄用機會

About AIA

1. AIA今日的業務成就可追溯至1919年於上海的發源地,屹立亞洲逾100年。百年基業令AIA成為最大的泛亞地區獨立上市人壽保險集團。1931年在香港開展業務,至今覆蓋18個市場。

2. AIA是香港聯交所最大上市公司,自2010年上市後,市值升逾四倍,總資產值達3,400億美元,為恆生指數第二大成分股。

1. AIA憑藉全面實力,於創新產品、強積金、數碼科技應用、專業服務、人才培訓、市場推廣等領域,再創業界記錄,勇奪四項全球第一,印證其卓越表現及市場領導地位。

Why Choose AIA「Challenge Family」

1. 精英團隊,實力證明

連續12年榮獲 AIA 全港最高 MDRT 榮譽區域,成績媲美頂尖投資公司。你選擇的,不只是團隊,是冠軍之師。

1. 高效培訓,快速成長

「Challenge Family」提供系統化專業訓練+一對一導師制度,讓新人快速掌握財富管理技巧,穩步邁向卓越職涯。

1. 文化卓越,重質不重量

團隊重視質素與執行力,凝聚一群高學歷、高專業、高目標的年輕精英,一同追求卓越。

Synergy團隊——頂尖金融人才的搖籃

作為行業公認的精英培養平台,Synergy團隊憑借卓越的學術底蘊、嚴謹的專業培訓體系及豐碩的行業榮譽,成為金融菁英的首選成長平台。我們以系統化的職業發展路徑,助力每一位成員實現事業巔峰。

Advantages:

精英導師制

一對一資深導師全程指導,涵蓋金融、法律、經濟學、市場營銷等多領域專家團隊,為新人提供全方位支持

百分百頂尖認證

完善的培育機制確保每位成員達成MDRT/COT/TOT行業頂級榮譽

前沿行業視野

定期舉辦投行/基金公司專場研討,深度解析宏觀經濟、醫療健康、加密資產等熱點領域

高效成長體系

獨創的「Synergy加速計劃」幫助新人快速建立客戶網絡,3-6個月完成行業競爭力蛻變

我們期待這樣的你

• 應屆畢業生或跨領域轉職精英(專業不限)

• 對財富管理行業充滿熱忱,渴望突破職業天花板

• 具備終身學習意識,追求財務自由與專業卓越

在這里,你將獲得

行業頂級的資源支持與品牌背書

清晰透明的職業晉升通道

持續性的高端商業人脈拓展

遠超同業競爭力的收入回報

立即加入,與頂尖者同行

Synergy團隊——助您實現從職業精英到行業領袖的跨越

If you believe in inspiring a better future, we'd love to hear from you.

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

FS Consulting – Business Consulting – Finance – Senior Consultant – Hong Kong

At EY, we're all in to shape your future with confidence.

We'll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go.

Join EY and help to build a better working world.

The opportunity

The Finance Team works with clients to enhance the efficiency and effectiveness of their internal finance and accounting systems and processes. Finance team is designed to improve the performance of clients' finance and actuarial organizations and their businesses. We help organizations to achieve strategic alignment of their finance and actuarial organizations, help implement service and cost improvement initiatives and embed a performance management process and culture that unites the business around its core objectives.

Your key responsibilities
:

• Provide recommendations to our clients on improvements to the financial statement close process, contributing to the design and delivery of Target Operating Model
• Delivery of controls and process uplift and improvement through rationalisation, improvement and automation
• Data mapping and analysis to support finance process and controls improvements
• Assist in developing automated accounting and financial reporting solutions to suit the ambition and needs of our clients financial reporting teams to support the preparation of their financial and management reporting
• Support testing activities for finance systems (SIT/UAT/E2E) and assist with issue resolution and documentation
• Collaborate with cross-border teams and communicate effectively with key stakeholders to ensure project success

Skills and attributes for success

• Strong client service orientation and excellent communication skills
• Good understanding of accounting and financial reporting processes within the financial services industry
• Experience in IFRS 17 implementation, reporting or audit is preferred
• Knowledge of SOX requirements and robust ICFR frameworks
• Knowledge of financial reporting tools (e.g. Workiva, Alteryx) and/or general ledger ad sub-ledger (e.g. SAP, SAS, Aptitude, Oracle) a plus
• Strong problem-solving, analytical, and project-management skills
• Self-starter with proactive mindset and ability to work independently

To qualify for the role, you must have

• Bachelor's degree in accounting, finance, or related discipline. Professional accounting qualification preferred.
• Minimum of 3 years' experience in audit or finance, where the experience of working for Big4 firms and/or financial sector (banking and/or insurance) is preferred
• Good comprehensive understanding of the Finance function
• Able to communicate with seasoned Finance professionals of EY clients confidently
• Good understanding of IFRS 17/ LDTI is desired
• Excellent command of spoken and written English, Cantonese and Mandarin is preferred

What we look for

• Self-starter with proactive attitude to work
• Strong multiple task ability
• Very good communication skills, can maintain good relationship with both clients and team members

What we offer you

At EY, we'll develop you with future-focused skills and equip you with world-class experiences.

We'll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn
more
.

Are you ready to shape your future with confidence? Apply today.

To help create an equitable and inclusive experience during the recruitment process, please inform us as soon as possible about any disability-related adjustments or accommodations you may need.

EY | Building a better working world

EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets.

Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow.

EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.