What Financial Planning Opportunities Jobs are in Hong Kong?

Investment Banking - Internship
Location:
Central, Hong Kong Island, HK
Programme Type: Internship Programme
Start Date and Duration: Mon Jun 14, 2027; 10 weeks
Opening Date: Mon Jul 06, 2026
Closing Date: Fri Oct 30, 2026
**Area of Interest:** Investment Banking
**Business Area:** Corporate and Institutional Banking
**Short Description:** Help global companies grow through strategic deals, funding and advice.
**Who you are**
You're curious and keen to learn. Don't worry if you haven't got a background in finance - what we're looking for is someone with the ambition to explore it, the drive to make an impact, and the confidence to take on new challenges. If fast-paced environments are your thing, you thrive in a team, and you want to build real-world career experience with support every step of the way - this internship could be for you.
Here's what we're looking for:
+ Collaboration - You're a team player who works well with people at all levels - from fellow interns to Senior Bankers. You're reliable, supportive, and ready to contribute to shared goals.
+ Analytical thinking - You enjoy working with numbers, spotting patterns, and paying attention to the details. Whether it's reviewing data or checking for formatting issues, you've got a sharp eye and a methodical approach.
+ Clear communication - You can explain your ideas simply and clearly, whether you're talking to a fellow intern or summarising something for a senior team member. You write concise emails and can put together slides that tell a clear story.
+ Resilience - You stay positive under pressure, meet deadlines, and keep a cool head when things get busy. You're detail-focused and committed to doing your best work, even when the pace picks up.
+ Ownership - You take responsibility for your tasks and care about the quality of your work. You understand how your work contributes to the bigger picture, and you're proud to do it well.
+ Relationship building - You're friendly, professional, and good with people. You enjoy being part of a team and are keen to support the development of strong client relationships alongside more senior colleagues.
**What you'll do**
This internship is your chance to experience what it's really like to work in investment banking. You'll join a specialist team, work alongside experienced colleagues, and gain exposure to real projects that impact our clients. You won't just be watching from the sidelines - you'll be learning by doing, contributing to meaningful work, and developing skills that will stay with you throughout your career.
Here's what you'll get involved in:
+ Join a dedicated deal team - Work closely with a team focused on specific transactions, products or business sectors. You'll also collaborate with banking teams across the globe to help find solutions for clients, including corporates, private equity firms, and financial institutions.
+ Experience different areas of banking - You'll be placed in either Strategic Advisory, Corporate Finance or Financing Solutions depending on where your interests and our business needs align.
+ Get exposure to live deals - See how real transactions happen in real time, and get involved in the supporting work that helps make them happen.
+ Build your understanding of financial statements - Learn how to read balance sheets, spot anomalies, and calculate key ratios using your accounting knowledge (or develop it with support if you're new to it).
+ Help create client materials - Assist in researching market conditions and preparing documents like investment memos, management presentations, and pitchbooks - the materials we use to support and advise our clients.
+ Explore how financial models work - Learn how models are used to value businesses, analyse mergers and acquisitions, and assess different types of financing. You'll start to understand techniques like discounted cash flow and leveraged buyouts.
+ Conduct research and credit analysis - Track what's happening in the market, dig into company performance, and contribute to the creation of internal insights and client-facing materials.
+ Develop your technical toolkit - You'll sharpen your Excel and PowerPoint skills by building error-free models and putting together polished, client-ready presentations.
You'll kick off your internship with a week of dedicated training led by external experts. By the end of your time with us, you'll have a clearer understanding of HSBC and investment banking and where you could fit in. Perform well and you'll have the opportunity of a space on our graduate programme.

Investment Risk Manager
Location:
Central, Hong Kong Island, HK
Brand: Hang Seng Bank
Area of Interest: Risk and Compliance
Closing Date: Hybrid Worker
Date: 15 Jun 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.
**Hang Seng Investment Management Limited**
Established in 1993, Hang Seng Investment Management Limited ("Hang Seng Investment") is a wholly owned subsidiary of Hang Seng Bank Limited, and is Hong Kong No. 1 exchange-traded fund ("ETF") manager in terms of assets under management. As a Hong Kong based asset management company specializing in managing funds related to mainland China and Hong Kong markets, Hang Seng Investment is committed to providing investors with comprehensive investment management services through investment managers with extensive experience in managing funds (including a series of ETFs and retail funds) and investment portfolios for institutional and private clients. As a leading home-grown asset manager in Hong Kong, Hang Seng Investment has over 30 years of asset management experience.
We are currently seeking a high caliber professional to join us as **Investment Risk Manager.**
**Principal responsibilities**
+ Deliver independent oversight and challenge across risks taken within HSVM funds and mandates.
+ Assess risk exposures, provide clear advises or guidances to stakeholders, engage with portfolio managers and contribute to product development and model review.
+ Produce reports/dashboards or presentations that outline findings, explain risk positions and recommend changes and mitigations.
+ Undertake Stress Testing and other risk assessments on retail funds and mandates across asset classes.
+ Organize, run and participate in Risk and Control related governance forums as required.
+ Act as a coordinator for the Risk Team and provide support for other ad-hoc risk management activities and projects.
**Requirements**
+ Bachelor Degree in Business Administration, Finance, Risk Management, or related field
+ Minimum of (2) years of experience in financial institutions (preferably asset management companies), with exposure to risk management or internal audit functions.
+ Knowledge of asset management operations, products and systems.
+ Knowledge of ESG and sustainability is an advantage.
+ Understanding of investment and/or operational risk management principles, frameworks and best practices.
+ Proficiency in asset management systems and technology (e.g. Bloomberg AIM, PORT), with a strong understanding of data management and reporting/dashboard tools (eg. VBA/Tableau).
+ Previous work experience related to listed and OTC derivatives is an advantage.
**Key competencies**
+ Self-driven, detail-oriented and able to perform effectively under pressure.
+ Collaborative team player with a strong sense of accountability and the ability to work cross-functionally.
+ Strong communication and interpersonal skills, with the ability to engage effectively with diverse stakeholders.
+ Proficiency in Microsoft Office applications, Bloomberg
+ Proficiency in English, Chinese and Mandarin.
**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

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 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 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 Corporate & Investment Bank (CIB) 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
+ Conduct economic/financial research
+ Evaluate company's financial performance compared to overall industry and market trends
+ Build complex financial models for valuation purposes
+ 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.
**Qualifications:**
+ 2-5 years of relevant experience
+ Bachelor's degree in Finance or closely related areas of Business Administration
+ 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.
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**Job Family Group:**
Institutional Banking
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**Job Family:**
Investment Banking
---
**Time Type:**
Full time
---
**Most Relevant Skills**
Please see the requirements listed above.
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**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.

Senior Digital Product Manager, Conversational Banking - International Wealth and Premier Banking
Location:
Kowloon City, Kowloon, HK
Brand: HSBC
Area of Interest: Digital
Closing Date: Office Worker
Date: 26 Jun 2026
**Job description**
**GCB 4**
If you're looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.
International Wealth and Premier Banking (IWPB) helps deliver on HSBC's purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our international network and breadth of expertise enable us to support individuals, families, business owners, investors and entrepreneurs.
We are currently seeking an experienced individual to join our team as **Senior Digital Product Manager, Conversational Banking** , for the new AI bot platform (chat and voice). You'll be responsible for adopting future-state AI bot solutions, growing customer adoption of conversational channels, and increasing automation through traditional AI and GenAI. You'll work across Digital & CX and partner teams (e.g., UK, HK, Data & Analytics, Contact Centers, Wealth Solutions, Customer Segments).
Conversational Banking is globally accountable for HSBC's chat and messaging channels, delivering great customer experiences through a blend of AI and human support. HSBC is on a mission to build the world's best banking app-and that includes building the world's best conversational experience by innovating and experimenting with Generative AI and Agentic AI.
**The role holder will:**
+ Own the end-to-end product lifecycle for conversational banking platform capabilities and journeys, ensuring customer needs are met and benefits are realised over time.
+ Design, build and run digital customer experience journeys for conversational channels, working with cross-functional teams (analysts, engineers, designers, scrum teams) across locations in a lean agile environment.
+ Act as product owner/champion for one or more products; select and adapt appropriate delivery methods (predictive and/or agile).
+ Analyse market/user research, feedback, expert input and usage data to identify needs and opportunities.
+ Prioritise product requirements and own the product backlog, anticipating changes in customer/user needs to enable agile delivery.
+ Collaborate with Customer and Product value streams to shape journey design and build (including transactional chatbots).
+ Help drive the Conversational Banking product strategy, combining business strategy, external trends and market needs; bring structure to ambiguous/large-scale problems.
+ Ensure a strong understanding of how conversational channels increase customer satisfaction and reduce cost, and that delivery aligns to Group Standards.
+ Manage multiple complex responsibilities across several business areas as required.
+ Keep fair customer outcomes at the heart of delivery, aligned to Best Place to Bank principles (Make Better Products, Sell Them Properly, Keep Them Sold).
+ Continually reassess operational risks considering economic/market conditions, legal/regulatory requirements, operating practices, restructures and new technology.
**Knowledge & Experience / Qualifications:**
+ Previous experience in Digital Product Management.
+ Strong problem-solving mindset with an entrepreneurial drive; able to deconstruct problems and understand root causes.
+ Deep experience in customer-facing Conversational AI and GenAI products, ideally in banking/fintech.
+ Experience in global/regional roles delivering outcomes across diverse cultures.
+ Ability to set clear strategic direction aligned with Markets, Customer Segments and Physical Channels (preferred).
+ Extensive experience across digital product development: opportunity identification, business cases, requirements, deployment approach, execution, launch, and post-launch performance management.
+ SAFe experience, operating on quarterly planning cycles; able to ensure work is well-defined, prioritised, estimated and dependencies understood.
+ Strong stakeholder management and communication skills; able to navigate differing viewpoints.
+ Proven ability to build relationships and influence without direct authority.
+ Data driven analytical approach to problem solving, looking to understand the underlying causes, so that we can build a global solution rather than a series of point solutions.
+ Experience of Design Thinking and leading run ahead work to explore new problems or potential ideas, bringing in Design, Analysis, Architecture and Engineering colleagues.
+ Consumer financial services industry experience and strong understanding of Digital business, while experience with travel, lifestyle, and/or other consumer product development is a strong advantage.
+ Good communication skills for navigating through business requirements, differences of opinion on approach.
+ Proven ability to build strong relationships across stakeholder groups.
+ Excellent understanding of the bank's risk framework and experience of working with second line of defence: legal, compliance, financial crime (AML & sanctions), fraud, risk.
+ Strong outward focus and grasp of the competitor environment - opportunities, threats, gaps.
+ Excellent command of English, Mandarin and Cantonese.
**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.

**Company Description**
_"I believe in the saying "You become like the people you surround yourself with."_
_I am incredibly grateful to be part of the AECOM team for over 8 years learning from some of the best in the business - both colleagues and clients alike._
_My colleagues and clients will be the judge if I am delivering a positive difference to their careers too."_
**Michael Hill, Sector Director, Ports and Bridges, Australia and New Zealand.**
**Come grow with us.**
AECOM is continuing to grow our Ports and Maritime capability across Australia and we are seeking experienced Design and Project Managers with a strong background in Ports, Coastal and Maritime Infrastructure design to support our expanding pipeline of major projects.
These opportunities may particularly appeal to professionals who are considering a move to Australia, whether permanently or for a period of time. For those looking for an international career experience, this could be an opportunity to work on complex maritime infrastructure projects while enjoying the lifestyle and natural environment that Australia is known for.
Equally, these roles may suit someone interested in relocating to Australia for a year or two to support key project delivery, before returning to their home market. With strong investment in ports, maritime and coastal infrastructure across the country, these roles offer the opportunity to work on impactful projects supporting trade, connectivity and coastal communities.
**Job Description**
We currently have multiple opportunities across Australia, at all levels of experience, as our project pipeline continues to expand.
These roles will play a key part in strengthening our Ports & Maritime leadership capability nationally, particularly as we continue building our senior technical, design and project management presence.
**How you'll make a difference**
+ Lead the design management and delivery of ports and maritime infrastructure projects, including port expansions, marine structures, coastal infrastructure and waterfront developments.
+ Own and manage packages of work, taking accountability for scope, program, technical delivery and client outcomes.
+ Coordinate with AECOM teams across Australia and and across the globe, leveraging our design capability to deliver complex maritime infrastructure projects. Act as the client interface, building trusted relationships with port authorities, government agencies and private sector clients.
+ Manage project delivery end-to-end, including design and commercial management, programme coordination and multidisciplinary technical integration.
+ Provide leadership across maritime and coastal engineering disciplines, ensuring designs align with industry standards and best practice. Support the growth of AECOM's Ports & Maritime capability globally, mentoring engineers and strengthening delivery teams.
**Qualifications**
**The qualities that help you thrive**
The following qualifications and experience are highly desired, but if you don't tick all the boxes you could still be a perfect fit for these roles. Please apply, all applications will be considered.
+ Significant experience as a Design Manager, Technical Lead, Project Manager or Senior Engineer within ports, coastal or maritime infrastructure projects.
+ Strong experience managing multidisciplinary design teams across complex maritime infrastructure projects.
+ Experience delivering design and planning for ports, marine structures, coastal infrastructure or waterfront developments.
+ Demonstrated ability to own and deliver packages of work within major infrastructure programs.
+ Strong client engagement and stakeholder management skills, particularly with port authorities, government agencies or major infrastructure clients.
+ Experience coordinating teams across multiple offices, regions or international delivery environments.
+ A passion for delivering infrastructure that supports coastal communities, trade and long-term economic growth.
**Additional Information**
**Why join AECOM**
AECOM is the #1 transportation design firm globally as ranked by ENR for the last 23 years running. We deliver some of the most complex ports, coastal and maritime infrastructure projects across Australia and New Zealand. By joining our teams in Australia, you'll play a key role in delivering infrastructure that supports trade, connectivity and economic development across the region.
You'll also benefit from AECOM's national and global design network, giving you the opportunity to collaborate with leading specialists across ANZ and internationally, while building your career on some of Australia's most significant maritime infrastructure projects.
**Why you'll love working with us**
+ Flexible work arrangements, including alternative start/finish times, part-time, job-sharing and hybrid work options
+ Purchase up to 6 weeks additional annual leave per year
+ Flex public holidays - swap Easter or other holidays for ones that suit you better
+ Continuous learning and growth - lunch and learns, professional development courses, financial study assistance, 5 days paid study leave, global career opportunities
**Ready to push the limits of what's possible?**
We welcome applications from individuals of all backgrounds, including those with disabilities, additional health or mental health needs, and/or neurodiverse conditions. If you require any adjustments during the hiring process, please let us know.
Applications are reviewed as they come in, and the role may close earlier than expected, so if this opportunity sounds like you, we encourage you to apply as soon as possible.
**Learn more about life at AECOM:** LinkedIn, Facebook , Instagram, X, YouTube - explore our AECOM voices, employee stories, latest projects, and much more!
AECOM acknowledges the Traditional Owners and Custodians of the lands on which we, our clients and our communities live and work around Australia. We pay our respects to their cultures and to their Elders - past, present, and emerging. We are committed to connecting to Country in our work through meaningful engagement with First Nations peoples and businesses. Find out more about our Australian Reconciliation Action Plan here: acknowledges the Traditional Owners and Custodians of the lands on which we, our clients and our communities live and work around Australia. We pay our respects to their cultures and to their Elders - past, present, and emerging. We are committed to connecting to Country in our work through meaningful engagement with First Nations peoples and businesses. Find out more about our Australian Reconciliation Action Plan here: AECOM**
AECOM is the world's trusted infrastructure consulting firm, delivering professional services throughout the project lifecycle - from advisory, planning, design and engineering to program and construction management. On projects spanning transportation, buildings, water, new energy and the environment, our public- and private-sector clients trust us to solve their most complex challenges. Our teams are driven by a common purpose to deliver a better world through our unrivaled technical and digital expertise, a culture of equity, diversity and inclusion, and a commitment to environmental, social and governance priorities. AECOM is a Fortune 500 firm and its Professional Services business had revenue of $16.1 billion in fiscal year 2025. See how we are delivering sustainable legacies for generations to come at aecom.com and @AECOM.
**Freedom to Grow in a World of Opportunity**
You will have the flexibility you need to do your best work with hybrid work options. Whether you're working from an AECOM office, remote location or at a client site, you will be working in a dynamic environment where your integrity, entrepreneurial spirit and pioneering mindset are championed.
You will help us foster a culture of equity, diversity and inclusion - a safe and respectful workplace, where we invite everyone to bring their whole selves to work using their unique talents, backgrounds and expertise to create transformational outcomes for our clients.
AECOM provides a wide array of compensation and benefits programs to meet the diverse needs of our employees and their families. We also provide a robust global well-being program. We're the world's trusted global infrastructure firm, and we're in this together - your growth and success are ours too.
Join us, and you'll get all the benefits of being a part of a global, publicly traded firm - access to industry-leading technology and thinking and transformational work with big impact and work flexibility. As an Equal Opportunity Employer, we believe in each person's potential, and we'll help you reach yours.
**ReqID:** REF58838W
**Business Line:** Transportation
**Business Group:** DCS
**Strategic Business Unit:** ANZ
**Career Area:** Engineering
**Work Location Model:** Hybrid

At **Citi** , we get to connect millions of people across hundreds of cities and countries every day. And we've been doing it for more than 200 years. We do this through our unparalleled global network. We provide a broad range of financial services and products to our clients - whether they be consumers, corporations, governments or institutions - to help them meet their biggest opportunities and face the world's toughest challenges.
**Shape your Career with Citi**
**Citi Global Wealth (CGW)** brings together the full power of Citi to serve the entire continuum of wealth clients, from affluent to ultra-high net worth to family offices. The strategies we create help our clients maintain liquidity while maximizing yields, transact in foreign currency and across borders, and manage fluctuating expenses or cash flow. We are uniquely suited to helping our clients meet their banking needs across regions through our global network.
We're currently looking for a high caliber professional to join our team as **Banking Executive** 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:
+ Citi provides programs and services for your physical and mental well-being including access to telehealth options, health advocates, confidential counseling and more. Coverage varies by country.
+ We empower our employees to manage their financial well-being and help them plan for the future.
+ Citi provides access to an array of learning and development resources to help broaden and deepen your skills and knowledge as your career progresses.

**In this role, you're expected to:**
+ Proactively approach Citi clients to establish real needs, understand the client and their requirements, and interest them in Citi's products
+ Provide advice and product information to Citi clients as appropriate, outlining features and benefits
+ Build and maintain new and existing customer relationships
+ Perform the necessary processes, procedures and verbal dialogues to effectively customize offers and cross sell an expansive set of products and services to new and existing customers
+ Achieve or exceed decided sales targets
+ Fulfilling the clients' necessities while providing an exceptional client experience is the expected behavior from all our employees and it will be measured by specific metrics.
+ 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 degree/University degree or equivalent experience
+ Previous relevant experience in financial sales and customer service preferred
+ Consistently demonstrates clear and concise written and verbal communication
+ Proficient computer and technology skills
+ Demonstrated sales skills
+ Effective problem-solving and negotiation skills
+ Demonstrated Influencing and relationship management skills
+ Mandatory certifications as required for selling financial products, i.e. HKSI 1,7,8 & IIQE 1, 3
_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_
Working at Citi is far more than just a job. A career with us means joining a family of more than 230,000 dedicated people from around the globe. At Citi, you'll have the opportunity to grow your career, give back to your community and make a real impact.
**Take the next step in your career, apply for this role at Citi today**
_ Family Group:**
Consumer Sales
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**Job Family:**
Field Sales
---
**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 Banking - HSBC Infrastructure Finance - Internship
Location:
Central, Hong Kong Island, HK
Programme Type: Internship Programme
Start Date and Duration: Mon Jun 14, 2027; 10 weeks
Opening Date: Mon Jul 06, 2026
Closing Date: Fri Oct 30, 2026
**Area of Interest:** Investment Banking
**Business Area:** Corporate and Institutional Banking
**Short Description:** Help deliver financing solutions that support major projects and energy transition.
**About the business area**
The HSBC Infrastructure Finance (HIF) platform, comprised of Infrastructure Finance and Export Finance teams, provides a full suite of financing solutions to corporates, financial sponsors, and governments in the sub sectors of inter alia Infrastructure, Digital/Telecoms, Transportation, Logistics, Support Services, and Power, Utilities & Renewables. The team provides a central point for clients to access advice on financing, capital structure, structured debt capital markets, and Export Credit Agency (ECA) supported debt, as well as execution of infrastructure, project, and export finance lending mandates. HIF plays a critical role in financing the energy transition for our clients.
**Who you are**
We're looking for curious, analytical thinkers who love solving problems and building relationships. You don't need to know everything about investment banking - what matters most is your drive to learn, your resilience, and your willingness to get involved.
You could be a great fit if you're:
+ A collaborator: You thrive in teams and know how to support others.
+ Analytical: You can break down complex data to see the bigger picture.
+ A clear communicator: You explain ideas simply, whether in person, on paper, or in presentations.
+ Resilient and driven: You stay focused under pressure, adapt quickly, and deliver to a high standard.
+ Proactive: You take ownership and don't wait for others to solve problems.
+ A people person: You enjoy building long-term relationships based on trust.
**What you'll do**
From day one, you'll get exposure to real deals and see how investment banking works behind the scenes. You'll:
+ Work with teams on live transactions, products, or market sectors, connecting with banking teams globally.
+ Explore specialist areas like Export Finance or Infrastructure Finance.
+ Learn how project, acquisition, and export finance deals work, and how we support clients on their Net Zero journeys with tailored finance and advisory solutions.
+ Apply your knowledge to financial statements, spot anomalies, and calculate key ratios.
+ Prepare and review client materials such as teasers and information memorandums.
+ Perform credit analysis and review project financials and due diligence.
+ Build financial models to support debt financing transactions and valuations.
+ Research market trends and monitor developments to create insights for internal and client use.
+ Develop your Excel and PowerPoint skills to produce accurate models and client-ready presentations.
+ Always stay compliant with regulations.
**What you'll learn**
You'll get the training, coaching, and real-world experience you need to kickstart your career in investment banking.
Here's what's in store:
+ Expert-led training: A week of structured, bespoke training at the start of the internship.
+ Relationship building: Learn how to connect with colleagues and clients, building trust and credibility.
+ Discretion: Develop the professionalism needed to handle sensitive deal information.
+ Financial literacy: From financial modelling to product knowledge, you'll learn how to find the right solutions for clients.
+ High-impact work: Get directly involved in the financing of real assets across sectors and geographies.

Investment Counsellor - Hong Kong Team, Privat Banking
Location:
Central, Hong Kong Island, HK
Brand: HSBC
Area of Interest:
Closing Date:
Date: 14 Jul 2026
**Job description**
We are currently seeking a high calibre professional to join our team as a **Investment Counsellor**
**In this role you will:**
+ Client Advisory, Investment Strategy and Relationship
+ Originate and deliver tailored investment advice based on a deep understanding of clients' background and total wealth picture
+ Function as primary client contact and trusted advisor for clients including direct communication, opportunities identifications, portfolio advice and post sales execution.
+ Act as a thoughtful partner to clients, providing insights on market developments, tactical opportunities, and long-term asset allocation based on CIO insights and house views
+ Build and cultivate relationship with existing clients and possess entrepreneurial spirit and capability in developing new relationships
+ Portfolio Construction and Management
+ Possess a good understanding in asset allocation and ability to apply to client portfolios according to their investment objectives and requirements
+ Conduct ongoing portfolio reviews and consolidate investment performance
+ Utilize portfolio visualization tools to translate data into client presentation narratives
+ Conduct research and analysis on market trends, economic indicators, and other financial data to formulate investment recommendations
+ Determine suitability and ensure investment activities are compliant with HSBC internal policies and external regulatory requirements
+ Business Development and Collaboration
+ Work closely with Relationship Managers to address client needs and develop solutions
+ Engage with Product Teams in understanding new product launches and existing product updates to ensure appropriate advice will be promptly delivered to clients
+ Articulate HSBC Private Bank's value propositions to clients
+ Engage in identifying cross-selling opportunities including other business functions of the bank, including lending, trust and global banking and markets, etc.
**To be successful you will need:**
+ Deep expertise across public and private markets, including Equities, FX, Fixed Income, Alternatives, Funds and Structured Products
+ Curiosity and commitment to continuous learning to stay ahead of evolving market trends, technologies, and client demands
+ Hands-on experience with market data terminals
+ Sharp analytical mindset with attention to detail and strong presentation skills
+ Proactive problem-solver and synthesize information into actionable advice
+ Strong interpersonal and collaborative skills
+ Proficiency in Microsoft Office
+ Language: Cantonese, Mandarin and English
+ A strong sense of integrity, professionalism and a client-centric mindset

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: 24 Jun 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