179 Financial Advisory jobs in Hong Kong
Assistant Manager - Treasury Financial Advisory
Posted 1 day ago
Job Viewed
Job Description
Join to apply for the Assistant Manager - Treasury Financial Advisory role at OCBC .
Who We Are
As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. We provide support, services, solutions, and career paths that meet their needs.
Today, we’re on a journey of transformation, leveraging technology and creativity to become a future-ready learning organisation. Our strategic ambition is to be Asia’s leading financial services partner for a sustainable future.
We invite you to build the bank of the future, innovate in delivering financial services, work in supportive teams, build lasting value, and grow your career.
Purpose Of The RoleThe holder will assist the Team Lead of Treasury Financial Advisory in treasury advisory services in the OCBC Hong Kong Region, partnering with the Global Market division to promote business growth.
What You Will Be Doing- Advise on P&L and accounting impacts of treasury initiatives, e.g., hedge accounting.
- Provide reports to track performance and promote cross-selling, e.g., CISFA, VPAD.
- Support and advise on treasury system implementation/enhancement issues.
- Ensure proper fund transfer pricing mechanisms are in place, compliant with ALCO-approved frameworks.
- Support MIS matters like Tagetik, treasury reporting, etc.
- Assist in operating plan exercises.
- Ensure timely submission of treasury regulatory returns.
- Bachelor’s degree in Finance, Accounting, Risk Management, or related fields.
- 2-5 years of relevant experience.
- Professional qualifications like HKICPA, ACCA, CFA, FRM are advantageous.
- Strong interpersonal, analytical, and presentation skills.
- Proficiency in English, both written and spoken.
Competitive salary, flexible benefits, community initiatives, learning opportunities, and a supportive environment for growth and well-being.
Additional Details- Seniority Level: Entry level
- Employment Type: Full-time
- Job Function: Finance and Sales
- Industry: Banking
Assistant Manager - Treasury Financial Advisory
Posted 1 day ago
Job Viewed
Job Description
Join to apply for the Assistant Manager - Treasury Financial Advisory role at OCBC .
Who We Are
As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. We provide support, services, solutions, and career paths that meet their needs.
Today, we’re on a journey of transformation, leveraging technology and creativity to become a future-ready learning organisation. Our strategic ambition is to be Asia’s leading financial services partner for a sustainable future.
We invite you to build the bank of the future, innovate in delivering financial services, work in supportive teams, build lasting value, and grow your career.
Purpose Of The RoleThe holder will assist the Team Lead of Treasury Financial Advisory in treasury advisory services in the OCBC Hong Kong Region, partnering with the Global Market division to promote business growth.
What You Will Be Doing- Advise on P&L and accounting impacts of treasury initiatives, e.g., hedge accounting.
- Provide reports to track performance and promote cross-selling, e.g., CISFA, VPAD.
- Support and advise on treasury system implementation/enhancement issues.
- Ensure proper fund transfer pricing mechanisms are in place, compliant with ALCO-approved frameworks.
- Support MIS matters like Tagetik, treasury reporting, etc.
- Assist in operating plan exercises.
- Ensure timely submission of treasury regulatory returns.
- Bachelor’s degree in Finance, Accounting, Risk Management, or related fields.
- 2-5 years of relevant experience.
- Professional qualifications like HKICPA, ACCA, CFA, FRM are advantageous.
- Strong interpersonal, analytical, and presentation skills.
- Proficiency in English, both written and spoken.
Competitive salary, flexible benefits, community initiatives, learning opportunities, and a supportive environment for growth and well-being.
Additional Details- Seniority Level: Entry level
- Employment Type: Full-time
- Job Function: Finance and Sales
- Industry: Banking
AVP, Treasury Financial Control and Advisory
Posted today
Job Viewed
Job Description
1 day ago Be among the first 25 applicants
- The AVP of the Treasury Financial Control and Advisory team is responsible for assisting the Team Lead in providing treasury product control functions in the OCBC Hong Kong Region, partnering with the Global Markets division to promote business growth.
What you will be doing:
To handle the following tasks under the supervision of the team lead:
- Perform P&L and position reconciliations between the treasury system and the general ledger; identify, explain, highlight, and resolve or facilitate the resolution of the causes of all breaks.
- Provide necessary accounting entries for the proper month-end closing of the financial books.
- Perform trend and root cause analysis on prolonged exceptions/observations of treasury activities; highlight the exceptions to management/stakeholders and follow up on their closure.
- Ensure that valuation adjustments and reserves for financial reporting are accurate and in accordance with valuation policy and accounting standards.
- Facilitate the streamlining of control processes in the department.
- Review new products, identifying and establishing P&L, position, and product monitoring-related matters.
- Advise on the corresponding impact from a P&L and accounting perspective for any treasury-related new initiatives, e.g., hedge accounting.
What we are looking for:
- University degree or equivalent in Accounting / Finance / Risk Mgt
- Professional qualification on HKICPA, ACCA, CFA and or FRM would be an advantage
- Minimum 8 years’ relevant experience
- Strong in MS office and preferable in Murex
- ECF is preferred
- Mid-Senior level
- Full-time
- Management and General Business
- Banking
Referrals increase your chances of interviewing at OCBC by 2x
Get notified about new Vice President Treasury jobs in Hong Kong, Hong Kong SAR .
#J-18808-LjbffrAVP, Treasury Financial Control and Advisory
Posted 15 days ago
Job Viewed
Job Description
1 day ago Be among the first 25 applicants
- The AVP of the Treasury Financial Control and Advisory team is responsible for assisting the Team Lead in providing treasury product control functions in the OCBC Hong Kong Region, partnering with the Global Markets division to promote business growth.
What you will be doing:
To handle the following tasks under the supervision of the team lead:
- Perform P&L and position reconciliations between the treasury system and the general ledger; identify, explain, highlight, and resolve or facilitate the resolution of the causes of all breaks.
- Provide necessary accounting entries for the proper month-end closing of the financial books.
- Perform trend and root cause analysis on prolonged exceptions/observations of treasury activities; highlight the exceptions to management/stakeholders and follow up on their closure.
- Ensure that valuation adjustments and reserves for financial reporting are accurate and in accordance with valuation policy and accounting standards.
- Facilitate the streamlining of control processes in the department.
- Review new products, identifying and establishing P&L, position, and product monitoring-related matters.
- Advise on the corresponding impact from a P&L and accounting perspective for any treasury-related new initiatives, e.g., hedge accounting.
What we are looking for:
- University degree or equivalent in Accounting / Finance / Risk Mgt
- Professional qualification on HKICPA, ACCA, CFA and or FRM would be an advantage
- Minimum 8 years’ relevant experience
- Strong in MS office and preferable in Murex
- ECF is preferred
- Mid-Senior level
- Full-time
- Management and General Business
- Banking
Referrals increase your chances of interviewing at OCBC by 2x
Get notified about new Vice President Treasury jobs in Hong Kong, Hong Kong SAR .
#J-18808-LjbffrManager, Deal Advisory, Strategy & Operations (Financial Services, Wealth Management)
Posted 13 days ago
Job Viewed
Job Description
Join to apply for the Manager, Deal Advisory, Strategy & Operations (Financial Services, Wealth Management) role at KPMG China
Continue with Google Continue with Google
Manager, Deal Advisory, Strategy & Operations (Financial Services, Wealth Management)1 year ago Be among the first 25 applicants
Join to apply for the Manager, Deal Advisory, Strategy & Operations (Financial Services, Wealth Management) role at KPMG China
KPMG China provides multidisciplinary services from audit and tax to advisory, with a strong focus on serving our clients’ needs and their industries. Not only do we have an overriding commitment to provide the highest quality services for our clients, but we also strive to become a responsible corporate citizen that has a positive impact on our environment and community. At KPMG, you’ll translate insights into action and reveal opportunities for all—our teams, our clients and our world.
Service Line Overview
We support organizations and executive teams in defining their ambition and developing innovative strategies that embed the agility, customer-centricity and operational excellence needed to thrive in dynamic markets. We draw on KPMG’s deep functional expertise to work shoulder to shoulder with our clients through implementation and deliver targeted results by accelerating momentum, locking down value and de-risking both decisions and actions. We bring strategic thinking and the hands-on skillsets to deliver on transformation. We call this ‘Innovation to Results’.
- Growth strategy: identifying and implementing a prioritized set of growth platforms that will enable clients to achieve their growth ambitions
- Operating strategy & cost: challenging strategic decisions and align their operating model to their business strategy and financial targets
- Digital strategy: consider the new opportunities created by emerging technologies, and evaluate their readiness to adapt to change
- ESG strategy: assists to set and achieve ESG goals, to embed ESG into an organization’s DNA, and make ESG sustained competitive advantage for the organization
- Enterprise-wide transformation: provides the overarching framework for multi-year strategic planning, capital allocation, portfolio and synergy assessments, scenario planning, corporate centre redesigns, and other modularized enterprise-wide services
Key Responsibilities
- Design and run workstreams or small projects with limited oversight
- Support wealth & asset managers in market analysis, strategic reviews, transformation projects, including project management, business model review and design including implementation
- Generate hypotheses and drive the storyboarding process
- Produce client ready deliverables that require limited review
- Data and analytics review, including basic financial modelling
- Develop solutions to complex problems and challenge the thinking of more senior colleagues and clients
- Liaise effectively with clients whilst working on engagements and act as an ‘ambassador’ for KPMG
- Develop rapport and working relationships with junior clients and maintain them outside of engagements
- Be a strong and effective team player
- 4-8 years of relevant experience in any of the below:
- Consulting experience with leading strategy houses
- Big 4 experience with a focus on asset management
- Product Management role within an asset management firm
- Regulator experience, focused on asset management
- Degree from a leading institution
- Strong slide structuring and writing capabilities
- Evidence of project management/workstream leadership
- Knowledge of wealth management operations
- Research skills, including market research and regulatory review
- Project experience in regulatory / operational / TOM-like projects
- Project management certification and knowledge of Agile delivery will be an advantage
- Analytical mindset, intellectual curiosity, structured thinking, and creativity
- Confidence, people skills, ambition and pragmatism
- Excellent written and oral communication skills in English and Mandarin Chinese
At KPMG China, we are committed to being an equal opportunity employer, with zero tolerance for any form of discrimination against any persons. It is important for us to create an inclusive, diverse and agile workplace for our people to develop and thrive at both a personal and professional level.
We strive to make ESG (environmental, social and governance) a watermark running through our organisation; from empowering our people to become agents of positive change, to providing better solutions and services to our clients to help them achieve their ESG goals. View Our Impact Plan to learn more about our ESG commitments and progress across four key pillars - Governance, People, Planet and Prosperity – and how we make a positive impact on our people, environment and society.
We encourage you to come as you are, and we welcome all qualified candidates to apply, and hope you unlock opportunities with us. Visit KPMG China website for more company information.
You acknowledge and agree that all personal information hereby provided regarding yourself will be used by KPMG China for its candidate selection purposed only. KPMG China collects, uses, processes, and retains your personal information in accordance with KPMG China’s Online Privacy Statement and/or KPMG China Privacy Statement (collectively "Privacy Statement "). During the recruitment process, KPMG China may need to store personal information of candidates in a designated third-party application tracking platform.
If you have any questions regarding the information you provided in the form or your job application in general, please contact KPMG China’s HR personnel in the location where your application is submitted (see here). Seniority level
- Seniority level Mid-Senior level
- Employment type Full-time
- Job function Business Development and Sales
- Industries Professional Services
Referrals increase your chances of interviewing at KPMG China by 2x
Get notified about new Deal Manager jobs in Wong Chuk Hang, Hong Kong SAR .
Director, Strategic Deals & Commodities (Based in Cambodia) Manager, Deal Advisory, Strategy & Operations (ESG, Sustainability) Senior Consultant / Manager, Deal Advisory, Strategy & Operations (Mainland Banks) Senior Relationship Manager, Corporate Banking Analyst / Assistant Manager, Deal Advisory, Deal Strategy (MJ005352) Account Executive (Advertising NOT Accountancy) Assistant Manager - Treasury Financial Advisory (Welcome Fresh Graduate) Head of M&A and Fundraising – Pre-IPO Alpha Infrastructure for Institutional Cash Head of M&A & Fundraising – Pre-IPO Alpha Infrastructure for Institutiona Cash Video Business Development Manager, Hong Kong Manager, Deal Advisory, Turnaround & Restructuring Services (MJ005244) Senior Manager - SAP Consultant - CHT - Advisory - Hong Kong Manager, Deal Advisory, Strategy & Operations (Financial Services) Manager, Deal Advisory, Strategy & Operations (Financial Services, Operational Excellence) Senior / Business Technology Manager (Portfolio Management / Investment Advisory) Senior Manager – Debt and Capital Lead Advisory Strategy and Transactions - Lead Advisory - Infrastructure Advisory - Manager - Hong KongWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrManager, Deal Advisory, Strategy & Operations (Financial Services, Wealth Management)
Posted 13 days ago
Job Viewed
Job Description
Join to apply for the Manager, Deal Advisory, Strategy & Operations (Financial Services, Wealth Management) role at KPMG China
Continue with Google Continue with Google
Manager, Deal Advisory, Strategy & Operations (Financial Services, Wealth Management)1 year ago Be among the first 25 applicants
Join to apply for the Manager, Deal Advisory, Strategy & Operations (Financial Services, Wealth Management) role at KPMG China
KPMG China provides multidisciplinary services from audit and tax to advisory, with a strong focus on serving our clients’ needs and their industries. Not only do we have an overriding commitment to provide the highest quality services for our clients, but we also strive to become a responsible corporate citizen that has a positive impact on our environment and community. At KPMG, you’ll translate insights into action and reveal opportunities for all—our teams, our clients and our world.
Service Line Overview
We support organizations and executive teams in defining their ambition and developing innovative strategies that embed the agility, customer-centricity and operational excellence needed to thrive in dynamic markets. We draw on KPMG’s deep functional expertise to work shoulder to shoulder with our clients through implementation and deliver targeted results by accelerating momentum, locking down value and de-risking both decisions and actions. We bring strategic thinking and the hands-on skillsets to deliver on transformation. We call this ‘Innovation to Results’.
- Growth strategy: identifying and implementing a prioritized set of growth platforms that will enable clients to achieve their growth ambitions
- Operating strategy & cost: challenging strategic decisions and align their operating model to their business strategy and financial targets
- Digital strategy: consider the new opportunities created by emerging technologies, and evaluate their readiness to adapt to change
- ESG strategy: assists to set and achieve ESG goals, to embed ESG into an organization’s DNA, and make ESG sustained competitive advantage for the organization
- Enterprise-wide transformation: provides the overarching framework for multi-year strategic planning, capital allocation, portfolio and synergy assessments, scenario planning, corporate centre redesigns, and other modularized enterprise-wide services
Key Responsibilities
- Design and run workstreams or small projects with limited oversight
- Support wealth & asset managers in market analysis, strategic reviews, transformation projects, including project management, business model review and design including implementation
- Generate hypotheses and drive the storyboarding process
- Produce client ready deliverables that require limited review
- Data and analytics review, including basic financial modelling
- Develop solutions to complex problems and challenge the thinking of more senior colleagues and clients
- Liaise effectively with clients whilst working on engagements and act as an ‘ambassador’ for KPMG
- Develop rapport and working relationships with junior clients and maintain them outside of engagements
- Be a strong and effective team player
- 4-8 years of relevant experience in any of the below:
- Consulting experience with leading strategy houses
- Big 4 experience with a focus on asset management
- Product Management role within an asset management firm
- Regulator experience, focused on asset management
- Degree from a leading institution
- Strong slide structuring and writing capabilities
- Evidence of project management/workstream leadership
- Knowledge of wealth management operations
- Research skills, including market research and regulatory review
- Project experience in regulatory / operational / TOM-like projects
- Project management certification and knowledge of Agile delivery will be an advantage
- Analytical mindset, intellectual curiosity, structured thinking, and creativity
- Confidence, people skills, ambition and pragmatism
- Excellent written and oral communication skills in English and Mandarin Chinese
At KPMG China, we are committed to being an equal opportunity employer, with zero tolerance for any form of discrimination against any persons. It is important for us to create an inclusive, diverse and agile workplace for our people to develop and thrive at both a personal and professional level.
We strive to make ESG (environmental, social and governance) a watermark running through our organisation; from empowering our people to become agents of positive change, to providing better solutions and services to our clients to help them achieve their ESG goals. View Our Impact Plan to learn more about our ESG commitments and progress across four key pillars - Governance, People, Planet and Prosperity – and how we make a positive impact on our people, environment and society.
We encourage you to come as you are, and we welcome all qualified candidates to apply, and hope you unlock opportunities with us. Visit KPMG China website for more company information.
You acknowledge and agree that all personal information hereby provided regarding yourself will be used by KPMG China for its candidate selection purposed only. KPMG China collects, uses, processes, and retains your personal information in accordance with KPMG China’s Online Privacy Statement and/or KPMG China Privacy Statement (collectively "Privacy Statement "). During the recruitment process, KPMG China may need to store personal information of candidates in a designated third-party application tracking platform.
If you have any questions regarding the information you provided in the form or your job application in general, please contact KPMG China’s HR personnel in the location where your application is submitted (see here). Seniority level
- Seniority level Mid-Senior level
- Employment type Full-time
- Job function Business Development and Sales
- Industries Professional Services
Referrals increase your chances of interviewing at KPMG China by 2x
Get notified about new Deal Manager jobs in Wong Chuk Hang, Hong Kong SAR .
Director, Strategic Deals & Commodities (Based in Cambodia) Manager, Deal Advisory, Strategy & Operations (ESG, Sustainability) Senior Consultant / Manager, Deal Advisory, Strategy & Operations (Mainland Banks) Senior Relationship Manager, Corporate Banking Analyst / Assistant Manager, Deal Advisory, Deal Strategy (MJ005352) Account Executive (Advertising NOT Accountancy) Assistant Manager - Treasury Financial Advisory (Welcome Fresh Graduate) Head of M&A and Fundraising – Pre-IPO Alpha Infrastructure for Institutional Cash Head of M&A & Fundraising – Pre-IPO Alpha Infrastructure for Institutiona Cash Video Business Development Manager, Hong Kong Manager, Deal Advisory, Turnaround & Restructuring Services (MJ005244) Senior Manager - SAP Consultant - CHT - Advisory - Hong Kong Manager, Deal Advisory, Strategy & Operations (Financial Services) Manager, Deal Advisory, Strategy & Operations (Financial Services, Operational Excellence) Senior / Business Technology Manager (Portfolio Management / Investment Advisory) Senior Manager – Debt and Capital Lead Advisory Strategy and Transactions - Lead Advisory - Infrastructure Advisory - Manager - Hong KongWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-Ljbffr24/25 Advisory-Financial Risk Management-Hong Kong
Posted 11 days ago
Job Viewed
Job Description
Join to apply for the 24/25 Advisory-Financial Risk Management-Hong Kong role at KPMG China
24/25 Advisory-Financial Risk Management-Hong KongJoin to apply for the 24/25 Advisory-Financial Risk Management-Hong Kong role at KPMG China
Please refer to the detailed job descriptions in our official website:
be kindly notice that we will process your applications in the order in which they are submitted.
【Service Line Overview】
KPMG’s Financial Risk Management (FRM) team advises clients on the development and implementation of risk data analysis and models, risk management policies and procedures, systems and controls. Working with professionals from KPMG International and local network we offer a broad range of financial risk management services to help international banks, insurance companies, asset managers, and corporate and public clients identify, assess, manage, report, and limit the risks they face.
Our scope of work covers the full spectrum of financial risks, such as credit risk, market risk, operational risk and liquidity risk. There is a particular emphasis currently on the local and international regulatory and risk management initiatives. Our service scope includes but not limits to risk rating under IRB approach, RWA, BELR, stress testing, model validation, risk monitoring and etc. Clients include both local and global financial institutions, and especially there is a strong focus on Chinese financial institutions in Hong Kong.
【Job Description】
KPMG HK provides multidisciplinary services from audit and tax to advisory, with a strong focus on serving our clients’ needs and their industries. Not only do we have an overriding commitment to provide the highest quality services for our clients, but we also strive to become a responsible corporate citizen that has a positive impact on our environment and community. At KPMG, you’ll translate insights into action and reveal opportunities for all—our teams, our clients and our world.
【Job requirements】
Support Colleagues to provide high quality, professional day-to-day execution of FRM projects to financial institutions, in particular:
- Planning, implementation, and process optimization of credit risk management for financial institutions
- Developing tools to measure, monitor and report on financial risk issues
- Quantitative evaluation and management of credit risks
- Risk solution within the instruction of HKMA and other regulators
- Support Engagement Team in engagement planning, scheduling, coordination and administration of engagements
- Develop and maintain proactive and responsible working relationships with client personnel, and lead client meetings
- Assist with proposal drafting and business development activities
- Majors in Financial Engineering, Financial Risk Management, Quantitative Finance, Mathematics, Statistics, Financial Mathematics, Economics, Business Analytics, Computer Science, Software Engineering
- Experience with SAS, SQL, Python, VBA, R is a plus
- Strong written and verbal communication skills in English and Cantonese, fluency in Putonghua would be advantageous
- Strong interpersonal, influencing and communication skills
- Seniority level Entry level
- Employment type Full-time
- Job function Finance and Sales
- Industries Professional Services
Referrals increase your chances of interviewing at KPMG China by 2x
Get notified about new Financial Professional jobs in Hong Kong SAR .
Analyst / Associate, Private Equity Asia Asset & Wealth Management, Private, Global Risk, Analyst, Hong Kong Investment Analyst – Asset Management – Hong Kong Global Banking & Markets, Investment Banking, Capital Solutions Group, Associate/ Analyst, Hong Kong Global Banking & Markets, Investment Banking, TMT, Associate & Analyst, Hong Kong Equity Derivatives Trader, Analyst/Sr Analyst Asset Management - Associate (Focus on Bond Markets) Associate/Analyst - Debt & Equity Financing Global Banking & Markets, Equities Funding Strategist, Analyst/ Associate, Hong KongKwun Tong District, Hong Kong SAR 7 months ago
Investment Analyst (Profit-Sharing Track) Off-Cycle Intern, Financial and Valuation Advisory (Hong Kong)We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrBe The First To Know
About the latest Financial advisory Jobs in Hong Kong !
24/25 Advisory-Financial Risk Management-Hong Kong
Posted 11 days ago
Job Viewed
Job Description
Join to apply for the 24/25 Advisory-Financial Risk Management-Hong Kong role at KPMG China
24/25 Advisory-Financial Risk Management-Hong KongJoin to apply for the 24/25 Advisory-Financial Risk Management-Hong Kong role at KPMG China
Please refer to the detailed job descriptions in our official website:
be kindly notice that we will process your applications in the order in which they are submitted.
【Service Line Overview】
KPMG’s Financial Risk Management (FRM) team advises clients on the development and implementation of risk data analysis and models, risk management policies and procedures, systems and controls. Working with professionals from KPMG International and local network we offer a broad range of financial risk management services to help international banks, insurance companies, asset managers, and corporate and public clients identify, assess, manage, report, and limit the risks they face.
Our scope of work covers the full spectrum of financial risks, such as credit risk, market risk, operational risk and liquidity risk. There is a particular emphasis currently on the local and international regulatory and risk management initiatives. Our service scope includes but not limits to risk rating under IRB approach, RWA, BELR, stress testing, model validation, risk monitoring and etc. Clients include both local and global financial institutions, and especially there is a strong focus on Chinese financial institutions in Hong Kong.
【Job Description】
KPMG HK provides multidisciplinary services from audit and tax to advisory, with a strong focus on serving our clients’ needs and their industries. Not only do we have an overriding commitment to provide the highest quality services for our clients, but we also strive to become a responsible corporate citizen that has a positive impact on our environment and community. At KPMG, you’ll translate insights into action and reveal opportunities for all—our teams, our clients and our world.
【Job requirements】
Support Colleagues to provide high quality, professional day-to-day execution of FRM projects to financial institutions, in particular:
- Planning, implementation, and process optimization of credit risk management for financial institutions
- Developing tools to measure, monitor and report on financial risk issues
- Quantitative evaluation and management of credit risks
- Risk solution within the instruction of HKMA and other regulators
- Support Engagement Team in engagement planning, scheduling, coordination and administration of engagements
- Develop and maintain proactive and responsible working relationships with client personnel, and lead client meetings
- Assist with proposal drafting and business development activities
- Majors in Financial Engineering, Financial Risk Management, Quantitative Finance, Mathematics, Statistics, Financial Mathematics, Economics, Business Analytics, Computer Science, Software Engineering
- Experience with SAS, SQL, Python, VBA, R is a plus
- Strong written and verbal communication skills in English and Cantonese, fluency in Putonghua would be advantageous
- Strong interpersonal, influencing and communication skills
- Seniority level Entry level
- Employment type Full-time
- Job function Finance and Sales
- Industries Professional Services
Referrals increase your chances of interviewing at KPMG China by 2x
Get notified about new Financial Professional jobs in Hong Kong SAR .
Analyst / Associate, Private Equity Asia Asset & Wealth Management, Private, Global Risk, Analyst, Hong Kong Investment Analyst – Asset Management – Hong Kong Global Banking & Markets, Investment Banking, Capital Solutions Group, Associate/ Analyst, Hong Kong Global Banking & Markets, Investment Banking, TMT, Associate & Analyst, Hong Kong Equity Derivatives Trader, Analyst/Sr Analyst Asset Management - Associate (Focus on Bond Markets) Associate/Analyst - Debt & Equity Financing Global Banking & Markets, Equities Funding Strategist, Analyst/ Associate, Hong KongKwun Tong District, Hong Kong SAR 7 months ago
Investment Analyst (Profit-Sharing Track) Off-Cycle Intern, Financial and Valuation Advisory (Hong Kong)We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
#J-18808-LjbffrAsset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate[...]
Posted 8 days ago
Job Viewed
Job Description
Join to apply for the Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate, Hong Kong role at Goldman Sachs
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate, Hong Kong17 hours ago Be among the first 25 applicants
Join to apply for the Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Associate, Hong Kong role at Goldman Sachs
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Job Description
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Hong Kong
As a Wealth Management Professional, your responsibilities include: -Serve as the liaison for clients regarding inquiries and provides team support -Analyze and monitor client portfolios, and assist with other aspects of managing a client relationship -Drive and complete a number of compliance requirements and control related functions -Assist clients with asset transfers Assist the teams with execution of trades (primarily in FX and Cash deposits) -Handle cash management, foreign exchange transactions, currency hedging and money markets trades -Assist teams in subscribing hedge funds, private equity funds and Asset Management funds -Assist on projects related to platform development and other infrastructure issues -Handle margin related requests and queries; liaise with various operations and technology teams for day to day support -Partner with operations on all account opening / maintenance matters, including various remediation efforts.
Job Description
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Hong Kong
As a Wealth Management Professional, your responsibilities include: -Serve as the liaison for clients regarding inquiries and provides team support -Analyze and monitor client portfolios, and assist with other aspects of managing a client relationship -Drive and complete a number of compliance requirements and control related functions -Assist clients with asset transfers Assist the teams with execution of trades (primarily in FX and Cash deposits) -Handle cash management, foreign exchange transactions, currency hedging and money markets trades -Assist teams in subscribing hedge funds, private equity funds and Asset Management funds -Assist on projects related to platform development and other infrastructure issues -Handle margin related requests and queries; liaise with various operations and technology teams for day to day support -Partner with operations on all account opening / maintenance matters, including various remediation efforts.
Wealth Management
Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.
Private Wealth Management (PWM)
Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.
As a Wealth Management Professional, Your Responsibilities Include
- Serve as the liaison for clients regarding inquiries and provides team support
- Analyze and monitor client portfolios, and assist with other aspects of managing a client relationship
- Drive and complete a number of compliance requirements and control related functions
- Assist clients with asset transfers
- Handle cash management, foreign exchange transactions, currency hedging and money markets trades
- Assist teams in subscribing hedge funds, private equity funds and Asset Management funds
- Assist on projects related to platform development and other infrastructure issues
- Handle margin related requests and queries; liaise with various operations and technology teams for day to day support
- Partner with operations on all account opening / maintenance matters, including various remediation efforts.
- Bachelor degree
- Minimum 5+ years of relevant working experience
- Ability to work in a fast-paced environment within a team-oriented structure
- Ability to work and think clearly under pressure
- Team player
- Excellent analytical, communication, and interpersonal skills
- Strong organizational skills and attention to detail
- Knowledge of Microsoft Office software (Outlook, Excel and Word)
- Cantonese and Mandarin required
- HK SFC paper 1 (must be obtained within first six months of employment)
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.
We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.
We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: The Goldman Sachs Group, Inc., 2023. All rights reserved.
Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity Seniority level
- Seniority level Entry level
- Employment type Full-time
- Job function Finance and Sales
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Job Description
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Hong Kong
As a Wealth Management Professional, your responsibilities include: -Serve as the liaison for clients regarding inquiries and provides team support -Analyze and monitor client portfolios, and assist with other aspects of managing a client relationship -Drive and complete a number of compliance requirements and control related functions -Assist clients with asset transfers Assist the teams with execution of trades (primarily in FX and Cash deposits) -Handle cash management, foreign exchange transactions, currency hedging and money markets trades -Assist teams in subscribing hedge funds, private equity funds and Asset Management funds -Assist on projects related to platform development and other infrastructure issues -Handle margin related requests and queries; liaise with various operations and technology teams for day to day support -Partner with operations on all account opening / maintenance matters, including various remediation efforts.
Job Description
Asset & Wealth Management, Private Wealth Management, Wealth Management Professional, Hong Kong
As a Wealth Management Professional, your responsibilities include: -Serve as the liaison for clients regarding inquiries and provides team support -Analyze and monitor client portfolios, and assist with other aspects of managing a client relationship -Drive and complete a number of compliance requirements and control related functions -Assist clients with asset transfers Assist the teams with execution of trades (primarily in FX and Cash deposits) -Handle cash management, foreign exchange transactions, currency hedging and money markets trades -Assist teams in subscribing hedge funds, private equity funds and Asset Management funds -Assist on projects related to platform development and other infrastructure issues -Handle margin related requests and queries; liaise with various operations and technology teams for day to day support -Partner with operations on all account opening / maintenance matters, including various remediation efforts.
Wealth Management
Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data and design.
Private Wealth Management (PWM)
Goldman Sachs Private Wealth Management (PWM) specializes in creating comprehensive wealth management plans for high net worth individuals and families, as well as select institutions, including foundations and endowments. PWM Teams work one-on-one with clients to advise and deliver customized strategies drawn from our deep investment experience, diverse wealth management capabilities and global reach. Our Private Wealth Advisors (PWAs) deliver an unparalleled investment platform inclusive of the full product and service offerings of Goldman Sachs and beyond, which may include tax and estate planning, philanthropic planning and private banking and lending services. As client needs evolve, this close relationship allows the team to offer complementary services and new opportunities by leveraging the resources of Goldman Sachs and beyond.
As a Wealth Management Professional, Your Responsibilities Include
- Serve as the liaison for clients regarding inquiries and provides team support
- Analyze and monitor client portfolios, and assist with other aspects of managing a client relationship
- Drive and complete a number of compliance requirements and control related functions
- Assist clients with asset transfers
- Handle cash management, foreign exchange transactions, currency hedging and money markets trades
- Assist teams in subscribing hedge funds, private equity funds and Asset Management funds
- Assist on projects related to platform development and other infrastructure issues
- Handle margin related requests and queries; liaise with various operations and technology teams for day to day support
- Partner with operations on all account opening / maintenance matters, including various remediation efforts.
- Bachelor degree
- Minimum 5+ years of relevant working experience
- Ability to work in a fast-paced environment within a team-oriented structure
- Ability to work and think clearly under pressure
- Team player
- Excellent analytical, communication, and interpersonal skills
- Strong organizational skills and attention to detail
- Knowledge of Microsoft Office software (Outlook, Excel and Word)
- Cantonese and Mandarin required
- HK SFC paper 1 (must be obtained within first six months of employment)
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.
We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. Learn more about our culture, benefits, and people at GS.com/careers.
We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process. Learn more: The Goldman Sachs Group, Inc., 2023. All rights reserved.
Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity Seniority level
- Seniority level Entry level
- Employment type Full-time
- Job function Finance and Sales
Referrals increase your chances of interviewing at Goldman Sachs by 2x
Get notified about new Wealth Manager jobs in Hong Kong, Hong Kong SAR .
Graduate - Investment Specialist, Wealth Management Wealth Management - Institutional Wealth Advisor Private Wealth Management Asia, Relationship Manager, Greater China TeamCentral & Western District, Hong Kong SAR 1 week ago
Wealth Management - Institutional Wealth Director Investment Advisor - Regional Private Bank, Hong Kong Asset & Wealth Management, Third Party Wealth, Private Banking, Associate / Vice President, Hong Kong Wealth Management - Investment Professional for China Market (Based in Hong Kong) Asset & Wealth Management - Greater China Institutional Sales, Vice President, Hong KongShenzhen, Guangdong, China CN¥20,000.00-CN¥30,000.00 1 year ago
Wealth Management - Institutional Wealth Director VP/ SVP, Private Banker (International Private Bank) 2025 Wealth Management Trainee / Internship (Fresh Grad & IANG are Welcomed) 2025 Wealth Management Trainee / Internship (Fresh Grad & IANG are Welcomed) (HK) PWM Investment Advisor(Part-Time/Intern) Asset & Wealth Management, Private Wealth Management, Family Office Wealth Strategist. Vice President, Hong Kong Commercial Wealth Management (Investment and Insurance license required)We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.
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