What Financial Strategy Jobs are in Hong Kong?

Investment Risk Manager
Location:
Central, Hong Kong Island, HK
Brand: Hang Seng Bank
Area of Interest: Risk and Compliance
Closing Date: Hybrid Worker
Date: 15 Jun 2026
**Job description**
**Some careers have more impact than others**
If you're looking for a career where you can make a real impression, join Hang Seng and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, Hang Seng offers opportunities, support and rewards that will take you further.
**Hang Seng Investment Management Limited**
Established in 1993, Hang Seng Investment Management Limited ("Hang Seng Investment") is a wholly owned subsidiary of Hang Seng Bank Limited, and is Hong Kong No. 1 exchange-traded fund ("ETF") manager in terms of assets under management. As a Hong Kong based asset management company specializing in managing funds related to mainland China and Hong Kong markets, Hang Seng Investment is committed to providing investors with comprehensive investment management services through investment managers with extensive experience in managing funds (including a series of ETFs and retail funds) and investment portfolios for institutional and private clients. As a leading home-grown asset manager in Hong Kong, Hang Seng Investment has over 30 years of asset management experience.
We are currently seeking a high caliber professional to join us as **Investment Risk Manager.**
**Principal responsibilities**
+ Deliver independent oversight and challenge across risks taken within HSVM funds and mandates.
+ Assess risk exposures, provide clear advises or guidances to stakeholders, engage with portfolio managers and contribute to product development and model review.
+ Produce reports/dashboards or presentations that outline findings, explain risk positions and recommend changes and mitigations.
+ Undertake Stress Testing and other risk assessments on retail funds and mandates across asset classes.
+ Organize, run and participate in Risk and Control related governance forums as required.
+ Act as a coordinator for the Risk Team and provide support for other ad-hoc risk management activities and projects.
**Requirements**
+ Bachelor Degree in Business Administration, Finance, Risk Management, or related field
+ Minimum of (2) years of experience in financial institutions (preferably asset management companies), with exposure to risk management or internal audit functions.
+ Knowledge of asset management operations, products and systems.
+ Knowledge of ESG and sustainability is an advantage.
+ Understanding of investment and/or operational risk management principles, frameworks and best practices.
+ Proficiency in asset management systems and technology (e.g. Bloomberg AIM, PORT), with a strong understanding of data management and reporting/dashboard tools (eg. VBA/Tableau).
+ Previous work experience related to listed and OTC derivatives is an advantage.
**Key competencies**
+ Self-driven, detail-oriented and able to perform effectively under pressure.
+ Collaborative team player with a strong sense of accountability and the ability to work cross-functionally.
+ Strong communication and interpersonal skills, with the ability to engage effectively with diverse stakeholders.
+ Proficiency in Microsoft Office applications, Bloomberg
+ Proficiency in English, Chinese and Mandarin.
**You'll achieve more when you join Hang Seng Bank Limited.**
** Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.
Issued by Hang Seng Bank Limited

Investment Banking - HSBC Infrastructure Finance - Internship
Location:
Central, Hong Kong Island, HK
Programme Type: Internship Programme
Start Date and Duration: Mon Jun 14, 2027; 10 weeks
Opening Date: Mon Jul 06, 2026
Closing Date: Fri Oct 30, 2026
**Area of Interest:** Investment Banking
**Business Area:** Corporate and Institutional Banking
**Short Description:** Help deliver financing solutions that support major projects and energy transition.
**About the business area**
The HSBC Infrastructure Finance (HIF) platform, comprised of Infrastructure Finance and Export Finance teams, provides a full suite of financing solutions to corporates, financial sponsors, and governments in the sub sectors of inter alia Infrastructure, Digital/Telecoms, Transportation, Logistics, Support Services, and Power, Utilities & Renewables. The team provides a central point for clients to access advice on financing, capital structure, structured debt capital markets, and Export Credit Agency (ECA) supported debt, as well as execution of infrastructure, project, and export finance lending mandates. HIF plays a critical role in financing the energy transition for our clients.
**Who you are**
We're looking for curious, analytical thinkers who love solving problems and building relationships. You don't need to know everything about investment banking - what matters most is your drive to learn, your resilience, and your willingness to get involved.
You could be a great fit if you're:
+ A collaborator: You thrive in teams and know how to support others.
+ Analytical: You can break down complex data to see the bigger picture.
+ A clear communicator: You explain ideas simply, whether in person, on paper, or in presentations.
+ Resilient and driven: You stay focused under pressure, adapt quickly, and deliver to a high standard.
+ Proactive: You take ownership and don't wait for others to solve problems.
+ A people person: You enjoy building long-term relationships based on trust.
**What you'll do**
From day one, you'll get exposure to real deals and see how investment banking works behind the scenes. You'll:
+ Work with teams on live transactions, products, or market sectors, connecting with banking teams globally.
+ Explore specialist areas like Export Finance or Infrastructure Finance.
+ Learn how project, acquisition, and export finance deals work, and how we support clients on their Net Zero journeys with tailored finance and advisory solutions.
+ Apply your knowledge to financial statements, spot anomalies, and calculate key ratios.
+ Prepare and review client materials such as teasers and information memorandums.
+ Perform credit analysis and review project financials and due diligence.
+ Build financial models to support debt financing transactions and valuations.
+ Research market trends and monitor developments to create insights for internal and client use.
+ Develop your Excel and PowerPoint skills to produce accurate models and client-ready presentations.
+ Always stay compliant with regulations.
**What you'll learn**
You'll get the training, coaching, and real-world experience you need to kickstart your career in investment banking.
Here's what's in store:
+ Expert-led training: A week of structured, bespoke training at the start of the internship.
+ Relationship building: Learn how to connect with colleagues and clients, building trust and credibility.
+ Discretion: Develop the professionalism needed to handle sensitive deal information.
+ Financial literacy: From financial modelling to product knowledge, you'll learn how to find the right solutions for clients.
+ High-impact work: Get directly involved in the financing of real assets across sectors and geographies.

Citi's Banking franchise is organized around three lines of business: Investment Banking, Corporate Banking and Commercial Banking. The unified Banking and International organization oversees the local delivery of the full firm to clients in each of the 95 markets where Citi has an on-the-ground presence.
Citi Investment Bank provides advisory, debt and equity capital markets solutions for corporations, governments and financial institutions.
The Investment Banking Analyst is an intermediate level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The Investment Banking Analyst also serves as an intermediary in trading for clients. The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies and raising capital for clients.
**Responsibilities:**
+ Work with senior Corporate & Investment Bank (CIB) officers and professionals and participate in particular client transactions, projects or assignments as the junior member of the Investment Banking team
+ Responsible for organizing and analyzing sophisticated financial data used in client proposals and strategic plans
+ Prepare written recommendations, valuation materials and statistical exhibits for pitches and live deals
+ Conduct economic/financial research
+ Evaluate company's financial performance compared to overall industry and market trends
+ Build complex financial models for valuation purposes
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
**Qualifications:**
+ 2-5 years of relevant experience
+ Bachelor's degree in Finance or closely related areas of Business Administration
+ Consistently demonstrates clear and concise written and verbal communication skills
+ Ability to work under pressure in a rapidly changing environment in order to meet deadlines
**Education:**
+ Bachelor's degree/University degree or equivalent experience
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
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**Job Family Group:**
Institutional Banking
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**Job Family:**
Investment Banking
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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.

Associate / VP - Quantitative Analyst - Quant Strategy Research
HONG KONG ISLAND, Hong Kong;Sydney, Australia
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.**
Acknowledge ( a friend
**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( of America employees are required to meet all** **posting eligibility requirements** **prior to applying for any new position.**
Acknowledge ( Description:**
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates' physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
**Responsibilities**
+ The candidate will work with the Global Quantitative Strategy research team developing new investment strategies for stock selection and allocation (styles, sectors, countries, and regions) to be published in research reports which are distributed to clients of the firm globally.
+ Working with Quantitative Strategist to implement new research ideas using new-age analytics.
+ Involved in identifying bottle necks in existing processes and providing innovative automated solutions.
+ Presenting complex analysis to a diverse audience of investors.
**Requirements**
+ Highly analytical, numerate, and detailed minded.
+ Bachelor degree or higher in Computer Science, Mathematics, Statistics, Finance, or similar analytical field.
+ At least three years of experience with Python and SQL, with a strong ability to build scalable, production-quality analytics, data pipelines, and research tools.
+ Proficiency with market data and analytics platforms, particularly FactSet and Bloomberg; experience with RavenPack or other alternative data analytics platforms would be highly valued.
+ Able to actively embrace AI and emerging technologies to improve research productivity, automate workflows, and enhance investment insight generation.
+ Experience working with large, complex, and unconventional data sets, with solid knowledge of data structures, algorithms, and scalable data-processing techniques.
+ Strong communication skills. Proven ability and willingness to work as a member of a team.
+ Talent for distilling complex information into clear, actionable insights.
+ Experience presenting to institutional clients will be highly valued.
+ The position will be in either Sydney or Hong Kong, depending on the suitability of the candidate.
+ Candidates with Mandarin skills will be an advantage
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
View your **"Know your Rights ( "** poster.
**View the LA County Fair Chance Ordinance ( .**
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.

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

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
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**Job Family Group:**
Consumer Sales
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**Job Family:**
Consumer Product Sales
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**Time Type:**
Full time
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**Most Relevant Skills**
Please see the requirements listed above.
---
**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.

Investment Analyst - 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 5**
We are looking for an Equity Research Analyst to join our Active Equity team, covering Greater China internet, consumer, and adjacent industries. You'll generate high-conviction ideas and partner with portfolio managers, regional/global sector analysts, and Responsible Investments to translate research into portfolio decisions across China, Asia, GEM and Global Thematic strategies.
**Principal Responsibilities**
+ Conduct in-depth fundamental research on Greater China internet and consumer sectors, identifying key trends, opportunities, and risks.
+ Independently generate, present, and track investment ideas and recommendations for portfolio managers.
+ Monitor company developments including news flow , earnings, channel checks, regulatory changes, and high-frequency/ alternative data (e.g., web/app traffic, e-commerce indicators, payments data, and other relevant datasets)to provide timely updates and insights.
+ Support client-related activities, including responding to equity queries and participating in meetings and marketing efforts.
+ Collaborate with other investment teams, sharing insights and contributing to a team-based research framework.
**Qualifications and Skills**
+ Fluency in Mandarin and English (spoken and written) is highly desirable.
+ Solid experience in investment research; sell-side equity research experience is a plus.
+ Excellent analytical skills, with the ability to turn complex data into clear, actionable investment views.
+ Strong writing and presentation skills; able to produce high-quality research materials.
+ Ability to work both independently and in a collaborative, team-based environment.
+ Bachelor's degree or higher in Finance, Economics, or a related field.
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.

Senior Wealth Product Strategy and Proposition Manager
Location:
Central, Hong Kong Island, HK
Brand: HSBC
Area of Interest:
Closing Date: Hybrid Worker
Date: 9 Jul 2026
**Job description**
**GCB 4**
We are currently seeking a high calibre professional to join our team as a **Senior Wealth Product Strategy and Proposition Manager.**
**In this role you will:**
+ Ensure that the investment wealth product shelf is competitive, fit for purpose and aligned to the latest market outlook, collaborating with the CIO teams, product owners and manufacturers to continually update our product shelf with innovative solutions
+ Drive commercialization of our curated investment wealth product shelf by delivering sales support (including sales scripts and kits)
+ Support wealth customer growth via collaboration with customer proposition, segment offerings and branding teams
+ Support competitive analysis and customer insights work for the Affluent, Premier and Premier Elite segments
+ Work with the Sales Performance and Effectiveness, as well as Premier & Wealth Distribution teams to identify and implement initiatives to deliver wealth business growth targets among the Emerging Affluent, Premier and Premier Elite segments
+ Support the Wealth Sales Process & Journey team and the Wealth Platform team in defining the wealth journeys of different target customers taking into consideration their different needs and preferences
+ Thorough understanding of the target customers via enhanced analytics (e.g. Big Data and Machine Leaning)
+ Work with Marketing to on marketing programmes development and implementation
**To be successful you will need:**
+ 10 years + of experience within product, investment specialist and/or wealth sales roles
+ Strong planning, analytical, communications, decision-making, lateral thinking, influencing, interpersonal and project management skills
+ Understanding of wealth investment products, as well as the businesses and the regulations impacting them
+ Familiarity with wealth product development as well as design thinking
+ Proven track record in business development and initiatives delivery
+ Prior experience working in more than one market advantageous
+ Proven track record of communicating effectively within the organization and with customer groups.
+ Ability to work in a team-oriented environment and effectively influence and communicate across various business lines at senior levels within the organization.
+ Knowledge of the organization and its products, processes and pertinent regulations affecting their delivery.
+ Strong knowledge of the customer service concept and its impact on customer relationships.
+ Bachelor's degree required. Advance degree (MBA or equivalent) a plus
+ Proficient with MS Office
+ Culturally sensitive and understanding of local customer needs
+ Highly effective communicator with excellent interpersonal skills
+ High level of energy and enthusiasm
+ Able to operate effectively in a complex environment
+ Able to influence, engage and lead in a positive, inspiring manner
**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.

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