225 Healthcare Finance jobs in Hong Kong

—— Brian Chesky, Co-Founder, CEO, Airbnb

Job Highlights

• Analyze individual asset allocation and corporate operation, provide professional services and resources

• Flexible and autonomous, fair and fast promotion, continuous quality training

• High income (HK 51K+ month), bonus (23.5%), various benefits and rewards (e.g. overseas meetings, private concerts)

About Challenge Family and Team Culture

• With the motto of "Elite teams being detail-oriented", Challenge Family has been honored with the "Highest No. and Percentage of MDRT Members", a prestigious award in the industry, for 17 consecutive years. In 2024, we ranked No. 1 in Growth Rate among Hong Kong's top 7 Premier Grand Districts, solidifying our position as a key contributor to AIA's MDRT glory.

• The Family is experienced in equipping college students (eg. LSE, UCL, UOM, Warwick, UCLA, NYU, UT) to quickly excel in workplace and assist professionals from different fields to succeed.

• By decades of tailored apprenticeship training, Family members qualify MDRT, which represents Top 1% Wealth Management Managers worldwide, within a short period of time.

• In 2018, the Team won the Distinguished Manager Award (DMA) as the 1st Unit in AIA Group International. Members were invited to meet the Chief Officers and pioneering districts in Malaysia.

• Teammates have backgrounds and working experience in finance, law, humanities, social sciences industries.

Job Descriptions

• Comprehensively analyze one's investment, tax, retirement, insurance and inheritance

• Formulate wealth management strategies, connect with financial and healthcare institutions

• Acquire updated financial knowledge, daily news, market information and social media operations

• Establish professionalism and qualification (e.g. group medical, employee benefits; MDRT, CFP)

• Participate in team management e.g. managers' meetings, development plans

Job Benefits

• Monthly income HK 51K+, high bonus, passive income, trips, meetings, additional benefits

• Flexible working hours and routine, fair and transparent career path

• Meet experts from various industries in person (e.g. ibanks, medical groups, legal and business institutes)

• Personalized career-oriented training, access to management grading

• Industry-leading work model with latest market experience and info provided

About AIA

• AIA has the highest no. of MDRT Members around the globe for 11 consecutive years, and winning No. 1 in Hong Kong for 23 years. It indicates that our platform and the expertise of financial advisors are world-class. Market potential and career opportunities are enormous

• AIA specializes in savings, investment, annuities, critical illness and life insurance to meet the needs of wealth management and health protection for individuals, as well as employee benefits, credit insurance and retirement schemes for corporates

• AIA is making a significantly positive impact in the community. It has ranked Top 10 "Companies That Change the World" by the magazine "Fortune" in 2022, which reflects one's social impact, operational excellence, and industry-leading innovation.

Why Join Us

• Autonomy & Opportunity: More flexible time and capacity compared with banks, securities and other financial jobs. More pay for more work. Freedom to build teams, develop a lifelong career, and become an entrepreneur with a brand name

• Holistic Development: We value our colleagues' work-life balance, support their family planning, and organize a series of leisure activities and overseas meetings

• Thriving market: Demographic changes and economic development have created a new demand for wealth management. In the next 10 years, Hong Kong and Mainland will experience a huge wave of retirement. A comprehensive planning for protection and asset management brings important values for millions of people. In 2024, Mainland visitors contributed RMB billion in New Premiums across 225,389 policies.

• Governance support: Since 2019, the government has implemented numerous policies regarding healthcare, deferred annuity and MPF, which are raising public awareness of financial management. After the pandemic, high-net-worth and household clients are more concerned about their own wealth and health. Service Centres in Greater Bay Area also facilitate strong development of the Wealth Management industry

Job Requirements

• Bachelor Degree or above (Overseas and Local Universities are welcomed)

• Hong Kong Permanent Resident, IANG / TTPS / QMAS Visa Holders

• Self-motivated, independent and conscientious, interested in financial planning

• Good command of Chinese (Cantonese/Putonghua) and English

• Banking / Finance / Marketing experience is an advantage

What would it be like working in financial planning industry? What are the market opportunities? How is the team and any successful stories? To know more, please visit us on

Linkedin:

Website:

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WeChat: CableLai

Job Responsibilities:

● Review and establish the policies and procedures in respect of liquidity risk and interest rate risk monitoring in compliance with the guidelines of HKMA Supervisory Policy Manual;

● Assist in the formulation of asset and liability management system for assessing the liquidity risk management and interest rate risk management as well as ALM optimization of the bank in relation to its overall risk profile in accordance with the requirements of Basel III.

Job Requirements:

● Bachelor's degree in Accounting, Finance, Risk Management, or related disciplines;

● At least 5 years banking experience in asset and liability management, liquidity / interest rate risk management for banking book;

● Professional qualification in CFA / FRM is preferred;

● Substantial knowledge in Basel III IRRBB or Basel III LCR / NSFR and relevant HKMA regulatory requirements (familiar with HKMA SPM such as LM-1, LM-2, IR-1) is essential;

● Strong analytical and report-writing skills;

● Proven analytical skills in forecasting and modeling, independent and possession of good problem-solving ability;

● Excellent communication and interpersonal skills, with the ability to work effectively in a team environment and interact with senior management;

● Conversant with Chinese word processing and MS Office Suite;

● Knowledge in SAS / ALM system and Moody's application is highly preferable;

● Proficient in both spoken and written English and Chinese, fluent in Putonghua is preferable;

● Candidate with less experience will be considered as Assistant Financial Management Manager.

Interested parties please send your full resume with present and expected salary, and quoting reference number to Talent Acquisition Division by clicking "Apply Now". For details, please visit and refer to the page "Join Us".

We are an Equal Opportunities Employer. Data collected would be used for recruitment purposes only. Applicants who do not hear from us within 8 weeks may consider their applications unsuccessful and their data will be destroyed within 12 months of receipt.

Financial Management Manager (Capital Management) (Ref no: FMMCM-ALAI)

Responsibilities:

• Regular review on capital planning and management policy, methodology and procedures;
• Perform short term and/or long term projection and related capital plan, issuance and redemption of capital instruments;
• Support ALCO and other committees and monitor capital related ratios, analyze trends and variances;
• Lead ICAAP process relating to capital planning & management and different kinds of stress testing on capital;
• Support implementation of evolving regulatory requirement on capital;
• Participate in capital planning, respective capital projections and stress testing;
• Participate in ongoing maintenance of recovery plan;
• Prepare capital management reporting for parent company;
• Perform ad hoc projects and assignments in relation to capital such as new product assessment, benchmarking review, preparation of presentation materials for senior management;
• Participate in UAT and system development projects;
• Assist in ad hoc sensitivity and scenario analysis to support the team or senior management.

Requirements:

• Bachelor's degree in Accounting, Finance, Risk Management, or related disciplines; preferably with professional qualification in CFA / FRM;
• At least 5 years of experience in capital management, preferably in banking, finance or audit;
• Knowledge of accounting principles, bank's accounting policies & procedures;
• Knowledge of stress testing and treasury operation would be an advantage;
• Good understanding of Banking (Capital) Rules, SPMs and Basel requirements in relation to capital management as well as recovery and resolution planning.

Financial Management Manager (Capital Management) (Ref no: FMMCM-ALAI)

Responsibilities:

• Regular review on capital planning and management policy, methodology and procedures;
• Perform short term and/or long term projection and related capital plan, issuance and redemption of capital instruments;
• Support ALCO and other committees and monitor capital related ratios, analyze trends and variances;
• Lead ICAAP process relating to capital planning & management and different kinds of stress testing on capital;
• Support implementation of evolving regulatory requirement on capital;
• Participate in capital planning, respective capital projections and stress testing;
• Participate in ongoing maintenance of recovery plan;
• Prepare capital management reporting for parent company;
• Perform ad hoc projects and assignments in relation to capital such as new product assessment, benchmarking review, preparation of presentation materials for senior management;
• Participate in UAT and system development projects;
• Assist in ad hoc sensitivity and scenario analysis to support the team or senior management.

Requirements:

• Bachelor's degree in Accounting, Finance, Risk Management, or related disciplines; preferably with professional qualification in CFA / FRM;
• At least 5 years of experience in capital management, preferably in banking, finance or audit;
• Knowledge of accounting principles, bank's accounting policies & procedures;
• Knowledge of stress testing and treasury operation would be an advantage;
• Good understanding of Banking (Capital) Rules, SPMs and Basel requirements in relation to capital management as well as recovery and resolution planning.

Financial Management Manager - Asset & Liability Management (Ref no: FMMALM-ALAI)

Responsibilities:

• Review and establish the policies and procedures in respect of liquidity risk and interest rate risk monitoring in compliance with the guidelines of HKMA Supervisory Policy Manual;
• Assist in the formulation of asset and liability management system for assessing the liquidity risk management and interest rate risk management as well as ALM optimization of the bank in relation to its overall risk profile in accordance with the requirements of Basel III.

Requirements:

• Bachelor's degree in Accounting, Finance, Risk Management, or related disciplines;
• At least 5 years banking experience in asset and liability management, liquidity / interest rate risk management for banking book;
• Professional qualification in CFA / FRM is preferred;
• Substantial knowledge in Basel III IRRBB or Basel III LCR / NSFR and relevant HKMA regulatory requirements (familiar with HKMA SPM such as LM-1, LM-2, IR-1) is essential;
• Strong analytical and report-writing skills;
• Proven analytical skills in forecasting and modeling, independent and possession of good problem-solving ability;
• Excellent communication and interpersonal skills, with the ability to work effectively in a team environment and interact with senior management;
• Conversant with Chinese word processing and MS Office Suite;
• Knowledge in SAS / ALM system and Moody's application is highly preferable;
• Proficient in both spoken and written English and Chinese, fluent in Putonghua is preferable;
• Candidate with less experience will be considered as Assistant Financial Management Manager.

Job Responsibilities:

• Responsible for the formulation and implementation of policies and systems related to asset and liability management;
• Formulate business development plans and annual business plans, prepare business budgets, formulate assessment measures, promote the implementation and execution of business plans and budget assessment, optimize the structure of assets and liabilities, and maintain a dynamic balance of resource allocation;
• Carry out asset liability management and comprehensive operation analysis on a monthly basis, organize ALCO meetings and operation analysis meetings.

Job Requirements:

• Bachelor's degree in related disciplines;

• Minimum 5 years of banking experience. Be familiar with commercial bank asset and liability allocation, budgeting and planning, operating analysis, etc;

• Strong data analysis and report writing skills;

• Excellent problem-solving ability, and able to work independently under pressure;
• Demonstrated sense of responsibility, execution capability, teamwork spirit, proactive and innovative mindset;
• Proficiency in both written and spoken English, Chinese and Putonghua.

Interested parties please send your full resume with present and expected salary, and quoting reference number to Talent Acquisition Division by clicking "Apply Now". For details, please visit and refer to the page "Join Us".

We are an Equal Opportunities Employer. Data collected would be used for recruitment purposes only. Applicants who do not hear from us within 8 weeks may consider their applications unsuccessful and their data will be destroyed within 12 months of receipt.

Responsibilities

• Configure and implement fund transfer pricing (FTP) framework to centralize interest rate and liquidity risk in the funding pool and to orient the asset-liability strategy. Support profitability measurement based on customer-segment and product dimension.
• Implement a robust management reporting framework for daily monitoring bank business and NII trends.
• Collaborate with risk team to support interest rate and liquidity risk measurement platform.
• Keep abreast of business and system change in the bank's banking book and trading book. Ensure data integrity in asset and liability management (ALM) system.
• Utilize next-gen technology to streamline the workflow and to facilitate financial planning and analysis.

Requirements

• University degree in related discipline, with recognized professional qualification an advantage
• Good understanding of bank business and products
• Experience or knowledge in either project management, UAT, requirement writing, accounting, data management or ALM / financial management system is an advantage
• Knowledge of MS Office, SQL, IBM TM1 or simple coding is a plus.
• Good command of spoken and written English, Chinese and Mandarin

Job Responsibilities:

● Review and establish the policies and procedures in respect of liquidity risk and interest rate risk monitoring in compliance with the guidelines of HKMA Supervisory Policy Manual;

● Assist in the formulation of asset and liability management system for assessing the liquidity risk management and interest rate risk management as well as ALM optimization of the bank in relation to its overall risk profile in accordance with the requirements of Basel III.

Job Requirements:

● Bachelor's degree in Accounting, Finance, Risk Management, or related disciplines;

● At least 5 years banking experience in asset and liability management, liquidity / interest rate risk management for banking book;

● Professional qualification in CFA / FRM is preferred;

● Substantial knowledge in Basel III IRRBB or Basel III LCR / NSFR and relevant HKMA regulatory requirements (familiar with HKMA SPM such as LM-1, LM-2, IR-1) is essential;

● Strong analytical and report-writing skills;

● Proven analytical skills in forecasting and modeling, independent and possession of good problem-solving ability;

● Excellent communication and interpersonal skills, with the ability to work effectively in a team environment and interact with senior management;

● Conversant with Chinese word processing and MS Office Suite;

● Knowledge in SAS / ALM system and Moody's application is highly preferable;

● Proficient in both spoken and written English and Chinese, fluent in Putonghua is preferable;

● Candidate with less experience will be considered as Assistant Financial Management Manager.

Interested parties please send your full resume with present and expected salary, and quoting reference number to Talent Acquisition Division by clicking "Apply Now". For details, please visit and refer to the page "Join Us".

We are an Equal Opportunities Employer. Data collected would be used for recruitment purposes only. Applicants who do not hear from us within 8 weeks may consider their applications unsuccessful and their data will be destroyed within 12 months of receipt.

Join PI: Shape Wealth, Build Your Future

PI is a top consulting firm specializing in global wealth management. Our core services cover EAM (private bank), fund investment, insurance, real estate, plus corporate services and family consulting (global immigration & education planning).

We're hiring go-getters passionate about wealth management. Here's what you'll do:

• Manage EAM client portfolios: handle pre-sales consulting, follow-ups, and post-sales support for financial products.
• Support backend operations: master financial product details and assist in designing tailored wealth solutions.
• Drive marketing: lead online digital initiatives and offline activities (seminars, networking) to expand client base.
• Deliver professional services: provide corporate support (HK business setup) and family consulting (immigration & education).
• Grow fast: access comprehensive EAM training, overseas courses, and collaboration with world-class private banks.

We Offer:

• Fast-track promotion: potential to reach management in 1 year.
• Competitive benefits: medical insurance, MPF/ORSO, and Savings-related Share Option Scheme.
• Dynamic environment: foster innovation and professional growth.

You Need:

• Bachelor's degree (fresh graduates & Mainland applicants welcome).
• Strong communication skills.
• Ambitious mindset to overcome challenges.

Join us to impact clients' financial futures. Ready to level up your career? Apply now