What Jobs are available for Financial Expertise in Hong Kong?

Why join us

Forvis Mazars is a leader in audit, tax and advisory services worldwide, operating across 100+ countries and territories. Join us togrowyour career through global opportunities, diverse projects, and continuous learning. Belong to a supportive environment where your unique perspective is valued, and success comes from teamwork. Impact with your bold ideas and help drive us forward.

As the financial services consulting team in Hong Kong, we provide integrated solutions to financial institutions to help them anticipating change in a complex and volatile environment and meeting challenges of increasingly stringent regulations. We are currently looking for individuals who are keen in developing a career in banking and capital markets, asset management and insurance consulting. Working with our financial services clients you will gain significant exposure to clients operating in complex environments. With the support of partners, directors, and managers, you will be expected to support to an increasing in demand for our FS consulting services.

What you can expect

As a Manager/ Sr. Manager, you will lead a client-centric advisory team in financial services industry, and your opportunities and exposures include but not limited to:

• Support the development on consulting engagement plans and project approaches, analyse client's current business processes and understanding the risk management environment for financial institutions
• Support the planning, execution and delivery of consulting engagements covering regulatory, operational and IT advisory with FS clients in areas such as client onboarding, KYC, AML, system architecture/ pre- or post-implementation, reviews; IT regulatory & licensing reviews (e.g. cybersecurity requirements on C-RAF and iCAST requirements, IS guideline, MCRA membership application, etc.)
• Utilise your skills in the areas of structured problem solving, business analysis, analytics, design thinking and lean process improvement to help our FS clients drive profitability and performance through their business operations
• Use of technology and data including FinTech/ RegTech/ InsuTech innovation with respect to financial institutions to promote innovation and achieve regulatory compliance
• Support change management including the revision or formulation of new policies, systems and controls aligned with regulatory requirements and regulators' expectations
• Plan, execute and communicate with engagement stakeholders of the financial institutions
• Identify current and emerging trends of regulatory requirements for the financial services sector in Hong Kong, Singapore, Mainland China and other Asian markets and global regulatory expectations

Who we are looking for

• University degree majoring in Finance, Accounting, Business, Legal, Information Systems, Computer Science/ Engineering or related subjects
• Minimum 4-5 years' experience gained in professional services firms, commercial banks or other financial institute experience will be an advantage
• Demonstrate good analytical, problem solving and presentation skills. Flexible, self-starter possessing intellectual curiosity. Effective time and project management with excellent interpersonal skills.
• Keen on career development on any of the following areas: financial services regulatory consulting, compliance, governance and internal controls, risk management, operational / technology risk management, business & system processes review, internal audit, cyber-security and business consulting

• Interested in gaining experience in any of the following industries:

• Banking and capital markets (client on-boarding / KYC / AML / investment product suitability and other regulatory compliance, front office activities in products / sales channels, middle and/or back office control, operational / technology risk management – commercial banking, private banking, investment banking)

• Asset management (distribution channels, controls and processes – prime brokerage, fund administration, fund management (retail, institutional, and/or real estate / private equity, etc.)
• Digital asset management/ trading (Cybersecurity, custodian management, licensing requirements)
• Insurance (underwriting, claims, reserving, Solvency II, policy administration systems – general or life insurance)
• Payment industry (Cybersecurity, settlement and clearing)
• Ability to identify and assess business process controls and linkage to IT systems
• Basic understanding of banking products and trade life-cycle
• Basic knowledge in banking and securities laws, rules and regulations and operations as well as different products and services offered by financial institutions
• Excellent communication skills in English and Chinese (Cantonese and Mandarin)
• Advanced report writing skills in English and Chinese, with the ability to create and organise varying forms of business information while developing it into cohesive, meaningful, professional reports and presentations

What we offer

We recognise that rewards are important to you. On top of the basic salary you will be receiving, we offer a range of staff caring benefits and policies including medical and dental insurance, life insurance, a 5-day working week, discretionary performance bonus, birthday leave and marriage leave. Please apply with detailed resume, contact numbers, current salary, expected salary and availability in strict confidence.

All applications received will be used strictly for selection purpose only.

Company
- RONIN International is an independent B2B market research company specialising in business, healthcare and tech studies. We are part of the Rippleffect Group (formerly Fat Media Group) and are Company Partners of The Market Research Society (MRS), Corporate Members of ESOMAR, Members of the Insights Association and Council Members of The Interviewer Quality Control Scheme (IQCS).

About
- We are seeking people who have interest on investment and have been investing for more than one year with 1 Mill HKD or more in assets—to share insights drawn from their experience and strategic decision-making roles. This study explores how individuals think, perceive the world, and shape their personal worldviews, particularly in the context of financial decision-making.

Qualifications:

• This study explores how individuals think, perceive the world, and shape their personal worldviews, particularly in the context of financial decision-making.
• The paid consultancy session will be conducted as a moderated informal interview, lasting for 60 minutes.
• Please note that, before the final interview, there'll be a 10 min quick call to share more details on the research and to check that this is relevant to you.

Compensation package
- HKD 1500 for 60 minutes online interview.

Responsibilities:

• Support investment managers throughout the whole investment life cycle (i.e., Sourcing, execution, as well as post-investment management) on transactions covering diverse asset class (i.e., traded securities, mezzanine financing, secondary private equity, and NLPs)
• Conduct thorough research and analysis for equity, debt, and various structured transactions to assess potential investment opportunities
• Evaluate investment prospects, including analyzing financial statements, assessing creditworthiness, and conducting due diligence on potential investments.
• Prepare detailed investment reports, presentations, and other documentation to effectively communicate investment recommendations
• Stay updated on industry trends, regulatory changes, and market developments to enhance investment strategies
• Provide comprehensive support for fund management activities, encompassing various responsibilities such as marketing, handling client data, and addressing information requests.

Qualification:

• University graduate with knowledge in accounting & corporate finance
• Proficiency in Microsoft Excel, PowerPoint. Basic knowledge in VBA will be advantageous
• Demonstrate fervent enthusiasm for the investment and fund management industry, as well as deep industry curiosity for business and current affairs
• Solid analytical skills with the ability to perform in-depth financial analysis and due diligence
• Strong attention to detail and ability to handle multiple tasks and deadlines simultaneously
• Excellent communication and presentation skills to convey complex investment concepts effectively.
• Ability to work independently and collaboratively within a team-oriented environment

Account Manager – Investment Management

Our client, a leading investment management firm, is seeking an Account Manager to join their Wealth Management team in Hong Kong. The role will focus on strengthening partnerships with retail banks, driving sales initiatives, and promoting the firm's fixed income and multi-asset solutions.

You will be responsible for delivering investment insights through client meetings, events and presentations, while building trusted relationships with distribution partners. The role also involves working closely with internal experts, creating tailored business development strategies, and keeping abreast of market and regulatory changes to capture new opportunities.

The successful candidate will have at least 10 years of experience in financial services, with a proven track record in fund distribution and client management. Strong investment knowledge and understanding of capital markets are required. Fluency in English and Cantonese is essential, while Mandarin is an advantage. A bachelor's degree is required and an MBA or CFA is preferred.

Our client is a leading property investment and management group with a significant presence across Asia, we are seeking a strategic and analytical Senior Manager, Investment Management to join the team. This role will be instrumental in driving investment strategy, performance analysis, and asset optimization across our APAC portfolio. The ideal candidate will bring deep financial acumen and a collaborative mindset to support the group's investment objectives.

More experienced candidates can be considered for higher title.

Key Responsibilities

• Lead investment analysis and financial modeling (NPV, IRR, DCF) for new and existing real estate opportunities across APAC.
• Develop and present investment recommendations and strategic proposals to senior leadership.
• Collaborate with cross-functional teams including Investment, Legal, and Asset Management to evaluate and execute investment transactions.
• Monitor and manage the performance of existing investments, including asset enhancement strategies, CAPEX planning, and divestment initiatives.
• Maintain and enhance investment databases and dashboards to support decision-making and reporting.
• Support the CFO team in strategic planning, budgeting, and capital allocation processes.
• Involved in investor meetings, joint ventures, and external stakeholder engagements.

Qualifications

• Bachelor's degree or higher in Finance, Economics, Real Estate, or related field; MBA, CFA, or equivalent preferred.
• Minimum 8 years of relevant experience in investment management, real estate, or corporate finance, ideally within APAC property markets.
• Strong understanding of real estate investment principles, financial modeling, and valuation techniques.
• Proven track record in deal execution, asset management, and strategic planning.
• Excellent communication and presentation skills in English and Chinese.
• High proficiency in MS Office and financial modeling tools.
• Ability to work in a fast-paced, matrixed environment with multiple stakeholders.

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.

Who We Are Looking For
We're seeking a AVP, Channel Marketing Manager, Asia Pacific role to develop and help execute marketing programs that have a direct and measurable impact on driving the awareness, consideration, and purchase of our suite of SPDR Sector ETFs.

Reporting directly to the APAC Intermediary Marketing Manager, the ideal candidate will have experience leading multi-channel, integrated marketing campaigns including advertising, direct marketing, content, social media, virtual events, public relations, paid search, and web experience.

Why this role is important to us
This is an opportunity for a well-rounded and highly collaborative marketing professional with existing insights into the direct retail, intermediary and institutional market segments. The role will collaborate with members of Direct Retail, Intermediary and Institutional Sales, Client Enablement, Strategy and Research, Product Development, Business Intelligence and other internal teams on marketing strategy and messaging alignment and leading marketing programs from conception to execution.

What You Will Be Responsible For
As AVP, Channel Marketing Manager for SPDR Sector ETFs, you will:

• Leverage data and business intelligence to create relevant, scalable and repeatable integrated marketing programs and key deliverables for the SPDR Sector ETF suite targeting direct retail, intermediary and institutional clients
• Partner with stakeholders on product materials, product positioning, capabilities messaging, presentations, webinars, web presence and segmented communications to relevant audiences
• Build and lead the marketing efforts for direct retail, intermediary and institutional investment themes where SPDR Sector ETFs solve a client need – manage all touch points to ensure consistency of messaging and voice
• Development and updates to SPDR Sector ETF collateral, videos, web content, sales tools and educational materials for general or firm-specific needs
• Measure and optimize marketing campaigns to ensure effectiveness against KPIs, target audience reach, and ultimately ROI
• Manage the marketing budget for SPDR Sector ETFs against marketing plans
• Collaborate with PR team to create earned media opportunities

What We Value
These skills will help you succeed in this role

• Strong verbal and written communication and interpersonal skills
• Demonstrated ability to confidently interact with and influence stakeholders
• Excellent relationship building skills
• Ability to influence and collaborate to drive results
• Strategic thinker, creative in approach
• Understanding of CRM and reporting systems such as Salesforce, Adobe, Tableau and proficiency in PowerPoint and Excel
• Strong project management skills, with the ability to multi-task and prioritize>
• Fluency in English

Education & Preferred Qualifications

• Minimum 10 years of relevant marketing experience; previous financial services or product marketing experience preferred
• Familiarity with equity markets and sectors, portfolio construction principles, and the ETF structure
• Experience and/or interest in the investing and financial services industry

About State Street
What we do.
State Street is one of the largest custodian banks, asset managers and asset intelligence companies in the world. From technology to product innovation, we're making our mark on the financial services industry. For more than two centuries, we've been helping our clients safeguard and steward the investments of millions of people. We provide investment servicing, data & analytics, investment research & trading and investment management to institutional clients.

Work, Live and Grow.
We make all efforts to create a great work environment. Our benefits packages are competitive and comprehensive. Details vary by location, but you may expect generous medical care, insurance and savings plans, among other perks. You'll have access to flexible Work Programs to help you match your needs. And our wealth of development programs and educational support will help you reach your full potential.

Inclusion, Diversity and Social Responsibility.
We truly believe our employees' diverse backgrounds, experiences and perspectives are a powerful contributor to creating an inclusive environment where everyone can thrive and reach their maximum potential while adding value to both our organization and our clients. We warmly welcome candidates of diverse origin, background, ability, age, sexual orientation, gender identity and personality. Another fundamental value at State Street is active engagement with our communities around the world, both as a partner and a leader. You will have tools to help balance your professional and personal life, paid volunteer days, matching gift programs and access to employee networks that help you stay connected to what matters to you.

State Street is an equal opportunity and affirmative action employer.

Discover more at

Job ID: R-

Job description

Some careers have more impact than others.

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

We are currently seeking a high caliber professional to join our team as Chief Operating Officer, Hang Seng Investment Management Limited, reporting to Chief Executive, Hang Seng Investment Management Limited.

Principal responsibilities

• Accountable to HSVM CEO, providing leadership in the execution of high priority programmes and growth opportunities across the given remit in collaboration with businesses through effective prioritisation and implementation of transformation activities
• Has overall responsibility for managing and ensuring the operational efficiency, continuity and resilience of the internal operations and technology
• Identify opportunities for process optimization and implement best practices across the organisation.
• Where the performance of a function for which a COO is responsible is outsourced (including internal outsourcing through the Service Company), the COO is responsible for ensuring that outsourcing is appropriate and can be properly overseen. The COO will undertake this responsibility within the matrix structure of the HSBC Group and through the building and leveraging of the Vendor Management Capability overseeing Service Company delivery
• Provide management oversight and governance in compliance with Group policies and processes to align operational initiatives with overall business strategies
• Achieve and sustain compliance with Global Financial Crime Compliance policies and procedures through implementation of Anti-money Laundering / Sanctions policies and Global Standards
• Have joint accountability with HSVM CEO, MIC and OpCo members for ensuring compliance with all local regulatory and legal requirements
• Identify and mitigate operational risks, ensuring compliance with regulatory requirements and internal policies.
• Lead and mentor the COO team, fostering a culture of collaboration and high performance.
• Oversee the operational budget, ensuring effective allocation of resources and cost control measures
• Drive the adoption of technology solutions to enhance operational efficiency and business needs
• Serves as a key point of contact for internal and external stakeholders regarding operational matters

Requirements

• University graduates with proven experience in a relevant role in asset management or fund management company, with proved substantial experience in senior management role.
• Capability in ensuring optimum execution of the operational strategy from an asset management business capability perspective.
• Excellent communication and inter-personal skills, with experience of dealing with executives at all levels
• Ability to develop practical, cost effective solutions to complex issues within asset management business.
• Experience of creating, leading and motivating a team.
• Experience of interpreting and analysing a large volume of information and / or data and provide succinct summary for management.
• Experience of working within a matrixed environment including local and international offices.
• Ability to lead change in contributing to joining up with the other teams in Operations and Business
• In-depth knowledge of industry regulations, compliance requirements and risk management practices
• Experience in managing complex projects and initiatives with a focus in driving results
• Familiarity with asset management software and technology solutions that enhance operational efficiency

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

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

Issued by Hang Seng Bank Limited

Due to expansion, this leading investment management company is hiring an additional legal counsel to support their APAC regional legal work including:

• Negotiating, reviewing and drafting investment management/distribution agreements
• Fund formation including setting up Hong Kong domiciled SFC authorised funds and China QDLP funds

To qualify, you should have the following qualifications and experience:

• 5-10 years PQE gained with the funds practice of a leading international law firm, in-house experience with an investment management/fund house would be ideal
• Experienced with legal and regulatory matters relating to asset managers in the APAC region including in negotiating investment management and distribution agreements and fund formation
• Experience of setting up HK domiciled SFC-authorised funds and China QDLP funds is preferred
• Fluency in English, Cantonese and Mandarin is essential
• Collaborative and team player is sought

How to Apply:

Upload your CV by clicking "Apply" on this page or get in touch with Annie Tang ) for a confidential discussion on this and other roles.

(Confidentiality assured. All inquiries handled by Star Anise Legal, Hong Kong's leading legal recruitment specialist.)