269 Investment jobs in Hong Kong

Investment Consultant

OCBC

Posted 3 days ago

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Who We Are

As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.

Who We Are

As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.

Today, we’re on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia’s leading financial services partner for a sustainable future.

We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career.

Your Opportunity Starts Here.

This is the broad job description of the job profile. Definitive job description should be reviewed and discussed between you and your manager. Investment Banking Product Specialist Why Join As an Investment Banking Product Specialist at OCBC, you'll be at the forefront of shaping the bank's investment banking products and services. You'll work closely with clients to understand their needs and develop innovative solutions to help them achieve their financial goals. This is a unique opportunity to build a rewarding career in a dynamic and fast-paced environment. How you succeed To succeed in this role, you'll need to stay ahead of the curve in terms of market trends and regulatory requirements. You'll work closely with cross-functional teams to design and launch new products, and continuously monitor and improve existing ones. Your ability to think strategically, collaborate effectively, and communicate complex ideas simply will be key to your success. What you do - Develop and maintain a deep understanding of the investment banking market, including trends, competitors, and regulatory requirements - Collaborate with cross-functional teams to design and launch new products and services - Work closely with clients to understand their needs and develop tailored solutions - Conduct market research and analysis to identify opportunities for growth and improvement - Develop and maintain product documentation, including product guides and marketing materials Who you are - A degree in finance, economics, or a related field, with at least 3 years of experience in investment banking or a related field - Strong knowledge of investment banking products and services, including equity and debt capital markets, M&A, and restructuring - Excellent analytical and problem-solving skills, with the ability to think strategically and creatively - Strong communication and interpersonal skills, with the ability to work effectively with clients and cross-functional teams - A proactive and adaptable approach, with a strong focus on delivering results in a fast-paced environment Who we are As Singapore's longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires. Today, we're on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia's leading financial services partner for a sustainable future. We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career. Your Opportunity Starts Here. What we offer Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Equal opportunity. Fair employment. Selection based on ability and fit with our culture and values. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.

What We Offer

Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.

Seniority level
  • Seniority level Mid-Senior level
Employment type
  • Employment type Full-time
Job function
  • Job function Finance and Sales
  • Industries Banking

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Wealth Management - Institutional Wealth Advisor Mizuho | Greenhill - 2025 / 2026 Off-Cycle Internship - Private Capital Advisory (Hong Kong) Investment Counsellor – Global Private Banking Investment Counsellor - Global Private Banking Investment Counsellor - Global Private Banking 2025 Wealth Management Full Time (Fresh Grad & IANG are Welcomed) Graduate Trainee - Buy-Side | Westernized Working Culture Wealth Manager/ Financial Planner/ High Netwoth Advisor

Wan Chai District, Hong Kong SAR 4 weeks ago

Kowloon City District, Hong Kong SAR 2 weeks ago

Analyst / Associate (Energy, Power, Chemicals and Infrastructure), Investment Banking, Hong Kong / Singapore Private Bank Relationship Manager- Wealth Management (Hong Kong)

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Investment Manager

Michael Page

Posted 10 days ago

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Job Description

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About Our Client

A prestigious multi-family office headquartered in Hong Kong is expanding its global footprint through the acquisition of a new overseas business. To support this growth, we are building a high-caliber investment team to drive strategic initiatives, evaluate opportunities, and manage cross-border investments.

Job Description
  • Conduct in-depth financial analysis and valuation of potential investment opportunities
  • Build and maintain complex financial models to support investment decisions
  • Support due diligence processes and deal execution for cross-border transactions
  • Collaborate with internal stakeholders and external advisors across multiple jurisdictions
  • Monitor portfolio performance and provide strategic recommendations
  • Prepare investment memos and presentations for senior management and family principals
The Successful Applicant
  • Bachelor's degree or above in Finance, Accounting, Economics, or a related field
  • 3-8 years of experience in corporate finance, investment banking, private equity, or a similar field
  • Strong financial modeling and analytical skills
  • Excellent command of both written and spoken Chinese and English
  • Proven ability to work independently in a fast-paced, international environment
  • Willingness and ability to travel frequently for business
What's on Offer
  • Permanent position with opportunities for career growth
  • Exposure to strategic investment projects globally
  • Collaborative and professional work environment in Hong Kong
  • Comprehensive training and development programs

If you are ready to advance your career as a Prince Group Investment Manager in Hong Kong, we encourage you to apply today!

Contact: Aiko Zhang

Quote job ref: JN-072025-6791761

Seniority level
  • Mid-Senior level
Employment type
  • Full-time
Job function
  • Finance and Consulting
Industries
  • Financial Services, Accounting, and Banking
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Investment Assistant

Sun Hung Kai Properties Limited

Posted 10 days ago

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Job Description

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  • Bachelor's degree in accounting, finance or related disciplines
  • 1-2 years' working experience
  • Proven English proficiency and fluent Putonghua
  • Familiar with PC software e.g. MS Word, Excel, PowerPoint & Chinese Word Processing
  • Good working attitude, strong communications skills and able to work under pressure
  • CPA or CFA candidate is an advantage

Responsibilities

  • Perform general secretarial and administrative support to the manager
  • Conduct in-depth research on global leading companies, in particular property & tech sector
  • Maintain database on companies & industries

(Candidates with more experience will be considered for Assistant Investment Analyst.)

Seniority level
  • Seniority level Entry level
Employment type
  • Employment type Full-time
Job function
  • Job function Accounting/Auditing, Finance, and Research
  • Industries Real Estate, Leasing Non-residential Real Estate, and Investment Management

Referrals increase your chances of interviewing at Sun Hung Kai Properties Limited by 2x

Sign in to set job alerts for “Investment Assistant” roles. Analyst, Private Equity Asia, Funds and Secondaries

Central & Western District, Hong Kong SAR 4 days ago

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Central & Western District, Hong Kong SAR 1 week ago

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Investment Counsellor

EFG International

Posted 10 days ago

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  • Provides investment ideas to CROs in North Asia and private clients of tagged accounts with an emphasis on asset allocation. Products coverage includes Equities, Fixed Income, FX, Funds, DPM, Alternatives and Structured solutions. Participates in client calls and meetings with the marketing team or CROs. Coordinates and executes sales campaign when required.
  • Partner with CRO to acquire new accounts /AUM and attempt to increase the share of wallets with clients
  • Prepares quality and user friendly investment materials to augment CROs’ marketing efforts.
  • Execute order for clients on trades advised
  • Holds regular investment meetings with CROs and educates them on the latest developments on global financial markets, originate investment ideas and investment themes.
  • Interacts and effectively manage relationship with various internal stakeholders and external counterparties. Coaches and supports the frontline effort in exploring business opportunities.
  • Keeps the team up-to-date on new market trends and latest development of investment products. Facilitates the implementation of new product ideas in terms of due diligence, operational logistics, documentation and presentation.
  • Support in-house Marketing campaign and new product launched by EFGAM
  • Complete all mandatory trainings as required by Compliance Department and Continuous professional training(CPT)/ Ongoing professional training (OPT) as required by Professional bodies from time to time.
  • Adheres to all applicable legislation, including relevant parts of the HKMA / SFC Code and Guidelines. Adheres to all relevant internal guidelines and procedures.

Job Description

Main Duties & Responsibilities

  • Provides investment ideas to CROs in North Asia and private clients of tagged accounts with an emphasis on asset allocation. Products coverage includes Equities, Fixed Income, FX, Funds, DPM, Alternatives and Structured solutions. Participates in client calls and meetings with the marketing team or CROs. Coordinates and executes sales campaign when required.
  • Partner with CRO to acquire new accounts /AUM and attempt to increase the share of wallets with clients
  • Prepares quality and user friendly investment materials to augment CROs’ marketing efforts.
  • Execute order for clients on trades advised
  • Holds regular investment meetings with CROs and educates them on the latest developments on global financial markets, originate investment ideas and investment themes.
  • Interacts and effectively manage relationship with various internal stakeholders and external counterparties. Coaches and supports the frontline effort in exploring business opportunities.
  • Keeps the team up-to-date on new market trends and latest development of investment products. Facilitates the implementation of new product ideas in terms of due diligence, operational logistics, documentation and presentation.
  • Support in-house Marketing campaign and new product launched by EFGAM
  • Complete all mandatory trainings as required by Compliance Department and Continuous professional training(CPT)/ Ongoing professional training (OPT) as required by Professional bodies from time to time.
  • Adheres to all applicable legislation, including relevant parts of the HKMA / SFC Code and Guidelines. Adheres to all relevant internal guidelines and procedures.

Qualifications Requirements

  • University degree with professional qualifications such as CFA or CPWP preferred
  • Minimum of six years’ experience in investment advisory function of PB or minimum of ten years’ experience in product advisory function cross asset classes
  • Proficiency in English, Mandarin, and Cantonese

Preferred Skills

  • Demonstration of market knowledge and advisory skills
  • Diversified product knowledge for multiple asset classes within a portfolio context
  • Strong self-motivation with good communication and interpersonal skills
  • Strong mind-set of risk management
Seniority level
  • Seniority level Mid-Senior level
Employment type
  • Employment type Full-time
Job function
  • Job function Finance and Sales
  • Industries Banking

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Investment Counsellor - Private Banking Department Alternative Investment Specialist - Alts. Investment Firm

Central & Western District, Hong Kong SAR
HK$1,200,000.00
-
HK$1,800,000.00
3 days ago

Investment Counsellor Analyst - Global Private Banking Head of Investment (≤1M, Start-up, Chinese Based, SFC Licensed Corp 4 & 9) 2025 Commercial & Investment Bank - Markets Program - Inside the Industry Case Challenge - Hong Kong Investment Analyst (Crypto & Blockchain Only) Commercial & Investment Bank Events - Analyst 2025 Commercial & Investment Bank - Investment Banking Program - Inside the Industry Case Challenge - Hong Kong Investment Counsellor Associate - Global Private Banking Investment Counsellor - Global Private Banking

Central & Western District, Hong Kong SAR 1 week ago

Deputy Manager, Investment Consultant, Private Banking Wealth Manager / Financial Planner / High Net-Worth Advisor (Graduate Program) Wealth Management Trainee / Financial Consultant Senior Manager, Private Asset (Investment)

Kowloon City District, Hong Kong SAR 1 week ago

Debt Securities Investment & Trading Professional Assistant Manager – Investment Operations Senior Investment Analyst / Assistant Manager | Capital Markets & Investment Services

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Manager, Investment

Prudential Hong Kong

Posted 10 days ago

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Job Description

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Prudential’s purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and we support our people’s career ambitions. We pledge to make Prudential a place where you can Connect, Grow, and Succeed.

This role is to support implementation of investment strategy in private assets that are not publicly traded, including identifying, evaluating, monitoring, structuring the private investing platform to drive investment strategy and long-term return.

Job Descriptions

  • Conduct research & analysis, investment search, review & plan deployment pipeline, and perform due diligence on potential alternative investment opportunities.
  • Develop overall alternative platform in key private market segments and optimize investment portfolio to deliver long-term return
  • Ongoing portfolio monitoring, assess and manage risks associated with alternative investments and main life funds.
  • Lead assigned initiatives and projects in the private markets, ensuring timely execution, clear communication of project status, timeline, and next steps.
  • Support implementation of alternative investment strategy, manager/GP due diligence, performance monitoring, facilitate alternatives related reporting and cross function cooperation.


Job Requirements

  • University degree in Finance or related discipline.
  • 5 years investment experience related to investments in private and alternative space.
  • Self-driven, open minded, and fast learner
  • Team player and strong stakeholder management skills
  • Good communication skills with ability to collaborate with stakeholders
  • Project management skills with ability to multitask and meet deadline
  • Experience in private and alternative assets
  • ESG/responsible investment experience is a plus


Prudential is an equal opportunity employer. We provide equality of opportunity of benefits for all who apply and who perform work for our organisation irrespective of sex, race, age, ethnic origin, educational, social and cultural background, marital status, pregnancy and maternity, religion or belief, disability or part-time / fixed-term work, or any other status protected by applicable law. We encourage the same standards from our recruitment and third-party suppliers taking into account the context of grade, job and location. We also allow for reasonable adjustments to support people with individual physical or mental health requirements.

Seniority level
  • Seniority level Mid-Senior level
Employment type
  • Employment type Full-time
Job function
  • Job function Finance and Sales

Referrals increase your chances of interviewing at Prudential Hong Kong by 2x

Get notified about new Investment Manager jobs in Hong Kong, Hong Kong SAR .

Director of Investments – Single Family Office Web3 Venture Capital Investment Analyst / Associate (Open to private equity, research or investment banking experience, web3 working experience not required) Global Banking - Investment Banking Analyst Investment and Asset Management Senior / Manager

Shenzhen, Guangdong, China
CN¥9,000.00
-
CN¥8,000.00
1 year ago

Shenzhen, Guangdong, China
CN 0,000.00
-
CN 0,000.00
1 year ago

Investment Counselor - Global Private Banking Investment Analyst (Crypto & Blockchain Only) Private Wealth Management Asia, Relationship Manager, Greater China Team Investment Counsellor - Private Banking Department

Shenzhen, Guangdong, China CN 0,000 - CN 5,000 1 year ago

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Investment Director

One Arrow Consulting Group

Posted 10 days ago

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Job Description

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The client is a private equity investment firm headquartered in Hong Kong, backed by strong market-oriented capital. To further expand their investment strategy, they plan to establish a new M&A fund that will concentrate on control buyouts in Greater China and select overseas markets, covering key industries such as advanced manufacturing, consumer goods, technology, and industrial services.

Now they are seeking a highly experienced director-level talent (Director / Executive Director) to help drive the establishment, investment execution, and post-investment management of the new fund.

Responsibilities

Focus on control buyout transactions led by private equity funds, encompassing the entire transaction process, industry deepening, post-investment management, and team building:

Design of Control Buyout Transaction Process

  • As a core member of the fund team, lead or participate deeply in the entire transaction process of control buyout (Buyout / LBO) projects, including:
  • Market/industry research and identification of investment opportunities
  • Financial modeling and valuation analysis
  • Independently writing and presenting investment decision materials, including business logic, transaction structure, financial forecasts, and exit strategies
  • Management of due diligence and negotiation of transaction terms
  • Coordination of transaction closing and post-investment takeover

Platform Investment and Portfolio Management :

  • Support the construction of platform acquisition strategies (Platform + Bolt-on), plan industry integration paths, and clarify sources of synergy value:
  • Collaborate with management teams to drive value creation plans, including operational optimization, profitability enhancement, organizational restructuring, and financial standardization
  • Assist in formulating exit strategies (such as strategic sales, secondary market exits, IPOs, etc.), controlling timing and transaction windows
  • Regularly track the operational and financial performance of portfolio companies, reporting to fund management and LPs

Investment Strategy and Industry Research :

  • Collaborate with partners to establish fund investment strategies, focusing on manufacturing, consumer, technology, and industrial services:
  • Deepen understanding of target industry ecosystems and establish convertible investment databases and BD networks
  • Build segmented industry analysis models, tracking mechanisms for leading companies, and transaction pipeline management systems

Requirements

  • Bachelor's degree or higher, preferably in finance, accounting, engineering, law, etc.; MBA or relevant postgraduate degree is a plus
  • At least 8-12 years of M&A experience in domestic or international private equity funds or investment banking; minority equity investments or non-control M&A may not be suitable for this position
  • Experience leading control transactions or leveraged buyout (LBO) projects, with practical experience in structure design and post-investment management
  • Familiarity with Cayman/Hong Kong fund structures, investment committee processes, fund compliance, valuation, and operational processes is preferred
  • Strategic industry perspective with deep insights into manufacturing, industrial technology, and consumer goods
  • Ability to independently build financial models (including LBO models, post-integration financial forecasts, Exit Case modeling)
  • Strong commercial logic and strategic judgment, capable of linking transactions with industry landscape analysis
  • Proficient in both written and spoken English and Chinese
  • Experience in fundraising or LP communication (e.g., participating in PPM writing, Q&A, roadshows) is preferred
Seniority level
  • Seniority level Director
Employment type
  • Employment type Full-time
Job function
  • Job function Finance

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Get notified about new Investment Director jobs in Hong Kong, Hong Kong SAR .

Associate Director, Startup Investment, Venture Capital, 1.2-1.5M +B Fixed Income Investment Director – Asset Management SVP, Corporate Banking - Mainland Corporates Director, Equity Portfolio Manager, Asset Management Managing Director / General Manager / Group Business Advisor (CEO Office) Director of Bitcoin Treasury Strategy (Trading & Investments) Director / Senior Director | Capital Markets & Investment Services | Hong Kong Director, Technology Investment, CLSA Capital Partners Executive Director, Equity Order Management Systems Treasury Management Director (Front Office) Managing Director- Corporate, Financial & Technology Communications Consultancy (HONG KONG) Account Director - Corporate, Sustainabilty, and Financial Communications Consultancy ( HONG KONG ) Head of Operations and Development - Hang Seng Investment Management Limited (HK) HSBC Premier Elite Director - Wealth and Personal Banking

Central & Western District, Hong Kong SAR 4 days ago

Director, Process & Change Delivery, Private Banking Associate Director, Operations, Wealth Management, Operations Sales Director, Financial Institutions (Hong Kong & Asia)

Central & Western District, Hong Kong SAR 5 days ago

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Investment Manager

Hong Kong, Hong Kong Michael Page

Posted 1 day ago

Job Viewed

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Job Description

Join to apply for the Investment Manager role at Michael Page .

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About Our Client

A prestigious multi-family office headquartered in Hong Kong is expanding its global footprint through the acquisition of a new overseas business. To support this growth, we are building a high-caliber investment team to drive strategic initiatives, evaluate opportunities, and manage cross-border investments.

Job Description
  • Conduct in-depth financial analysis and valuation of potential investment opportunities
  • Build and maintain complex financial models to support investment decisions
  • Support due diligence processes and deal execution for cross-border transactions
  • Collaborate with internal stakeholders and external advisors across multiple jurisdictions
  • Monitor portfolio performance and provide strategic recommendations
  • Prepare investment memos and presentations for senior management and family principals
The Successful Applicant
  • Bachelor's degree or above in Finance, Accounting, Economics, or a related field
  • 3-8 years of experience in corporate finance, investment banking, private equity, or a similar field
  • Strong financial modeling and analytical skills
  • Excellent command of both written and spoken Chinese and English
  • Proven ability to work independently in a fast-paced, international environment
  • Willingness and ability to travel frequently for business
What's on Offer
  • Permanent position with opportunities for career growth
  • Exposure to strategic investment projects globally
  • Collaborative and professional work environment in Hong Kong
  • Comprehensive training and development programs

If you are ready to advance your career as a Prince Group Investment Manager in Hong Kong, we encourage you to apply today!

Contact: Aiko Zhang

Quote job ref: JN-072025-6791761

Seniority level
  • Mid-Senior level
Employment type
  • Full-time
Job function
  • Finance and Consulting
Industries
  • Financial Services, Accounting, and Banking
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This advertiser has chosen not to accept applicants from your region.
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Manager, Investment

Hong Kong, Hong Kong Prudential Hong Kong

Posted 1 day ago

Job Viewed

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Job Description

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Join to apply for the Manager, Investment role at Prudential Hong Kong

Get AI-powered advice on this job and more exclusive features.

Prudential’s purpose is to be partners for every life and protectors for every future. Our purpose encourages everything we do by creating a culture in which diversity is celebrated and inclusion assured, for our people, customers, and partners. We provide a platform for our people to do their best work and make an impact to the business, and we support our people’s career ambitions. We pledge to make Prudential a place where you can Connect, Grow, and Succeed.
This role is to support implementation of investment strategy in private assets that are not publicly traded, including identifying, evaluating, monitoring, structuring the private investing platform to drive investment strategy and long-term return.
Job Descriptions

  • Conduct research & analysis, investment search, review & plan deployment pipeline, and perform due diligence on potential alternative investment opportunities.
  • Develop overall alternative platform in key private market segments and optimize investment portfolio to deliver long-term return
  • Ongoing portfolio monitoring, assess and manage risks associated with alternative investments and main life funds.
  • Lead assigned initiatives and projects in the private markets, ensuring timely execution, clear communication of project status, timeline, and next steps.
  • Support implementation of alternative investment strategy, manager/GP due diligence, performance monitoring, facilitate alternatives related reporting and cross function cooperation.
Job Requirements
  • University degree in Finance or related discipline.
  • 5 years investment experience related to investments in private and alternative space.
  • Self-driven, open minded, and fast learner
  • Team player and strong stakeholder management skills
  • Good communication skills with ability to collaborate with stakeholders
  • Project management skills with ability to multitask and meet deadline
  • Experience in private and alternative assets
  • ESG/responsible investment experience is a plus
Prudential is an equal opportunity employer. We provide equality of opportunity of benefits for all who apply and who perform work for our organisation irrespective of sex, race, age, ethnic origin, educational, social and cultural background, marital status, pregnancy and maternity, religion or belief, disability or part-time / fixed-term work, or any other status protected by applicable law. We encourage the same standards from our recruitment and third-party suppliers taking into account the context of grade, job and location. We also allow for reasonable adjustments to support people with individual physical or mental health requirements. Seniority level
  • Seniority level Mid-Senior level
Employment type
  • Employment type Full-time
Job function
  • Job function Finance and Sales

Referrals increase your chances of interviewing at Prudential Hong Kong by 2x

Get notified about new Investment Manager jobs in Hong Kong, Hong Kong SAR .

Director of Investments – Single Family Office Web3 Venture Capital Investment Analyst / Associate (Open to private equity, research or investment banking experience, web3 working experience not required) Global Banking - Investment Banking Analyst Investment and Asset Management Senior / Manager

Shenzhen, Guangdong, China
CN¥9,000.00
-
CN¥8,000.00
1 year ago

Shenzhen, Guangdong, China
CN 0,000.00
-
CN 0,000.00
1 year ago

Investment Counselor - Global Private Banking Investment Analyst (Crypto & Blockchain Only) Private Wealth Management Asia, Relationship Manager, Greater China Team Investment Counsellor - Private Banking Department

Shenzhen, Guangdong, China CN 0,000 - CN 5,000 1 year ago

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Investment Consultant

Hong Kong, Hong Kong OCBC

Posted 2 days ago

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Job Description

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3 days ago Be among the first 25 applicants

Join to apply for the Investment Consultant role at OCBC

Who We Are
As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.

Who We Are
As Singapore’s longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires.
Today, we’re on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia’s leading financial services partner for a sustainable future.
We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career.
Your Opportunity Starts Here.
This is the broad job description of the job profile. Definitive job description should be reviewed and discussed between you and your manager. Investment Banking Product Specialist Why Join As an Investment Banking Product Specialist at OCBC, you'll be at the forefront of shaping the bank's investment banking products and services. You'll work closely with clients to understand their needs and develop innovative solutions to help them achieve their financial goals. This is a unique opportunity to build a rewarding career in a dynamic and fast-paced environment. How you succeed To succeed in this role, you'll need to stay ahead of the curve in terms of market trends and regulatory requirements. You'll work closely with cross-functional teams to design and launch new products, and continuously monitor and improve existing ones. Your ability to think strategically, collaborate effectively, and communicate complex ideas simply will be key to your success. What you do - Develop and maintain a deep understanding of the investment banking market, including trends, competitors, and regulatory requirements - Collaborate with cross-functional teams to design and launch new products and services - Work closely with clients to understand their needs and develop tailored solutions - Conduct market research and analysis to identify opportunities for growth and improvement - Develop and maintain product documentation, including product guides and marketing materials Who you are - A degree in finance, economics, or a related field, with at least 3 years of experience in investment banking or a related field - Strong knowledge of investment banking products and services, including equity and debt capital markets, M&A, and restructuring - Excellent analytical and problem-solving skills, with the ability to think strategically and creatively - Strong communication and interpersonal skills, with the ability to work effectively with clients and cross-functional teams - A proactive and adaptable approach, with a strong focus on delivering results in a fast-paced environment Who we are As Singapore's longest established bank, we have been dedicated to enabling individuals and businesses to achieve their aspirations since 1932. How? By taking the time to truly understand people. From there, we provide support, services, solutions, and career paths that meet their individual needs and desires. Today, we're on a journey of transformation. Leveraging technology and creativity to become a future-ready learning organisation. But for all that change, our strategic ambition is consistently clear and bold, which is to be Asia's leading financial services partner for a sustainable future. We invite you to build the bank of the future. Innovate the way we deliver financial services. Work in friendly, supportive teams. Build lasting value in your community. Help people grow their assets, business, and investments. Take your learning as far as you can. Or simply enjoy a vibrant, future-ready career. Your Opportunity Starts Here. What we offer Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Equal opportunity. Fair employment. Selection based on ability and fit with our culture and values. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.
What We Offer
Competitive base salary. A suite of holistic, flexible benefits to suit every lifestyle. Community initiatives. Industry-leading learning and professional development opportunities. Your wellbeing, growth and aspirations are every bit as cared for as the needs of our customers.

Seniority level
  • Seniority level Mid-Senior level
Employment type
  • Employment type Full-time
Job function
  • Job function Finance and Sales
  • Industries Banking

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Investment Counsellor

Hong Kong, Hong Kong EFG International

Posted 3 days ago

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  • Provides investment ideas to CROs in North Asia and private clients of tagged accounts with an emphasis on asset allocation. Products coverage includes Equities, Fixed Income, FX, Funds, DPM, Alternatives and Structured solutions. Participates in client calls and meetings with the marketing team or CROs. Coordinates and executes sales campaign when required.
  • Partner with CRO to acquire new accounts /AUM and attempt to increase the share of wallets with clients
  • Prepares quality and user friendly investment materials to augment CROs’ marketing efforts.
  • Execute order for clients on trades advised
  • Holds regular investment meetings with CROs and educates them on the latest developments on global financial markets, originate investment ideas and investment themes.
  • Interacts and effectively manage relationship with various internal stakeholders and external counterparties. Coaches and supports the frontline effort in exploring business opportunities.
  • Keeps the team up-to-date on new market trends and latest development of investment products. Facilitates the implementation of new product ideas in terms of due diligence, operational logistics, documentation and presentation.
  • Support in-house Marketing campaign and new product launched by EFGAM
  • Complete all mandatory trainings as required by Compliance Department and Continuous professional training(CPT)/ Ongoing professional training (OPT) as required by Professional bodies from time to time.
  • Adheres to all applicable legislation, including relevant parts of the HKMA / SFC Code and Guidelines. Adheres to all relevant internal guidelines and procedures.
Job Description
Main Duties & Responsibilities
  • Provides investment ideas to CROs in North Asia and private clients of tagged accounts with an emphasis on asset allocation. Products coverage includes Equities, Fixed Income, FX, Funds, DPM, Alternatives and Structured solutions. Participates in client calls and meetings with the marketing team or CROs. Coordinates and executes sales campaign when required.
  • Partner with CRO to acquire new accounts /AUM and attempt to increase the share of wallets with clients
  • Prepares quality and user friendly investment materials to augment CROs’ marketing efforts.
  • Execute order for clients on trades advised
  • Holds regular investment meetings with CROs and educates them on the latest developments on global financial markets, originate investment ideas and investment themes.
  • Interacts and effectively manage relationship with various internal stakeholders and external counterparties. Coaches and supports the frontline effort in exploring business opportunities.
  • Keeps the team up-to-date on new market trends and latest development of investment products. Facilitates the implementation of new product ideas in terms of due diligence, operational logistics, documentation and presentation.
  • Support in-house Marketing campaign and new product launched by EFGAM
  • Complete all mandatory trainings as required by Compliance Department and Continuous professional training(CPT)/ Ongoing professional training (OPT) as required by Professional bodies from time to time.
  • Adheres to all applicable legislation, including relevant parts of the HKMA / SFC Code and Guidelines. Adheres to all relevant internal guidelines and procedures.
Qualifications Requirements
  • University degree with professional qualifications such as CFA or CPWP preferred
  • Minimum of six years’ experience in investment advisory function of PB or minimum of ten years’ experience in product advisory function cross asset classes
  • Proficiency in English, Mandarin, and Cantonese
Preferred Skills
  • Demonstration of market knowledge and advisory skills
  • Diversified product knowledge for multiple asset classes within a portfolio context
  • Strong self-motivation with good communication and interpersonal skills
  • Strong mind-set of risk management
Seniority level
  • Seniority level Mid-Senior level
Employment type
  • Employment type Full-time
Job function
  • Job function Finance and Sales
  • Industries Banking

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Central & Western District, Hong Kong SAR
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3 days ago

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Debt Securities Investment & Trading Professional Assistant Manager – Investment Operations Senior Investment Analyst / Assistant Manager | Capital Markets & Investment Services

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