131 Head Of Equity jobs in Hong Kong

Job Overview

Join to apply for the AVP, Financial Planning & Analysis, Asia role at Sun Life .

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:

Reporting to the VP, Strategic Finance, Asia, this role leads Asia Financial Planning and Analysis function. The role-holder is an integral link between the Corporate Office and the Asia Business Units. The role-holder is responsible for the preparation of management reporting packs, preparation of strategic and business plan financial projections for Asia, oversees the Joint Venture financial reporting for India and China, competitor and Sun Life ecosystem analysis, and leads Investor Relations related work for Asia.

• Lead the Asia FP&A team and Business Unit finance to deliver timely and accurate performance reporting to Corporate and Regional Office leadership, including producing the quarterly Asia CFO memo and the quarterly Asia President Board memo
• Maintain a view of the financial trajectory of Asia in coming quarters/years to provide Asia leadership with a baseline trend for the Asia Business Group
• Produce the external financial narrative for Asia, including business highlights as well as supporting quarter end internal/external financial deliverables
• Lead the team and Business Unit finance to deliver an achievable annual Business Plan
• Manage the annual Business Plan financial deliverables to regional management and Corporate management as well as the annual 5-year Strategic Plan financial process
• Responsible for Investor Relations function for Asia BG, including crafting the Asia external narrative and business highlights each quarter, preparing for analyst calls, investor/rating agency meetings and contributing to quarter end external material

• Facilitate the Monthly Business Review process which monitors business performance between the Asia CEO/Leadership and each Business Unit and functional area
• Produce the competitor analysis and Sun Life ecosystem analysis (JV partners, banca partners, etc.)
• Analyze financial results in the context of key business drivers
• Apply a “So what?” and “Now what?” mindset to drive actionable insights beyond reporting

• Lead the India/China joint venture financial reporting team responsible for monitoring financial performance of India/China JVs and preparing/presenting the financials for these JVs through forecasting, quarter end, Business Plan and Strategic Plan processes

• Attract, develop and retain high-performing talent to support the Global Finance vision of becoming ONE world-class Finance function delivering strong financial discipline and positive business impact to our stakeholders
• Proactively drive talent mobility within different functional areas or geographies to groom future leaders
• Develop credible succession plans for own role and key roles within the team

• Ability to lead a multi-disciplinary, high performing team
• Strong business acumen (life insurance and asset management businesses)
• Strong financial acumen
• Good presentation and interpersonal skills, ability to present to Asia CEO/CFO and Business Unit leadership
• Strong influencing and negotiation skills given collaborative nature of working across Business Units and functional areas
• Strong analytical skill and attention to detail

• 15 years working experience in performance reporting/business analysis/planning with at least 8 years in managerial roles
• Professional designation such as CFA, CPA, actuarial designation

Job Category: Finance

Posting End Date: 14/10/2025

Join to apply for the AVP, Financial Planning & Analysis, Asia role at Sun Life .

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:

Reporting to the VP, Strategic Finance, Asia, this role leads Asia Financial Planning and Analysis function. The role-holder is an integral link between the Corporate Office and the Asia Business Units. The role-holder is responsible for the preparation of management reporting packs, preparation of strategic and business plan financial projections for Asia, oversees the Joint Venture financial reporting for India and China, competitor and Sun Life ecosystem analysis, and leads Investor Relations related work for Asia.

• Lead the Asia FP&A team and Business Unit finance to deliver timely and accurate performance reporting to Corporate and Regional Office leadership, including producing the quarterly Asia CFO memo and the quarterly Asia President Board memo
• Maintain a view of the financial trajectory of Asia in coming quarters/years to provide Asia leadership with a baseline trend for the Asia Business Group
• Produce the external financial narrative for Asia, including business highlights as well as supporting quarter end internal/external financial deliverables
• Lead the team and Business Unit finance to deliver an achievable annual Business Plan
• Manage the annual Business Plan financial deliverables to regional management and Corporate management as well as the annual 5-year Strategic Plan financial process
• Responsible for Investor Relations function for Asia BG, including crafting the Asia external narrative and business highlights each quarter, preparing for analyst calls, investor/rating agency meetings and contributing to quarter end external material

• Facilitate the Monthly Business Review process which monitors business performance between the Asia CEO/Leadership and each Business Unit and functional area
• Produce the competitor analysis and Sun Life ecosystem analysis (JV partners, banca partners, etc.)
• Analyze financial results in the context of key business drivers
• Apply a “So what?” and “Now what?” mindset to drive actionable insights beyond reporting

• Lead the India/China joint venture financial reporting team responsible for monitoring financial performance of India/China JVs and preparing/presenting the financials for these JVs through forecasting, quarter end, Business Plan and Strategic Plan processes

• Attract, develop and retain high-performing talent to support the Global Finance vision of becoming ONE world-class Finance function delivering strong financial discipline and positive business impact to our stakeholders
• Proactively drive talent mobility within different functional areas or geographies to groom future leaders
• Develop credible succession plans for own role and key roles within the team

• Ability to lead a multi-disciplinary, high performing team
• Strong business acumen (life insurance and asset management businesses)
• Strong financial acumen
• Good presentation and interpersonal skills, ability to present to Asia CEO/CFO and Business Unit leadership
• Strong influencing and negotiation skills given collaborative nature of working across Business Units and functional areas
• Strong analytical skill and attention to detail

• 15 years working experience in performance reporting/business analysis/planning with at least 8 years in managerial roles
• Professional designation such as CFA, CPA, actuarial designation

Job Category: Finance

Posting End Date: 14/10/2025

Assistant Financial Planning & Analysis Manager (FP&A)

1 day ago Be among the first 25 applicants

• Partner with department heads to drive the annual budgeting and quarterly forecasting exercise for all business units
• Continuously improve the budgeting/forecasting process to support the delivery of the company’s strategic objectives
• Analyze the monthly management report including profit and loss, cash flow and balance sheet; interpret financial and non-financial data and KPIs to provide deep insights on actual performance vs. budget/forecast
• Research the latest trends, updates, and new economy platform players in the automotive market, and propose benchmarking for business evaluation
• Partner with department heads to provide professional support and advice on business performance monitoring, financial implications of activities, investment evaluation, and cost controls opportunities
• Drive company-level strategic initiatives and push for results through collaboration with functional heads
• Prepare scenario planning or other financial modelling to assist management’s decision-making on potential opportunities or investments
• Support management with insightful storytelling regarding business performance for external stakeholders
• Prepare regular and ad-hoc presentation materials for external stakeholders, e.g. shareholders and Jardines group functions

• Bachelor degree in Finance/Accounting/BBA with CPA qualification
• Minimum 5 years of working experience in Big-4 advisory/corporate finance; or in a retail industry’s FP&A/Corporate Finance team. Experience in the automotive or other consumer retail sectors is highly preferred
• Excellent analytical and quantitative skills and ability to think strategically and laterally
• Confidence and proven ability to interpret financial data and distill key messages to influence management’s decision-making
• Experience in structuring, managing and coordinating cross-functional projects
• Excellent Excel modelling and PowerPoint formatting skills
• Strong research and presentation skills
• A proactive self-starter and problem solver, able to work under pressure and manage multiple projects
• Strong interpersonal, communication and presentation skills in English and Cantonese
• Ability to work well with people at all levels and all functions
• Interest in automotive industry is a plus

• Cross-functional projects to offer a broad understanding of the business
• Senior management interaction and exposure on a regular basis
• Promising career prospect with potential opportunity to develop with Jardines Matheson
• Competitive package with a good bonus scheme
• Work from home policy
• Great company fringe benefits

Competitive remuneration package including a 5-day work week will be offered to the right candidates. Interested parties please click the below "Apply Now" button.

Personal data provided by job applicants will be used strictly in accordance with the employer's personal data policies.

All information received will be kept in strict confidence and only for employment-related purposes.

Zung Fu is an equal opportunity employer. We are committed to creating a diverse and inclusive environment and do not discriminate on the grounds of gender, race, disability, family status, sexual orientation or any other legally protected factors.

Zung Fu is also dedicated to treat each other fairly, impartially and with respect at all times.

Please let us know if you need a special accommodation or disability support service arrangement during the recruitment process at any time.

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Finance
• Industries: Retail Motor Vehicles

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

1 day ago Be among the first 25 applicants

• Partner with department heads to drive the annual budgeting and quarterly forecasting exercise for all business units
• Continuously improve the budgeting/forecasting process to support the delivery of the company’s strategic objectives
• Analyze the monthly management report including profit and loss, cash flow and balance sheet; interpret financial and non-financial data and KPIs to provide deep insights on actual performance vs. budget/forecast
• Research the latest trends, updates, and new economy platform players in the automotive market, and propose benchmarking for business evaluation
• Partner with department heads to provide professional support and advice on business performance monitoring, financial implications of activities, investment evaluation, and cost controls opportunities
• Drive company-level strategic initiatives and push for results through collaboration with functional heads
• Prepare scenario planning or other financial modelling to assist management’s decision-making on potential opportunities or investments
• Support management with insightful storytelling regarding business performance for external stakeholders
• Prepare regular and ad-hoc presentation materials for external stakeholders, e.g. shareholders and Jardines group functions

• Bachelor degree in Finance/Accounting/BBA with CPA qualification
• Minimum 5 years of working experience in Big-4 advisory/corporate finance; or in a retail industry’s FP&A/Corporate Finance team. Experience in the automotive or other consumer retail sectors is highly preferred
• Excellent analytical and quantitative skills and ability to think strategically and laterally
• Confidence and proven ability to interpret financial data and distill key messages to influence management’s decision-making
• Experience in structuring, managing and coordinating cross-functional projects
• Excellent Excel modelling and PowerPoint formatting skills
• Strong research and presentation skills
• A proactive self-starter and problem solver, able to work under pressure and manage multiple projects
• Strong interpersonal, communication and presentation skills in English and Cantonese
• Ability to work well with people at all levels and all functions
• Interest in automotive industry is a plus

• Cross-functional projects to offer a broad understanding of the business
• Senior management interaction and exposure on a regular basis
• Promising career prospect with potential opportunity to develop with Jardines Matheson
• Competitive package with a good bonus scheme
• Work from home policy
• Great company fringe benefits

Competitive remuneration package including a 5-day work week will be offered to the right candidates. Interested parties please click the below "Apply Now" button.

Personal data provided by job applicants will be used strictly in accordance with the employer's personal data policies.

All information received will be kept in strict confidence and only for employment-related purposes.

Zung Fu is an equal opportunity employer. We are committed to creating a diverse and inclusive environment and do not discriminate on the grounds of gender, race, disability, family status, sexual orientation or any other legally protected factors.

Zung Fu is also dedicated to treat each other fairly, impartially and with respect at all times.

Please let us know if you need a special accommodation or disability support service arrangement during the recruitment process at any time.

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Finance
• Industries: Retail Motor Vehicles

Job Responsibilities:

• Perform simulation and analysis on portfolio.
• Prepare the monthly reports to third parties with agreed timeline and high accuracy.
• Update data into systems to ensure records are consistent and up-to-date.
• Regular reporting of portfolio to managements for review and decision making.
• Assist in day-to-day operations and transactions.
• Handle enquiries in a proactive and professional manner.
• Provide support on ad-hoc assignments.

Job Requirements:

• Bachelor's degree holder in Statistics, Mathematics, Actuarial or related discipline.
• 1-2 years of experience in the financial industry (Fresh graduates will be considered).
• Excellent analytical skills and attention to details, strong numerical sense.
• Proficiency with Excel, Visual Basic for Applications (VBA).
• Willingness to learn, adapt and take on new challenges.
• Good command of both spoken & written English and Mandarin.
• Self-motivated with can do attitude and can work independently.

Interested candidates please send us your full resume with current and expected remuneration by email:

Applicants who don't receive a reply within 2 weeks may consider their applications unsuccessful. All submitted data will only be used for recruitment purpose.

Credit Portfolio Monitoring and Analysis:

• Responsible for the overall risk management of the bank's risk asset portfolio, regularly analyzing asset quality, industry concentration, customer risk ratings, and other indicators.
• Monitor overdue loans, non-performing loans, and early warning signals; develop risk mitigation measures and optimize asset structure.
• Identify potential risk points through data analysis and propose recommendations for adjusting risk control policies or customer strategies.

Data Modeling and Analysis:

• Utilize data analysis tools (such as SQL, Python, R, SAS, Excel, etc.) to conduct business data mining, modeling, and trend forecasting.
• Develop and optimize risk rating models, scoring cards, stress testing models, etc., to support risk control decisions.
• Regularly generate asset portfolio reports, providing data support and decision-making advice to management.

Policy and Process Optimization:

• Participate in the formulation and optimization of risk management policies, credit granting standards, and processes to ensure compliance with regulatory requirements and the bank's risk control objectives.
• Track industry trends and changes in regulatory policies, and adjust portfolio management strategies in a timely manner.

Cross-Departmental Collaboration:

• Collaborate with business departments, risk control teams, the finance department, etc., to promote the improvement of risk asset quality and the steady development of business.
• Assist in internal and external audits and regulatory inspections to ensure credit management compliance.

Qualifications:

• Bachelor's degree or above, preferably in finance, economics, mathematics, statistics, computer science, or related fields.
• 5+ years of experience in risk management and data analysis in a bank or financial institution, with familiarity with the entire credit business process.
• Experience in risk asset portfolio management or credit risk modeling is preferred.
• Data Analysis Skills: Proficient in at least one data analysis tool such as SQL, Python, R, or SAS.
• Financial Knowledge: Familiar with bank credit products, risk management frameworks, and regulatory requirements (e.g. Basel Accords).
• Tool Proficiency: Proficient in using Excel (VBA, pivot tables, etc.), Power BI/Tableau, and other visualization tools.
• Reporting Skills: Ability to independently compile analytical reports, clearly presenting data insights.
• Strong logical thinking, attention to detail, and excellent risk awareness and problem-solving skills.
• Possession of FRM, CFA, CPA, or other finance or risk management-related certifications.
• Experience in big data risk control or the application of AI in credit risk management

Interested candidates, please send your detailed resume with contact telephone number, earliest availability date, current and expected salary via "Apply Now".

Personal information collected is strictly for recruitment purpose only.

Credit Portfolio Monitoring and Analysis:

• Responsible for the overall risk management of the bank's risk asset portfolio, regularly analyzing asset quality, industry concentration, customer risk ratings, and other indicators.
• Monitor overdue loans, non-performing loans, and early warning signals; develop risk mitigation measures and optimize asset structure.
• Identify potential risk points through data analysis and propose recommendations for adjusting risk control policies or customer strategies.

Data Modeling and Analysis:

• Utilize data analysis tools (such as SQL, Python, R, SAS, Excel, etc.) to conduct business data mining, modeling, and trend forecasting.
• Develop and optimize risk rating models, scoring cards, stress testing models, etc., to support risk control decisions.
• Regularly generate asset portfolio reports, providing data support and decision-making advice to management.

Policy and Process Optimization:

• Participate in the formulation and optimization of risk management policies, credit granting standards, and processes to ensure compliance with regulatory requirements and the bank's risk control objectives.
• Track industry trends and changes in regulatory policies, and adjust portfolio management strategies in a timely manner.

Cross-Departmental Collaboration:

• Collaborate with business departments, risk control teams, the finance department, etc., to promote the improvement of risk asset quality and the steady development of business.
• Assist in internal and external audits and regulatory inspections to ensure credit management compliance.

Qualifications:

• Bachelor's degree or above, preferably in finance, economics, mathematics, statistics, computer science, or related fields.
• 5+ years of experience in risk management and data analysis in a bank or financial institution, with familiarity with the entire credit business process.
• Experience in risk asset portfolio management or credit risk modeling is preferred.
• Data Analysis Skills: Proficient in at least one data analysis tool such as SQL, Python, R, or SAS.
• Financial Knowledge: Familiar with bank credit products, risk management frameworks, and regulatory requirements (e.g. Basel Accords).
• Tool Proficiency: Proficient in using Excel (VBA, pivot tables, etc.), Power BI/Tableau, and other visualization tools.
• Reporting Skills: Ability to independently compile analytical reports, clearly presenting data insights.
• Strong logical thinking, attention to detail, and excellent risk awareness and problem-solving skills.
• Possession of FRM, CFA, CPA, or other finance or risk management-related certifications.
• Experience in big data risk control or the application of AI in credit risk management

Interested candidates, please send your detailed resume with contact telephone number, earliest availability date, current and expected salary via "Apply Now".

Personal information collected is strictly for recruitment purpose only.