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Showing 285 Financial Specialist jobs in Hong Kong
Finance Analyst - Regional FP&A TV Distribution (APAC)
Remote
Sony Pictures Entertainment
Posted 4 days ago
Job Viewed
Job Description
About the job
The Finance Analyst will play a key role in supporting the Senior Finance Manager to deliver Regional Financial Planning & Analysis (FP&A) for Sony Pictures Television Distribution (TVD) and Home Entertainment (HE) across the APAC region.
Based in either Hong Kong or Singapore (depending on the successful candidate and business needs), this role is responsible for supporting the preparation and consolidation of regional contribution forecasts, budgets and long-range plans, while leading the planning and forecasting of APAC regional overheads.
Working in close partnership with territory finance teams, Home Office Finance and Global Financial Operations, you'll provide meaningful financial insights, help drive consistency across regional planning processes, and contribute to finance transformation initiatives through automation, SAP Analytics Cloud (SAC) dashboards and the adoption of emerging technologies.
What You'll Do
Planning, Budgeting, Forecasting & Reporting:
+ Support the preparation, consolidation and review of budgets, quarterly forecasts and long-range plans (MRPs) for APAC TV Distribution and Home Entertainment.
+ Coordinate planning submissions across APAC, acting as the key liaison between territory finance teams and Home Office Finance to ensure complete, consistent and timely submissions.
+ Prepare financial schedules, reporting packs and presentations for Regional Leadership and Home Office Finance.
+ Develop expertise in Sony planning systems including RPM, SAP BPC and other financial planning tools.
Overheads Planning & Cost Management
+ Lead the annual budget, quarterly forecast and monthly outlook process for APAC regional overheads.
+ Partner with budget owners to develop accurate expense forecasts and identify risks and opportunities.
+ Manage the regional headcount forecasting process through the PowerApps planning tool, ensuring accurate and timely forecasts aligned to budget assumptions.
+ Monitor overhead performance against budget, providing insightful variance analysis and recommendations.
Regional FP&A & Performance Reporting
+ Support the delivery of Regional FP&A activities across APAC through the preparation of timely, accurate and insightful management reporting.
+ Analyze regional financial performance, highlighting key trends, risks, opportunities and forecast variances to support Regional Leadership and Home Office Finance.
+ Assist in the preparation of financial analyses, presentations and reporting packs for regional business reviews, forecast submissions and strategic planning discussions.
+ Partner with territory finance teams to promote consistency in reporting methodologies, planning assumptions and performance metrics across the APAC region.
+ Develop and maintain interactive dashboards and visualizations using SAP Analytics Cloud (SAC) and other reporting tools to improve visibility of business performance and support data-driven decision making.
Controls and Governance
+ Maintain appropriate financial controls across planning, forecasting and reporting processes.
+ Support compliance with Sony accounting policies, US GAAP and internal governance requirements.
+ Work collaboratively with RTR, PTP, OTC, Tax, Statutory and Home Office Finance teams to ensure accurate and timely financial reporting.
+ Identify financial risks, data quality issues and reporting improvements, escalating where appropriate.
Projects, Reporting Innovation & Continuous Improvement
+ Drive continuous improvement through standardization, automation and the adoption of digital finance tools.
+ Leverage SAP Analytics Cloud (SAC), PowerApps, AI and advanced analytics to enhance reporting, planning and business insights.
+ Support the implementation of finance systems and reporting capabilities across APAC.
+ Contribute to regional and global finance transformation initiatives.
What You Need:
+ Bachelor's degree in Finance, Accounting, or related disciplines with the professional accounting qualification (HKICPA, ACCA, CIMA or equivalent)
+ Typically a minimum 2-4 years of experience in Commercial Finance or FP&A.
+ MS Office, Advanced skills in Microsoft Excel and PowerPoint, and proficient in using Data Visualization tools.
+ Experience with SAP BPC and reporting tools such as SAP Analytics Cloud (SAC), Power BI or Tableau.
+ Experience with PowerApps or similar workflow automation tools is advantageous.
+ Strong analytical skills with excellent attention to detail.
+ Curious, proactive and motivated to improve finance processes through technology, automation and AI.
+ Strong data visualization and presentation skills, with the ability to translate complex financial data into clear and actionable insights.
+ Fluent written and spoken English, with excellent communication skills and the ability to build effective relationships with stakeholders across different cultures and functions.
+ Collaborative, highly organized and adaptable, with the ability to manage multiple priorities in a fast-paced environment.
+ Please note that this role will be based in either Hong Kong or Singapore. In order to enable us to meet the statutory and regulatory obligations of the local immigration system, you must have the appropriate immigration permission needed to work and reside for the duration of the employment.
Sony Pictures Entertainment is committed to equal opportunity in all its employment practices, policies and procedures. No worker or potential worker will therefore receive less favourable treatment due to any characteristic which is protected by applicable law, for example including their race, age, creed, sexual orientation, colour, nationality, ethnic origin, disability, religion, gender, marital status or Trade Union membership (if applicable).
If you require any reasonable adjustments with any part of the recruitment process, including the application or interview process, please contact us at . Please put Reasonable Adjustment Request in the subject line of the email.
Sony Pictures does not allow audio recording, video recording or use of AI note-taking tools during interviews. Candidates requiring these tools as an accommodation during an interview should submit a reasonable adjustment request at the point they are invited to interview.
Sony Pictures Entertainment is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, national origin, disability, veteran status, age, sexual orientation, gender identity, or other protected characteristics. To request an accommodation for purposes of participating in the hiring process, you may contact us at
The Finance Analyst will play a key role in supporting the Senior Finance Manager to deliver Regional Financial Planning & Analysis (FP&A) for Sony Pictures Television Distribution (TVD) and Home Entertainment (HE) across the APAC region.
Based in either Hong Kong or Singapore (depending on the successful candidate and business needs), this role is responsible for supporting the preparation and consolidation of regional contribution forecasts, budgets and long-range plans, while leading the planning and forecasting of APAC regional overheads.
Working in close partnership with territory finance teams, Home Office Finance and Global Financial Operations, you'll provide meaningful financial insights, help drive consistency across regional planning processes, and contribute to finance transformation initiatives through automation, SAP Analytics Cloud (SAC) dashboards and the adoption of emerging technologies.
What You'll Do
Planning, Budgeting, Forecasting & Reporting:
+ Support the preparation, consolidation and review of budgets, quarterly forecasts and long-range plans (MRPs) for APAC TV Distribution and Home Entertainment.
+ Coordinate planning submissions across APAC, acting as the key liaison between territory finance teams and Home Office Finance to ensure complete, consistent and timely submissions.
+ Prepare financial schedules, reporting packs and presentations for Regional Leadership and Home Office Finance.
+ Develop expertise in Sony planning systems including RPM, SAP BPC and other financial planning tools.
Overheads Planning & Cost Management
+ Lead the annual budget, quarterly forecast and monthly outlook process for APAC regional overheads.
+ Partner with budget owners to develop accurate expense forecasts and identify risks and opportunities.
+ Manage the regional headcount forecasting process through the PowerApps planning tool, ensuring accurate and timely forecasts aligned to budget assumptions.
+ Monitor overhead performance against budget, providing insightful variance analysis and recommendations.
Regional FP&A & Performance Reporting
+ Support the delivery of Regional FP&A activities across APAC through the preparation of timely, accurate and insightful management reporting.
+ Analyze regional financial performance, highlighting key trends, risks, opportunities and forecast variances to support Regional Leadership and Home Office Finance.
+ Assist in the preparation of financial analyses, presentations and reporting packs for regional business reviews, forecast submissions and strategic planning discussions.
+ Partner with territory finance teams to promote consistency in reporting methodologies, planning assumptions and performance metrics across the APAC region.
+ Develop and maintain interactive dashboards and visualizations using SAP Analytics Cloud (SAC) and other reporting tools to improve visibility of business performance and support data-driven decision making.
Controls and Governance
+ Maintain appropriate financial controls across planning, forecasting and reporting processes.
+ Support compliance with Sony accounting policies, US GAAP and internal governance requirements.
+ Work collaboratively with RTR, PTP, OTC, Tax, Statutory and Home Office Finance teams to ensure accurate and timely financial reporting.
+ Identify financial risks, data quality issues and reporting improvements, escalating where appropriate.
Projects, Reporting Innovation & Continuous Improvement
+ Drive continuous improvement through standardization, automation and the adoption of digital finance tools.
+ Leverage SAP Analytics Cloud (SAC), PowerApps, AI and advanced analytics to enhance reporting, planning and business insights.
+ Support the implementation of finance systems and reporting capabilities across APAC.
+ Contribute to regional and global finance transformation initiatives.
What You Need:
+ Bachelor's degree in Finance, Accounting, or related disciplines with the professional accounting qualification (HKICPA, ACCA, CIMA or equivalent)
+ Typically a minimum 2-4 years of experience in Commercial Finance or FP&A.
+ MS Office, Advanced skills in Microsoft Excel and PowerPoint, and proficient in using Data Visualization tools.
+ Experience with SAP BPC and reporting tools such as SAP Analytics Cloud (SAC), Power BI or Tableau.
+ Experience with PowerApps or similar workflow automation tools is advantageous.
+ Strong analytical skills with excellent attention to detail.
+ Curious, proactive and motivated to improve finance processes through technology, automation and AI.
+ Strong data visualization and presentation skills, with the ability to translate complex financial data into clear and actionable insights.
+ Fluent written and spoken English, with excellent communication skills and the ability to build effective relationships with stakeholders across different cultures and functions.
+ Collaborative, highly organized and adaptable, with the ability to manage multiple priorities in a fast-paced environment.
+ Please note that this role will be based in either Hong Kong or Singapore. In order to enable us to meet the statutory and regulatory obligations of the local immigration system, you must have the appropriate immigration permission needed to work and reside for the duration of the employment.
Sony Pictures Entertainment is committed to equal opportunity in all its employment practices, policies and procedures. No worker or potential worker will therefore receive less favourable treatment due to any characteristic which is protected by applicable law, for example including their race, age, creed, sexual orientation, colour, nationality, ethnic origin, disability, religion, gender, marital status or Trade Union membership (if applicable).
If you require any reasonable adjustments with any part of the recruitment process, including the application or interview process, please contact us at . Please put Reasonable Adjustment Request in the subject line of the email.
Sony Pictures does not allow audio recording, video recording or use of AI note-taking tools during interviews. Candidates requiring these tools as an accommodation during an interview should submit a reasonable adjustment request at the point they are invited to interview.
Sony Pictures Entertainment is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, national origin, disability, veteran status, age, sexual orientation, gender identity, or other protected characteristics. To request an accommodation for purposes of participating in the hiring process, you may contact us at
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0
Job Description
Retail Banking Specialist (Sales) I
Location:
Mongkok, Kowloon, HK
Brand: Hang Seng Bank
Area of Interest:
Closing Date: Office Worker
Date: 9 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 seeking qualified individuals to join our team as **Retail Banking Specialist (Sales) I.**
**Principal responsibilities**
+ Solicit new applications through branch / roadshows
+ Handle customer enquiries on retail banking products and deliver customer-focused solutions
+ Achieve assigned sales targets
+ Keep abreast of latest development of recommend corresponding business strategies as appropriate
**Requirements**
+ Secondary Education holder or relevant qualifications
+ Proven experience relevant experience, with exposure to credit card acquisition is an advantage
+ Ability to work under pressure, flexibility to work in different locations and willingness to work on Sundays and public holidays
+ Proficiency in both English and Chinese, with fluency in Putonghua is an advantage
+ High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
**You'll achieve more when you join Hang Seng Bank Limited.**
** Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.
Issued by Hang Seng Bank Limited
Location:
Mongkok, Kowloon, HK
Brand: Hang Seng Bank
Area of Interest:
Closing Date: Office Worker
Date: 9 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 seeking qualified individuals to join our team as **Retail Banking Specialist (Sales) I.**
**Principal responsibilities**
+ Solicit new applications through branch / roadshows
+ Handle customer enquiries on retail banking products and deliver customer-focused solutions
+ Achieve assigned sales targets
+ Keep abreast of latest development of recommend corresponding business strategies as appropriate
**Requirements**
+ Secondary Education holder or relevant qualifications
+ Proven experience relevant experience, with exposure to credit card acquisition is an advantage
+ Ability to work under pressure, flexibility to work in different locations and willingness to work on Sundays and public holidays
+ Proficiency in both English and Chinese, with fluency in Putonghua is an advantage
+ High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
**You'll achieve more when you join Hang Seng Bank Limited.**
** Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.
Issued by Hang Seng Bank Limited
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1
Job Description
Senior Investment Consultant (Cross-boundary)
Location:
Mongkok, Kowloon, HK
Brand: Hang Seng Bank
Area of Interest: Branch and Retail Banking
Closing Date: Office Worker
Date: 14 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 - Wealth Sales 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 260 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 seeking qualified individuals to join our team as **Senior** **Investment Consultant (Cross-boundary).**
**Principal responsibilities**
+ Conduct mainlander and offshore customer portfolio analysis to identify cross-selling investment products opportunities
+ Implement and participate in promotion programs to acquire new and retain existing investment business
+ Achieve the sales target by collaborating with Customer Relationship Managers to conduct pre-case study, share sales tactics on FX and structured products and carry out joint-call activities proactively
+ Maintain a high standard of customer service and react positively to customer requests
+ Support branch sales by sharing sales tactics and providing briefing sessions on investment products
+ Conduct tele-prospecting to explore new business opportunities, and provide follow through services to customers, update compliance requirements and provide market updates to sales staff
**Requirements:**
+ University degree in Business Administration or other related disciplines
+ Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage.
+ Pass the Hong Kong Securities Institute Licensing Examination and IIQE and fulfill the competency requirements to carry out regulated activities as defined under the Securities and Futures Ordinance
+ Proven experience in retail banking, with strong knowledge of investment products
+ Good customer service orientation, interpersonal and communication skills
+ Strong self-motivation and ability to work independently
+ Proficiency in both English and Chinese
+ Customer centric mindset and able to manage complex interaction effectively
+ Shown strong situation awareness, strong desire to learn and able to work in Agile environment
+ High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
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
Location:
Mongkok, Kowloon, HK
Brand: Hang Seng Bank
Area of Interest: Branch and Retail Banking
Closing Date: Office Worker
Date: 14 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 - Wealth Sales 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 260 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 seeking qualified individuals to join our team as **Senior** **Investment Consultant (Cross-boundary).**
**Principal responsibilities**
+ Conduct mainlander and offshore customer portfolio analysis to identify cross-selling investment products opportunities
+ Implement and participate in promotion programs to acquire new and retain existing investment business
+ Achieve the sales target by collaborating with Customer Relationship Managers to conduct pre-case study, share sales tactics on FX and structured products and carry out joint-call activities proactively
+ Maintain a high standard of customer service and react positively to customer requests
+ Support branch sales by sharing sales tactics and providing briefing sessions on investment products
+ Conduct tele-prospecting to explore new business opportunities, and provide follow through services to customers, update compliance requirements and provide market updates to sales staff
**Requirements:**
+ University degree in Business Administration or other related disciplines
+ Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage.
+ Pass the Hong Kong Securities Institute Licensing Examination and IIQE and fulfill the competency requirements to carry out regulated activities as defined under the Securities and Futures Ordinance
+ Proven experience in retail banking, with strong knowledge of investment products
+ Good customer service orientation, interpersonal and communication skills
+ Strong self-motivation and ability to work independently
+ Proficiency in both English and Chinese
+ Customer centric mindset and able to manage complex interaction effectively
+ Shown strong situation awareness, strong desire to learn and able to work in Agile environment
+ High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
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
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Apply Now
2
Job Description
Retail Banking Specialist (Sales) II - Hang Seng Bank (HK)
Location:
Mongkok, Kowloon, HK
Brand: Hang Seng Bank
Area of Interest: Branch and Retail Banking
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 - Distribution Support**
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 more than 255 branches and service outlets, including around 50 Prestige Banking Centres for our high-end personal customers, we serve over half of the adult population, offering an extensive range of products.
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 caliber professional to join our branch network as **Retail Banking Specialist (Sales) II.**
**Principal responsibilities**
+ Solicit new applications through branch / roadshows
+ Handle customer enquiries on retail banking products and deliver customer-focused solutions
+ Achieve assigned sales targets
+ Keep abreast of latest development of recommend corresponding business strategies as appropriate
**Requirements**
+ Secondary Education holder or relevant qualifications
+ Proven experience relevant experience, with exposure to credit card acquisition is an advantage
+ Ability to work under pressure, flexibility to work in different locations and willingness to work on Sundays and public holidays
+ Proficiency in both English and Chinese, with fluency in Putonghua is an advantage
+ High level of customer centricity mindset with dedication to deliver exceptional quality services for customers RB&W
**You'll achieve more when you join Hang Seng Bank Limited.**
** Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.
Issued by Hang Seng Bank Limited
Location:
Mongkok, Kowloon, HK
Brand: Hang Seng Bank
Area of Interest: Branch and Retail Banking
Closing Date: 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 - Distribution Support**
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 more than 255 branches and service outlets, including around 50 Prestige Banking Centres for our high-end personal customers, we serve over half of the adult population, offering an extensive range of products.
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 caliber professional to join our branch network as **Retail Banking Specialist (Sales) II.**
**Principal responsibilities**
+ Solicit new applications through branch / roadshows
+ Handle customer enquiries on retail banking products and deliver customer-focused solutions
+ Achieve assigned sales targets
+ Keep abreast of latest development of recommend corresponding business strategies as appropriate
**Requirements**
+ Secondary Education holder or relevant qualifications
+ Proven experience relevant experience, with exposure to credit card acquisition is an advantage
+ Ability to work under pressure, flexibility to work in different locations and willingness to work on Sundays and public holidays
+ Proficiency in both English and Chinese, with fluency in Putonghua is an advantage
+ High level of customer centricity mindset with dedication to deliver exceptional quality services for customers RB&W
**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
Is this job a match or a miss?
Apply Now
3
Liquidity Investment Specialist - HSBC Global Asset Management
Central
HSBC
Posted 8 days ago
Job Viewed
Job Description
Liquidity Investment Specialist - HSBC Global Asset Management
Location:
Central, Hong Kong Island, HK
Brand: HSBC
Area of Interest: Asset and Wealth Management
Closing Date: Hybrid Worker
Date: 30 Jun 2026
**Job description**
**GCB 4**
We are currently seeking a high calibre professional to join our team as a **Liquidity Investment Specialist** .
As part of the investment management arm of HSBC Group, delivery of Global Liquidity Investment objectives and business plans within the APAC region and globally, focusing on:
**In this role you will:**
+ Partner with the Portfolio Managers to deliver Investment Excellence and as the link between Sales and Investment teams
+ Support client facing and distribution centric activities to increase Liquidity AUM and revenues
+ Manage the Liquidity capability's solution strategy, providing insights to client and market trends to drive the appropriate product set
+ Lead and support specific Liquidity growth and transformation initiatives
+ A particular focus of this role includes the delivery and successful expansion of sustainable investment solutions
In all the above areas act as the Liquidity subject matter expert, with ownership of relevant capability and market/industry insights.
**To be successful you will need:**
+ Experience in asset management and/or related roles
+ Good understanding of global cash investment processes and products and the needs of Treasury segment investors preferred
+ Strong project management skills
+ Strong analytical skills
+ Excellent verbal and written communication skills, including preparation of business cases and new product development proposals
+ Fluent in Mandarin and Cantonese, business level
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 ).
**Opening up a world of opportunity**
** is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.
Issued by The Hongkong and Shanghai Banking Corporation Limited.
Location:
Central, Hong Kong Island, HK
Brand: HSBC
Area of Interest: Asset and Wealth Management
Closing Date: Hybrid Worker
Date: 30 Jun 2026
**Job description**
**GCB 4**
We are currently seeking a high calibre professional to join our team as a **Liquidity Investment Specialist** .
As part of the investment management arm of HSBC Group, delivery of Global Liquidity Investment objectives and business plans within the APAC region and globally, focusing on:
**In this role you will:**
+ Partner with the Portfolio Managers to deliver Investment Excellence and as the link between Sales and Investment teams
+ Support client facing and distribution centric activities to increase Liquidity AUM and revenues
+ Manage the Liquidity capability's solution strategy, providing insights to client and market trends to drive the appropriate product set
+ Lead and support specific Liquidity growth and transformation initiatives
+ A particular focus of this role includes the delivery and successful expansion of sustainable investment solutions
In all the above areas act as the Liquidity subject matter expert, with ownership of relevant capability and market/industry insights.
**To be successful you will need:**
+ Experience in asset management and/or related roles
+ Good understanding of global cash investment processes and products and the needs of Treasury segment investors preferred
+ Strong project management skills
+ Strong analytical skills
+ Excellent verbal and written communication skills, including preparation of business cases and new product development proposals
+ Fluent in Mandarin and Cantonese, business level
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 ).
**Opening up a world of opportunity**
** is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.
Issued by The Hongkong and Shanghai Banking Corporation Limited.
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4
Job Description
Whether you're at the start of your career or looking to discover your next adventure, your story begins here. At **Citi** , you'll have the opportunity to expand your skills and make a difference at one of the world's most global banks. We're fully committed to supporting your growth and development from the start with extensive on-the-job training and exposure to senior leaders, as well as more traditional learning. You'll also have the chance to give back and make a positive impact where we live and work through volunteerism.
**Shape your Career with Citi**
**Citi 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 **Investment Specialist** 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:**
+ Give advice on portfolio issues and meet clients on a regular basis.
+ Recommend tailor-made, individually-optimized, investment portfolio for clients
+ Monitor and oversee portfolio quality
+ Monitor portfolio performance of the business as a whole
+ Provide training to internal staff on portfolio-related matters
+ Give regular presentation to clients
**As a successful candidate, you'd ideally have the following skills and exposure:**
+ University graduate in Finance or related discipline, preferably a CFA holder
+ Five years of relevant experience working as relationship manager, portfolio counselor, fund manager, financial advisor, etc
+ Strong communication and interpersonal skills
+ Strong analytical skill
+ Good knowledge of investment products and portfolio-optimizing software
+ Excellent command in English, Cantonese and Mandarin
+ Professional qualifications such as Enhanced Competency Framework (ECF) (and/or Certified Banker (CB)) (include as appropriate) under the Hong Kong Institute of Bankers (HKIB) would be an advantage
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:**
Consumer Sales
---
**Job Family:**
Consumer Product 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.
**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 **Investment Specialist** 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:**
+ Give advice on portfolio issues and meet clients on a regular basis.
+ Recommend tailor-made, individually-optimized, investment portfolio for clients
+ Monitor and oversee portfolio quality
+ Monitor portfolio performance of the business as a whole
+ Provide training to internal staff on portfolio-related matters
+ Give regular presentation to clients
**As a successful candidate, you'd ideally have the following skills and exposure:**
+ University graduate in Finance or related discipline, preferably a CFA holder
+ Five years of relevant experience working as relationship manager, portfolio counselor, fund manager, financial advisor, etc
+ Strong communication and interpersonal skills
+ Strong analytical skill
+ Good knowledge of investment products and portfolio-optimizing software
+ Excellent command in English, Cantonese and Mandarin
+ Professional qualifications such as Enhanced Competency Framework (ECF) (and/or Certified Banker (CB)) (include as appropriate) under the Hong Kong Institute of Bankers (HKIB) would be an advantage
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:**
Consumer Sales
---
**Job Family:**
Consumer Product 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.
Is this job a match or a miss?
Apply Now
5
Mortgage Specialist / Senior Mortgage Specialist -Hong Kong Business
Posted 17 days ago
Job Viewed
Job Description
Mortgage Specialist / Senior Mortgage Specialist -Hong Kong Business
Location:
Shatin, New Territories, HK
Brand: HSBC
Area of Interest: Branch and Retail Banking
Closing Date: Office Worker
Date: 5 Jul 2026
**Job description**
**GCB 5**
**Some careers open more doors than others.**
If you're looking for a career where you can make a real impression, join HSBC 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, HSBC offers opportunities, support and rewards that will take you further.
**Retail Banking and Wealth (RBW) Hong Kong** 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. Retail Banking and Wealth has four key business areas responsible for efficiently bringing the best of HSBC to our clients through a broad and relevant suite of retail banking and wealth capabilities: Asset Management, Global Private Banking & Wealth, HSBC Life, Retail Banking & Strategy and COO & Digital Transformation.
We are currently seeking a high calibre professional to join our team as a **Mortgage Specialist / Senior Mortgage Specialist I**
**In this role you will:**
+ To outreach and acquire mortgage sales from intermediaries, i.e. property developers, brokers, real estate agencies and solicitors
+ To handle mortgage referrals and contact customers for application appointments
+ To meet customers and take completed mortgage applications with required documents, and pass to Mortgage Sales Centre for fulfilment process
+ To consistently deliver the required service standards and enhance customer experience through provision of mortgage service
+ To cultivate and maintain good business relationship with agency / brokers / solicitors
+ To collaborate with Mortgage Servicer Officers to handle the fulfilment process, to enhance drawdown ratio and speed up the turnaround time
**To be successful you will need**
+ Knowledgeable in Mortgage products and credit guidelines
+ Proven ability to manage complex projects and lead change across a variety of stakeholders to deliver results with multiple deadlines
+ Able to work independently and at the same time can collaborate well with team and staff from frontline and internal department
+ Great interpersonal and communication skills, both written and verbal
+ Good PowerPoint, Excel and Word skills
+ Good spoken and written English and Chinese skills, with Putonghua a definite advantage
+ Holder of relevant insurance and investment licenses and compliance with related Continuing Professional Development (CPD) requirements
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 ( ).
**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.**
**\#DISTRIBUTION2026**
Location:
Shatin, New Territories, HK
Brand: HSBC
Area of Interest: Branch and Retail Banking
Closing Date: Office Worker
Date: 5 Jul 2026
**Job description**
**GCB 5**
**Some careers open more doors than others.**
If you're looking for a career where you can make a real impression, join HSBC 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, HSBC offers opportunities, support and rewards that will take you further.
**Retail Banking and Wealth (RBW) Hong Kong** 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. Retail Banking and Wealth has four key business areas responsible for efficiently bringing the best of HSBC to our clients through a broad and relevant suite of retail banking and wealth capabilities: Asset Management, Global Private Banking & Wealth, HSBC Life, Retail Banking & Strategy and COO & Digital Transformation.
We are currently seeking a high calibre professional to join our team as a **Mortgage Specialist / Senior Mortgage Specialist I**
**In this role you will:**
+ To outreach and acquire mortgage sales from intermediaries, i.e. property developers, brokers, real estate agencies and solicitors
+ To handle mortgage referrals and contact customers for application appointments
+ To meet customers and take completed mortgage applications with required documents, and pass to Mortgage Sales Centre for fulfilment process
+ To consistently deliver the required service standards and enhance customer experience through provision of mortgage service
+ To cultivate and maintain good business relationship with agency / brokers / solicitors
+ To collaborate with Mortgage Servicer Officers to handle the fulfilment process, to enhance drawdown ratio and speed up the turnaround time
**To be successful you will need**
+ Knowledgeable in Mortgage products and credit guidelines
+ Proven ability to manage complex projects and lead change across a variety of stakeholders to deliver results with multiple deadlines
+ Able to work independently and at the same time can collaborate well with team and staff from frontline and internal department
+ Great interpersonal and communication skills, both written and verbal
+ Good PowerPoint, Excel and Word skills
+ Good spoken and written English and Chinese skills, with Putonghua a definite advantage
+ Holder of relevant insurance and investment licenses and compliance with related Continuing Professional Development (CPD) requirements
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 ( ).
**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.**
**\#DISTRIBUTION2026**
Is this job a match or a miss?
Apply Now
6
Job Description
The Multi Asset Solutions Team (MAST) is responsible for designing and managing investment solutions for a range of clients across Retail, Institutional and Retirement channels. Investment Solutions include target date, target risk, benchmark relative, outcome oriented and total return strategies for clients globally, including in the US, Canada, and Asia. MAST manages and advises on over USD120bn of assets and is comprised of over 50 professionals from diverse backgrounds and with a range of disciplines including asset allocation, macroeconomic research, investment strategy, quantitative solutions and financial engineering, and model portfolios advisory. MAST Asia Pacific manages over USD11bn of assets and is co-located across Hong Kong, Singapore and Taipei.
The purpose of the Investment Analyst role is to support the MAST Asia Pacific team in conducting analysis for its existing range of funds and servicing of its existing clients. In addition, the Investment Analyst role is also an important enabler for the preparation of proposals for new client and investment solution opportunities, increasing the bandwidth of the MAST Asia Pacific team as it seeks to capitalize on the significant and broad array of new business opportunities across the region and across Manulife Investment Management's core channels.
This position is accountable for the preparation of analysis to support the design of investment solutions proposed for new business opportunities, bespoke analysis to support and service existing clients for live portfolios, and research conducted for the purpose of generating investment ideas suitable for the wider MAST team.
**Position Responsibilities:**
+ Conduct quantitative investment analysis and construct financial models for the preparation of the design of investment solutions in support of proposals for new investment business opportunities.
+ Provide support to portfolio managers across MAST Asia by maintaining/improving proprietary financial models/workfiles, evaluating relevant investment opportunities and actively monitoring performance and risk across portfolios.
+ Participate in the Global MAST investment idea generation process via the Research Hubs framework.
+ Perform ad hoc analysis in support of bespoke peer group design and monitoring, market structure and behaviour developments etc.
+ Support client servicing in HK and other geographies in Asia as required.
**Required Qualifications:**
+ University degree in areas such as Economics, Finance, Engineering, Mathematics, Actuarial Science
+ 1-3 years' professional experience in a relevant field such as Investment Management, Accountancy, Banking etc. Prior knowledge and experience of financial markets preferable. Proficiency in Excel, Powerpoint, Bloomberg, and other business critical applications
+ Coding experience (e.g., Python) and experience of using Blackrock Aladdin an advantage
+ Collaborative team player with effective and coherent written and oral communication skills.
+ Mandarin language skills an advantage.
+ Strong intellectual curiosity, inter-personal skills with a professional approach towards the quality of outputs
+ Strong project management skills and ability to manage multiple tasks at once
+ CFA holder or progress towards CFA preferable
**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
The purpose of the Investment Analyst role is to support the MAST Asia Pacific team in conducting analysis for its existing range of funds and servicing of its existing clients. In addition, the Investment Analyst role is also an important enabler for the preparation of proposals for new client and investment solution opportunities, increasing the bandwidth of the MAST Asia Pacific team as it seeks to capitalize on the significant and broad array of new business opportunities across the region and across Manulife Investment Management's core channels.
This position is accountable for the preparation of analysis to support the design of investment solutions proposed for new business opportunities, bespoke analysis to support and service existing clients for live portfolios, and research conducted for the purpose of generating investment ideas suitable for the wider MAST team.
**Position Responsibilities:**
+ Conduct quantitative investment analysis and construct financial models for the preparation of the design of investment solutions in support of proposals for new investment business opportunities.
+ Provide support to portfolio managers across MAST Asia by maintaining/improving proprietary financial models/workfiles, evaluating relevant investment opportunities and actively monitoring performance and risk across portfolios.
+ Participate in the Global MAST investment idea generation process via the Research Hubs framework.
+ Perform ad hoc analysis in support of bespoke peer group design and monitoring, market structure and behaviour developments etc.
+ Support client servicing in HK and other geographies in Asia as required.
**Required Qualifications:**
+ University degree in areas such as Economics, Finance, Engineering, Mathematics, Actuarial Science
+ 1-3 years' professional experience in a relevant field such as Investment Management, Accountancy, Banking etc. Prior knowledge and experience of financial markets preferable. Proficiency in Excel, Powerpoint, Bloomberg, and other business critical applications
+ Coding experience (e.g., Python) and experience of using Blackrock Aladdin an advantage
+ Collaborative team player with effective and coherent written and oral communication skills.
+ Mandarin language skills an advantage.
+ Strong intellectual curiosity, inter-personal skills with a professional approach towards the quality of outputs
+ Strong project management skills and ability to manage multiple tasks at once
+ CFA holder or progress towards CFA preferable
**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
Is this job a match or a miss?
Apply Now
7
Job Description
Investment Consultant - Hang Seng Bank (HK)
Location:
Mongkok, Kowloon, HK
Brand: Hang Seng Bank
Area of Interest: Branch and Retail Banking
Closing Date: Office Worker
Date: 11 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 - Wealth Sales 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 seeking qualified individuals to join our team as **Senior** **Investment Consultant** **.**
**Principal responsibilities**
+ Implement and participate in promotion programs to acquire new and retain existing investment business
+ Achieve the sales target by collaborating with Customer Relationship Managers to conduct pre-case study, share sales tactics on FX and structured products and carry out joint-call activities proactively
+ Maintain a high standard of customer service and react positively to customer requests
+ Support branch sales by sharing sales tactics and providing briefing sessions on investment products
+ Conduct tele-prospecting to explore new business opportunities, and provide follow through services to customers, update compliance requirements and provide market updates to sales staff
**Requirements**
+ University degree in Business Administration or other related disciplines
+ Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage.
+ Pass the Hong Kong Securities Institute Licensing Examination and IIQE and fulfill the competency requirements to carry out regulated activities as defined under the Securities and Futures Ordinance
+ Proven experience in retail banking, with strong knowledge of investment products
+ Good customer service orientation, interpersonal and communication skills
+ Strong self-motivation and ability to work independently
+ Proficiency in both English and Chinese
+ Customer centric mindset and able to manage complex interaction effectively
+ Shown strong situation awareness, strong desire to learn and able to work in Agile environment
+ High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
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
Location:
Mongkok, Kowloon, HK
Brand: Hang Seng Bank
Area of Interest: Branch and Retail Banking
Closing Date: Office Worker
Date: 11 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 - Wealth Sales 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 seeking qualified individuals to join our team as **Senior** **Investment Consultant** **.**
**Principal responsibilities**
+ Implement and participate in promotion programs to acquire new and retain existing investment business
+ Achieve the sales target by collaborating with Customer Relationship Managers to conduct pre-case study, share sales tactics on FX and structured products and carry out joint-call activities proactively
+ Maintain a high standard of customer service and react positively to customer requests
+ Support branch sales by sharing sales tactics and providing briefing sessions on investment products
+ Conduct tele-prospecting to explore new business opportunities, and provide follow through services to customers, update compliance requirements and provide market updates to sales staff
**Requirements**
+ University degree in Business Administration or other related disciplines
+ Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage.
+ Pass the Hong Kong Securities Institute Licensing Examination and IIQE and fulfill the competency requirements to carry out regulated activities as defined under the Securities and Futures Ordinance
+ Proven experience in retail banking, with strong knowledge of investment products
+ Good customer service orientation, interpersonal and communication skills
+ Strong self-motivation and ability to work independently
+ Proficiency in both English and Chinese
+ Customer centric mindset and able to manage complex interaction effectively
+ Shown strong situation awareness, strong desire to learn and able to work in Agile environment
+ High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
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
Is this job a match or a miss?
Apply Now
8
Job Description
Prestige Private Investment Consultant - Hang Seng Bank (HK)
Location:
Mongkok, Kowloon, HK
Brand: Hang Seng Bank
Area of Interest: Branch and Retail Banking
Closing Date: Office Worker
Date: 12 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 seeking qualified individuals to join our team as **Prestige Private Investment Consultant** **.**
**Principal responsibilities**
+ Conduct customer portfolio analysis to identify cross-selling investment products opportunities
+ Leverage on wealth management solutions such as bonds, structured products and mutual funds to achieve HNW customers' financial goals by matching their risk appetite
+ Facilitate and implement strategy to uplift sales productivity and expand investment sales business of HNW segment
+ Achieve the sales target by collaborating with Prestige Private CRM and other Customer Relationship Managers to conduct pre-case study, share sales tactics on investment products and carry out joint-call activities proactively
+ Maintain a high standard of customer service and react positively to customer requests
+ Support branch sales by sharing sales tactics and providing briefing sessions on investment products
+ Conduct tele-prospecting to explore new business opportunities, and provide follow through services to customers, update compliance requirements and provide market updates to sales staff
**Requirements**
+ University degree in Business Administration or other related disciplines, with professional qualifications such as CFA, CFP or CFMP an advantage
+ Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage.
+ Pass the Hong Kong Securities Institute Licensing Examination and IIQE and fulfill the competency requirements to carry out regulated activities as defined under the Securities and Futures Ordinance
+ Proven experience in retail banking and minimum 1 years' experience in the role of Investment Consultant with strong knowledge of investment products
+ Excellent interpersonal and communications skills
+ Sound investment consultation and presentation skills
+ Proficiency in both English and Chinese
+ Customer centric mindset and able to manage complex interaction effectively
+ Shown strong situation awareness, strong desire to learn and able to work in Agile environment
+ High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
+ Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage.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
Location:
Mongkok, Kowloon, HK
Brand: Hang Seng Bank
Area of Interest: Branch and Retail Banking
Closing Date: Office Worker
Date: 12 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 seeking qualified individuals to join our team as **Prestige Private Investment Consultant** **.**
**Principal responsibilities**
+ Conduct customer portfolio analysis to identify cross-selling investment products opportunities
+ Leverage on wealth management solutions such as bonds, structured products and mutual funds to achieve HNW customers' financial goals by matching their risk appetite
+ Facilitate and implement strategy to uplift sales productivity and expand investment sales business of HNW segment
+ Achieve the sales target by collaborating with Prestige Private CRM and other Customer Relationship Managers to conduct pre-case study, share sales tactics on investment products and carry out joint-call activities proactively
+ Maintain a high standard of customer service and react positively to customer requests
+ Support branch sales by sharing sales tactics and providing briefing sessions on investment products
+ Conduct tele-prospecting to explore new business opportunities, and provide follow through services to customers, update compliance requirements and provide market updates to sales staff
**Requirements**
+ University degree in Business Administration or other related disciplines, with professional qualifications such as CFA, CFP or CFMP an advantage
+ Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage.
+ Pass the Hong Kong Securities Institute Licensing Examination and IIQE and fulfill the competency requirements to carry out regulated activities as defined under the Securities and Futures Ordinance
+ Proven experience in retail banking and minimum 1 years' experience in the role of Investment Consultant with strong knowledge of investment products
+ Excellent interpersonal and communications skills
+ Sound investment consultation and presentation skills
+ Proficiency in both English and Chinese
+ Customer centric mindset and able to manage complex interaction effectively
+ Shown strong situation awareness, strong desire to learn and able to work in Agile environment
+ High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
+ Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage.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
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