What Financial Operations Jobs are in Hong Kong?

Manager, Funds and Discretionary Services - Private Banking Operations
Location:
Kowloon City, Kowloon, HK
Brand: HSBC
Area of Interest: Private Banking
Closing Date: Hybrid Worker
Date: 10 Jul 2026
**Job description**
**GCB 6**
We are currently seeking a high calibre professional to join our team as **Manager** .
**In this role you will:**
+ Support end to end process for Discretionary Mandate Opening/Maintenance/Termination Services including parameter set up/update, Fund transfer activities including top-up, redemption and income distribution, fee booking, trailer/placement fee handling, monthly reporting preparation
+ Collaborating with Team Manager to provide constructive feedback on team performance
+ Manage and assist Team Manager to supervise a team to provide operational support and services for discretionary account services
+ Assist the development and implementation of initiatives to enhance service quality and operational efficiency
+ Good planning and managing projects aimed at achieving system enhancement/new product launched
+ Manage the day-to-day operations to ensure the accuracy for maintaining high standard of customer service delivery
+ Monitor reconciliation breaks to ensure no discrepancy of booking
+ Recommend improvement of the operations workflow for process streamline and effectiveness
+ Review and monitor performance of team members via the group email boxes to ensure appropriate handling of customer inquiries and processing of instructions
+ Prepare investigation reports including operational incident report for management review and approval
+ Handle customer complaint and perform investigation to identify the root cause with prompt service recovery
+ Monitor workflow of team members to ensure resources are allocated appropriately.
+ Provide guidance and training to team members to enhance their operations knowledge and competency
**To be successful you will need:**
+ Excellent knowledge of the mandate operation and banking products across all related asset classes
+ Solid experience for discretionary account services
+ Strong numerical skills
+ Good problem-solving skills
+ Ability to meet tight deadlines
+ Strong team player
+ Good interpersonal relationships and communication skills with proficiency in English and Chinese
**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.

The Director, Operations Risk Management of Global Wealth and Asset Management, will be responsible for assisting the COO Asia with the mandate to design, implement and execute an effective risk control self-assessments program, and with overseeing operational risk mitigation activities, within a division of the Global Wealth and Asset Management business.
The ideal candidate will have expertise in the asset management industry across various asset classes relevant to the division they support, which may include fixed income, equities, real estate, private debt, mortgages, derivatives, with knowledge of various vehicle types such as separate accounts, mutual funds and ETFs. In addition, the candidate will have significant experience in the design, implementation and/or execution of the Operational Risk Management framework for a large financial institution.
**Position Responsibilities:**
+ Support activities to facilitate the effective implementation of the Risk Control Self Assessments framework in a Global Wealth & Asset Management division. This will include the following:
+ Conduct Risk and Control Self-Assessments: documentation of key risks and controls and development of action plans to remediate control gaps, as needed
+ Contribute to the development of Key Risk Indicators to track identified risks
+ Collect, review and reconcile internal and external risk incidents/ loss events, ensure they are addressed timely, including root cause analysis
+ Support change management; for new products, business initiatives and strategies and assess impact on the division's risk profile.
+ Develop close partnerships and provide value-added collaboration with business
+ and functional leaders
+ Work coverage is Asia Regional among 7+ countries. Travel will be needed to local offices.
+ Contribute to developing a strong risk culture and work with the business to reinforce accountability and transparency across the organization.
**Required Qualifications:**
+ A seasoned risk professional with a minimum 5 years of risk management, investment management and/or audit experience
+ Strong working knowledge of the wealth and asset management industry and familiar with the current regulatory environment and the risks facing Financial Institutions'
+ Proven expertise and knowledge of ORM concepts and practices (Risk and Control Self Assessments, Risk Indicators, risk events)
+ A strong moral compass and a commitment to high ethical standards
+ Strong collaboration and partnering skills and proven ability to develop effective working relationships with business and functional partners to influence decisions
+ Strong program and project management skills and ability to independently manage multiple, conflicting priorities and deliver a quality result within tight deadlines,
+ A highly motivated and results-oriented individual with an established track record in building effective programs and transforming strategy into action
+ Highly developed business acumen with ability to synthesize complex information from various sources, identifying key points and issues
+ Solid analytical and creative problem-solving skills and the ability to motivate others to implement new solutions
+ Excellent verbal and written communication skills, including ability to articulate complex technical issues
+ Fluency in English and Chinese (Mandarin) preferred
+ Must be willing to travel frequently across 8+ Asia Countries
+ Experience in interacting with senior stakeholders and teams across multiple countries
**When you join our team:**
+ We'll empower you to learn and grow the career you want.
+ We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
+ As part of our global team, we'll support you in shaping the future you want to see.
**Acerca de Manulife y John Hancock**
Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera más fácil y a vivir mejor. Para obtener más información acerca de nosotros, visite .
**Manulife es un empleador que ofrece igualdad de oportunidades**
En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente.
Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajará con los solicitantes que requieran una adaptación razonable durante el proceso de solicitud. Toda la información que se haya compartido durante el proceso de solicitud de adaptación se almacenará y utilizará de manera congruente con las leyes y las políticas de Manulife/John Hancock correspondientes. Para solicitar una adaptación razonable en el proceso de solicitud, envíenos un mensaje a .
**Modalidades de Trabajo**
Híbrido

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.

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.

Policy Servicing Manager is responsible to provide professional policy servicing support to ensure premium financing arrangement and after sales services can be completed effectively and efficiently
**Position Responsibilities:**
+ Handle undertaking/ assignment on policies with premium financing /pledging arrangement
+ Provide all-round support on after sales services (including policy services and claims) on all high net worth and premium financing policies
+ Facilitate the case issuance with new business team and cashier
+ Deal with banks in related to premium financing issues
+ Work with Legal department to come up the approved assignment document for various banks
+ Handle enquiries from business partners, both internal and external, provide proactive and timely follow-up
+ Prepare cash value letters, handle quarterly cash value statement and annual policy report
+ Maintain and build relationship with distribution channels, underwriters, actuarial, cashier, and L&C department, etc.
+ Share best practice from time to time, support training and briefing to business partners to share the policy servicing/ premium financing tips etc.
+ Assist in ad hoc projects and special arrangement e.g. jumbo cases, change of insured
**Required Qualifications:**
+ University graduate plus minimum 5 years of experience in life insurance, preferably in HNW segment
+ Experience in handling premium financing, trust/ PIC related business, and good understanding of HNW business model
+ High proficiency in reading and writing English
+ Good communication and presentation skill
+ Customer-orientated service
+ Strong sense of ownership and attention to details
+ Good command of spoken and written English and Chinese
+ Good PC skills including MS Word, Excel, and Power Point
**_When you join our team:_**
+ We'll empower you to learn and grow the career you want.
+ We'll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
+ As part of our global team, we'll support you in shaping the future you want to see.
**Acerca de Manulife y John Hancock**
Manulife Financial Corporation es un importante proveedor internacional de servicios financieros que ayuda a las personas a tomar decisiones de una manera más fácil y a vivir mejor. Para obtener más información acerca de nosotros, visite .
**Manulife es un empleador que ofrece igualdad de oportunidades**
En Manulife/John Hancock, valoramos nuestra diversidad. Nos esforzamos por atraer, formar y retener una fuerza laboral tan diversa como los clientes a los que prestamos servicios, y para fomentar un entorno laboral inclusivo en el que se aprovechen las fortalezas de las culturas y las personas. Estamos comprometidos con la equidad en las contrataciones, la retención de talento, el ascenso y la remuneración, y administramos todas nuestras prácticas y programas sin discriminación por motivos de raza, ascendencia, lugar de origen, color, origen étnico, ciudadanía, religión o creencias religiosas, credo, sexo (incluyendo el embarazo y las afecciones relacionadas con este), orientación sexual, características genéticas, condición de veterano, identidad de género, expresión de género, edad, estado civil, estatus familiar, discapacidad, o cualquier otro aspecto protegido por la ley vigente.
Nuestra prioridad es eliminar las barreras para garantizar la igualdad de acceso al empleo. Un representante de Recursos Humanos trabajará con los solicitantes que requieran una adaptación razonable durante el proceso de solicitud. Toda la información que se haya compartido durante el proceso de solicitud de adaptación se almacenará y utilizará de manera congruente con las leyes y las políticas de Manulife/John Hancock correspondientes. Para solicitar una adaptación razonable en el proceso de solicitud, envíenos un mensaje a .
**Modalidades de Trabajo**
Híbrido

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.

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

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.

Head of Investment Advisory (Private Banking) - Hang Seng Bank (HK)
Location:
Central, Hong Kong Island, HK
Brand: Hang Seng Bank
Area of Interest: Private Banking
Closing Date:
Date: 23 Jul 2026
**Job description**
**A Career with Hang Seng Bank**
Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.
**Private Banking** **RBW**
Hang Seng's Private Banking provides services for people who have successfully built their asset base and now want to place their wealth in the hands of experts who know how to nurture it.
Our banking services and products are bespoke, ranging from tailored investment advice and capital solutions to holistic health and personal protection and trustee services. Our team offers professional wealth management advice at both a local level and on a global scale.
Should you join our Private Banking business, you will focus on building close relationship with our high-net-worth customers, providing professional advice and premium service to them and contribute to the profitability of the Bank.
We are currently seeking a high Caliber professional to join our department as **Head of Investment Advisory** , reporting to Head of Wealth Sales Distribution.
**Principal responsibilities**
+ Provide strategic oversight of the investment business and embed a robust sales culture, driven by disciplined execution, collaboration, and a strong focus on advisory quality.
+ Lead the Investment Counsellor and Investment Product Specialist teams setting clear direction, strong performance management, and continuous capability development, while driving the execution of sales implementation plans and business initiatives to maximise profitability.
+ Strengthen the efficiency and effectiveness of the end-to-end sales process, improving productivity, consistency, and client outcomes.
+ Enhance sales quality and discipline in line with the latest regulatory requirements and HSBC standards, ensuring suitability, appropriate documentation, and effective governance.
+ Manage team performance through structured coaching, regular reviews, and targeted development actions to uplift competency and effectiveness.
**Qualifications**
+ University degree in Business Administration or other relevant qualification, and preferably with relevant qualifications such as CFA, CFP or CFMP.
+ Minimum 10 years' relevant experience from financial services industry, with strong knowledge of investment products, and preferably, with 5 years gained from a team management role.
+ Passes in the Hong Kong Securities Institute Licensing Examinations
+ Demonstrable management experience within investment sales, with a strong track record of leading teams to deliver business outcomes.
+ Strong sales and client orientation, with well-developed communication and interpersonal skills to influence effectively across stakeholders.
+ Proven leadership capability, with the resilience and composure to perform under pressure in a fast-paced environment.
+ Proficient in English and Chinese; Putonghua capability is an advantage.
+ Strong sense of ownership and a service-led mindset, with a focus on maintaining efficient and effective client service processes.
The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to Mandatory Reference Checking Scheme Phase 2 | The Hong Kong Association of Banks ( .
**You'll achieve more when you join Hang Seng Bank Limited.**
Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.
by Hang Seng Bank Limited