What Financial Governance Jobs are in Hong Kong?
Showing 217 Financial Governance jobs in Hong Kong
Finance Governance and Organisation Senior Manager; Global Insurance
Central
HSBC
Posted 14 days ago
Job Viewed
Job Description
Finance Governance and Organisation Senior Manager; Global Insurance
Location:
Central, Hong Kong Island, HK
Brand: HSBC
Area of Interest:
Closing Date: Hybrid Worker
Date: 9 Jul 2026
**Job description**
**GCB 4**
We are currently seeking a high calibre professional to join our team as a **Finance Governance and Organisation Senior Manager; Global Insurance** .
**In this role you will:**
+ Oversees, reviews, and challenges entity governance processes to ensure adherence to appropriate Group and Business standards.
+ Responsible for overseeing the end-to-end governance framework and standards (incl. structure, ToR, MI requirements), including responsible for 1LoD review of Insurance Finance Governance materials across committees to improve quality of materials and effectiveness / efficiency of meetings.
+ Produce global Insurance governance materials, including content for key forums such as the Group Insurance Finance Management Meeting (GIFMM), ensuring outputs are accurate, timely, and aligned to strategic priorities. Monitor, track, and facilitate post-meeting actions, ensuring decisions are translated into clear deliverables, owners are assigned, and progress is followed through to completion.
+ Act as the GIFMM secretary, coordinating the end-to-end organisation of the meeting (agenda planning, paper flow, logistics, minutes/actions), and liaising effectively with Markets and Group stakeholders to ensure strong engagement and alignment.
+ Support strategic communications with Group and key stakeholders, including 1LoD review and challenge of outputs and materials (for example forecasts, actuals, and scenario analysis) to ensure messages are consistent and well-governed.
+ Works directly with the Head of Insurance Finance Governance and Organisation, Global Insurance CFO and relevant Group teams to assess any group-wide organisational changes impacting the function, and drives required initiatives from both a financial and people perspective.
+ Support the Head of Insurance Finance Governance and Organisation, and the Global Insurance CFO to drive and manage the Function across various activities including business management, communication and people initiatives.
+ Responsible for accurate and timely cost reporting, forecasting, and budgeting process including headcount and position management. Identify and progress cost levers to ensure Financial Resource Planning targets are met.
+ Develop, maintain and execute a structured communications plan for the function, including regular town hall organisations, leadership briefings, and announcements relating to organisational changes (as required), ensuring communications are clear, inclusive, and aligned to strategic direction.
+ Collaborate closely with the Head of Innovation to advance the Insurance Finance & Actuarial AI culture agenda. And integrate innovation and AI enablement into people communications and development activities, ensuring the agenda is embedded into the function's operating model, engagement approach, and capability-building priorities.
+ Demonstrate curiosity and a growth mindset, actively engaging in the company's AI journey and committing to ongoing learning and development to keep skills current and impactful.
**To be successful you will need:**
+ Results-oriented with a strong focus on achieving measurable outcomes.
+ Ability to work to tight deadlines with multiple, important priorities.
+ Ability to effectively influence key stakeholders and establish credibility with senior management through constructive challenging and substantiating views with solid evidence / rationale.
+ Excellent communication, presentation, and interpersonal skills to work effectively across geographies and matrix reporting lines.
+ Bachelor's degree in Finance, Accounting, Business Administration, or a related field and/or accountancy qualification preferred.
+ Finance, operations and governance experience (i.e. strong understanding of governance, cost management, forecasting, budgeting, people management processes, change management).
+ Highly motivated and proactive, with strong diligence and collaboration skills; able to work independently, apply sound judgement, and deliver high-quality outputs under tight deadlines.
+ Excellent written and oral communication skills (particularly English) including ability to articulate requirements in a way that makes sense to businesses/functions and Finance (where required).
+ Industry experience in Financial Services preferred, preferably life insurance and banking.
+ Proven track record of producing high-standard deliverables, including experience working effectively with globally dispersed teams and stakeholders.
**Opening up a world of opportunity**
** is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.
Issued by The Hongkong and Shanghai Banking Corporation Limited.
Location:
Central, Hong Kong Island, HK
Brand: HSBC
Area of Interest:
Closing Date: Hybrid Worker
Date: 9 Jul 2026
**Job description**
**GCB 4**
We are currently seeking a high calibre professional to join our team as a **Finance Governance and Organisation Senior Manager; Global Insurance** .
**In this role you will:**
+ Oversees, reviews, and challenges entity governance processes to ensure adherence to appropriate Group and Business standards.
+ Responsible for overseeing the end-to-end governance framework and standards (incl. structure, ToR, MI requirements), including responsible for 1LoD review of Insurance Finance Governance materials across committees to improve quality of materials and effectiveness / efficiency of meetings.
+ Produce global Insurance governance materials, including content for key forums such as the Group Insurance Finance Management Meeting (GIFMM), ensuring outputs are accurate, timely, and aligned to strategic priorities. Monitor, track, and facilitate post-meeting actions, ensuring decisions are translated into clear deliverables, owners are assigned, and progress is followed through to completion.
+ Act as the GIFMM secretary, coordinating the end-to-end organisation of the meeting (agenda planning, paper flow, logistics, minutes/actions), and liaising effectively with Markets and Group stakeholders to ensure strong engagement and alignment.
+ Support strategic communications with Group and key stakeholders, including 1LoD review and challenge of outputs and materials (for example forecasts, actuals, and scenario analysis) to ensure messages are consistent and well-governed.
+ Works directly with the Head of Insurance Finance Governance and Organisation, Global Insurance CFO and relevant Group teams to assess any group-wide organisational changes impacting the function, and drives required initiatives from both a financial and people perspective.
+ Support the Head of Insurance Finance Governance and Organisation, and the Global Insurance CFO to drive and manage the Function across various activities including business management, communication and people initiatives.
+ Responsible for accurate and timely cost reporting, forecasting, and budgeting process including headcount and position management. Identify and progress cost levers to ensure Financial Resource Planning targets are met.
+ Develop, maintain and execute a structured communications plan for the function, including regular town hall organisations, leadership briefings, and announcements relating to organisational changes (as required), ensuring communications are clear, inclusive, and aligned to strategic direction.
+ Collaborate closely with the Head of Innovation to advance the Insurance Finance & Actuarial AI culture agenda. And integrate innovation and AI enablement into people communications and development activities, ensuring the agenda is embedded into the function's operating model, engagement approach, and capability-building priorities.
+ Demonstrate curiosity and a growth mindset, actively engaging in the company's AI journey and committing to ongoing learning and development to keep skills current and impactful.
**To be successful you will need:**
+ Results-oriented with a strong focus on achieving measurable outcomes.
+ Ability to work to tight deadlines with multiple, important priorities.
+ Ability to effectively influence key stakeholders and establish credibility with senior management through constructive challenging and substantiating views with solid evidence / rationale.
+ Excellent communication, presentation, and interpersonal skills to work effectively across geographies and matrix reporting lines.
+ Bachelor's degree in Finance, Accounting, Business Administration, or a related field and/or accountancy qualification preferred.
+ Finance, operations and governance experience (i.e. strong understanding of governance, cost management, forecasting, budgeting, people management processes, change management).
+ Highly motivated and proactive, with strong diligence and collaboration skills; able to work independently, apply sound judgement, and deliver high-quality outputs under tight deadlines.
+ Excellent written and oral communication skills (particularly English) including ability to articulate requirements in a way that makes sense to businesses/functions and Finance (where required).
+ Industry experience in Financial Services preferred, preferably life insurance and banking.
+ Proven track record of producing high-standard deliverables, including experience working effectively with globally dispersed teams and stakeholders.
**Opening up a world of opportunity**
** is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.
Issued by The Hongkong and Shanghai Banking Corporation Limited.
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0
Finance Governance and Organisation Manager; Global Insurance
Central
HSBC
Posted 17 days ago
Job Viewed
Job Description
Finance Governance and Organisation Manager; Global Insurance
Location:
Central, Hong Kong Island, HK
Brand: HSBC
Area of Interest:
Closing Date: Hybrid Worker
Date: 1 Jul 2026
**Job description**
**GCB 5**
We are currently seeking a high calibre professional to join our team as a **Finance Governance and Organisation Manager; Global Insurance.**
**In this role you will:**
+ Support the review of entity governance processes and committee practices to help ensure alignment with Group and Business standards
+ Assist in maintaining the end-to-end governance framework and standards (e.g., committee structures, Terms of Reference, MI requirements), including supporting 1LoD review of Insurance Finance governance materials to improve quality and meeting effectiveness
+ Draft and coordinate global Insurance governance materials for key forums (including the Group Insurance Finance Management Meeting (GIFMM)), ensuring outputs are accurate, timely, and aligned to strategic priorities
+ Track actions and decisions from governance forums, ensuring clear owners and deadlines are captured, and progress is monitored through to completion
+ Provide secretariat support for GIFMM, including agenda planning, paper coordination, logistics, minutes, and action logs, working with Markets and Group stakeholders to support engagement and alignment
+ Support strategic communications to Group and senior stakeholders, including assisting with 1LoD review and constructive challenge of key messages and materials (e.g., forecasts, actuals, scenario analysis) to ensure consistency and appropriate governance
+ Support assessment of group-wide organisational changes impacting Insurance Finance, helping to coordinate required activities across financial and people dimensions
+ Assist the Head of Insurance Finance Governance and Organisation and the Global Insurance CFO with business management activities, communications, and people initiatives
+ Help develop and deliver a structured communications plan for the function (e.g., town hall organisations, leadership briefings, organisational updates), ensuring communications are clear, inclusive, and aligned to strategic direction
+ Collaborate with the Head of Innovation to help advance the Insurance Finance & Actuarial AI culture agenda and embed it into communications and capability-building activities
+ Demonstrate curiosity and a growth mindset, actively engaging in the bank's AI journey and committing to ongoing learning and development to keep skills current and impactful
+ Work collaboratively with teams across the functions to support drive action and efficacy
**To be successful you will need:**
+ Degree in Finance, Accounting, Business Administration, or related discipline; accountancy qualification preferred
+ Experience in finance, operations, and/or governance (including exposure to change processes)
+ Strong organisation skills with the ability to manage multiple priorities and deliver to tight deadlines
+ Strong and clear written and verbal communication skills (English essential), with the ability to develop clear presentation materials and translate requirements across business and Finance audiences
+ Confidence to support constructive challenge, with an ability to work effectively across geographies and matrix teams
+ Industry experience in Financial Services preferred, preferably life insurance and banking, with experience supporting high-quality deliverables for senior stakeholders
+ Results-oriented with a strong focus on achieving measurable outcomes
+ Ability to work to tight deadlines with multiple, important priorities
**Opening up a world of opportunity**
** is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.
Issued by The Hongkong and Shanghai Banking Corporation Limited.
Location:
Central, Hong Kong Island, HK
Brand: HSBC
Area of Interest:
Closing Date: Hybrid Worker
Date: 1 Jul 2026
**Job description**
**GCB 5**
We are currently seeking a high calibre professional to join our team as a **Finance Governance and Organisation Manager; Global Insurance.**
**In this role you will:**
+ Support the review of entity governance processes and committee practices to help ensure alignment with Group and Business standards
+ Assist in maintaining the end-to-end governance framework and standards (e.g., committee structures, Terms of Reference, MI requirements), including supporting 1LoD review of Insurance Finance governance materials to improve quality and meeting effectiveness
+ Draft and coordinate global Insurance governance materials for key forums (including the Group Insurance Finance Management Meeting (GIFMM)), ensuring outputs are accurate, timely, and aligned to strategic priorities
+ Track actions and decisions from governance forums, ensuring clear owners and deadlines are captured, and progress is monitored through to completion
+ Provide secretariat support for GIFMM, including agenda planning, paper coordination, logistics, minutes, and action logs, working with Markets and Group stakeholders to support engagement and alignment
+ Support strategic communications to Group and senior stakeholders, including assisting with 1LoD review and constructive challenge of key messages and materials (e.g., forecasts, actuals, scenario analysis) to ensure consistency and appropriate governance
+ Support assessment of group-wide organisational changes impacting Insurance Finance, helping to coordinate required activities across financial and people dimensions
+ Assist the Head of Insurance Finance Governance and Organisation and the Global Insurance CFO with business management activities, communications, and people initiatives
+ Help develop and deliver a structured communications plan for the function (e.g., town hall organisations, leadership briefings, organisational updates), ensuring communications are clear, inclusive, and aligned to strategic direction
+ Collaborate with the Head of Innovation to help advance the Insurance Finance & Actuarial AI culture agenda and embed it into communications and capability-building activities
+ Demonstrate curiosity and a growth mindset, actively engaging in the bank's AI journey and committing to ongoing learning and development to keep skills current and impactful
+ Work collaboratively with teams across the functions to support drive action and efficacy
**To be successful you will need:**
+ Degree in Finance, Accounting, Business Administration, or related discipline; accountancy qualification preferred
+ Experience in finance, operations, and/or governance (including exposure to change processes)
+ Strong organisation skills with the ability to manage multiple priorities and deliver to tight deadlines
+ Strong and clear written and verbal communication skills (English essential), with the ability to develop clear presentation materials and translate requirements across business and Finance audiences
+ Confidence to support constructive challenge, with an ability to work effectively across geographies and matrix teams
+ Industry experience in Financial Services preferred, preferably life insurance and banking, with experience supporting high-quality deliverables for senior stakeholders
+ Results-oriented with a strong focus on achieving measurable outcomes
+ Ability to work to tight deadlines with multiple, important priorities
**Opening up a world of opportunity**
** is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.
Issued by The Hongkong and Shanghai Banking Corporation Limited.
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Apply Now
1
Job Description
Whether you're at the start of your career or looking to discover your next adventure, your story begins here. At **Citi** , you'll have the opportunity to expand your skills and make a difference at one of the world's most global banks. We're fully committed to supporting your growth and development from the start with extensive on-the-job training and exposure to senior leaders, as well as more traditional learning. You'll also have the chance to give back and make a positive impact where we live and work through volunteerism.
**Shape your Career with Citi**
Citi's wealth business offers a wide range of products and solutions, from investment strategies, to banking and lending, to trust and specialized services. The Wealth business delivers solutions to help meet the wealth needs and aspirations of our affluent and HNW/UHNW clients around the world. Its clients receive customized banking services that crosses borders, including bespoke service as well as access to the best ideas and solutions tailored to their unique needs and aspirations. The business offers a wide range of products and services covering capital markets, managed investments, portfolio management, trust and estate planning, investment finance and banking.
We're currently looking for a high caliber professional to join our team as **Director, Investment Advisory - Hybrid** (Internal Job Title: **Director, Investment Advisory** - C15) based in Hong Kong. Being part of our team means that we'll provide you with the resources to meet your unique needs, empower you to make healthy decision and manage your financial well-being to help plan for your future. For instance:
+ We believe all parents deserve time to adjust to parenthood and bond with the newest members of their families. That's why in early 2020 we began rolling out our expanded Paid Parental Leave Policy to include Citi employees around the world.
+ We empower our employees to manage their financial well-being and help them plan for the future.
+ We have a variety of programs that help employees balance their work and life, including generous paid time off packages.
**In this role, you're expected to:**
+ Lead the Investments Advisory Support function, setting the strategic direction and priorities to support the investment business growth
+ Partner closely with Product, Specialist and Advisor teams to translate investment themes, market developments and product solutions into actionable opportunities for frontline teams and clients.
+ Partner with Specialists and Advisors in high-net-worth client engagements, portfolio reviews and investment discussions, providing advisory expertise and investment solutioning to support complex client needs
+ Serve as spokesperson for the bank, engaging with media, clients and industry forums. Represent the Investment business in client seminars and external events, reinforcing the bank's advisory capabilities and strengthening its position as a trusted wealth management partner.
+ Drive the delivery of client-centric advisory materials, presentations and communication frameworks that enable effective client conversations across digital and face-to-face channels.
+ Lead the development and execution of client engagement initiatives and advisory campaigns to enhance client acquisition, retention and portfolio growth.
+ Lead, develop and mentor the Investments Advisory Support team, fostering a high-performance culture focused on advisory excellence, client outcomes, collaboration and continuous improvement.
+ Ensure appropriate governance, supervisory oversight and adherence to regulatory requirements across all advisory support activities, client communications and engagement initiatives, while effectively managing risk and protecting the firm's reputation, clients and assets.
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
**As a successful candidate, you'd ideally have the following skills and exposure:**
+ Bachelor's/University degree, Master's degree preferred
+ 10 years of experience
+ Strong quantitative skills, written and presentation skills
+ Ability to work in both a team and individual creative setting
+ HKMA Type 1, 4
**Take the next step in your career, apply for this role at Citi today**
_ job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
_This position falls under the Mandatory Reference Checking (MRC) Scheme, a standardised reference-checking arrangement that is designed to support the integrity of authorized institutions regulated by the Hong Kong Monetary Authority. The MRC Scheme requires an in-scope institution intending to hire an individual for certain relevant positions to conduct a mandatory reference check on that individual, by requesting information about them from each relevant former and current employer. By applying for this role, you acknowledge that your reference may be shared with other participating banks in accordance with the scheme's principles. For further details, please refer to the_ public website ( _of HKAB._
---
**Job Family Group:**
Private Client Product Services
---
**Job Family:**
Investment Strategy
---
**Time Type:**
Full time
---
**Most Relevant Skills**
Please see the requirements listed above.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review_ _Accessibility at Citi ( _._
_View Citi's_ _EEO Policy Statement ( _and the_ _Know Your Rights ( _poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
**Shape your Career with Citi**
Citi's wealth business offers a wide range of products and solutions, from investment strategies, to banking and lending, to trust and specialized services. The Wealth business delivers solutions to help meet the wealth needs and aspirations of our affluent and HNW/UHNW clients around the world. Its clients receive customized banking services that crosses borders, including bespoke service as well as access to the best ideas and solutions tailored to their unique needs and aspirations. The business offers a wide range of products and services covering capital markets, managed investments, portfolio management, trust and estate planning, investment finance and banking.
We're currently looking for a high caliber professional to join our team as **Director, Investment Advisory - Hybrid** (Internal Job Title: **Director, Investment Advisory** - C15) based in Hong Kong. Being part of our team means that we'll provide you with the resources to meet your unique needs, empower you to make healthy decision and manage your financial well-being to help plan for your future. For instance:
+ We believe all parents deserve time to adjust to parenthood and bond with the newest members of their families. That's why in early 2020 we began rolling out our expanded Paid Parental Leave Policy to include Citi employees around the world.
+ We empower our employees to manage their financial well-being and help them plan for the future.
+ We have a variety of programs that help employees balance their work and life, including generous paid time off packages.
**In this role, you're expected to:**
+ Lead the Investments Advisory Support function, setting the strategic direction and priorities to support the investment business growth
+ Partner closely with Product, Specialist and Advisor teams to translate investment themes, market developments and product solutions into actionable opportunities for frontline teams and clients.
+ Partner with Specialists and Advisors in high-net-worth client engagements, portfolio reviews and investment discussions, providing advisory expertise and investment solutioning to support complex client needs
+ Serve as spokesperson for the bank, engaging with media, clients and industry forums. Represent the Investment business in client seminars and external events, reinforcing the bank's advisory capabilities and strengthening its position as a trusted wealth management partner.
+ Drive the delivery of client-centric advisory materials, presentations and communication frameworks that enable effective client conversations across digital and face-to-face channels.
+ Lead the development and execution of client engagement initiatives and advisory campaigns to enhance client acquisition, retention and portfolio growth.
+ Lead, develop and mentor the Investments Advisory Support team, fostering a high-performance culture focused on advisory excellence, client outcomes, collaboration and continuous improvement.
+ Ensure appropriate governance, supervisory oversight and adherence to regulatory requirements across all advisory support activities, client communications and engagement initiatives, while effectively managing risk and protecting the firm's reputation, clients and assets.
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
**As a successful candidate, you'd ideally have the following skills and exposure:**
+ Bachelor's/University degree, Master's degree preferred
+ 10 years of experience
+ Strong quantitative skills, written and presentation skills
+ Ability to work in both a team and individual creative setting
+ HKMA Type 1, 4
**Take the next step in your career, apply for this role at Citi today**
_ job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
_This position falls under the Mandatory Reference Checking (MRC) Scheme, a standardised reference-checking arrangement that is designed to support the integrity of authorized institutions regulated by the Hong Kong Monetary Authority. The MRC Scheme requires an in-scope institution intending to hire an individual for certain relevant positions to conduct a mandatory reference check on that individual, by requesting information about them from each relevant former and current employer. By applying for this role, you acknowledge that your reference may be shared with other participating banks in accordance with the scheme's principles. For further details, please refer to the_ public website ( _of HKAB._
---
**Job Family Group:**
Private Client Product Services
---
**Job Family:**
Investment Strategy
---
**Time Type:**
Full time
---
**Most Relevant Skills**
Please see the requirements listed above.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review_ _Accessibility at Citi ( _._
_View Citi's_ _EEO Policy Statement ( _and the_ _Know Your Rights ( _poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Is this job a match or a miss?
Apply Now
2
Job Description
Citi's Banking franchise is organized around three lines of business: Investment Banking, Corporate Banking and Commercial Banking. The unified Banking and International organization oversees the local delivery of the full firm to clients in each of the 95 markets where Citi has an on-the-ground presence.
Citi Investment Bank provides advisory, debt and equity capital markets solutions for corporations, governments and financial institutions.
The Investment Banking Senior Analyst is an intermediate level position responsible for assisting clients in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with broader Investment Banking team. The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies for clients.
+ Play a key role in high-profile, industry-defining M&A deals
+ Gain direct exposure to clients and learn to become a trusted advisor
+ Benefit from well-designed training, mentorship, and a clear path for career advancement
+ Work in a dynamic, team-oriented environment that values intellectual curiosity and analytical rigor
**Responsibilities:**
+ Work with senior Investment Banking officers and professionals and participate in particular client transactions projects or assignments as the junior member of the Investment Banking team
+ Responsible for organizing and analyzing sophisticated financial data used in client proposals and strategic plans
+ Prepare written recommendations, valuation materials and statistical exhibits for pitches and live deals
+ Draft and create marketing materials, including pitch books, confidential information memorandums and management presentations
+ Evaluate company's financial performance compared to overall industry and market trends
+ Build complex financial models for valuation purposes
**Recommended Qualifications:**
+ 2-5 years of relevant experience
+ Consistently demonstrates clear and concise written and verbal communication skills
+ Strong technical and presentation skills
+ Ability to work under pressure in a rapidly changing environment
+ Proficient in English. Mandarin capability is a preferred
**Education:**
+ Bachelor's degree/University degree or equivalent experience
ties may be assigned as required.
---
**Job Family Group:**
Institutional Banking
---
**Job Family:**
Investment Banking
---
**Time Type:**
Full time
---
**Most Relevant Skills**
Please see the requirements listed above.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review_ _Accessibility at Citi ( _._
_View Citi's_ _EEO Policy Statement ( _and the_ _Know Your Rights ( _poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Citi Investment Bank provides advisory, debt and equity capital markets solutions for corporations, governments and financial institutions.
The Investment Banking Senior Analyst is an intermediate level position responsible for assisting clients in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with broader Investment Banking team. The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies for clients.
+ Play a key role in high-profile, industry-defining M&A deals
+ Gain direct exposure to clients and learn to become a trusted advisor
+ Benefit from well-designed training, mentorship, and a clear path for career advancement
+ Work in a dynamic, team-oriented environment that values intellectual curiosity and analytical rigor
**Responsibilities:**
+ Work with senior Investment Banking officers and professionals and participate in particular client transactions projects or assignments as the junior member of the Investment Banking team
+ Responsible for organizing and analyzing sophisticated financial data used in client proposals and strategic plans
+ Prepare written recommendations, valuation materials and statistical exhibits for pitches and live deals
+ Draft and create marketing materials, including pitch books, confidential information memorandums and management presentations
+ Evaluate company's financial performance compared to overall industry and market trends
+ Build complex financial models for valuation purposes
**Recommended Qualifications:**
+ 2-5 years of relevant experience
+ Consistently demonstrates clear and concise written and verbal communication skills
+ Strong technical and presentation skills
+ Ability to work under pressure in a rapidly changing environment
+ Proficient in English. Mandarin capability is a preferred
**Education:**
+ Bachelor's degree/University degree or equivalent experience
ties may be assigned as required.
---
**Job Family Group:**
Institutional Banking
---
**Job Family:**
Investment Banking
---
**Time Type:**
Full time
---
**Most Relevant Skills**
Please see the requirements listed above.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review_ _Accessibility at Citi ( _._
_View Citi's_ _EEO Policy Statement ( _and the_ _Know Your Rights ( _poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Is this job a match or a miss?
Apply Now
3
Vice President, China/Asia Economist, Research Analyst, Global Research, Hong Kong
Remote
Bank of America
Posted 2 days ago
Job Viewed
Job Description
Vice President, China/Asia Economist, Research Analyst, Global Research, Hong Kong
HONG KONG ISLAND, Hong Kong
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.**
Acknowledge ( a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.**
Acknowledge ( Description:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description**
As a China/Asia Economist, you will be responsible for writing research and making forecasts on the Chinese economy with extension to the Asia region. The research will focus on the macroeconomic environment and its implications for investment in equity, interest rate, and foreign exchange markets.
You will work on the China and regional teams and collaborate closely with the broader research team both domestically and globally. You will be involved in compiling and analyzing economic data, quantitative analysis, economic forecasting, ad hoc client requests, as well as making contributions to written research reports, while interacting with both internal and external clients. The position is in Hong Kong.
**Required Experience** :
+ Master or Ph.D. degree in Economics or Finance
+ Preferably 5+ years working as a macro analyst/economist with a macro-economic focus
+ High level written and verbal communication skills in English; fluent in Chinese and/or a major language in the region
+ Experience with quantitative analysis and database management. Proficiency in data programing/modeling and quantitative research background can be a plus
+ Ability to communicate effectively and build relationships with both internal and external clients
+ Demonstrated ability to work under tight deadlines, with high level of initiative and motivation
+ Experience with econometric software as well as data and news services including Bloomberg, Wind and CEIC
**Skills:**
+ Business Intelligence
+ Financial Analysis
+ Financial Forecasting and Modeling
+ Financial Management
+ Profitability Analysis
+ Data and Trend Analysis
+ Price Verification and Valuation
+ Research
+ Research Analysis
+ Technical Documentation
+ Attention to Detail
+ Financial Processing
+ Relationship Building
+ Reporting
+ Trading and Investment Analysis
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights ( "** poster.
**View the LA County Fair Chance Ordinance ( .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
HONG KONG ISLAND, Hong Kong
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.**
Acknowledge ( a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.**
Acknowledge ( Description:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Job Description**
As a China/Asia Economist, you will be responsible for writing research and making forecasts on the Chinese economy with extension to the Asia region. The research will focus on the macroeconomic environment and its implications for investment in equity, interest rate, and foreign exchange markets.
You will work on the China and regional teams and collaborate closely with the broader research team both domestically and globally. You will be involved in compiling and analyzing economic data, quantitative analysis, economic forecasting, ad hoc client requests, as well as making contributions to written research reports, while interacting with both internal and external clients. The position is in Hong Kong.
**Required Experience** :
+ Master or Ph.D. degree in Economics or Finance
+ Preferably 5+ years working as a macro analyst/economist with a macro-economic focus
+ High level written and verbal communication skills in English; fluent in Chinese and/or a major language in the region
+ Experience with quantitative analysis and database management. Proficiency in data programing/modeling and quantitative research background can be a plus
+ Ability to communicate effectively and build relationships with both internal and external clients
+ Demonstrated ability to work under tight deadlines, with high level of initiative and motivation
+ Experience with econometric software as well as data and news services including Bloomberg, Wind and CEIC
**Skills:**
+ Business Intelligence
+ Financial Analysis
+ Financial Forecasting and Modeling
+ Financial Management
+ Profitability Analysis
+ Data and Trend Analysis
+ Price Verification and Valuation
+ Research
+ Research Analysis
+ Technical Documentation
+ Attention to Detail
+ Financial Processing
+ Relationship Building
+ Reporting
+ Trading and Investment Analysis
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights ( "** poster.
**View the LA County Fair Chance Ordinance ( .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
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4
Senior Manager Governance and Planning - Customer Relations - Hang Seng Bank (HK)
Posted 4 days ago
Job Viewed
Job Description
Senior Manager Governance and Planning - Customer Relations - Hang Seng Bank (HK)
Location:
Mongkok, Kowloon, HK
Brand: Hang Seng Bank
Area of Interest: Branch and Retail Banking
Closing Date: Hybrid Worker
Date: 20 Jul 2026
**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.
Customer Proposition and Management is committed to designing differentiating value propositions for strategic customer segments, including mass affluent, mass retail and mainland Chinese with unique anchors on wealth and banking solutions, synergising advanced digital capabilities, and servicing channels to deliver quality client experiences. We continue to develop best-in-class customer life cycle management strategies, ranging from account acquisition, activation, relationship deepening and retention, to accelerate quality customer growth and deepen customer relationships. The team is also dedicated to providing first-class customer experience with a focus on structured customer feedback loop, experience measurements for customer touch points and journeys, key customer journey enhancements as well as efficient complaint resolutions and cultivation of the customer centric culture within the bank.
We are currently seeking a high caliber professional to join our team as Senior Manager Governance and Planning - Customer Relations, reporting to Head of Customer Experience and Relations.
**Principal responsibilities**
+ Lead annual and periodic workforce planning for Customer Relations, including FTE forecasting aligned to complaint volumes, service standards, and productivity assumptions.
+ Set and monitor performance measures for complaint handling efficiency and quality, using MI to identify trends, risks, and improvement opportunities.
+ Lead the design and delivery of the Customer Relations target operating model, partnering across teams to implement agreed changes effectively.(for example, further improvement on GenAi and PowerPlatform etc.)
+ Plan, govern, and track initiatives and work with stakeholders to ensure KPIs are met. Improve complaint handling efficiency and quality, ensuring benefits are realised and sustained.
+ Identify and drive RBW-wide enhancements to complaint handling to support achievement of overall complaint performance targets.
+ Integrate complaint data with Net Promoter Score (NPS) insights to identify customer pain points, quantify impact, and recommend actionable initiatives for relevant Business Units.
**Requirements**
+ Bachelor's degree in a relevant discipline, or equivalent practical experience.
+ Proven experience in retail banking and complaint management or customer service.
+ Strong leadership capability with demonstrated project and people management experience, supported by effective communication and interpersonal skills.
+ Strong in data analysis, ability to identify insights and take improvement actions
+ Proven ability to build strong stakeholder relationships and influence outcomes positively.
+ Proficient in English and Chinese (spoken and written).
+ High level of ownership and a strong service mindset, with a focus on delivering efficient and effective customer service processes.
RBW
**You'll achieve more when you join Hang Seng Bank Limited.**
** 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
Location:
Mongkok, Kowloon, HK
Brand: Hang Seng Bank
Area of Interest: Branch and Retail Banking
Closing Date: Hybrid Worker
Date: 20 Jul 2026
**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.
Customer Proposition and Management is committed to designing differentiating value propositions for strategic customer segments, including mass affluent, mass retail and mainland Chinese with unique anchors on wealth and banking solutions, synergising advanced digital capabilities, and servicing channels to deliver quality client experiences. We continue to develop best-in-class customer life cycle management strategies, ranging from account acquisition, activation, relationship deepening and retention, to accelerate quality customer growth and deepen customer relationships. The team is also dedicated to providing first-class customer experience with a focus on structured customer feedback loop, experience measurements for customer touch points and journeys, key customer journey enhancements as well as efficient complaint resolutions and cultivation of the customer centric culture within the bank.
We are currently seeking a high caliber professional to join our team as Senior Manager Governance and Planning - Customer Relations, reporting to Head of Customer Experience and Relations.
**Principal responsibilities**
+ Lead annual and periodic workforce planning for Customer Relations, including FTE forecasting aligned to complaint volumes, service standards, and productivity assumptions.
+ Set and monitor performance measures for complaint handling efficiency and quality, using MI to identify trends, risks, and improvement opportunities.
+ Lead the design and delivery of the Customer Relations target operating model, partnering across teams to implement agreed changes effectively.(for example, further improvement on GenAi and PowerPlatform etc.)
+ Plan, govern, and track initiatives and work with stakeholders to ensure KPIs are met. Improve complaint handling efficiency and quality, ensuring benefits are realised and sustained.
+ Identify and drive RBW-wide enhancements to complaint handling to support achievement of overall complaint performance targets.
+ Integrate complaint data with Net Promoter Score (NPS) insights to identify customer pain points, quantify impact, and recommend actionable initiatives for relevant Business Units.
**Requirements**
+ Bachelor's degree in a relevant discipline, or equivalent practical experience.
+ Proven experience in retail banking and complaint management or customer service.
+ Strong leadership capability with demonstrated project and people management experience, supported by effective communication and interpersonal skills.
+ Strong in data analysis, ability to identify insights and take improvement actions
+ Proven ability to build strong stakeholder relationships and influence outcomes positively.
+ Proficient in English and Chinese (spoken and written).
+ High level of ownership and a strong service mindset, with a focus on delivering efficient and effective customer service processes.
RBW
**You'll achieve more when you join Hang Seng Bank Limited.**
** 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
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5
Job Description
Citi's Banking franchise is organized around three lines of business: Investment Banking, Corporate Banking and Commercial Banking. The unified Banking and International organization oversees the local delivery of the full firm to clients in each of the 95 markets where Citi has an on-the-ground presence.
Citi Investment Bank provides advisory, debt and equity capital markets solutions for corporations, governments and financial institutions
The Investment Banking Senior Analyst is an intermediate level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The Investment Banking Senior Analyst also serves as an intermediary in trading for clients. The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies and raising capital for clients.
**Responsibilities:**
+ Work with senior Banking, Capital Markets and Advisory (BCMA) officers and professionals and participate in particular client transactions projects or assignments as the junior member of the Investment Banking te/am
+ Responsible for organizing and analyzing sophisticated financial data used in client proposals and strategic plans
+ Prepare written recommendations, valuation materials and statistical exhibits for pitches and live deals
+ Conduct economic/financial research
+ Evaluate company's financial performance compared to overall industry and market trends
+ Build complex financial models for valuation purposes
**Recommended Qualifications:**
+ 2-5 years of relevant experience
+ Consistently demonstrates clear and concise written and verbal communication skills
+ Ability to work under pressure in a rapidly changing environment in order to meet deadlines
**Education:**
+ Bachelor's degree/University degree or equivalent experience
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
---
**Job Family Group:**
Institutional Banking
---
**Job Family:**
Investment Banking
---
**Time Type:**
Full time
---
**Most Relevant Skills**
Please see the requirements listed above.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review_ _Accessibility at Citi ( _._
_View Citi's_ _EEO Policy Statement ( _and the_ _Know Your Rights ( _poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Citi Investment Bank provides advisory, debt and equity capital markets solutions for corporations, governments and financial institutions
The Investment Banking Senior Analyst is an intermediate level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The Investment Banking Senior Analyst also serves as an intermediary in trading for clients. The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies and raising capital for clients.
**Responsibilities:**
+ Work with senior Banking, Capital Markets and Advisory (BCMA) officers and professionals and participate in particular client transactions projects or assignments as the junior member of the Investment Banking te/am
+ Responsible for organizing and analyzing sophisticated financial data used in client proposals and strategic plans
+ Prepare written recommendations, valuation materials and statistical exhibits for pitches and live deals
+ Conduct economic/financial research
+ Evaluate company's financial performance compared to overall industry and market trends
+ Build complex financial models for valuation purposes
**Recommended Qualifications:**
+ 2-5 years of relevant experience
+ Consistently demonstrates clear and concise written and verbal communication skills
+ Ability to work under pressure in a rapidly changing environment in order to meet deadlines
**Education:**
+ Bachelor's degree/University degree or equivalent experience
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
---
**Job Family Group:**
Institutional Banking
---
**Job Family:**
Investment Banking
---
**Time Type:**
Full time
---
**Most Relevant Skills**
Please see the requirements listed above.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review_ _Accessibility at Citi ( _._
_View Citi's_ _EEO Policy Statement ( _and the_ _Know Your Rights ( _poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Is this job a match or a miss?
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6
Job Description
Investment Counsellor Associate
Location:
Central, Hong Kong Island, HK
Brand: HSBC
Area of Interest:
Closing Date:
Date: 24 Jul 2026
**Job description**
**Principal responsibilities**
+ Assisting the Investment Counsellors in the positioning and delivery of investment solutions to clients and prospects of Global Private Bank
+ Supporting Investment Counsellors with client related tasks such as account reviews, investment proposal generation, translations of marketing materials, order taking and trade execution
+ Supporting Investment Counsellors with investment initiatives, including preparation of materials for product campaigns, switches, pitch book generation, portfolio optimisations
+ Providing administrative assistance, such as meeting and business trip scheduling and organisation, preparation of Client Relationship Manager reports and campaign monitoring
+ Full compliance with internal and external rules, regulations and procedures and adherence to HSBC values and Business Principles
**Requirements**
+ Excellent organisation and communication skills
+ Passion and interest in the financial markets
+ Risk conscious, in particular on the trading side.
+ Dealing and trade execution experience preferred.
+ Strong analytical skills and multitasking abilities
+ Team player, high achiever, quick to learn, detail oriented, positive attitude
+ High level of professional and personal integrity
+ Ability to work under pressure and maintain quality of detailed work while meeting competing and inflexible deadlines
+ University degree
+ Fluency in Cantonese and Mandarin is a must
+ Strong Microsoft Office skills
Location:
Central, Hong Kong Island, HK
Brand: HSBC
Area of Interest:
Closing Date:
Date: 24 Jul 2026
**Job description**
**Principal responsibilities**
+ Assisting the Investment Counsellors in the positioning and delivery of investment solutions to clients and prospects of Global Private Bank
+ Supporting Investment Counsellors with client related tasks such as account reviews, investment proposal generation, translations of marketing materials, order taking and trade execution
+ Supporting Investment Counsellors with investment initiatives, including preparation of materials for product campaigns, switches, pitch book generation, portfolio optimisations
+ Providing administrative assistance, such as meeting and business trip scheduling and organisation, preparation of Client Relationship Manager reports and campaign monitoring
+ Full compliance with internal and external rules, regulations and procedures and adherence to HSBC values and Business Principles
**Requirements**
+ Excellent organisation and communication skills
+ Passion and interest in the financial markets
+ Risk conscious, in particular on the trading side.
+ Dealing and trade execution experience preferred.
+ Strong analytical skills and multitasking abilities
+ Team player, high achiever, quick to learn, detail oriented, positive attitude
+ High level of professional and personal integrity
+ Ability to work under pressure and maintain quality of detailed work while meeting competing and inflexible deadlines
+ University degree
+ Fluency in Cantonese and Mandarin is a must
+ Strong Microsoft Office skills
Is this job a match or a miss?
Apply Now
7
Data Analyst, Sustainable Finance Data, Japanese speaker (8-month contract)
Remote
Bloomberg
Posted 4 days ago
Job Viewed
Job Description
Data Analyst, Sustainable Finance Data, Japanese speaker (8-month contract)
Location
Hong Kong
Business Area
Data
Ref #
**Description & Requirements**
Bloomberg runs on data. Our products are fueled by powerful information. We combine data and context to paint the whole picture for our clients, around the clock - from around the world. In Data, we are responsible for delivering this data, news and analytics through innovative technology - quickly and accurately. We apply problem-solving skills to identify innovative workflow efficiencies, and we implement technology solutions to enhance our systems, products and processes - all while providing platinum customer support to our clients.
The contingent worker will provide operational support to the APAC Sustainable Finance Data (SFD) team, primarily covering the Japan market and supporting Parent & Consolidated (P/C) market operations. Responsibilities include managing escalations and stakeholder inquiries, maintaining operational documentation, monitoring workflows and ticket queues, and supporting knowledge management. The role will also help alleviate operational workload, enabling the team to focus on strategic initiatives such as the extraction project and process improvement efforts. Additionally, the contingent worker will contribute to operational efficiency by identifying and supporting workflow optimization opportunities.
**We'll trust you to:**
+ Manage day-to-day operational inquiries and escalations from internal stakeholders and external data vendors through the internal ticketing system.
+ Support operational activities for the Japan and Parent & Consolidated (P/C) markets to ensure business continuity.
+ Monitor ticket queues and operational workflows to ensure timely resolution and adherence to service expectations.
+ Maintain and update operational documentation, including standard operating procedures (SOPs) and knowledge articles.
+ Identify process improvement opportunities and support operational efficiency initiatives.
+ Demonstrate ownership, accountability, and a proactive approach in delivering assigned responsibilities.
**You'll need to have:**
+ Business proficiency or above in both Japanese and English
+ Bachelor's degree in business, Finance, Accounting, Economics, or a related discipline, or equivalent professional experience
+ Experience in operations, financial data, ESG, or a related field is preferred
+ Proficiency in SQL and data wrangling techniques for data analysis and operational support
+ Strong analytical and problem-solving skills, with the ability to identify process improvement opportunities
+ Excellent organizational and time management skills, with the ability to prioritize multiple tasks in a fast-paced environment
+ Strong communication and stakeholder management skills
+ Proactiveness and ability to work independently as well as collaboratively within a team
**If this sounds like you:**
Apply if you think we're a good match. We'll get in touch to let you know what the next steps are, but in the meantime feel free to have a look at this: will be administered by third-party vendor as a dispatched worker arrangement with Bloomberg.
Discover what makes Bloomberg unique - watch our for an inside look at our culture, values, and the people behind our success.
Bloomberg is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of age, ancestry, color, gender identity or expression, genetic predisposition or carrier status, marital status, national or ethnic origin, race, religion or belief, sex, sexual orientation, sexual and other reproductive health decisions, parental or caring status, physical or mental disability, pregnancy or parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law.
Bloomberg is a disability inclusive employer. Please let us know if you require any reasonable adjustments to be made for the recruitment process. If you would prefer to discuss this confidentially, please email
Location
Hong Kong
Business Area
Data
Ref #
**Description & Requirements**
Bloomberg runs on data. Our products are fueled by powerful information. We combine data and context to paint the whole picture for our clients, around the clock - from around the world. In Data, we are responsible for delivering this data, news and analytics through innovative technology - quickly and accurately. We apply problem-solving skills to identify innovative workflow efficiencies, and we implement technology solutions to enhance our systems, products and processes - all while providing platinum customer support to our clients.
The contingent worker will provide operational support to the APAC Sustainable Finance Data (SFD) team, primarily covering the Japan market and supporting Parent & Consolidated (P/C) market operations. Responsibilities include managing escalations and stakeholder inquiries, maintaining operational documentation, monitoring workflows and ticket queues, and supporting knowledge management. The role will also help alleviate operational workload, enabling the team to focus on strategic initiatives such as the extraction project and process improvement efforts. Additionally, the contingent worker will contribute to operational efficiency by identifying and supporting workflow optimization opportunities.
**We'll trust you to:**
+ Manage day-to-day operational inquiries and escalations from internal stakeholders and external data vendors through the internal ticketing system.
+ Support operational activities for the Japan and Parent & Consolidated (P/C) markets to ensure business continuity.
+ Monitor ticket queues and operational workflows to ensure timely resolution and adherence to service expectations.
+ Maintain and update operational documentation, including standard operating procedures (SOPs) and knowledge articles.
+ Identify process improvement opportunities and support operational efficiency initiatives.
+ Demonstrate ownership, accountability, and a proactive approach in delivering assigned responsibilities.
**You'll need to have:**
+ Business proficiency or above in both Japanese and English
+ Bachelor's degree in business, Finance, Accounting, Economics, or a related discipline, or equivalent professional experience
+ Experience in operations, financial data, ESG, or a related field is preferred
+ Proficiency in SQL and data wrangling techniques for data analysis and operational support
+ Strong analytical and problem-solving skills, with the ability to identify process improvement opportunities
+ Excellent organizational and time management skills, with the ability to prioritize multiple tasks in a fast-paced environment
+ Strong communication and stakeholder management skills
+ Proactiveness and ability to work independently as well as collaboratively within a team
**If this sounds like you:**
Apply if you think we're a good match. We'll get in touch to let you know what the next steps are, but in the meantime feel free to have a look at this: will be administered by third-party vendor as a dispatched worker arrangement with Bloomberg.
Discover what makes Bloomberg unique - watch our for an inside look at our culture, values, and the people behind our success.
Bloomberg is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of age, ancestry, color, gender identity or expression, genetic predisposition or carrier status, marital status, national or ethnic origin, race, religion or belief, sex, sexual orientation, sexual and other reproductive health decisions, parental or caring status, physical or mental disability, pregnancy or parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law.
Bloomberg is a disability inclusive employer. Please let us know if you require any reasonable adjustments to be made for the recruitment process. If you would prefer to discuss this confidentially, please email
Is this job a match or a miss?
Apply Now
8
Job Description
Job Description
Reporting to the China Oversight Head, the Director, Investment Oversight and ALM for China Business ("the Director") will provide investment oversight and asset and liability management support for the China joint venture business. The role serves as a key liaison with the China JV management team and the JV's Asset Management Company (AMC), providing insight and challenge on investment strategy, investment risk management and ALM practice. The Director will support collaboration between the China JV, AMC, Cigna Investment Management (CIM) and Cigna stakeholders to ensure alignment on investment oversight, portfolio risk management and balance sheet considerations.
**Tasks and Expected Contributions/Results:**
+ Lead investment oversight of the China insurance JV and AMC. Relying on deep and practical knowledge of the China investment market and insurance asset management practices, advise International Health (IH) Global Office, Cigna Investment Management (CIM) and Cigna corporate stakeholders on China investment markets, insurer practices, asset classes and specific assets
+ Work with the JV management team using a balanced and practical approach to apply investment management best practices and risk-return objectives in the context of the China investment markets to meet liability requirements, improve asset-liability management and optimize long-term return. Set guidance and expectations with JV/AMC with Cigna's investment and ALM principles and discipline, eg, to guide the JV/AMC in development and regular update of investment strategies for each asset class
+ Advise JV in the management of their asset manager, the AMC, and in development of an effective investment oversight framework
+ Support Cigna's board representatives of the AMC by reviewing AMC board materials in partnership with other supporting functions
+ Regularly conduct deep dives to assess China portfolio investment opportunities and risks at geographic, industry, asset type or instrument levels
+ Provide CIM insights on the JV's investments (including AMC's performance on the entrusted investments) as well as China market, provide regular reporting and ad hoc update as necessary
+ Partner with CIM to involve on quarterly CECL review and ongoing credit risk review through monitoring watchlist update; execute special review on troubled assets
+ Stay on top of relevant market trends and identify investment opportunities and risks
+ Monitor key balance sheet and asset-liability risk indicators relevant to investment oversight
+ Support strategic asset allocation reviews and assessment of portfolio positioning against liability characteristics and capital objectives
+ Assess emerging market, regulatory and financial risks that could impact the effectiveness of the JV's investment and balance sheet strategies
**Experience/Knowledge Requirements:**
+ Minimum of 10 years' experience overseeing the investments of an insurance asset portfolio as well as Asset Management Company; ALM experience is a plus
+ Professional designation in Actuarial or Investment, such as FSA or equivalent and/or CFA required.
+ Degree holder in finance, actuarial science, statistics or other degree of relevance
+ Familiarity with designing appropriate ALM and asset investment strategies to back insurance liabilities and capital. Experience with designing appropriate reporting and control frameworks to assess the asset liability management of these portfolios is a plus
+ In depth knowledge of the business drivers, processes and operating model of AMCs in China
+ Exhibit leadership skills to recommend constructive change and obtain management buy-in
+ Self-starter who is able to work successfully, proactively and independently, manage competing priorities and be flexible in roles and responsibilities
+ Strong ability to perform well and be unfailingly diplomatic in a high pressure and complex environment
+ Strong influencing and negotiating skills
+ Proven analytical, planning, and organizing skills
+ Excellent written and spoken English and Mandarin
+ Experience in health insurance will be an asset
**About The Cigna Group**
Cigna Healthcare, a division of The Cigna Group, is an advocate for better health through every stage of life. We guide our customers through the health care system, empowering them with the information and insight they need to make the best choices for improving their health and vitality. Join us in driving growth and improving lives.
Reporting to the China Oversight Head, the Director, Investment Oversight and ALM for China Business ("the Director") will provide investment oversight and asset and liability management support for the China joint venture business. The role serves as a key liaison with the China JV management team and the JV's Asset Management Company (AMC), providing insight and challenge on investment strategy, investment risk management and ALM practice. The Director will support collaboration between the China JV, AMC, Cigna Investment Management (CIM) and Cigna stakeholders to ensure alignment on investment oversight, portfolio risk management and balance sheet considerations.
**Tasks and Expected Contributions/Results:**
+ Lead investment oversight of the China insurance JV and AMC. Relying on deep and practical knowledge of the China investment market and insurance asset management practices, advise International Health (IH) Global Office, Cigna Investment Management (CIM) and Cigna corporate stakeholders on China investment markets, insurer practices, asset classes and specific assets
+ Work with the JV management team using a balanced and practical approach to apply investment management best practices and risk-return objectives in the context of the China investment markets to meet liability requirements, improve asset-liability management and optimize long-term return. Set guidance and expectations with JV/AMC with Cigna's investment and ALM principles and discipline, eg, to guide the JV/AMC in development and regular update of investment strategies for each asset class
+ Advise JV in the management of their asset manager, the AMC, and in development of an effective investment oversight framework
+ Support Cigna's board representatives of the AMC by reviewing AMC board materials in partnership with other supporting functions
+ Regularly conduct deep dives to assess China portfolio investment opportunities and risks at geographic, industry, asset type or instrument levels
+ Provide CIM insights on the JV's investments (including AMC's performance on the entrusted investments) as well as China market, provide regular reporting and ad hoc update as necessary
+ Partner with CIM to involve on quarterly CECL review and ongoing credit risk review through monitoring watchlist update; execute special review on troubled assets
+ Stay on top of relevant market trends and identify investment opportunities and risks
+ Monitor key balance sheet and asset-liability risk indicators relevant to investment oversight
+ Support strategic asset allocation reviews and assessment of portfolio positioning against liability characteristics and capital objectives
+ Assess emerging market, regulatory and financial risks that could impact the effectiveness of the JV's investment and balance sheet strategies
**Experience/Knowledge Requirements:**
+ Minimum of 10 years' experience overseeing the investments of an insurance asset portfolio as well as Asset Management Company; ALM experience is a plus
+ Professional designation in Actuarial or Investment, such as FSA or equivalent and/or CFA required.
+ Degree holder in finance, actuarial science, statistics or other degree of relevance
+ Familiarity with designing appropriate ALM and asset investment strategies to back insurance liabilities and capital. Experience with designing appropriate reporting and control frameworks to assess the asset liability management of these portfolios is a plus
+ In depth knowledge of the business drivers, processes and operating model of AMCs in China
+ Exhibit leadership skills to recommend constructive change and obtain management buy-in
+ Self-starter who is able to work successfully, proactively and independently, manage competing priorities and be flexible in roles and responsibilities
+ Strong ability to perform well and be unfailingly diplomatic in a high pressure and complex environment
+ Strong influencing and negotiating skills
+ Proven analytical, planning, and organizing skills
+ Excellent written and spoken English and Mandarin
+ Experience in health insurance will be an asset
**About The Cigna Group**
Cigna Healthcare, a division of The Cigna Group, is an advocate for better health through every stage of life. We guide our customers through the health care system, empowering them with the information and insight they need to make the best choices for improving their health and vitality. Join us in driving growth and improving lives.
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