182 Financial Institutions jobs in Hong Kong

Overview:

My client is a reputable wholesale bank, looking for a
Director or Team
Head of Financial Institutions
to lead a
talented team to success.

Your new role:

• To lead teams with assigned portfolio of banks sectors, and to deepen the relationships based on existing portfolio
• Actively organize client meetings and marketing campaigns in partnership with stakeholders from relevant product teams, building strong relationships and uncovering growth opportunities.
• Identify potential client and business opportunities across various product & solutions included Transaction Banking, Treasury, Debt Capital Markets etc.
• To hands on preparing pitches, proposals, and term sheets, ensuring accuracy and relevance in all credit applications submitted.

What You'll Need to Succeed:

• Bachelor degree in Business Management, Finance, Economics, Accounting, or a related field; advanced degrees or professional certifications are a plus.
• A minimum of 10 years of experience in relationship management within the financial institutions sector with previous leadership experience
• Solid credit knowledges including financial analysis and cash flow projection skills for large corporate customers
• Product knowledge in loan facility, FX, cash management, trade finance and derivative products; and structured facilities
• Proficiency in spoken English, Cantonese and/or Mandarin.

If you think you could be suitable for this role, please apply now or send your up-to-date CV to

Responsibilities

• Drive the promotion and distribution of Fixed Income products—including bonds, notes, and structured products—to institutional clients.
• Deliver professional market analysis and product recommendations to support clients' investment decisions.
• Build and sustain long-term partnerships with financial institutions in Hong Kong.
• Meet business objectives and contribute to the expansion of the Branch's Fixed Income platform.
• Collaborate with internal teams to ensure efficient and seamless transaction execution.
• Take part in management-assigned projects and ad-hoc initiatives.

Requirements

• Bachelor's degree or above in Economics, Finance, Mathematics, or related fields.
• Minimum 5 years of solid experience in Fixed Income trading or brokerage.
• Strong network and familiarity with major financial institutions in Hong Kong.
• Comprehensive understanding of banking and institutional client operations, with proven ability to resolve transaction issues effectively.
• Expertise in structured bond products for financial institutions' wealth management channels, particularly Equity-linked Structured Notes.
• Licensed under the Securities and Futures Commission (SFC) Type 1 and Type 4.
• Highly motivated with excellent communication, interpersonal, and analytical skills.
• Proficient in both written and spoken English and Chinese, with strong command of Mandarin.

Overview

Join to apply for the Financial Institutions Business Manager role at Chiyu Banking Corporation Limited .

Chiyu Banking Corporation Limited has been registered as a licensed bank since 1947. Rooted in Hong Kong, we strive to provide one-stop cross-border banking and financial services to customers in Hong Kong, mainland and overseas Chinese. Riding on the edge of the Hong Kong and Fujian business and our cross-border platform, we will continuously maintain its core values of “Sincerity, Flexibility, Tailor-made Service and Professionalism” and provide premium services to our customers to help growing their wealth, and to create values and deliver returns to our stakeholders and staff.

We believe that employees are valuable assets of the company. We offer stimulating careers that will further your personal growth. Come join us for the following position.

• Develop and maintain customer relationships with Chinese FI clients
• Explore new business opportunities and actively participate in marketing and selling banking products and services in areas such as commercial lending, structured transactions, syndication, treasury, trade financing or other financial products
• Provide professional financial solutions and conduct credit analysis and prepare credit proposals

• Bachelor degree in Business Administration or related disciplines
• Minimum 3 years’ relationship management experience with FI clients
• Strong credit analysis and risk management skills, and ability to analyze and make sound judgments on complex financial information
• Proficient in spoken and written Chinese and English. Native Mandarin speaking is an absolute advantage

We offer competitive packages and promising career opportunities to the right candidates. Please send your full resume with current salary, expected salary and the date of availability to The Human Resources Department, Chiyu Banking Corporation Ltd, 1/F, No. 100 Queen's Road Central, Hong Kong or fax to or by clicking Apply Now.

Information provided will be treated in strict confidence and only be used for recruitment purposes. All personal data of unsuccessful applicants will be destroyed after the recruitment exercise. A copy of Personal Information Collection Statement is available upon request.

Seniority level: Mid-Senior level

Employment type: Other

Job function: Finance

Industries: Accounting

Location: Central & Western District, Hong Kong SAR

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Join an International Corporate Bank as a
Senior Relationship Manager, Financial Institutions
.

Role Responsibilites:

• Establish and maintain solid business relationship with
  Banks and/or Non-bank FI
  customers Provide quality service and tailor-made solutions to FI customers to explore business opportunities and promote various banking products
  (Correspondent Banking, Treasury, FX, Transaction Banking, Fixed Income)
  to achieve business targets
• Liaise with cross-border branches for collaboration
• Monitor customer portfolio, conduct credit risk analysis and annual review, and oversee the operations of account opening including KYC
• Ensure and monitor post-lending in compliance with bank policy and related guidelines;

Role Requirements:

• At least 9 years of relevant FI Relationship Management experiences in the banking industry, with experience covering
  Banks or NBFI
• University graduate from a reputable institution
• Proven ability to deliver KYC for high profile client onboarding and renewals
• Possesses strong time management, organizational, relationship building skills
• Strong marketing and financial analysis skills
• Good command of written and spoken English and Chinese, including fluency in Mandarin
• Qualification of CFA or FRM will be preferred

If you are relevant to the above, please apply now to Jack Leung with your CV to engage in a confidential discussion.

Requirements: 

- University degree or above in Banking, Finance, Accounting, Business Administration or relevant disciplines

- Holder of CAMS and / or AAMLP is an added advantage

- At least 6 years' solid experience in developing and managing relationships with FIs and NBFIs

- Experience in handling customer due diligence on correspondent banking and knowledge on AMLO is a must

- Sound knowledge on banking and financial business and products is an added advantage

- Self-motivated, detail-oriented, hard-working and able to work independently under pressure

- Hands-on experience in using MS Office and Chinese Word Processing

- Detail-oriented, hard-working and be able to work independently

- Excellent interpersonal and communication skills

- Fluent in Putonghua is a must with good command on both spoken and written English and Chinese

(Candidates with less experience will be considered for the position of Assistant Relationship Manager)

Personal data collected will be treated in strict confidence by authorized personnel and only be used for recruitment-related purpose.  All personal data of unsuccessful applications will be destroyed 24 months after completion of the recruitment and selection exercise.

於中華人民共和國註冊成立的股份有限公司

Incorporated in the People's Republic of China with limited liability

Elevate Your Career

Work where your ideas have impact

Company
Allspring Global Investments is a leading independent asset management firm that offers a broad range of investment products and solutions designed to help meet clients' goals. At Allspring, our vision is to inspire a new era of investing that pursues both financial returns and positive outcomes. With decades of trusted experience propelling us forward, we strive to build portfolios aimed at generating successful outcomes for our clients. We do this through the independence of thought that powers our investment strategies and by bringing a renewed approach to look around the corner to unlock what's possible. Allspring is a company committed to thoughtful investing, purposeful planning, and the desire to deliver outcomes that expand above and beyond financial gains. For more information, please visit  About Us - Allspring Global Investments.

At Allspring, unique views inspire us. We leverage the diversity of people, ideas, and skills to help our clients pursue their financial goals. We strive to attract and retain a diverse talent pool that enables us to better serve our global client base. Intentionally fostering a diverse and inclusive culture allows us to empower innovation, productivity, and engagement. It's also essential for elevating the experience of our clients as well as the communities in which we operate. Thank you for considering Allspring as you explore the next step in your career journey.

POSITION
This role is within the international distribution business with responsibility for developing new business primarily within Hong Kong and certain North Asian Financial Institutions. This role reports into the Head of Sales, Financial Institutions (Asia excl. Japan). The Sales Director role is responsible for sales and client service efforts with the central objective of expanding our client base and growing net new revenue. The role involves considerable co-ordination of activities across the client lifecycle to effectively deliver a very positive client experience supporting the achievement of our business goals, delivering the highest standard of client experience in an efficient and compliant manner.

The role encompasses business development targeted at financial institutions defined as private banks, retail banks, financial advisers, fund platforms, insurance linked (ILPs), wealth managers and family offices. The role carries clear business objectives around client and asset growth.

We currently operate in a hybrid working model, whereby you will be required to work in-office 3 days a week.

Location(s): Hong Kong

Responsibilities

• Work with the Head of Sales (Financial Institutions) to deliver net new business production in line with business plans
• Design and deliver the business strategy and annual business plan for your remit
• Build detailed knowledge of our investment capabilities and be able to present in an engaging way to clients and prospects
• Partner with the marketing team to build brand and broad advocacy
• Partner with client service team to help retain and grow existing client relationships
• Prepare for client/prospect meetings by gathering relevant market, industry or firm information.
• Expanding Allspring's brand by developing client-focused events (e.g. roundtables, events, awards submissions etc.)
• Manage and develop all client records/activities within the internal CRM system in line with company policies and procedures
• Maintain a full understanding of compliance implications and work within the processes and procedures of our organisation
• Involvement in internal regular management reporting and project management as required
• Build strong relationships with teams across the business, such as legal, compliance, admin, marketing, to ensure effective collaboration on all sales related matters.
• Any other such tasks as reasonably required

Preferred Skills

• 5+ years of experience in asset management sales.
• Has an excellent understanding of local markets (primarily HK and certain North Asia markets) and be able to act as senior representative of the firm.
• English and Mandarin and/or Cantonese language skills required
• CFA preferred but not required

Required Skills

• Relevant jurisdiction sales licenses
• Proactive, solutions oriented and client focused sales approach.
• Team player with strong team working skills.
• Experience in developing relationships and converting into business and sales opportunities with key clients across the financial institutions sector as defined.
• Excellent verbal, written, and interpersonal communication skills.
• Deep knowledge of investment asset classes and product structures.
• This role will include travel.

Regulatory Requirements

• This role is a Licensed role. To undertake this role, you must be the holder of a Representative License under SFC for Type 1 and Type 4 regulated activities.

We are an Equal Opportunity/Affirmative Action Employer. We consider all qualified applicants for employment regardless of age, race, color, national origin, sex, religion, veteran status, disability, sexual orientation, gender identity, or any other protected status.

Job Responsibilities:

• Assist in handling KYC, credit and other related work for bank customers
• Assist superiors to implement various tasks

Requirements:

• Undergraduate in business administration, finance, accounting, economics or related disciplines
• Good financial analysis skills, multi-tasking skills and ability to work independently
• Good computer literacy in Microsoft Office applications, and Chinese Word Processing
• Good command of written and spoken English and Chinese, including fluent Putonghua
• Fresh Graduate are welcome to apply
• Immediate available is preferred

Responsibilities:

• Develop and maintain customer relationship with Chinese FI clients
• Explore new business opportunities and actively participate in the marketing and selling of banking products and services in the areas of commercial lending, structured transactions, syndication, treasury, trade financing or other financial products
• Provide professional financial solutions and conduct credit analysis and prepare credit proposals

Requirements:

• Bachelor degree in Business Administration or related disciplines
• Minimum 3 years' relationship management experience with FI clients
• Strong credit analysis and risk management skills as well as ability to analyses and make sound judgments on complex financial information
• Proficient in spoken and written Chinese and English. Native Mandarin speaking is an absolute advantage

We offer competitive packages and promising career opportunities to the right candidates. Please send your full resume with expected salary and the date of availability to The Human Resources Department, Chiyu Banking Corporation Ltd, 1/F, No. 100 Queen's Road Central, Hong Kong or fax to or by clicking Apply Now.

Information provided will be treated in strict confidence and only be used for recruitment purposes. All personal data of unsuccessful applicants will be destroyed after the recruitment exercise. A copy of Personal Information Collection Statement is available upon request.

Join to apply for the Financial Institutions Business Manager role at Chiyu Banking Corporation Limited .

Chiyu Banking Corporation Limited has been registered as a licensed bank since 1947. Rooted in Hong Kong, we strive to provide one-stop cross-border banking and financial services to customers in Hong Kong, mainland and overseas Chinese. Riding on the edge of the Hong Kong and Fujian business and our cross-border platform, we will continuously maintain its core values of “Sincerity, Flexibility, Tailor-made Service and Professionalism” and provide premium services to our customers to help growing their wealth, and to create values and deliver returns to our stakeholders and staff.

We believe that employees are valuable assets of the company. We offer stimulating careers that will further your personal growth. Come join us for the following position.

• Develop and maintain customer relationships with Chinese FI clients
• Explore new business opportunities and actively participate in marketing and selling banking products and services in areas such as commercial lending, structured transactions, syndication, treasury, trade financing or other financial products
• Provide professional financial solutions and conduct credit analysis and prepare credit proposals

• Bachelor degree in Business Administration or related disciplines
• Minimum 3 years’ relationship management experience with FI clients
• Strong credit analysis and risk management skills, and ability to analyze and make sound judgments on complex financial information
• Proficient in spoken and written Chinese and English. Native Mandarin speaking is an absolute advantage

We offer competitive packages and promising career opportunities to the right candidates. Please send your full resume with current salary, expected salary and the date of availability to The Human Resources Department, Chiyu Banking Corporation Ltd, 1/F, No. 100 Queen's Road Central, Hong Kong or fax to or by clicking Apply Now.

Information provided will be treated in strict confidence and only be used for recruitment purposes. All personal data of unsuccessful applicants will be destroyed after the recruitment exercise. A copy of Personal Information Collection Statement is available upon request.

Seniority level: Mid-Senior level

Employment type: Other

Job function: Finance

Industries: Accounting

Location: Central & Western District, Hong Kong SAR

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.