What Financial Project Jobs are in Hong Kong?

**Responsibilities:**
+ Core member of the financial control team covering HK, Singapore, Taiwan, China and Australia
+ Manage regulatory, tax, audit and other ad-hoc reporting or filings
+ Contribute to the budget and outlook process
+ Data mining and analysis to produce management reporting
+ Proactive identification of improvements to enhance and automate systems and controls
+ Cover and support AUM reporting
+ Project manage APAC finance transformation
+ Provide wide ranging ad-hoc support to the APAC business and global finance function
+ Assist in the development and growth of junior staff in the team
**Requirements:**
+ Evidence of track record of project delivery, transformation and critical thinking is required
+ Chartered accountant with 5-10 years' experience or qualified by experience
+ Experience working in an regional capacity preferred
+ Commercial mindset, with experience engaging with real life business scenarios
+ Working knowledge of SAP and business intelligence tools an advantage
+ Advanced Excel skills, which will be tested
+ Familiarity with group structure matrices, including cost centres and inter-companies
+ Numerate and methodical with a strong attention to detail and problem solving attitude
+ Able to work under pressure within tight deadlines
+ Able to manage conflicting demands with minimal supervision
+ Track record of working as part of a small team and on own initiative
+ Excellent written and spoken English essential; able to communicate clearly in verbal and written form with all levels of seniority
Visa sponsorship may be available for qualified candidates. Sponsorship decisions will be made in accordance with company policy and applicable laws.
_Neuberger is an equal opportunity employer. The Firm and its affiliates do not discriminate in employment because of race, creed, national origin, religion, age, color, sex, marital status, sexual orientation, gender identity, disability, citizenship status or protected veteran status, or any other characteristic protected by local, state, or federal laws, rules, or regulations. If you would like to contact us regarding the accessibility of our website or need assistance completing the application process, please contact_ _._
_Learn about the_ Applicant Privacy Notice ( _._
Founded in 1939, Neuberger is a private, independent, employee-owned investment manager. From offices in 40 cities worldwide, the firm manages $567 billion in client assets (as of March, 2026) across a range of strategies-including equity, fixed income, quantitative and multi-asset class, private equity and hedge funds-on behalf of institutions, advisors and individual investors globally.
Tenured, stable and long-term in focus, the firm has built a diverse team-including 790-plus investment professionals and more than 2,900 employees in total-united in their commitment to delivering client outcomes and investment excellence. It is our people who define our culture and have enabled us to be recognized by _Pensions & Investments_ as the first or second "Best Place to Work in Money Management" for last eight consecutive years (firms with 1,000+ employees).
Neuberger believes strongly that all employees are entitled to be treated with respect and dignity, and to work in a professional and safe environment. These values are the cornerstone of our firm. We prohibit any form of harassment, whether mental, verbal or physical. We do not tolerate the support of terrorist groups, acts of terrorism, or threats of violence. All who wish to be employed by the firm are expected to uphold these principles.
For important disclosures:

General Banking Manager
Location:
Mongkok, Kowloon, HK
Brand: Hang Seng Bank
Area of Interest:
Closing Date:
Date: 8 Jul 2026
**Job description**
**Some careers have more impact than others.**
If you're looking for a career where you can make a real impression, join Hang Seng and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, Hang Seng offers opportunities, support and rewards that will take you further.
**Retail Distribution**
Hang Seng's Retail Distribution focuses on personal wealth management and financial services. Our one-stop wealth management initiatives are designed for both our affluent and mass integrated account customers. With around 254 branches and automated banking centres, including around 50 Prestige Banking Centres for our high-end personal customers, we serve over half of the adult population in Hong Kong while offering an extensive range of products to our valued customers.
Primary location shows in a job posting does not refer to work location, the branch placement is subject to the final decision by RSS Management
We are currently seeking a high-calibre professional to join our team as **General Banking Manager** , to undergo a structured training in order to develop a wide-spectrum of retail banking product knowledge and pave way for further career development as Relationship Manager.
Our employees are the most valuable resources in the bank. We are committed to providing you with the optimal workplace experience. Here is a taste of what we have on offer:
+ Attractive basic salary
+ Healthcare insurance coverage including yourself and your family
+ Retirement benefit scheme with employer's contribution
+ Employee Share Purchase Plan
+ Work-life balance: 18-24 days paid annual leave plus other categories of leave entitlements e.g. birthday, marriage, maternity and paternity, study, volunteer work
+ Preferential interest rate for staff housing loan of up to 100% of property valuation or purchase price
+ Recognizable corporate training and development program
+ Progressive career advancement opportunities
**Principal responsibilities**
+ Provide quality customer service to our retail customers in branch network
+ Proactively identify customer needs and offer appropriate banking services and solutions
+ Participate in promotional campaigns to acquire new business and strengthen customer loyalty
+ Maintain awareness of operational risks and adhere to relevant policies and guidelines
**Requirements**
+ University degree / Associate degree holders; or HKCEE / HKDSE holders with at least 1 year of working experience in any industry, preferably in financial institution
+ Fresh graduates are welcome for entry-level
+ Relevant professional qualification in insurance and investment is an advantage
+ Strong service and sales orientation, self-motivated with good communication skills
+ Proficiency in both English and Chinese, with proficiency in Putonghua an advantage
+ High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
+ Ability to manage complex interactions effectively
+ Shown strong situation awareness, strong desire to learn and able to work in Agile environment
+ Shown strong situation awareness, strong desire to learn and able to work in Agile environment
+ Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage.
Take a look of the below video for more information of the role:
** location will be subject to change and to be decided by Line Management upon joining.**
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 ( .
RBW RBW2026 rbwfreshgrad
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

Senior CIB Finance Manager
Location:
Central, Hong Kong Island, HK
Brand: HSBC
Area of Interest:
Closing Date:
Date: 3 Jul 2026
**Job description**
**Principal Responsibilities**
+ Partner with CIB CCM (Credit Capital management) leadership and wider Finance to ensure strong governance, transparent performance insights, and effective resource allocation.
+ Responsible for financial management of Credit and Lending products by delivering accurate reporting, forecasting, capital management, and strategic analysis to support decision support.This includes the coordination of central activities for the Asia and MENAT region.
+ Business partnering with regional and country business to deliver sound financial advice on business performance and forecasting to drive business growth and returns while optimising RWAs and capital consumption.
+ Drive the development and delivery of financial analysis providing monitoring and steer to the business on critical financial indicators (KPI) in line with CIB strategic areas of focus.
+ Monitor and report balance sheet velocity metrics (e.g. SLS, CDS, NPI, utilisation, run-off/rollover rates) for CCM-related portfolios/products. Quantify the financial impact of velocity changes (NII, FTP, RWA exposure where relevant) and translate into clear actions for CCM leadership.
+ Support and collaborate with stakeholders on the transformation agenda on regards to Visualisation, Digital Finance Mis.
+ Drive changes in Operating Model, Automation and Technology / Visualisation to achieve sustainable process improvements across CIB Finance for Asia.
+ Support business and finance on SOX compliance
**Qualifications / Requirements**
+ Relevant business finance background preferably with commercial banking or global banking experience. RWA experience is a plus.
+ Proven track record of successful business partnering;Accountancy, Finance or Economics qualifications preferred
+ Significant experience in financial analysis, modeling/forecasting and relevant Finance and Bank systems.
+ Agile, change mindset, dynamic and curious approach to work;Excellent analytical skills with advance ability to work with data to draw conclusions and deliver actionable insights;
+ Exceptional drive and commitment, ability to work and thrive in a fast changing and results driven environment
+ An inquisitive mind who is not afraid to challenge the status quo, continuously look at ways to improve processes and reduce duplications
+ Proven leadership and relationship management skills in dealing with all levels as well as the confidence to interact with senior management;Strong influencing, interpersonal, negotiation and conflict resolution abilities
+ Good operating skills, including use of TM1, Omnia Office, Qlik, Python etc.

Associate Relationship Manager/General Banking Manager/Branch Service Executive- Hang Seng Bank (HK)
Location:
Central, Hong Kong Island, HK
Brand: Hang Seng Bank
Area of Interest:
Closing Date: Office Worker
Date: 10 Jul 2026
**Job description**
**Some careers have more impact than others**
If you're looking for a career where you can make a real impression, join Hang Seng and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, Hang Seng offers opportunities, support and rewards that will take you further.
**Retail Distribution**
Hang Seng's Retail Distribution focuses on personal wealth management and financial services. Our one-stop wealth management initiatives are designed for both our affluent and mass integrated account customers. With around 254 branches and automated banking centres, including around 50 Prestige Banking Centres for our high-end personal customers, we serve over half of the adult population in Hong Kong while offering an extensive range of products to our valued customers.
We are currently seeking high-calibre professionals to join our retail distribution team, to undergo a structured training in order to develop a wide-spectrum of retail banking product knowledge and pave way for further career development.
Onsite interviews will be arranged for the below positions on the recruitment day. Visit the corresponding job links to learn more about the job responsibilities and requirements.
**Associate Relationship Manager:**
Service Executive (Teller):**
Relationship Manager:**
Branch Service Executive:**
Banking Manager:**
Sales:**
location shows in a job posting does not refer to work location, the branch placement is subject to the final decision by RSS Management.
Our employees are the most valuable resources in the bank. We are committed to providing you with the optimal workplace experience. Here is a taste of our offerings:
+ Attractive basic salary
+ Healthcare insurance coverage including yourself and your family.
+ Retirement benefit scheme with employer's contribution
+ Employee Share Purchase Plan
+ Work-life balance: 18-30 days paid annual leave plus other categories of leave entitlements e.g. birthday, marriage, maternity and paternity, study, volunteer work.
+ Preferential interest rate for staff housing loan of up to 100% of property valuation or purchase price
+ Recognizable corporate training and development program
+ Progressive career advancement opportunities
**Principal responsibilities**
+ Provide quality customer service to our retail customers in branch network
+ Proactively identify customer needs and offer appropriate banking services and solutions
+ Participate in promotional campaigns to acquire new business and strengthen customer loyalty
+ Maintain awareness of operational risks and adhere to relevant policies and guidelines
Qualifications - External
+ University degree / Associate degree holders; or HKCEE / HKDSE holders plus relevant working experience. Candidate with less experience or fresh graduate are also welcome.
+ Relevant professional qualification in insurance and investment is an advantage
+ Strong service and sales orientation, self-motivated with good communication skills
+ Proficiency in both English and Chinese, with proficiency in Putonghua an advantage
+ High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
+ Ability to manage complex interactions effectively
+ Shown strong situation awareness, strong desire to learn and able to work in Agile environment
**Work location will be subject to change and to be decided by Line Management upon joining**
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.**
** 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

Join a high-impact finance team where your expertise directly shapes the accuracy, integrity, and strategic insight of financial reporting across multiple international entities. This role offers the opportunity to lead critical reporting processes, influence business decisions, and drive transformation through standardization and automation. If you are energized by delivering excellence in a complex, global environment, this is your platform to make a measurable difference.
This role will be part of our Hong Kong Finance team supporting Asia Pacific entities. You will lead Record-to-Report (R2R) activities for one or more entities supported by the Hong Kong Finance Center.
**What You Will Do**
+ Lead accounting and financial reporting activities for assigned entities, ensuring 100% accurate and timely monthly close and reporting submissions
+ Oversee month-end close processes, deliver complete financial statements to corporate deadlines, and resolve variances within defined timelines
+ Develop and document accounting positions for complex transactions and drive successful approvals with regional and corporate finance stakeholders
+ Strengthen internal control frameworks by identifying gaps, implementing improvements, and ensuring compliance with regulatory and corporate requirements
+ Partner with business leaders and shared service teams to resolve accounting issues and deliver practical, data-driven solutions
+ Drive process standardization and automation initiatives, reducing manual effort and improving reporting cycle efficiency
+ Lead or support finance initiatives and cross-functional projects aligned to business priorities and global finance transformation goals
+ Manage, allocate, and monitor team deliverables across 2-4 direct reports to ensure consistent quality, timeliness, and accountability
**What You Will Need**
_Required Qualifications_
+ Bachelor's degree in Accounting, Finance, or a related field
+ Professional accounting qualification (e.g., CPA, ACCA, CA or equivalent)
+ Minimum 6 years of accounting and/or audit experience
+ Team lead/ People management experience
+ Experience in financial reporting and internal controls within a multinational environment
+ Advanced proficiency in Microsoft Excel
_Preferred Qualifications_
+ Experience with US GAAP and SOX compliance
+ Experience with enterprise finance systems such as Hyperion Financial Management or JD Edwards
+ Experience with automation tools
Stryker is a global leader in medical technologies and, together with its customers, is driven to make healthcare better. The company offers innovative products and services in MedSurg, Neurotechnology, Orthopaedics and Spine that help improve patient and healthcare outcomes. Alongside its customers around the world, Stryker impacts more than 150 million patients annually.
Stryker Corporation is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, ethnicity, color, religion, sex, gender identity, sexual orientation, national origin, disability, or protected veteran status. Stryker is an EO employer - M/F/Veteran/Disability.

Enterprise Services - Asset and Investment Manager (AIM) Enterprise Relationship Support
Location
Hong Kong
Business Area
Sales and Client Service
Ref #

**Description & Requirements**
Bloomberg is a global leader in business and financial information, news and insight, and we use innovative technology to deliver trusted data and bring transparency to the financial markets. Our customers around the globe rely on us for the information and tools they need to make critical investment decisions and remain connected across all sides of the financial community. And, to ensure the best experience for our 26,000+ employees across more than 150 locations around the world, we provide the spaces and systems that allow our teams to work together with agility, productivity and collaboration, no matter where they are.
The Buy-side Enterprise Services team is responsible for supporting our most sophisticated global buy-side customers who subscribe to our portfolio enterprise reporting and order management system solutions. Powered by an unparalleled combination of automation, innovation, access and service, Bloomberg Asset and Investment Manager (AIM) delivers global, multi-asset solutions for front-end portfolio management, trading, and operations. Our comprehensive suite of enterprise solutions help buy-side firms to generate alpha, service clients, remain compliant, and grow profits in the face of change. These integrated services are tailored to our clients' needs to increase efficiency and productivity.
**What's the role?**
There is an exciting opportunity for a talented professional to join the team as an AIM Enterprise Relationship Support (ERS) Representative based in Hong Kong. The ERS position is a client facing role, acting as a product subject matter expert in liaising with portfolio managers, traders, risk and performance analysts, and back/middle-office professionals. This position requires a consultative approach, a culture of ownership, and strong problem-solving skills, complemented with solid interpersonal skills. Daily work will include establishing a trusted adviser relationship with key clients as an aligned representative, while delivering a high-quality, premium helpdesk service to these premium customers.
**We'll trust you to:**
+ Develop a deep understanding of our AIM product offering and aligned clients in order to deliver the highest level of service to Bloomberg's most strategic customers
+ Provide operational support on AIM functionality, integrations, and feeds with proactive monitoring and client communication if an issue is detected
+ Identify systemic issues, escalate appropriately by representing client impact internally
+ Maintain client workflow diagrams and runbooks documenting custom and critical system workflows, integrations, feeds, and settings to enable the ERS team to provide a consistent service that is personalized to the specific customer's use of the system
+ Provide guidance and consultation on optimizing system performance as well as preparing and delivering service and system performance reviews to executive stakeholders
+ Build and maintain relationships with key client technology and business stakeholders and act as their point of contact for production support issues and requests
+ Monitor, facilitate, and consult with clients throughout the full technology release cycle
+ Collaborate extensively across Bloomberg to improve our clients' experience and overall performance of our technology
+ Provide detailed feedback from clients to product managers to better improve our products
+ Continually look for ways to improve workflows and partner with our engineering teams to enhance operational tools
**You'll need to have:**
+ Minimum 3 years of experience working in buy-side financial institutions or experience in financial technology supporting buy-side clients
+ Excellent communication skills, both verbal and written, in English and Chinese
+ Strong analytical skills to evaluate problems and provide solutions
+ Understanding of workflows used by buy-side clients
+ The ambition to take ownership and responsibility of clients, their questions, issues and requests, and handle them effectively through to final resolution
+ Curiosity and aptitude to pick up new technologies and procedures
+ The ability to effectively communicate technical and complex issues in a simplistic manner to various audiences
+ A positive attitude and appetite to go the extra mile for clients and the team
**We'd love to see:**
+ Python and SQL knowledge
**If this sounds like you:**
Apply if you think we're a good match. We'll get in touch to let you know what the next steps are, but in the meantime feel free to have a look at this:
**Why Bloomberg?**
We're individuals with diverse backgrounds, talents, and experiences who take on big challenges and create even bigger impact through our work. We're interested in what makes you you, and how we can create opportunities for you to channel your unique, personal energy and grow to your fullest potential.
**Learn more about our office and benefits:**
Hong Kong |
Discover what makes Bloomberg unique - watch our for an inside look at our culture, values, and the people behind our success.
Bloomberg is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of age, ancestry, color, gender identity or expression, genetic predisposition or carrier status, marital status, national or ethnic origin, race, religion or belief, sex, sexual orientation, sexual and other reproductive health decisions, parental or caring status, physical or mental disability, pregnancy or parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law.
Bloomberg is a disability inclusive employer. Please let us know if you require any reasonable adjustments to be made for the recruitment process. If you would prefer to discuss this confidentially, please email

Investment Services Manager (Securities Services) - Hang Seng Bank (HK)
Location:
Central, Hong Kong Island, HK
Brand: Hang Seng Bank
Area of Interest: Asset and Wealth Management
Closing Date: Office Worker
Date: 10 Jul 2026
**Job description**
**Some careers have more impact than others.**
If you're looking for a career where you can make a real impression, join Hang Seng and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, Hang Seng offers opportunities, support and rewards that will take you further.
**Investments and Wealth Solutions**
Hang Seng's Investments and Wealth Solutions offers a full spectrum of wealth products and services to our Retail Banking and Wealth (RBW) customers, from high-net-worth to mass segments across channels to capture opportunity under different market scenarios. We play a distributor role to source investment and insurance products from service providers, manage the product due diligence and onboarding, as well as client journey design and implementation. We distribute investment funds managed by top tier fund managers covering different types of funds, across regions and asset classes. A wide range of structured products with underlying linked to equities, FX rates, interest rates, investment funds, etc. are offered for investors to pursue different investment objectives. We also offer fixed income instruments and certificates of deposit to customers who look for regular coupon payment. Besides, we have securities services covering exchange traded equities in local and overseas markets offered through a wide variety of trading channels. Margin trading services covering FX and securities, and investment financing service provides extra liquidity and purchasing power to cater for investment needs from sophisticated investors.
We are currently seeking a high caliber professional to join our team as **Investment Services Manager (Securities Services)** .
**Principal Responsibilities**
+ Drive the design and manage product platforms so that it offers strong value propositions to securities customers.
+ Articulate the product vision of what is to be built and convey the vision to Agile software development team.
+ Propose and drive the delivery of initiatives to support securities business and to offer quality customer journey.
+ Ensure compliance obligations for the Group and relevant regulatory authorities are fulfilled, be familiar with relevant regulatory requirements.
+ Propose and drive the delivery to support securities business and to offer quality customer journey over all channels.
+ Work closely with business stakeholders, resolving conflicting stakeholder priorities.
+ Keep abreast of related industry trends, distilling this knowledge and sharing with the wider team.
**Requirements**
+ Degree in business management, information system or related discipline.
+ Preferred IT, securities brokerage and investment knowledge and background.
+ Great sense of ownership and service mindset to ensure efficient and effective customer service and experiences.
+ Leadership quality in handling conflicts and decision making.
+ Quick learner to grasp the evolving business need and be a team player to seek various team support within bank.
+ Strong self-motivation and able to work independently under pressure.
+ Proficient in English, Cantonese and Mandarin.
The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to Hong Kong Monetary Authority - Mandatory Reference Checking Scheme ( .
**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

Proposition Manager, Customer Portfolio Management
Location:
Central, Hong Kong Island, HK
Brand: HSBC
Area of Interest:
Closing Date: Office Worker
Date: 22 Jul 2026
**Job description**
**GCB 5**
We are currently seeking a high calibre professional to join our team as a **Proposition Manager, Customer Portfolio Management.**
**In this role you will**
+ Formulate and elevate the proposition especially on longevity and retirement by designing fresh, life-stage-led customer journeys and an engaging ecosystem that helps clients plan, grow and enjoy their wealth for longer.
+ Gauge customer insight analysis and market intelligence to identify emerging long-term wealth needs and trends, translate into end-to-end execution-refining the product suite, sharpening customer offers and expanding "beyond banking" privileges (e.g., lifestyle and health/wellness touchpoints where appropriate) to drive awareness and business conversion
+ Support the development and elevation of the Premier Elite affluent/HNW proposition across the client continuum in Hong Kong to drive acquisition, relationship deepening and portfolio management outcomes, with focus on long-term wealth and longevity needs
+ Drive customer awareness on the proposition and wealth deepening initiatives across the continuum, including targeted journeys, campaigns and engagement programs (e.g. events, curated offerings and partnership-led lifestyle benefits) to grow customer income and increase cross-sell penetration.
+ Partner with various stakeholders (e.g. Retail Distribution, product teams, Marketing, Data Analytics, Compliance and Legal) to develop and embed proposition enhancements into frontline execution and client experience.
+ Support to implement Global Standard and control initiatives to ensure adherence to guidelines
**To be successful you will need**
+ University graduate with business studies related discipline with solid experience in banking or product management.
+ Familiar with sales and distribution framework and keep in pace with the ever-changing market conditions
+ Strong personal drive and can work independently and proactively
+ Strong project management skills in supporting the development and implementation of initiatives and possess the ability to solve problems promptly and effectively
+ Excellent interpersonal and communication skills in both written and spoken English and Chinese
+ Strong numerical ability, analytical and PowerPoint presentation skills
Due to the urgent hiring need, candidates with immediate right to work locally and no relocation need will be prioritised.
The chosen candidate for this role will be required to undergo enhanced vetting. Subject to local laws, this will require the individual to satisfactorily pass a series of additional checks as part of the recruitment process and on an ongoing basis, if appointed to the role. HSBC Group reserves its position with regard to any steps which it may take in relation to any material adverse findings which arise either when the checks are originally completed, and/or if relevant, on an ongoing basis. For more information about the enhanced vetting for this role please contact the recruiter for this role.
**You'll achieve more when you join HSBC.**
HSBC 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 and 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 ( **Issuing Entity** )

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._
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**Job Family Group:**
Private Client Product Services
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**Job Family:**
Investment Strategy
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**Time Type:**
Full time
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**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.
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_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.