What Jobs are available for Financial Advisory in Hong Kong?

Showing 348 Financial Advisory jobs in Hong Kong

Internship – Financial Advisory Services

SHINEWING (HK) CPA Limited

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Job Description

As one of the major services, the SHINEWING Financial Advisory Services team offers to support clients throughout the Merger and Acquisition ("M&A") deal cycle:

  • Buy-side and/or sell-side financial due diligence;
  • Completion review;
  • Sale and Purchase Agreement assistance;
  • Business valuation; and
  • Cross-border transaction consultancy.

Responsibilities:

  • Work in a team for M&A due diligence projects and other advisory engagements
  • Examine historical trends, significant fluctuations and non recurring items between periods and perform other financial analysis
  • Report any key findings to senior members and assist in the preparation of due diligence report or other deliverables
  • Assist in any ad hoc duties assigned
  • Students will be staying for around 3 months

Requirements:

  • Students who is taking degree courses in accounting or business related disciplines, Year 2 or Year 3 students are preferred but not a must
  • Good command in written and spoken English and Chinese including Cantonese and Putonghua
  • Good analytical and communication skill
  • Business travel may be required
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Consultant Trainee – Financial Advisory

天職香港

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Job Description

Requirements:

- University graduate in Law, Accounting or Finance

- Relevant internship / part-time experience is an advantage but not essential

  • Fluency on both spoken and written English and Chinese, including Mandarin

  • Good communication and interpersonal skills

  • Strong sense of responsibility and must be a good teamplayer

- Comprehensive training will be provided

We offer an attractive remuneration package, excellent career prospects in a warm and friendly atmosphere. Our continuing expansion and growth offer numerous opportunities.

If you consider yourself the appropriate choice, please forward your CV and salary expectations with the application form to the Human Resources Department, Level 8, K11 ATELIER King's Road, 728 King's Road, Quarry Bay, Hong Kong or by clicking "Apply Now".

Selected candidates will be notified by phone for interview arrangements within 6 weeks. Applications of unsuccessful candidates will be deleted immediately after screening.

Personal data provided by job applicants will be used strictly in accordance with the Employer's Personal Data Policies, a copy of which will be provided upon request.

Baker Tilly Hong Kong is a leading firm of certified public accountants and business advisers, specialising in providing clients with a range of integrated services. Our firm is driven by around 350 directors and professional staff based in Hong Kong.

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Consultant Trainee – Financial Advisory

Baker Tilly Hong Kong Business Services Limited

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Job Description

Requirements:

- University graduate in Law, Accounting or Finance

- Relevant internship / part-time experience is an advantage but not essential

  • Fluency on both spoken and written English and Chinese, including Mandarin 

  • Good communication and interpersonal skills 

  • Strong sense of responsibility and must be a good teamplayer

- Comprehensive training will be provided

We offer an attractive remuneration package, excellent career prospects in a warm and friendly atmosphere. Our continuing expansion and growth offer numerous opportunities.

If you consider yourself the appropriate choice, please forward your CV and salary expectations with the application form to the Human Resources Department, Level 8, K11 ATELIER King's Road, 728 King's Road, Quarry Bay, Hong Kong or by clicking "Apply Now".

Download Application Form

Selected candidates will be notified by phone for interview arrangements within 6 weeks. Applications of unsuccessful candidates will be deleted immediately after screening.

Personal data provided by job applicants will be used strictly in accordance with the Employer's Personal Data Policies, a copy of which will be provided upon request.

Baker Tilly Hong Kong is a leading firm of certified public accountants and business advisers, specialising in providing clients with a range of integrated services. Our firm is driven by around 350 directors and professional staff based in Hong Kong.

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Senior Consultant – Financial Advisory

$100000 - $500000 Y 天職香港

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Job Description

A career within Financial Advisory Services will provides you with the opportunity to support our clients on M&A services including financial due diligence and due origination and execution.  We also provide commercial forensic services to our client with special needs including forensic accounting investigation and assets tracing.  We work jointly with professional parties across different industries to develop appropriate strategies in assignments to help our client to complete the M&A transactions and/or resolve disputes and recover from loss by providing investigation support and asset tracing.

Responsibilities:

  • Conduct interviews with varies parties independently
  • On site document inspection.
  • Collect and verify the financial information and prepare analysis report
  • Review financial, operational, and legal documents to identify potential risks and areas for investigation
  • Conduct forensic investigations to uncover financial fraud, embezzlement, and other financial misconduct
  • Prepare detailed investigation reports and documentation of findings for use in legal proceedings
  • Attend meetings with varies professional parties
  • Mentor and guide subordinates

Requirements:

  • Bachelor degree or above in Accounting, Finance, Economics, Business Management, Law or related disciplines;
  • Preferably with certification of HKICPA, ACCA, CICPA, CFE or relevant qualification, but not a must;
  • At least 2 years' experience in forensic or financial advisory field, or related work of an investigative nature or internal audit with exposure to fraud enquires;
  • Ability to assess the results of analysis and other investigative procedures to identify the potential impact;
  • Strong written and oral communication skills in both English and Chinese (Cantonese and Mandarin), including both technical and business writing, good documentation and presentation skills;
  • Excellent analytical and communication skills with high commitment to quality client service;
  • Fast learner, strong multitasking and organizational skills, with flexibility and adaptability to work in different service lines and on different industries;
  • Able to work under pressure in a fast-paced environment; and deadline and result-driven;
  • Proficient in Microsoft PowerPoint, Excel, and Word.

We offer an attractive remuneration package, excellent career prospects in a warm and friendly atmosphere. Our continuing expansion and growth offer numerous opportunities.

If you consider yourself the appropriate choice, please forward your CV and salary expectations with the application form to the "Human Resources Department, Level 8, K11 ATELIER King's Road, 728 King's Road, Quarry Bay, Hong Kong"  or by clicking "Apply Now".

Selected candidates will be notified by phone for interview arrangements within 6 weeks. Applications of unsuccessful candidates will be deleted immediately after screening.

Personal data provided by job applicants will be used strictly in accordance with the Employer's Personal Data Policies, a copy of which will be provided upon request.

Baker Tilly Hong Kong is a leading firm of certified public accountants and business advisers, specialising in providing clients with a range of integrated services. Our firm is driven by around 350 directors and professional staff based in Hong Kong.

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Senior Consultant – Financial Advisory

$100000 - $500000 Y Baker Tilly Hong Kong Business Services Limited

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Job Description

A career within Financial Advisory Services will provides you with the opportunity to support our clients on M&A services including financial due diligence and due origination and execution.  We also provide commercial forensic services to our client with special needs including forensic accounting investigation and assets tracing.  We work jointly with professional parties across different industries to develop appropriate strategies in assignments to help our client to complete the M&A transactions and/or resolve disputes and recover from loss by providing investigation support and asset tracing.

Responsibilities:

  • Conduct interviews with varies parties independently
  • On site document inspection.
  • Collect and verify the financial information and prepare analysis report
  • Review financial, operational, and legal documents to identify potential risks and areas for investigation
  • Conduct forensic investigations to uncover financial fraud, embezzlement, and other financial misconduct
  • Prepare detailed investigation reports and documentation of findings for use in legal proceedings
  • Attend meetings with varies professional parties
  • Mentor and guide subordinates

Requirements:

  • Bachelor degree or above in Accounting, Finance, Economics, Business Management, Law or related disciplines;
  • Preferably with certification of HKICPA, ACCA, CICPA, CFE or relevant qualification, but not a must;
  • At least 2 years' experience in forensic or financial advisory field, or related work of an investigative nature or internal audit with exposure to fraud enquires;
  • Ability to assess the results of analysis and other investigative procedures to identify the potential impact;
  • Strong written and oral communication skills in both English and Chinese (Cantonese and Mandarin), including both technical and business writing, good documentation and presentation skills;
  • Excellent analytical and communication skills with high commitment to quality client service;
  • Fast learner, strong multitasking and organizational skills, with flexibility and adaptability to work in different service lines and on different industries;
  • Able to work under pressure in a fast-paced environment; and deadline and result-driven;
  • Proficient in Microsoft PowerPoint, Excel, and Word.

We offer an attractive remuneration package, excellent career prospects in a warm and friendly atmosphere. Our continuing expansion and growth offer numerous opportunities.

If you consider yourself the appropriate choice, please forward your CV and salary expectations with the application form to the "Human Resources Department, Level 8, K11 ATELIER King's Road, 728 King's Road, Quarry Bay, Hong Kong"  or by clicking "Apply Now".   

Download Application Form

Selected candidates will be notified by phone for interview arrangements within 6 weeks. Applications of unsuccessful candidates will be deleted immediately after screening.

Personal data provided by job applicants will be used strictly in accordance with the Employer's Personal Data Policies, a copy of which will be provided upon request.

Baker Tilly Hong Kong is a leading firm of certified public accountants and business advisers, specialising in providing clients with a range of integrated services. Our firm is driven by around 350 directors and professional staff based in Hong Kong.

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Senior Consultant, Financial Advisory

$80000 - $200000 Y Teneo Asia Limited

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Job Description

*The Financial Advisory Team at Teneo *

Teneo's global Financial Advisory business advises corporates, creditors and other financial stakeholders in situations of financial stress and distress. No two situations are the same. Our advice and approach is tailored to each situation and each client. At Teneo, we believe such occurrences present new opportunities for our clients. Opportunities to restore value, raise new capital, pivot in a new direction and ultimately, identify certainty amidst chaos. Teneo partners with clients to find viable opportunities that will protect and enhance value and help them to build strategies that will most benefit their business and/or investment goals. Integrating the disciplines of financial advisory, management consulting, investor relations, strategic communications, government affairs, risk analysis and talent advisory, Teneo's global Financial Advisory team guides companies and their stakeholders through periods of uncertainty and stress. We help address the challenges a business faces, whether that is targeted performance improvement to Financial Advisory, or delivering a route to recover value, our focus is delivering certainty from uncertainty.

This represents a truly exciting time for the Financial Advisory team. Following the sale of the Deloitte UK Restructuring business to Teneo in June 2021, the Financial Advisory business continues to grow across multiple disciplines and international locations. The Cayman and BVI Financial Advisory teams were acquired from KPMG in the Cayman Islands and the BVI in January 2022, and the Bermuda Financial Advisory team was acquired in March 2022. These teams are managed as a single practice across the region and our growth will provide fantastic opportunities to rapidly develop your career on a structured path.

*The Role *

As a Senior Consultant you will have the opportunity to use your commercial awareness and professional expertise, along with leveraging the skills and expertise of others, to deliver the best possible experience and outcomes for our clients.

*Key Responsibilities *

  • Providing day to day support to Senior Management
  • Producing high quality client deliverables
  • Meeting team specific performance targets
  • Document management (filing and indexing of key pitches and credentials)
  • Document processing and formatting
  • Supporting Senior Management in creating an inclusive environment
  • Assisting in the running of business development and other marketing initiatives
  • Assisting in preparing research documents, proposals and other business development and client delivery documents
  • Developing your own personal brand
  • Building technical expertise
  • Building client relationship skills
  • Liaising with Teneo contacts, both internal and external
  • Ad hoc support

*Key Skills & Experience *

  • Post graduate degree
  • Minimum of 2 years' relevant experience in a professional services firm (preferably an insolvency or public accounting firm)
  • Actively pursuing or having completed a professional accounting designation or insolvency qualification
  • Acts with discretion, integrity and professionalism at all times and is a key source of support for more senior individuals
  • Demonstrates strong interpersonal skills across all levels of people
  • Seen as a cooperative team player willing to resolve issues for the good of all
  • Proactively takes on the challenge of unfamiliar tasks
  • Calm under pressure and bounces back from setbacks
  • Positive outlook, seen as committed and enthusiastic
  • Shows initiative and adopts a proactive approach
  • Identifies issues and resolves promptly
  • Manages and prioritises workload effectively

*What can we offer you? *

New joiners are supported by an induction programme.  As well as this we offer a whole host of benefits and reward including;

  • International experience
  • Competitive salary
  • 25 days annual holiday
  • Discretionary Bonus Scheme
  • Pension plan (in line with local labour laws)
  • Extensive investment in personal development & learning
  • Comprehensive medical and dental scheme
  • Regular social, cultural and charitable activities

*The Financial Advisory Team at Teneo *

Teneo's global Financial Advisory business advises corporates, creditors and other financial stakeholders. No two situations are the same. Our advice and approach is tailored to each situation and each client. At Teneo, we support our clients to identify and pursue opportunities to create and restore value, raise new capital, pivot in a new direction and ultimately, achieve their strategic goals. Teneo partners with clients to find viable opportunities that will protect and enhance value and help them to build strategies that will most benefit their business and/or investment goals.

Integrating the disciplines of financial advisory, management consulting, investor relations, strategic communications, government affairs, risk analysis and talent advisory, Teneo's global Financial Advisory team guides companies and their stakeholders throughout various stages of their lifecycles. We help address the challenges a business faces, whether that is targeted performance improvement, or delivering a route to recover value, our focus is delivering certainty from uncertainty.

*The Role *

We are looking for an experienced Manager, who has a demonstrable track record in Transaction Services, Corporate Finance and Management Consulting. This is an excellent opportunity to work alongside our established team who will support you to utilise and enhance your advisory skills and experience. You will work alongside some of the most experienced practitioners in the field advising the boards, management teams, lenders and shareholders of companies across multiple different sectors and industries.

As a Manager in the team you will have the opportunity to work on a diverse range of engagements across various service lines and sectors, with plenty of responsibility for leading workstreams, managing junior staff and supporting Directors and Managing Directors in client-facing delivery. Key service lines will include M&A (buy side and sell side), valuations, strategy support, business plans and business cases and general Management Consulting.

*Key Responsibilities *

  • Project managing parts (or all) of the engagement, providing support to the director/ managing director (or often directly Senior Managing Director) in managing external stakeholders
  • Being the main point of contact on some engagements, managing client relationships as well project managing the various workstreams
  • Supporting management teams in preparing and challenging business plans, strategies, short term cash flow forecasts and restructuring plans
  • Managing diverse teams within an inclusive team culture where people are recognised for their contribution. Understanding and actively managing the Company's risk from take-on through to completion of engagements
  • Actively support business development activities (events, conferences and marketing materials), building your own contact network and supporting Director/ Managing Director-led marketing and sales activities
  • Participating in existing business development programmes and key client accounts
  • Identify opportunities to expand jobs as well as opportunities to provide wider Teneo services to existing clients
  • Take responsibility for leading marketing initiatives aimed at specific channels to market, or events
  • Liaising with the Company's lawyers to understand key aspects of legal documentation and also drive any documentation processes (term sheets, waivers, loan documentation etc.), for engagements such as mergers and acquisitions and disputes
  • Actively support practice and talent development
  • Provide on-job coaching and development to staff
  • Develop junior staff outside of jobs through appraising and mentoring
  • Support wider business training initiatives

*Key Skills & Experience *

  • Mergers and Acquisitions, financial due diligence and valuations experience
  • An understanding of strategy development, business plans, business cases and financial modelling
  • Good understanding of the M&A marketplace, its trends, and key players (principals and advisers)
  • Very strong analytical skills, including: financial modelling, business analytics, business planning, short term cash flows, and financing options
  • Strong project management skills
  • Excellent reporting writing and financial analysis skills
  • A strategic thinker
  • Excellent interpersonal skills
  • An understanding of debt markets, banking, loan agreements and other relevant financial and legal documentation
  • Feasibility Studies, Economic Impact Studies, Options Analysis experience (preferred)
  • Ability to lead small teams and develop people
  • Ability to conduct business in fluent oral and written English is a pre-requisite;

*What can we offer you? *

New joiners are supported by an induction programme.  As well as this we offer a whole host of benefits and rewards, including;

  • Market-leading salary
  • 25 days holiday
  • Cash benefits allowance
  • Discretionary Bonus Scheme
  • Company pension scheme
  • Healthcare insurance
  • Extensive investment in personal development & learning
  • Enhanced maternity and paternity leave (depending on length of service) and shared parental leave
  • Life assurance
  • Cycle to work schemes
  • Regular social, cultural and charitable activities

*About Teneo *

Teneo is the global CEO advisory firm. We partner with our clients globally to do great things for a better future.

Drawing upon our global team and expansive network of senior advisors, we provide advisory services across our five business segments on a stand-alone or fully integrated basis to help our clients solve complex business challenges. Our clients include a significant number of the Fortune 100 and FTSE 100, as well as other corporations, financial institutions, and organizations.

Our full range of advisory services includes strategic communications, investor relations, financial transactions and restructuring, management consulting, physical and cyber risk, organizational design, board and executive search, geopolitics and government affairs, corporate governance, ESG and DE&I.

The firm has more than 1,600 employees located in 40+ offices around the world.

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Exec Director, Wealth Management, Financial Services

$120000 - $240000 Y TierONE Consultants

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Job Description

Our client, an international based brokerage and asset management company, with holding of all SFC Type 1-9 business activities, now is seeking an experienced ED or Director of our Wealth Management Team, the requirements are as follows: -

Job Responsibilities/Requirements:

  • Bachelor's degree holder and 10+years of solid operations / management team experienced in wealth management / retail online brokerage business activities
  • Lead, develop our WM team to plan business strategy, supervise product development specialist, sales & marketing specialist, middle office operation flows, etc. In order to support our Sales (RM) to generate new business opportunities with covering multi-financial product roadmap, of ETFs, Bonds, A-shares and robo-advisors.
  • Lead client relationship management for our HNW and High Retail WM clients, to ensure all trades are meet with SFC compliance and risk mitigation
  • Support, collaborate our sale team, marketing team for cross-selling, drive digital transformation (Mobile Trading System), and monitor the market trends and conditions to provide new updates, plan, advisory to our management
  • Ideal Candidate: wealth management / online brokerage experiences, strong strategic planning, stakeholder management and fintech tools would be welcomed
  • For any further enquires, kindly to contract Mrs. Yuen at Salary Package / Commencement Date / Employment Terms is negotiable. We are willing to offer attractive package to an outstanding candidate.

Interested candidates, please send full resume to: - or click APPLY NOW key or contact Mrs. Yuen , TierONE Consultant for private discussions.

Ref: FI - 2378

Information provided by candidates with be treated in strict confidence and will only be used for recruitment related purposes. All information on unsuccessful candidates with be deleted from our files within 6 months.

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Financial Services

$600000 - $780000 Y Michael Page International (HK) Ltd

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Job Description

As a IT Security Manager (1.5 LoD) in the financial services industry, you will play a key role in safeguarding the organization's technology infrastructure and ensuring robust cyber resilience measures are in place.

Client Details

The hiring organization is a well-established entity within the financial services industry, known for its important role in the sector. Operating as a medium-sized company, it provides a stable and professional environment for its employees.

Description

  • Oversee and maintain the organization's cybersecurity framework.
  • Propose and implement corrective measures for identified risks or areas needing improvement.
  • Develop and manage procedures for gathering, analyzing, and sharing cyber threat intelligence.
  • Carry out cyber resilience evaluations and contribute to risk reporting metrics.
  • Lead the formulation of the company's cyber resilience strategy, interpret relevant controls and regulatory standards, and advise on best practices for implementation.
  • Offer cybersecurity guidance on IT architecture and project design.
  • Collaborate with stakeholders to plan and manage the cybersecurity budget.
  • Supervise the operations of the Security Operations Center (SOC).
  • Coordinate with internal and external auditors for cyber resilience reviews and intelligence-led attack simulations (iCAST).
  • Serve as the point of contact for regulatory bodies on cybersecurity-related issues.
  • Handle other assigned tasks or special projects as required.

Profile

  • Bachelor's degree in Information Technology, Cybersecurity, Computer Science, or a related field.
  • At least 6 years of experience in cybersecurity, technology risk management, or IT auditing.
  • Strong grasp of cybersecurity principles and risk management practices, with broad exposure to Fintech, data protection, and industry standards.
  • Knowledgeable in ISO27001, CSA STAR, HKMA CFI 2.0, and other relevant cybersecurity and risk management frameworks.
  • Professional certifications such as CISA, CISM, CDPSE, CRISC, CISSP, CEH, CCSP, or similar are highly desirable.
  • Effective team collaborator with strong interpersonal and communication abilities.
  • Excellent analytical and problem-solving capabilities.
  • Proficient in both written and spoken English and Chinese.

Job Offer

  • Competitive annual salary in the range of HKD 600,000 to HKD 780,000.
  • Generous annual leave entitlement of 20+ days.
  • Attractive MPF contribution of 10%.

To apply online please click the 'Apply' button below. For a confidential discussion about this role please contact Nicholas Ng on

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Financial Services

$720000 - $960000 Y Michael Page International (HK) Ltd

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Job Description

This role supports the implementation and continuous improvement of IT service delivery and risk management practices within MUFG Retirement Solutions. It offers a hands-on opportunity to work closely with senior stakeholders while developing the skills and experience needed to grow into a senior leadership role.

Client Details

The hiring company is a large organization within the financial services sector, known for its extensive global network and commitment to innovation.

Description

  • Service Delivery Support: Assist in managing IT service delivery, including reporting, vendor coordination, and service performance tracking.
  • Incident Management: Participate in major incident triage and support timely resolution and communication.
  • Risk & Compliance: Support the identification and tracking of IT risks, and assist in audit and compliance activities.
  • Service Improvement: Contribute to initiatives that enhance service quality and operational efficiency.
  • Stakeholder Engagement: Collaborate with internal teams and external partners to ensure alignment and delivery of technology services.

Profile

  • 6+ years of experience in IT service delivery, infrastructure, or technology operations.
  • Strong communication and interpersonal skills, with the ability to work across teams and levels.
  • A proactive, hands-on mindset with a willingness to learn and grow.
  • Experience in financial services or regulated environments is advantageous.

Job Offer

  • Competitive salary range of approximately HKD 720,000 to HKD 960,000 annually.
  • Generous annual leave and benefits.
  • Opportunity to work in a large organization within the financial services industry.
  • Permanent employment with long-term career growth potential.

This is an exciting opportunity for an experienced professional to drive impactful technology initiatives. If you are ready to take on this challenge, we encourage you to apply today

To apply online please click the 'Apply' button below. For a confidential discussion about this role please contact Nicholas Ng on

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Financial Services Manager

LHH

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Job Description

About LHH FESCO

LHH FESCO represents the strategic partnership between the Adecco Group and FESCO Group, combining global expertise with local insights to deliver comprehensive, high-quality human resources services to the Chinese market. As a global brand of the Adecco Group, LHH has pioneered talent solutions—particularly in career transition and mobility—since its establishment in the United States in 1967, building an exemplary track record spanning nearly six decades.

Established in China in 2021, LHH FESCO operates primarily from Shanghai and Beijing, with a nationwide service network. We offer end-to-end services spanning recruitment, talent development, outplacement, and HR operations compliance establishment, helping organizations and individuals overcome development challenges and achieve transformative growth.

Job responsibilities

1. Full process recruitment service

Analyze customer recruitment needs and develop differentiated recruitment solutions (including job profiles, salary benchmarking, channel strategies, etc.).

Lead the search for high-end talents in the financial industry, complete candidate evaluation and recommendation.

Optimize customer recruitment processes using recruitment data.

2. Customer and Project Management

Manage the entire lifecycle of recruitment projects.

Regularly output recruitment analysis reports.

3. Business expansion

Collaborate with internal and external resources to uncover deep customer needs,.

  • Participate in business negotiations and assist in designing service pricing models and contract terms.

Knowledge and Skills


• Bachelor's degree or above.


• Over 5 years of experience in financial industry recruitment, serving Chinese clients (such as state-owned banks, top securities firms, and insurance asset management companies).


• amiliar with the talent flow patterns of financial regulatory agencies and licensed institutions, with an active industry talent pool.

Core Skills


• Bilingual ability: Fluent in English/Cantonese.


• Possess communication skills with executives and be able to quickly understand the pain points in hiring for business departments.

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