What Jobs are available for Head Of Equity in Hong Kong?

PRIMARY RESPONSIBILITIES:

• Lead weekly/monthly/quarterly planning and forecasting submissions as well assist in coordinating key planning cycles – Long Range Plan, Operating Plan, and key estimates on volume and seasonality;

• Lead the planned implementation of financial reporting and budgeting system.

• Ability to develop and maintain complex financial models, including NPV, ROI, scenarios analysis.

• Analyze Budget/Forecast variances to Actual and review with management team

• Provide management with insights into drivers of financial forecast, risks, and opportunities;

• Audit and review of financial models to ensure they are both accurate and updated to reflect changing business needs

• Additional responsibilities include ensuring that the various reporting systems and source data are accurate and reconciled

•assist in the development and implementation of tools, systems, and processes to support the successful completion of timely and accurate forecasts. An understanding of accounting theory and practice (e.g. basic revenue recognition rules, company capitalization policies and proper expense timing) is required.

• Assist with various management presentations.

REQUIREMENTS:

• 8-10 years of financial analysis experience in a high growth fast pace environment with demonstrated career advancement

• Analytical background working directly in an FP&A environment modeling bookings, revenue, costs and expenses preferably for consumer mobile/consumer internet business, consulting or advisory background will also be considered

• Ability to build finance-focused dashboards in Power BI, leveraging Python and SQL for data preparation and analysis. Experience working with structured economic datasets or proprietary databases

•Executive Communication & Visual Storytelling: Strong ability to design and build impactful PowerPoint presentations that convey complex information through clear, compelling visual narratives. Skilled in tailoring messages for senior management audiences, with a focus on clarity, strategic insight, and executive-level relevance

• Resume must reflect ability for critical thinking demonstrated by examples of specific projects and related outcomes

Main Responsibilities -

• Exam financial applications, prepare points to approve the cases from divisions, compile strategies and measures to cost management for the Bank and divisions, monitor the progress
• Conduct the fixed asset analysis and management
• Prepare reports for senior management, Head Office and Board of Directors
• Develop, maintain and review the cost to benefit of new business initiatives / products / marketing campaigns / sales incentive schemes
• Enhance the process and workflow
• Participate in ad-hoc assignments

Requirements -

• University degree in Accounting, Finance, Business or related disciplines, preferably with a recognized professional accounting qualification
• Minimum of 3 - 5 years' experience in cost management /financial planning and budgeting / management reporting, preferably with exposure to banking industry
• Proficiency in spoken and written Chinese and English, fluency in Putonghua an advantage
• Self-motivated and able to work under pressure
• Good communication, interpersonal and analytical skills
• Proficiency in application software including Excel, PowerPoint and Word

Our Client is one successful brand in the retail market serving millions of customers every day. A need has arisen to hire a Financial Planning & Analysis Manager to join the team.

Reporting to the Finance Director, he/she needs to work closely with senior management to increase efficiency and profitability by assisting with the formulation of both the medium and long-term financial plan; and analyses data and understands the financial performance and position of the brand in order to perform variance analysis and identify key causes of business variances for performance measurement. He/she also plays a critical role in managing the FP&A function across processes, reporting needs, and elevating the existing FP&A business partnering capabilities. As a business partner, he/she is expected in delivering objectives as well as partnering with various business unit leaders on critical financial measurements including business reviews preparation, industry and market trends and analysis.

This is an exciting opportunity to work in a highly successful group with potential to grow further. You should be a degree holder with at least 10 years of FP&A experience gained from retail industry. Excellent commercial sense is essential together with the ability to work with people at different level. Strong leadership and negotiation skills are also required in order to be successful in this role.

As a crucial member in the Financial Control Department, the Financial Planning and Analysis (FP&A) Head is the finance business partner who supports our business units in fact-based decision making, and financial insights.

The role will oversee management reporting, planning, forecasting, risk & opportunities, KPI development and tracking, variance analysis etc. for our media and telecommunications operations, and corporate functions.

The Financial Planning and Analysis Head will lead a small team and report to the Chief Financial Officer.

Responsibilities:

• Develop and manage comprehensive financial plans, budgets, and forecasts for media and telecommunications operations, incorporating revenue streams from subscriptions, advertising, and network services.
• Lead variance analysis, KPI tracking, and scenario modeling to identify opportunities and risks in areas such as Telco B2C & B2B, content production, network investments, and regulatory compliance.
• Actively involved in liaising with business units and senior management in monthly forecasting, annual budget and risks & opportunities.
• Provide strategic financial insights to senior management on business solutions within the media and telecommunications ecosystem.
• Oversee the preparation of monthly, quarterly, and annual financial reports, ensuring accuracy and timely delivery to stakeholders.
• Support business on special projects and strategic initiatives with financial modeling, business cases, and presentation decks.
• Collaborate with cross-functional teams, including operations, sales, marketing and legal & regulatory, to align financial strategies with business objectives.
• Support implementation of NetSuite and Data Warehouse for reporting. Drive process improvements and implement advanced financial tools to enhance efficiency and facilitate data-driven decision-making.

Requirement:

• Bachelor's degree in Finance, Accounting, Business Administration, or a related business field.
• Chartered Accountant qualification (e.g., CPA, ACCA, or equivalent) is essential.)
• Minimum of 8-10 years of professional experience in FP&A, with at least 3 years in a managerial role, preferably within the telecommunications, media, or technology sectors.
• Proven track record in leading small teams and delivering high-impact financial analysis in a dynamic environment.
• Strong proficiency in financial modeling, Excel, and ERP systems e.g. Oracle is a plus.
• Detail-oriented, strong analytical skills, sensitive to numbers and be able to read behind the numbers.
• Excellent problem-solving, and communication skills, with the ability to present complex financial data to non-finance stakeholders.
• Ability to multi-task within a high-pressure environment while meeting strict deadlines.
• Ability to influence change and drive results in a collaborative manner.
• Fluency in both written and spoken English and Chinese.

We offer competitive remuneration packages and career development opportunities. Please visit our website  for company details and other vacancies information.

Your application may be forwarded to any affiliate companies and successful applicant may be seconded to work at any office as assigned. The information received will be used for consideration of employment only and all personal data supplied will be destroyed within 3 months. We are an equal opportunity employer.

Founded in 1988, the KGI Group is a multi-faceted, pan-Asian financial services group that thrives on providing the highest standards of service to its clients. The KGI Group prides itself on utilizing unsurpassable integrity and professionalism, prudence in its judgments and reliance on the security of a well-resourced institution to provide this service to its clients.

Being one of Hong Kong's largest equity brokers by market share and one of the ten largest futures brokers, KGI Hong Kong operates a full-service brokerage firm for retail and institutional clients, aiming to provide customers with one-stop financial service.

Responsibilities

• Report to Team Head of Management Reporting Team
• Assist to prepare timely and accurate management information including daily/weekly/monthly management reporting
• Support the team in performing management accounting reporting, analysis, planning, budgeting and forecasting
• Assist to prepare annual financial budget, routine forecast and comparative analysis
• Conduct performance analysis and other routine reports
• Perform ad hoc enquiries and requests as assigned by the management

Requirements

• University graduate in Accounting and Finance
• Minimum 2-3 years of financial analysis or management reporting experiences
• A good team player who is proactive and with a strong sense of responsibility
• Work independently and under pressure
• Proficiency in MS Office including Excel
• Proficiency in English, Cantonese and Mandarin

We offer a competitive remuneration package and long-term career development to the right candidates. Interested applicants, please send your full resume and expected salary quoting reference to the HR Department, 41/F, Central Plaza, 18 Harbour Road, Wanchai, Hong Kong or by clicking "Quick Apply".

For more details about career opportunities in KGI, please visit our website 

Information provided will be treated in strict confidence and will only be used for recruitment related purposes. All personal data of unsuccessful applicants will be destroyed within six months after the completion of recruitment process.

(Personal data collected will be used for recruitment purpose only.)

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.

We are currently seeking a high caliber professional to join our team as Senior Manager, Portfolio Management, reporting to Head of Portfolio Management and Payment

Principal Responsibilities

• Formulate effective portfolio management and pricing strategies to drive business targets, increase market share, reduce bad costs, develop new product/journey and improve customer experience
• Set the strategic direction for the business in terms of ambition, products, business development, segments and partners
• Establish goals and implementation of strategies to drive acquisition, market share, growth, profit, operational efficiency and best-in-class customer experience.
• Manage the Personal Loan and Card Loan P&L with due consideration on RWA effectiveness, minimizes losses from bad debts and fraud
• Identify and capitalize on new business opportunities arising from the evolving market landscape in Unsecured Lending industry, including the use of AI, alternative data source (open banking) and partnerships with other lines of business and external parties
• Keep up to speed to key trends, innovations and capabilities in the marketplace and understand the corresponding impact on the Bank
• Liaise with distribution channels, credit services, operations and underwriting to provide customized business solutions and support to build win-win relationships
• Drive a culture of high performance and empowerment through effective people management activities. Foster a diverse, inclusive and open environment and drive teamwork and collaboration within and outside of the team
• Ensure Product governance and compliance to regulatory requirements

Requirements

• Degree holder or above in Business Administration, Economics and related disciplines
• Proven experience in Banking, Cards, Lending products development and portfolio management
• Strong acumen in Unsecured Lending business dynamics with solid experience in managing and growing a sizable portfolio
• Strong commercial judgment with a proven track record of bringing new customer solutions and innovations to generate portfolio growth
• Proven experience in product management
• Sound awareness and knowledge about the use of data analytics and customer behavior
• Highly motivated, fast-paced, and possession of strong interpersonal, as well as written and verbal communication skills
• Experience to lead a team of professionals

• Proficiency in Chinese and English

• Professional qualifications such as Enhanced Competency Framework (ECF) and/or Certified Banker (CB) under Hong Kong Institute of Bankers (HKIB) would be an advantage.

You'll achieve more when you join Hang Seng Bank Limited.

Hang Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.

Issued by Hang Seng Bank Limited

You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:

Portfolio Management

• Optimise risk adjusted returns within risk limits and capital requirements
• Monitor compliance with internal governance (PPP, internal Investment OGs etc)
• Work with ALM on strategic asset allocation strategy development
• Propose, implement and maintain ongoing portfolio rebalancing, tactical asset allocation strategies
• Manage cash deployment processes together with local Finance and SLC teams; manage cash allocation and trade plans; allocate assets according to PPP requirements
• Search, propose and implement new asset classes
• Liaise with Finance and other teams on executing trades, initiatives and reporting
• Understand IFRS 17 and solvency capital impacts
• Ensure portfolio compliance with local (HKIA) investment regulations
• Assist in other HK/Bermuda/Singapore investment portfolio as required
• Review notional cash plan by working with the Finance and other teams during the monthly notional cash planning process. Assist in the implementation monthly investment plan

Investment Reporting and Analysis

• Prepare portfolio analytics and reporting, including reports relating to General Account, capital markets
• Coordinate and prepare presentation materials for committee meetings (eg, IMC, ALCO, working groups, AIC, Board meetings etc)
• Review and input into the Annual investment plan process

Business Support

• Provide investment support for new product development
• Review assumptions and results of Investment Plan estimated by ALM; Propose Annual Investment Plan

Others

• Participate in ad-hoc activities, special projects, M&A as part of the HK/HNW Investment Team
• System, service analysis and procurement

Preferred skills

• Strong knowledge of Microsoft Word, Excel and Power Point
• A good understanding of the investment market
• Ability to prioritise time and tasks effectively to meet deadlines
• Familiarity with third-party system providers like Bloomberg, Aladdin, Tableau a plus
• Hands on experience in managing investment portfolios and asset managers a plus

Requirement

• The minimum education level is a Bachelor's Degree obtained from a recognizable university
• Other educational or professional qualifications like CFA, CAIA, MBA, Accounting and Actuarial is an advantage although not required
• At least 5 years working experience in related fields

Job Category:

Temporary Employee

Posting End Date:

29/12/2025

Key Responsibilities

• Design and implement data quality checking rules, compile documentation for data definition and perform data profiling, analysis and reconciliation for retail, wealth management and investment business.
• Develop and make use of key tools for analytics and data science to come up with tangible solutions and present to business units with recommendations.
• Develop and evaluate model performance and iterate to optimize.
• Manage, master and leverage information from various data source and integrate synthesize, and enrich the information into useful, forward looking and insightful MI.
• Collaborate with counterparties in personal banking credit risk, business units and support units to develop or review credit underwriting standards and relevant reporting.
• Provide inputs and support in the development and post launch review of product programs of new approved credit underwriting standards.
• Assist in performing portfolio reviews and risk performance analysis and risk management projects.
• Provide materials and necessary support to facilitate the audit field works and on-site examinations of Internal Audit Group and regulators.
• Provide support in risk management projects e.g. credit risk disclosure, audit/ on-site examination, portfolio review and performance analysis.
• Participate in various PBG related new initiatives and projects.
• Coach and provide guidance to junior members to achieve goals.

Requirements

• Degree in Business Administration, Economics, Computer Science, Statistics, Risk Management or related discipline.
• Minimum 5 – 8 years of relevant experience in credit risk management, policy formulation, risk control functions or analytical experience in bank.
• Holder of Certified Credit Risk Management Professional (Credit Portfolio Management) (CCRP(CPM)) is preferred.
• Strong problem solving, analytical and communication skills.
• Able to build data and analytics solutions, data mining, data manipulation, statistical analysis and data visualization.
• Proficient in both spoken and written English and Chinese including Putonghua.

For more details about career opportunities with the Bank, please visit our website Please apply with full resume stating current and expected salaries.

Personal data collected will be used for recruitment related purposes only. Applicants not invited for interview within 6 weeks may consider their applications unsuccessful. However, applicants may be considered for other suitable positions within the Group for a period of not more than 2 years. Personal data will be destroyed at any time after 3 months.

China CITIC Bank International is committed to being an equal opportunities employer and intends to provide a work environment free of unlawful discrimination or harassment. All employment decisions will be made in a non-discriminatory manner.