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Showing 242 Investment Firms jobs in Hong Kong
Job Description
At Roche you can show up as yourself, embraced for the unique qualities you bring. Our culture encourages personal expression, open dialogue, and genuine connections, where you are valued, accepted and respected for who you are, allowing you to thrive both personally and professionally. This is how we aim to prevent, stop and cure diseases and ensure everyone has access to healthcare today and for generations to come. Join Roche, where every voice matters.
**The Position**
Roche Pharmaceuticals
**Main Responsibilities**
+ Acting as an **Enterprise Partner along the entire patient disease journey to drive better outcomes** for patients faster, functioning as a catalyst in the newly customer-oriented implementation model.
+ Guiding the business squads/teams as a **strategic partner to drive patient and customer centric ambitions, driving outcome-based planning with end-to-end perspective** , including fit-for-purpose planning, next level of business analytics and **insightful decision-making** with focus on short, mid and long-term.
+ **Drive P&L management to ensure rigorous execution** and fast responses to the business needs and adjusted priorities.
+ **Effective resource allocation on sustainable investment** , facilitating constructive discussions about difficult trade-off decisions with business partners within and across business areas and recognizing potential for new growth opportunities.
+ Performing **core financial management tasks** , including Event Driven Planning and financial modeling seeking for continuous learning and improvement.
+ Continuously **examining and interpreting data** , such as financial statements, price developments, market dynamics, productivity measures, investment opportunities to inform decision making.
+ To strive for consistency and efficiency across business areas, by continuously finding opportunities to harmonize, pool and **simplify finance processes while sustaining or improving the stakeholder experience** .
+ Seeking and **building opportunities to partner and collaborate with local and global networks of experts** .
+ Squad/Team squad members **peer coaching on financial and specific expertise** , fostering collaboration and a constructive environment.
+ **Ability to articulate themes related to Procurement, Supply Chain, Accounting as well as RSS (Shared Service Center)** , connecting the dots and harmonizing processes.
+ Serving as **guardians to enable new business opportunities, to safeguard our assets** , and to provide transparency and uphold compliance.
+ **Owning their development to ensure they are continually growing skills** , capabilities, mindset and behaviors in line with their passion and the needs of the ecosystem to perform at their best and deliver state of the art finance services.
+ **Collaborating with other key players in Roche, including Roche Global RSS** **(Shared Services)** , ERP Analytics and Centers of Expertise (e.g., eCoE, and Global Networks), to ensure requirements for new solutions and enhancements are managed and delivered effectively.
**Expected Skills and Capabilities**
+ Successful candidate must be CA/CPA qualified and CFA qualified is a plus.
+ Minimum 5 years of relevant working experience in Finance roles (e.g., FP&A, Planning & Controlling, etc)
+ Business Acumen & Entrepreneurial Spirit in challenging the status quo and suggesting new solutions to complex issues.
+ Strong Business Partner Skills, 'seating at the table' with the internal and external customers.
+ Capacity to swarm strategically and operationally across the business.
+ Leadership experience in working with self-aligned teams seeking for fast implementation of solutions in uncertain environments.
+ Negotiation skills and ability to build strong partnerships, internally and externally.
+ Enterprise mindset, connecting the dots and seeking for synergies that can concrete a bigger impact.
+ Influence and communication skills that aim to share and absorb learnings and best practices across borders for the benefit of the entire organization.
+ Proactivity to learn new concepts as going along the process as well as to find ways to continuously improve his/her capabilities.
+ Language skills: English (Must) and Cantonese (nice-to-have)
**Who we are**
A healthier future drives us to innovate. Together, more than 100'000 employees across the globe are dedicated to advance science, ensuring everyone has access to healthcare today and for generations to come. Our efforts result in more than 26 million people treated with our medicines and over 30 billion tests conducted using our Diagnostics products. We empower each other to explore new possibilities, foster creativity, and keep our ambitions high, so we can deliver life-changing healthcare solutions that make a global impact.
Let's build a healthier future, together.
**Roche is an Equal Opportunity Employer.**
**The Position**
Roche Pharmaceuticals
**Main Responsibilities**
+ Acting as an **Enterprise Partner along the entire patient disease journey to drive better outcomes** for patients faster, functioning as a catalyst in the newly customer-oriented implementation model.
+ Guiding the business squads/teams as a **strategic partner to drive patient and customer centric ambitions, driving outcome-based planning with end-to-end perspective** , including fit-for-purpose planning, next level of business analytics and **insightful decision-making** with focus on short, mid and long-term.
+ **Drive P&L management to ensure rigorous execution** and fast responses to the business needs and adjusted priorities.
+ **Effective resource allocation on sustainable investment** , facilitating constructive discussions about difficult trade-off decisions with business partners within and across business areas and recognizing potential for new growth opportunities.
+ Performing **core financial management tasks** , including Event Driven Planning and financial modeling seeking for continuous learning and improvement.
+ Continuously **examining and interpreting data** , such as financial statements, price developments, market dynamics, productivity measures, investment opportunities to inform decision making.
+ To strive for consistency and efficiency across business areas, by continuously finding opportunities to harmonize, pool and **simplify finance processes while sustaining or improving the stakeholder experience** .
+ Seeking and **building opportunities to partner and collaborate with local and global networks of experts** .
+ Squad/Team squad members **peer coaching on financial and specific expertise** , fostering collaboration and a constructive environment.
+ **Ability to articulate themes related to Procurement, Supply Chain, Accounting as well as RSS (Shared Service Center)** , connecting the dots and harmonizing processes.
+ Serving as **guardians to enable new business opportunities, to safeguard our assets** , and to provide transparency and uphold compliance.
+ **Owning their development to ensure they are continually growing skills** , capabilities, mindset and behaviors in line with their passion and the needs of the ecosystem to perform at their best and deliver state of the art finance services.
+ **Collaborating with other key players in Roche, including Roche Global RSS** **(Shared Services)** , ERP Analytics and Centers of Expertise (e.g., eCoE, and Global Networks), to ensure requirements for new solutions and enhancements are managed and delivered effectively.
**Expected Skills and Capabilities**
+ Successful candidate must be CA/CPA qualified and CFA qualified is a plus.
+ Minimum 5 years of relevant working experience in Finance roles (e.g., FP&A, Planning & Controlling, etc)
+ Business Acumen & Entrepreneurial Spirit in challenging the status quo and suggesting new solutions to complex issues.
+ Strong Business Partner Skills, 'seating at the table' with the internal and external customers.
+ Capacity to swarm strategically and operationally across the business.
+ Leadership experience in working with self-aligned teams seeking for fast implementation of solutions in uncertain environments.
+ Negotiation skills and ability to build strong partnerships, internally and externally.
+ Enterprise mindset, connecting the dots and seeking for synergies that can concrete a bigger impact.
+ Influence and communication skills that aim to share and absorb learnings and best practices across borders for the benefit of the entire organization.
+ Proactivity to learn new concepts as going along the process as well as to find ways to continuously improve his/her capabilities.
+ Language skills: English (Must) and Cantonese (nice-to-have)
**Who we are**
A healthier future drives us to innovate. Together, more than 100'000 employees across the globe are dedicated to advance science, ensuring everyone has access to healthcare today and for generations to come. Our efforts result in more than 26 million people treated with our medicines and over 30 billion tests conducted using our Diagnostics products. We empower each other to explore new possibilities, foster creativity, and keep our ambitions high, so we can deliver life-changing healthcare solutions that make a global impact.
Let's build a healthier future, together.
**Roche is an Equal Opportunity Employer.**
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0
Job Description
Whether you're at the start of your career or looking to discover your next adventure, your story begins here. At **Citi** , you'll have the opportunity to expand your skills and make a difference at one of the world's most global banks. We're fully committed to supporting your growth and development from the start with extensive on-the-job training and exposure to senior leaders, as well as more traditional learning. You'll also have the chance to give back and make a positive impact where we live and work through volunteerism.
**Shape your Career with Citi**
Citi's wealth business offers a wide range of products and solutions, from investment strategies, to banking and lending, to trust and specialized services. The Wealth business delivers solutions to help meet the wealth needs and aspirations of our affluent and HNW/UHNW clients around the world. Its clients receive customized banking services that crosses borders, including bespoke service as well as access to the best ideas and solutions tailored to their unique needs and aspirations. The business offers a wide range of products and services covering capital markets, managed investments, portfolio management, trust and estate planning, investment finance and banking.
We're currently looking for a high caliber professional to join our team as **Director, Investment Advisory - Hybrid** (Internal Job Title: **Director, Investment Advisory** - C15) based in Hong Kong. Being part of our team means that we'll provide you with the resources to meet your unique needs, empower you to make healthy decision and manage your financial well-being to help plan for your future. For instance:
+ We believe all parents deserve time to adjust to parenthood and bond with the newest members of their families. That's why in early 2020 we began rolling out our expanded Paid Parental Leave Policy to include Citi employees around the world.
+ We empower our employees to manage their financial well-being and help them plan for the future.
+ We have a variety of programs that help employees balance their work and life, including generous paid time off packages.
**In this role, you're expected to:**
+ Lead the Investments Advisory Support function, setting the strategic direction and priorities to support the investment business growth
+ Partner closely with Product, Specialist and Advisor teams to translate investment themes, market developments and product solutions into actionable opportunities for frontline teams and clients.
+ Partner with Specialists and Advisors in high-net-worth client engagements, portfolio reviews and investment discussions, providing advisory expertise and investment solutioning to support complex client needs
+ Serve as spokesperson for the bank, engaging with media, clients and industry forums. Represent the Investment business in client seminars and external events, reinforcing the bank's advisory capabilities and strengthening its position as a trusted wealth management partner.
+ Drive the delivery of client-centric advisory materials, presentations and communication frameworks that enable effective client conversations across digital and face-to-face channels.
+ Lead the development and execution of client engagement initiatives and advisory campaigns to enhance client acquisition, retention and portfolio growth.
+ Lead, develop and mentor the Investments Advisory Support team, fostering a high-performance culture focused on advisory excellence, client outcomes, collaboration and continuous improvement.
+ Ensure appropriate governance, supervisory oversight and adherence to regulatory requirements across all advisory support activities, client communications and engagement initiatives, while effectively managing risk and protecting the firm's reputation, clients and assets.
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
**As a successful candidate, you'd ideally have the following skills and exposure:**
+ Bachelor's/University degree, Master's degree preferred
+ 10 years of experience
+ Strong quantitative skills, written and presentation skills
+ Ability to work in both a team and individual creative setting
+ HKMA Type 1, 4
**Take the next step in your career, apply for this role at Citi today**
_ job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
_This position falls under the Mandatory Reference Checking (MRC) Scheme, a standardised reference-checking arrangement that is designed to support the integrity of authorized institutions regulated by the Hong Kong Monetary Authority. The MRC Scheme requires an in-scope institution intending to hire an individual for certain relevant positions to conduct a mandatory reference check on that individual, by requesting information about them from each relevant former and current employer. By applying for this role, you acknowledge that your reference may be shared with other participating banks in accordance with the scheme's principles. For further details, please refer to the_ public website ( _of HKAB._
---
**Job Family Group:**
Private Client Product Services
---
**Job Family:**
Investment Strategy
---
**Time Type:**
Full time
---
**Most Relevant Skills**
Please see the requirements listed above.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review_ _Accessibility at Citi ( _._
_View Citi's_ _EEO Policy Statement ( _and the_ _Know Your Rights ( _poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
**Shape your Career with Citi**
Citi's wealth business offers a wide range of products and solutions, from investment strategies, to banking and lending, to trust and specialized services. The Wealth business delivers solutions to help meet the wealth needs and aspirations of our affluent and HNW/UHNW clients around the world. Its clients receive customized banking services that crosses borders, including bespoke service as well as access to the best ideas and solutions tailored to their unique needs and aspirations. The business offers a wide range of products and services covering capital markets, managed investments, portfolio management, trust and estate planning, investment finance and banking.
We're currently looking for a high caliber professional to join our team as **Director, Investment Advisory - Hybrid** (Internal Job Title: **Director, Investment Advisory** - C15) based in Hong Kong. Being part of our team means that we'll provide you with the resources to meet your unique needs, empower you to make healthy decision and manage your financial well-being to help plan for your future. For instance:
+ We believe all parents deserve time to adjust to parenthood and bond with the newest members of their families. That's why in early 2020 we began rolling out our expanded Paid Parental Leave Policy to include Citi employees around the world.
+ We empower our employees to manage their financial well-being and help them plan for the future.
+ We have a variety of programs that help employees balance their work and life, including generous paid time off packages.
**In this role, you're expected to:**
+ Lead the Investments Advisory Support function, setting the strategic direction and priorities to support the investment business growth
+ Partner closely with Product, Specialist and Advisor teams to translate investment themes, market developments and product solutions into actionable opportunities for frontline teams and clients.
+ Partner with Specialists and Advisors in high-net-worth client engagements, portfolio reviews and investment discussions, providing advisory expertise and investment solutioning to support complex client needs
+ Serve as spokesperson for the bank, engaging with media, clients and industry forums. Represent the Investment business in client seminars and external events, reinforcing the bank's advisory capabilities and strengthening its position as a trusted wealth management partner.
+ Drive the delivery of client-centric advisory materials, presentations and communication frameworks that enable effective client conversations across digital and face-to-face channels.
+ Lead the development and execution of client engagement initiatives and advisory campaigns to enhance client acquisition, retention and portfolio growth.
+ Lead, develop and mentor the Investments Advisory Support team, fostering a high-performance culture focused on advisory excellence, client outcomes, collaboration and continuous improvement.
+ Ensure appropriate governance, supervisory oversight and adherence to regulatory requirements across all advisory support activities, client communications and engagement initiatives, while effectively managing risk and protecting the firm's reputation, clients and assets.
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
**As a successful candidate, you'd ideally have the following skills and exposure:**
+ Bachelor's/University degree, Master's degree preferred
+ 10 years of experience
+ Strong quantitative skills, written and presentation skills
+ Ability to work in both a team and individual creative setting
+ HKMA Type 1, 4
**Take the next step in your career, apply for this role at Citi today**
_ job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
_This position falls under the Mandatory Reference Checking (MRC) Scheme, a standardised reference-checking arrangement that is designed to support the integrity of authorized institutions regulated by the Hong Kong Monetary Authority. The MRC Scheme requires an in-scope institution intending to hire an individual for certain relevant positions to conduct a mandatory reference check on that individual, by requesting information about them from each relevant former and current employer. By applying for this role, you acknowledge that your reference may be shared with other participating banks in accordance with the scheme's principles. For further details, please refer to the_ public website ( _of HKAB._
---
**Job Family Group:**
Private Client Product Services
---
**Job Family:**
Investment Strategy
---
**Time Type:**
Full time
---
**Most Relevant Skills**
Please see the requirements listed above.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review_ _Accessibility at Citi ( _._
_View Citi's_ _EEO Policy Statement ( _and the_ _Know Your Rights ( _poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Is this job a match or a miss?
Apply Now
1
Job Description
Citi's Banking franchise is organized around three lines of business: Investment Banking, Corporate Banking and Commercial Banking. The unified Banking and International organization oversees the local delivery of the full firm to clients in each of the 95 markets where Citi has an on-the-ground presence.
Citi Investment Bank provides advisory, debt and equity capital markets solutions for corporations, governments and financial institutions
The Investment Banking Senior Analyst is an intermediate level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The Investment Banking Senior Analyst also serves as an intermediary in trading for clients. The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies and raising capital for clients.
**Responsibilities:**
+ Work with senior Banking, Capital Markets and Advisory (BCMA) officers and professionals and participate in particular client transactions projects or assignments as the junior member of the Investment Banking te/am
+ Responsible for organizing and analyzing sophisticated financial data used in client proposals and strategic plans
+ Prepare written recommendations, valuation materials and statistical exhibits for pitches and live deals
+ Conduct economic/financial research
+ Evaluate company's financial performance compared to overall industry and market trends
+ Build complex financial models for valuation purposes
**Recommended Qualifications:**
+ 2-5 years of relevant experience
+ Consistently demonstrates clear and concise written and verbal communication skills
+ Ability to work under pressure in a rapidly changing environment in order to meet deadlines
**Education:**
+ Bachelor's degree/University degree or equivalent experience
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
---
**Job Family Group:**
Institutional Banking
---
**Job Family:**
Investment Banking
---
**Time Type:**
Full time
---
**Most Relevant Skills**
Please see the requirements listed above.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review_ _Accessibility at Citi ( _._
_View Citi's_ _EEO Policy Statement ( _and the_ _Know Your Rights ( _poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Citi Investment Bank provides advisory, debt and equity capital markets solutions for corporations, governments and financial institutions
The Investment Banking Senior Analyst is an intermediate level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The Investment Banking Senior Analyst also serves as an intermediary in trading for clients. The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies and raising capital for clients.
**Responsibilities:**
+ Work with senior Banking, Capital Markets and Advisory (BCMA) officers and professionals and participate in particular client transactions projects or assignments as the junior member of the Investment Banking te/am
+ Responsible for organizing and analyzing sophisticated financial data used in client proposals and strategic plans
+ Prepare written recommendations, valuation materials and statistical exhibits for pitches and live deals
+ Conduct economic/financial research
+ Evaluate company's financial performance compared to overall industry and market trends
+ Build complex financial models for valuation purposes
**Recommended Qualifications:**
+ 2-5 years of relevant experience
+ Consistently demonstrates clear and concise written and verbal communication skills
+ Ability to work under pressure in a rapidly changing environment in order to meet deadlines
**Education:**
+ Bachelor's degree/University degree or equivalent experience
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
---
**Job Family Group:**
Institutional Banking
---
**Job Family:**
Investment Banking
---
**Time Type:**
Full time
---
**Most Relevant Skills**
Please see the requirements listed above.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review_ _Accessibility at Citi ( _._
_View Citi's_ _EEO Policy Statement ( _and the_ _Know Your Rights ( _poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Is this job a match or a miss?
Apply Now
2
Job Description
Job Description
Reporting to the China Oversight Head, the Director, Investment Oversight and ALM for China Business ("the Director") will provide investment oversight and asset and liability management support for the China joint venture business. The role serves as a key liaison with the China JV management team and the JV's Asset Management Company (AMC), providing insight and challenge on investment strategy, investment risk management and ALM practice. The Director will support collaboration between the China JV, AMC, Cigna Investment Management (CIM) and Cigna stakeholders to ensure alignment on investment oversight, portfolio risk management and balance sheet considerations.
**Tasks and Expected Contributions/Results:**
+ Lead investment oversight of the China insurance JV and AMC. Relying on deep and practical knowledge of the China investment market and insurance asset management practices, advise International Health (IH) Global Office, Cigna Investment Management (CIM) and Cigna corporate stakeholders on China investment markets, insurer practices, asset classes and specific assets
+ Work with the JV management team using a balanced and practical approach to apply investment management best practices and risk-return objectives in the context of the China investment markets to meet liability requirements, improve asset-liability management and optimize long-term return. Set guidance and expectations with JV/AMC with Cigna's investment and ALM principles and discipline, eg, to guide the JV/AMC in development and regular update of investment strategies for each asset class
+ Advise JV in the management of their asset manager, the AMC, and in development of an effective investment oversight framework
+ Support Cigna's board representatives of the AMC by reviewing AMC board materials in partnership with other supporting functions
+ Regularly conduct deep dives to assess China portfolio investment opportunities and risks at geographic, industry, asset type or instrument levels
+ Provide CIM insights on the JV's investments (including AMC's performance on the entrusted investments) as well as China market, provide regular reporting and ad hoc update as necessary
+ Partner with CIM to involve on quarterly CECL review and ongoing credit risk review through monitoring watchlist update; execute special review on troubled assets
+ Stay on top of relevant market trends and identify investment opportunities and risks
+ Monitor key balance sheet and asset-liability risk indicators relevant to investment oversight
+ Support strategic asset allocation reviews and assessment of portfolio positioning against liability characteristics and capital objectives
+ Assess emerging market, regulatory and financial risks that could impact the effectiveness of the JV's investment and balance sheet strategies
**Experience/Knowledge Requirements:**
+ Minimum of 10 years' experience overseeing the investments of an insurance asset portfolio as well as Asset Management Company; ALM experience is a plus
+ Professional designation in Actuarial or Investment, such as FSA or equivalent and/or CFA required.
+ Degree holder in finance, actuarial science, statistics or other degree of relevance
+ Familiarity with designing appropriate ALM and asset investment strategies to back insurance liabilities and capital. Experience with designing appropriate reporting and control frameworks to assess the asset liability management of these portfolios is a plus
+ In depth knowledge of the business drivers, processes and operating model of AMCs in China
+ Exhibit leadership skills to recommend constructive change and obtain management buy-in
+ Self-starter who is able to work successfully, proactively and independently, manage competing priorities and be flexible in roles and responsibilities
+ Strong ability to perform well and be unfailingly diplomatic in a high pressure and complex environment
+ Strong influencing and negotiating skills
+ Proven analytical, planning, and organizing skills
+ Excellent written and spoken English and Mandarin
+ Experience in health insurance will be an asset
**About The Cigna Group**
Cigna Healthcare, a division of The Cigna Group, is an advocate for better health through every stage of life. We guide our customers through the health care system, empowering them with the information and insight they need to make the best choices for improving their health and vitality. Join us in driving growth and improving lives.
Reporting to the China Oversight Head, the Director, Investment Oversight and ALM for China Business ("the Director") will provide investment oversight and asset and liability management support for the China joint venture business. The role serves as a key liaison with the China JV management team and the JV's Asset Management Company (AMC), providing insight and challenge on investment strategy, investment risk management and ALM practice. The Director will support collaboration between the China JV, AMC, Cigna Investment Management (CIM) and Cigna stakeholders to ensure alignment on investment oversight, portfolio risk management and balance sheet considerations.
**Tasks and Expected Contributions/Results:**
+ Lead investment oversight of the China insurance JV and AMC. Relying on deep and practical knowledge of the China investment market and insurance asset management practices, advise International Health (IH) Global Office, Cigna Investment Management (CIM) and Cigna corporate stakeholders on China investment markets, insurer practices, asset classes and specific assets
+ Work with the JV management team using a balanced and practical approach to apply investment management best practices and risk-return objectives in the context of the China investment markets to meet liability requirements, improve asset-liability management and optimize long-term return. Set guidance and expectations with JV/AMC with Cigna's investment and ALM principles and discipline, eg, to guide the JV/AMC in development and regular update of investment strategies for each asset class
+ Advise JV in the management of their asset manager, the AMC, and in development of an effective investment oversight framework
+ Support Cigna's board representatives of the AMC by reviewing AMC board materials in partnership with other supporting functions
+ Regularly conduct deep dives to assess China portfolio investment opportunities and risks at geographic, industry, asset type or instrument levels
+ Provide CIM insights on the JV's investments (including AMC's performance on the entrusted investments) as well as China market, provide regular reporting and ad hoc update as necessary
+ Partner with CIM to involve on quarterly CECL review and ongoing credit risk review through monitoring watchlist update; execute special review on troubled assets
+ Stay on top of relevant market trends and identify investment opportunities and risks
+ Monitor key balance sheet and asset-liability risk indicators relevant to investment oversight
+ Support strategic asset allocation reviews and assessment of portfolio positioning against liability characteristics and capital objectives
+ Assess emerging market, regulatory and financial risks that could impact the effectiveness of the JV's investment and balance sheet strategies
**Experience/Knowledge Requirements:**
+ Minimum of 10 years' experience overseeing the investments of an insurance asset portfolio as well as Asset Management Company; ALM experience is a plus
+ Professional designation in Actuarial or Investment, such as FSA or equivalent and/or CFA required.
+ Degree holder in finance, actuarial science, statistics or other degree of relevance
+ Familiarity with designing appropriate ALM and asset investment strategies to back insurance liabilities and capital. Experience with designing appropriate reporting and control frameworks to assess the asset liability management of these portfolios is a plus
+ In depth knowledge of the business drivers, processes and operating model of AMCs in China
+ Exhibit leadership skills to recommend constructive change and obtain management buy-in
+ Self-starter who is able to work successfully, proactively and independently, manage competing priorities and be flexible in roles and responsibilities
+ Strong ability to perform well and be unfailingly diplomatic in a high pressure and complex environment
+ Strong influencing and negotiating skills
+ Proven analytical, planning, and organizing skills
+ Excellent written and spoken English and Mandarin
+ Experience in health insurance will be an asset
**About The Cigna Group**
Cigna Healthcare, a division of The Cigna Group, is an advocate for better health through every stage of life. We guide our customers through the health care system, empowering them with the information and insight they need to make the best choices for improving their health and vitality. Join us in driving growth and improving lives.
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3
Job Description
Investment Banking - Graduate
Location:
Central, Hong Kong Island, HK
Programme Type: Graduate Programme
Start Date and Duration: Mon Jul 19, 2027; 2 years
Opening Date: Mon Jul 06, 2026
Closing Date: Fri Oct 30, 2026
**Area of Interest:** Investment Banking
**Business Area:** Corporate and Institutional Banking
**Short Description:** Help global companies grow through strategic deals, funding and advice.
**Who you are**
You're curious and keen to learn. Don't worry if you haven't got a background in finance - what we're looking for is someone with the ambition to explore it, the drive to make an impact, and the confidence to take on new challenges. If fast-paced environments are your thing, you thrive in a team, and you want to build real-world career experience with support every step of the way - this Graduate Programme could be for you.
Here's what we're looking for:
+ Collaboration - You're a team player who works well with people at all levels - from fellow graduates to senior bankers. You're reliable, supportive, and ready to contribute to shared goals.
+ Analytical thinking - You enjoy working with numbers, spotting patterns, and paying attention to the details. Whether it's reviewing data or checking for formatting issues, you've got a sharp eye and a methodical approach.
+ Clear communication - You can explain your ideas simply and clearly, whether you're talking to a fellow graduate or summarising something for a senior team member. You write concise emails and can put together slides that tell a clear story.
+ Resilience - You stay positive under pressure, meet deadlines, and keep a cool head when things get busy.
+ Detail-focused - You're committed to quality and committed to doing your best work, even when the pace picks up.
+ Ownership - You take responsibility for your tasks. You understand how your work contributes to the bigger picture, and you're proud to do it well.
+ Relationship building - You're friendly, professional, and good with people. You enjoy being part of a team and are keen to support the development of strong client relationships alongside more senior colleagues.
**What you'll do**
You'll join a specialist team, working alongside experienced colleagues. You won't just be watching from the sidelines - you'll be learning by doing, contributing to meaningful work, taking on responsibilities and developing skills that will stay with you throughout your career.
Here's what you'll get involved in:
+ Impact from day one - You'll work closely with a team focused on specific transactions, products or business sectors. You'll also collaborate with banking teams across the globe to help find solutions for clients, including corporates, private equity firms, and financial institutions.
+ Experience different areas of investment banking - You'll be placed in either Strategic Advisory, Corporate Finance or Financing Solutions depending on where your interests and our business needs align.
+ Work on live deals - See how real transactions happen in real time, and support work that makes them happen.
+ Build your understanding of financial statements - Learn how to read balance sheets, spot anomalies, and calculate key ratios using your accounting knowledge (or develop it with support if you're new to it).
+ Create client materials - Assist in researching market conditions and preparing documents like investment memos, management presentations, and pitchbooks - the materials we use to support and advise our clients.
+ Explore how financial models work - Learn how models are used to value businesses, analyse mergers and acquisitions, and assess different types of financing. You'll develop an understanding of techniques like discounted cash flow and leveraged buyouts.
+ Conduct research and credit analysis - Track what's happening in the market, dig into company performance, and contribute to the creation of internal insights and client-facing materials.
+ Develop your technical toolkit - You'll sharpen your Excel and PowerPoint skills by building error-free models and putting together polished, client-ready presentations.
**What you'll learn**
We'll support you with all the training and development you need to succeed. Your journey will typically begin with any local regulated training and exams. This is followed by our Global Graduate Induction, where you'll train alongside your graduate peers. The induction provides you with an overview of HSBC, as well as an opportunity to build a global network of graduates and business colleagues, which will prove invaluable as your HSBC career unfolds. Once you've completed the Global Graduate Induction, you'll take part in a global tailored training programme to build both the technical understanding and professional capability required for your role.
Location:
Central, Hong Kong Island, HK
Programme Type: Graduate Programme
Start Date and Duration: Mon Jul 19, 2027; 2 years
Opening Date: Mon Jul 06, 2026
Closing Date: Fri Oct 30, 2026
**Area of Interest:** Investment Banking
**Business Area:** Corporate and Institutional Banking
**Short Description:** Help global companies grow through strategic deals, funding and advice.
**Who you are**
You're curious and keen to learn. Don't worry if you haven't got a background in finance - what we're looking for is someone with the ambition to explore it, the drive to make an impact, and the confidence to take on new challenges. If fast-paced environments are your thing, you thrive in a team, and you want to build real-world career experience with support every step of the way - this Graduate Programme could be for you.
Here's what we're looking for:
+ Collaboration - You're a team player who works well with people at all levels - from fellow graduates to senior bankers. You're reliable, supportive, and ready to contribute to shared goals.
+ Analytical thinking - You enjoy working with numbers, spotting patterns, and paying attention to the details. Whether it's reviewing data or checking for formatting issues, you've got a sharp eye and a methodical approach.
+ Clear communication - You can explain your ideas simply and clearly, whether you're talking to a fellow graduate or summarising something for a senior team member. You write concise emails and can put together slides that tell a clear story.
+ Resilience - You stay positive under pressure, meet deadlines, and keep a cool head when things get busy.
+ Detail-focused - You're committed to quality and committed to doing your best work, even when the pace picks up.
+ Ownership - You take responsibility for your tasks. You understand how your work contributes to the bigger picture, and you're proud to do it well.
+ Relationship building - You're friendly, professional, and good with people. You enjoy being part of a team and are keen to support the development of strong client relationships alongside more senior colleagues.
**What you'll do**
You'll join a specialist team, working alongside experienced colleagues. You won't just be watching from the sidelines - you'll be learning by doing, contributing to meaningful work, taking on responsibilities and developing skills that will stay with you throughout your career.
Here's what you'll get involved in:
+ Impact from day one - You'll work closely with a team focused on specific transactions, products or business sectors. You'll also collaborate with banking teams across the globe to help find solutions for clients, including corporates, private equity firms, and financial institutions.
+ Experience different areas of investment banking - You'll be placed in either Strategic Advisory, Corporate Finance or Financing Solutions depending on where your interests and our business needs align.
+ Work on live deals - See how real transactions happen in real time, and support work that makes them happen.
+ Build your understanding of financial statements - Learn how to read balance sheets, spot anomalies, and calculate key ratios using your accounting knowledge (or develop it with support if you're new to it).
+ Create client materials - Assist in researching market conditions and preparing documents like investment memos, management presentations, and pitchbooks - the materials we use to support and advise our clients.
+ Explore how financial models work - Learn how models are used to value businesses, analyse mergers and acquisitions, and assess different types of financing. You'll develop an understanding of techniques like discounted cash flow and leveraged buyouts.
+ Conduct research and credit analysis - Track what's happening in the market, dig into company performance, and contribute to the creation of internal insights and client-facing materials.
+ Develop your technical toolkit - You'll sharpen your Excel and PowerPoint skills by building error-free models and putting together polished, client-ready presentations.
**What you'll learn**
We'll support you with all the training and development you need to succeed. Your journey will typically begin with any local regulated training and exams. This is followed by our Global Graduate Induction, where you'll train alongside your graduate peers. The induction provides you with an overview of HSBC, as well as an opportunity to build a global network of graduates and business colleagues, which will prove invaluable as your HSBC career unfolds. Once you've completed the Global Graduate Induction, you'll take part in a global tailored training programme to build both the technical understanding and professional capability required for your role.
Is this job a match or a miss?
Apply Now
4
Job Description
Investment Risk Manager
Location:
Central, Hong Kong Island, HK
Brand: Hang Seng Bank
Area of Interest: Risk and Compliance
Closing Date: Hybrid Worker
Date: 15 Jun 2026
**Job description**
**Some careers have more impact than others**
If you're looking for a career where you can make a real impression, join Hang Seng and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, Hang Seng offers opportunities, support and rewards that will take you further.
**Hang Seng Investment Management Limited**
Established in 1993, Hang Seng Investment Management Limited ("Hang Seng Investment") is a wholly owned subsidiary of Hang Seng Bank Limited, and is Hong Kong No. 1 exchange-traded fund ("ETF") manager in terms of assets under management. As a Hong Kong based asset management company specializing in managing funds related to mainland China and Hong Kong markets, Hang Seng Investment is committed to providing investors with comprehensive investment management services through investment managers with extensive experience in managing funds (including a series of ETFs and retail funds) and investment portfolios for institutional and private clients. As a leading home-grown asset manager in Hong Kong, Hang Seng Investment has over 30 years of asset management experience.
We are currently seeking a high caliber professional to join us as **Investment Risk Manager.**
**Principal responsibilities**
+ Deliver independent oversight and challenge across risks taken within HSVM funds and mandates.
+ Assess risk exposures, provide clear advises or guidances to stakeholders, engage with portfolio managers and contribute to product development and model review.
+ Produce reports/dashboards or presentations that outline findings, explain risk positions and recommend changes and mitigations.
+ Undertake Stress Testing and other risk assessments on retail funds and mandates across asset classes.
+ Organize, run and participate in Risk and Control related governance forums as required.
+ Act as a coordinator for the Risk Team and provide support for other ad-hoc risk management activities and projects.
**Requirements**
+ Bachelor Degree in Business Administration, Finance, Risk Management, or related field
+ Minimum of (2) years of experience in financial institutions (preferably asset management companies), with exposure to risk management or internal audit functions.
+ Knowledge of asset management operations, products and systems.
+ Knowledge of ESG and sustainability is an advantage.
+ Understanding of investment and/or operational risk management principles, frameworks and best practices.
+ Proficiency in asset management systems and technology (e.g. Bloomberg AIM, PORT), with a strong understanding of data management and reporting/dashboard tools (eg. VBA/Tableau).
+ Previous work experience related to listed and OTC derivatives is an advantage.
**Key competencies**
+ Self-driven, detail-oriented and able to perform effectively under pressure.
+ Collaborative team player with a strong sense of accountability and the ability to work cross-functionally.
+ Strong communication and interpersonal skills, with the ability to engage effectively with diverse stakeholders.
+ Proficiency in Microsoft Office applications, Bloomberg
+ Proficiency in English, Chinese and Mandarin.
**You'll achieve more when you join Hang Seng Bank Limited.**
** Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.
Issued by Hang Seng Bank Limited
Location:
Central, Hong Kong Island, HK
Brand: Hang Seng Bank
Area of Interest: Risk and Compliance
Closing Date: Hybrid Worker
Date: 15 Jun 2026
**Job description**
**Some careers have more impact than others**
If you're looking for a career where you can make a real impression, join Hang Seng and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, Hang Seng offers opportunities, support and rewards that will take you further.
**Hang Seng Investment Management Limited**
Established in 1993, Hang Seng Investment Management Limited ("Hang Seng Investment") is a wholly owned subsidiary of Hang Seng Bank Limited, and is Hong Kong No. 1 exchange-traded fund ("ETF") manager in terms of assets under management. As a Hong Kong based asset management company specializing in managing funds related to mainland China and Hong Kong markets, Hang Seng Investment is committed to providing investors with comprehensive investment management services through investment managers with extensive experience in managing funds (including a series of ETFs and retail funds) and investment portfolios for institutional and private clients. As a leading home-grown asset manager in Hong Kong, Hang Seng Investment has over 30 years of asset management experience.
We are currently seeking a high caliber professional to join us as **Investment Risk Manager.**
**Principal responsibilities**
+ Deliver independent oversight and challenge across risks taken within HSVM funds and mandates.
+ Assess risk exposures, provide clear advises or guidances to stakeholders, engage with portfolio managers and contribute to product development and model review.
+ Produce reports/dashboards or presentations that outline findings, explain risk positions and recommend changes and mitigations.
+ Undertake Stress Testing and other risk assessments on retail funds and mandates across asset classes.
+ Organize, run and participate in Risk and Control related governance forums as required.
+ Act as a coordinator for the Risk Team and provide support for other ad-hoc risk management activities and projects.
**Requirements**
+ Bachelor Degree in Business Administration, Finance, Risk Management, or related field
+ Minimum of (2) years of experience in financial institutions (preferably asset management companies), with exposure to risk management or internal audit functions.
+ Knowledge of asset management operations, products and systems.
+ Knowledge of ESG and sustainability is an advantage.
+ Understanding of investment and/or operational risk management principles, frameworks and best practices.
+ Proficiency in asset management systems and technology (e.g. Bloomberg AIM, PORT), with a strong understanding of data management and reporting/dashboard tools (eg. VBA/Tableau).
+ Previous work experience related to listed and OTC derivatives is an advantage.
**Key competencies**
+ Self-driven, detail-oriented and able to perform effectively under pressure.
+ Collaborative team player with a strong sense of accountability and the ability to work cross-functionally.
+ Strong communication and interpersonal skills, with the ability to engage effectively with diverse stakeholders.
+ Proficiency in Microsoft Office applications, Bloomberg
+ Proficiency in English, Chinese and Mandarin.
**You'll achieve more when you join Hang Seng Bank Limited.**
** Seng is committed to service excellence. Our people are our most important asset and play a vital role in our efforts to continually enhance our performance for customers and provide best-in-class products and services. We seek to attract high-calibre talent by offering a dynamic working environment, good career development opportunities and competitive compensation packages.
Issued by Hang Seng Bank Limited
Is this job a match or a miss?
Apply Now
5
Investment Banking - HSBC Infrastructure Finance - Internship
Central
HSBC
Posted 13 days ago
Job Viewed
Job Description
Investment Banking - HSBC Infrastructure Finance - Internship
Location:
Central, Hong Kong Island, HK
Programme Type: Internship Programme
Start Date and Duration: Mon Jun 14, 2027; 10 weeks
Opening Date: Mon Jul 06, 2026
Closing Date: Fri Oct 30, 2026
**Area of Interest:** Investment Banking
**Business Area:** Corporate and Institutional Banking
**Short Description:** Help deliver financing solutions that support major projects and energy transition.
**About the business area**
The HSBC Infrastructure Finance (HIF) platform, comprised of Infrastructure Finance and Export Finance teams, provides a full suite of financing solutions to corporates, financial sponsors, and governments in the sub sectors of inter alia Infrastructure, Digital/Telecoms, Transportation, Logistics, Support Services, and Power, Utilities & Renewables. The team provides a central point for clients to access advice on financing, capital structure, structured debt capital markets, and Export Credit Agency (ECA) supported debt, as well as execution of infrastructure, project, and export finance lending mandates. HIF plays a critical role in financing the energy transition for our clients.
**Who you are**
We're looking for curious, analytical thinkers who love solving problems and building relationships. You don't need to know everything about investment banking - what matters most is your drive to learn, your resilience, and your willingness to get involved.
You could be a great fit if you're:
+ A collaborator: You thrive in teams and know how to support others.
+ Analytical: You can break down complex data to see the bigger picture.
+ A clear communicator: You explain ideas simply, whether in person, on paper, or in presentations.
+ Resilient and driven: You stay focused under pressure, adapt quickly, and deliver to a high standard.
+ Proactive: You take ownership and don't wait for others to solve problems.
+ A people person: You enjoy building long-term relationships based on trust.
**What you'll do**
From day one, you'll get exposure to real deals and see how investment banking works behind the scenes. You'll:
+ Work with teams on live transactions, products, or market sectors, connecting with banking teams globally.
+ Explore specialist areas like Export Finance or Infrastructure Finance.
+ Learn how project, acquisition, and export finance deals work, and how we support clients on their Net Zero journeys with tailored finance and advisory solutions.
+ Apply your knowledge to financial statements, spot anomalies, and calculate key ratios.
+ Prepare and review client materials such as teasers and information memorandums.
+ Perform credit analysis and review project financials and due diligence.
+ Build financial models to support debt financing transactions and valuations.
+ Research market trends and monitor developments to create insights for internal and client use.
+ Develop your Excel and PowerPoint skills to produce accurate models and client-ready presentations.
+ Always stay compliant with regulations.
**What you'll learn**
You'll get the training, coaching, and real-world experience you need to kickstart your career in investment banking.
Here's what's in store:
+ Expert-led training: A week of structured, bespoke training at the start of the internship.
+ Relationship building: Learn how to connect with colleagues and clients, building trust and credibility.
+ Discretion: Develop the professionalism needed to handle sensitive deal information.
+ Financial literacy: From financial modelling to product knowledge, you'll learn how to find the right solutions for clients.
+ High-impact work: Get directly involved in the financing of real assets across sectors and geographies.
Location:
Central, Hong Kong Island, HK
Programme Type: Internship Programme
Start Date and Duration: Mon Jun 14, 2027; 10 weeks
Opening Date: Mon Jul 06, 2026
Closing Date: Fri Oct 30, 2026
**Area of Interest:** Investment Banking
**Business Area:** Corporate and Institutional Banking
**Short Description:** Help deliver financing solutions that support major projects and energy transition.
**About the business area**
The HSBC Infrastructure Finance (HIF) platform, comprised of Infrastructure Finance and Export Finance teams, provides a full suite of financing solutions to corporates, financial sponsors, and governments in the sub sectors of inter alia Infrastructure, Digital/Telecoms, Transportation, Logistics, Support Services, and Power, Utilities & Renewables. The team provides a central point for clients to access advice on financing, capital structure, structured debt capital markets, and Export Credit Agency (ECA) supported debt, as well as execution of infrastructure, project, and export finance lending mandates. HIF plays a critical role in financing the energy transition for our clients.
**Who you are**
We're looking for curious, analytical thinkers who love solving problems and building relationships. You don't need to know everything about investment banking - what matters most is your drive to learn, your resilience, and your willingness to get involved.
You could be a great fit if you're:
+ A collaborator: You thrive in teams and know how to support others.
+ Analytical: You can break down complex data to see the bigger picture.
+ A clear communicator: You explain ideas simply, whether in person, on paper, or in presentations.
+ Resilient and driven: You stay focused under pressure, adapt quickly, and deliver to a high standard.
+ Proactive: You take ownership and don't wait for others to solve problems.
+ A people person: You enjoy building long-term relationships based on trust.
**What you'll do**
From day one, you'll get exposure to real deals and see how investment banking works behind the scenes. You'll:
+ Work with teams on live transactions, products, or market sectors, connecting with banking teams globally.
+ Explore specialist areas like Export Finance or Infrastructure Finance.
+ Learn how project, acquisition, and export finance deals work, and how we support clients on their Net Zero journeys with tailored finance and advisory solutions.
+ Apply your knowledge to financial statements, spot anomalies, and calculate key ratios.
+ Prepare and review client materials such as teasers and information memorandums.
+ Perform credit analysis and review project financials and due diligence.
+ Build financial models to support debt financing transactions and valuations.
+ Research market trends and monitor developments to create insights for internal and client use.
+ Develop your Excel and PowerPoint skills to produce accurate models and client-ready presentations.
+ Always stay compliant with regulations.
**What you'll learn**
You'll get the training, coaching, and real-world experience you need to kickstart your career in investment banking.
Here's what's in store:
+ Expert-led training: A week of structured, bespoke training at the start of the internship.
+ Relationship building: Learn how to connect with colleagues and clients, building trust and credibility.
+ Discretion: Develop the professionalism needed to handle sensitive deal information.
+ Financial literacy: From financial modelling to product knowledge, you'll learn how to find the right solutions for clients.
+ High-impact work: Get directly involved in the financing of real assets across sectors and geographies.
Is this job a match or a miss?
Apply Now
6
Enterprise Services - Asset and Investment Manager (AIM) Enterprise Relationship Support
Remote
Bloomberg
Posted 14 days ago
Job Viewed
Job Description
Enterprise Services - Asset and Investment Manager (AIM) Enterprise Relationship Support
Location
Hong Kong
Business Area
Sales and Client Service
Ref #
**Description & Requirements**
Bloomberg is a global leader in business and financial information, news and insight, and we use innovative technology to deliver trusted data and bring transparency to the financial markets. Our customers around the globe rely on us for the information and tools they need to make critical investment decisions and remain connected across all sides of the financial community. And, to ensure the best experience for our 26,000+ employees across more than 150 locations around the world, we provide the spaces and systems that allow our teams to work together with agility, productivity and collaboration, no matter where they are.
The Buy-side Enterprise Services team is responsible for supporting our most sophisticated global buy-side customers who subscribe to our portfolio enterprise reporting and order management system solutions. Powered by an unparalleled combination of automation, innovation, access and service, Bloomberg Asset and Investment Manager (AIM) delivers global, multi-asset solutions for front-end portfolio management, trading, and operations. Our comprehensive suite of enterprise solutions help buy-side firms to generate alpha, service clients, remain compliant, and grow profits in the face of change. These integrated services are tailored to our clients' needs to increase efficiency and productivity.
**What's the role?**
There is an exciting opportunity for a talented professional to join the team as an AIM Enterprise Relationship Support (ERS) Representative based in Hong Kong. The ERS position is a client facing role, acting as a product subject matter expert in liaising with portfolio managers, traders, risk and performance analysts, and back/middle-office professionals. This position requires a consultative approach, a culture of ownership, and strong problem-solving skills, complemented with solid interpersonal skills. Daily work will include establishing a trusted adviser relationship with key clients as an aligned representative, while delivering a high-quality, premium helpdesk service to these premium customers.
**We'll trust you to:**
+ Develop a deep understanding of our AIM product offering and aligned clients in order to deliver the highest level of service to Bloomberg's most strategic customers
+ Provide operational support on AIM functionality, integrations, and feeds with proactive monitoring and client communication if an issue is detected
+ Identify systemic issues, escalate appropriately by representing client impact internally
+ Maintain client workflow diagrams and runbooks documenting custom and critical system workflows, integrations, feeds, and settings to enable the ERS team to provide a consistent service that is personalized to the specific customer's use of the system
+ Provide guidance and consultation on optimizing system performance as well as preparing and delivering service and system performance reviews to executive stakeholders
+ Build and maintain relationships with key client technology and business stakeholders and act as their point of contact for production support issues and requests
+ Monitor, facilitate, and consult with clients throughout the full technology release cycle
+ Collaborate extensively across Bloomberg to improve our clients' experience and overall performance of our technology
+ Provide detailed feedback from clients to product managers to better improve our products
+ Continually look for ways to improve workflows and partner with our engineering teams to enhance operational tools
**You'll need to have:**
+ Minimum 3 years of experience working in buy-side financial institutions or experience in financial technology supporting buy-side clients
+ Excellent communication skills, both verbal and written, in English and Chinese
+ Strong analytical skills to evaluate problems and provide solutions
+ Understanding of workflows used by buy-side clients
+ The ambition to take ownership and responsibility of clients, their questions, issues and requests, and handle them effectively through to final resolution
+ Curiosity and aptitude to pick up new technologies and procedures
+ The ability to effectively communicate technical and complex issues in a simplistic manner to various audiences
+ A positive attitude and appetite to go the extra mile for clients and the team
**We'd love to see:**
+ Python and SQL knowledge
**If this sounds like you:**
Apply if you think we're a good match. We'll get in touch to let you know what the next steps are, but in the meantime feel free to have a look at this:
**Why Bloomberg?**
We're individuals with diverse backgrounds, talents, and experiences who take on big challenges and create even bigger impact through our work. We're interested in what makes you you, and how we can create opportunities for you to channel your unique, personal energy and grow to your fullest potential.
**Learn more about our office and benefits:**
Hong Kong |
Discover what makes Bloomberg unique - watch our for an inside look at our culture, values, and the people behind our success.
Bloomberg is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of age, ancestry, color, gender identity or expression, genetic predisposition or carrier status, marital status, national or ethnic origin, race, religion or belief, sex, sexual orientation, sexual and other reproductive health decisions, parental or caring status, physical or mental disability, pregnancy or parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law.
Bloomberg is a disability inclusive employer. Please let us know if you require any reasonable adjustments to be made for the recruitment process. If you would prefer to discuss this confidentially, please email
Location
Hong Kong
Business Area
Sales and Client Service
Ref #
**Description & Requirements**
Bloomberg is a global leader in business and financial information, news and insight, and we use innovative technology to deliver trusted data and bring transparency to the financial markets. Our customers around the globe rely on us for the information and tools they need to make critical investment decisions and remain connected across all sides of the financial community. And, to ensure the best experience for our 26,000+ employees across more than 150 locations around the world, we provide the spaces and systems that allow our teams to work together with agility, productivity and collaboration, no matter where they are.
The Buy-side Enterprise Services team is responsible for supporting our most sophisticated global buy-side customers who subscribe to our portfolio enterprise reporting and order management system solutions. Powered by an unparalleled combination of automation, innovation, access and service, Bloomberg Asset and Investment Manager (AIM) delivers global, multi-asset solutions for front-end portfolio management, trading, and operations. Our comprehensive suite of enterprise solutions help buy-side firms to generate alpha, service clients, remain compliant, and grow profits in the face of change. These integrated services are tailored to our clients' needs to increase efficiency and productivity.
**What's the role?**
There is an exciting opportunity for a talented professional to join the team as an AIM Enterprise Relationship Support (ERS) Representative based in Hong Kong. The ERS position is a client facing role, acting as a product subject matter expert in liaising with portfolio managers, traders, risk and performance analysts, and back/middle-office professionals. This position requires a consultative approach, a culture of ownership, and strong problem-solving skills, complemented with solid interpersonal skills. Daily work will include establishing a trusted adviser relationship with key clients as an aligned representative, while delivering a high-quality, premium helpdesk service to these premium customers.
**We'll trust you to:**
+ Develop a deep understanding of our AIM product offering and aligned clients in order to deliver the highest level of service to Bloomberg's most strategic customers
+ Provide operational support on AIM functionality, integrations, and feeds with proactive monitoring and client communication if an issue is detected
+ Identify systemic issues, escalate appropriately by representing client impact internally
+ Maintain client workflow diagrams and runbooks documenting custom and critical system workflows, integrations, feeds, and settings to enable the ERS team to provide a consistent service that is personalized to the specific customer's use of the system
+ Provide guidance and consultation on optimizing system performance as well as preparing and delivering service and system performance reviews to executive stakeholders
+ Build and maintain relationships with key client technology and business stakeholders and act as their point of contact for production support issues and requests
+ Monitor, facilitate, and consult with clients throughout the full technology release cycle
+ Collaborate extensively across Bloomberg to improve our clients' experience and overall performance of our technology
+ Provide detailed feedback from clients to product managers to better improve our products
+ Continually look for ways to improve workflows and partner with our engineering teams to enhance operational tools
**You'll need to have:**
+ Minimum 3 years of experience working in buy-side financial institutions or experience in financial technology supporting buy-side clients
+ Excellent communication skills, both verbal and written, in English and Chinese
+ Strong analytical skills to evaluate problems and provide solutions
+ Understanding of workflows used by buy-side clients
+ The ambition to take ownership and responsibility of clients, their questions, issues and requests, and handle them effectively through to final resolution
+ Curiosity and aptitude to pick up new technologies and procedures
+ The ability to effectively communicate technical and complex issues in a simplistic manner to various audiences
+ A positive attitude and appetite to go the extra mile for clients and the team
**We'd love to see:**
+ Python and SQL knowledge
**If this sounds like you:**
Apply if you think we're a good match. We'll get in touch to let you know what the next steps are, but in the meantime feel free to have a look at this:
**Why Bloomberg?**
We're individuals with diverse backgrounds, talents, and experiences who take on big challenges and create even bigger impact through our work. We're interested in what makes you you, and how we can create opportunities for you to channel your unique, personal energy and grow to your fullest potential.
**Learn more about our office and benefits:**
Hong Kong |
Discover what makes Bloomberg unique - watch our for an inside look at our culture, values, and the people behind our success.
Bloomberg is an equal opportunity employer and we value diversity at our company. We do not discriminate on the basis of age, ancestry, color, gender identity or expression, genetic predisposition or carrier status, marital status, national or ethnic origin, race, religion or belief, sex, sexual orientation, sexual and other reproductive health decisions, parental or caring status, physical or mental disability, pregnancy or parental leave, protected veteran status, status as a victim of domestic violence, or any other classification protected by applicable law.
Bloomberg is a disability inclusive employer. Please let us know if you require any reasonable adjustments to be made for the recruitment process. If you would prefer to discuss this confidentially, please email
Is this job a match or a miss?
Apply Now
7
Job Description
Citi's Banking franchise is organized around three lines of business: Investment Banking, Corporate Banking and Commercial Banking. The unified Banking and International organization oversees the local delivery of the full firm to clients in each of the 95 markets where Citi has an on-the-ground presence.
Citi Investment Bank provides advisory, debt and equity capital markets solutions for corporations, governments and financial institutions.
The Investment Banking Analyst is an intermediate level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The Investment Banking Analyst also serves as an intermediary in trading for clients. The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies and raising capital for clients.
**Responsibilities:**
+ Work with senior Corporate & Investment Bank (CIB) officers and professionals and participate in particular client transactions, projects or assignments as the junior member of the Investment Banking team
+ Responsible for organizing and analyzing sophisticated financial data used in client proposals and strategic plans
+ Prepare written recommendations, valuation materials and statistical exhibits for pitches and live deals
+ Conduct economic/financial research
+ Evaluate company's financial performance compared to overall industry and market trends
+ Build complex financial models for valuation purposes
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
**Qualifications:**
+ 2-5 years of relevant experience
+ Bachelor's degree in Finance or closely related areas of Business Administration
+ Consistently demonstrates clear and concise written and verbal communication skills
+ Ability to work under pressure in a rapidly changing environment in order to meet deadlines
**Education:**
+ Bachelor's degree/University degree or equivalent experience
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
---
**Job Family Group:**
Institutional Banking
---
**Job Family:**
Investment Banking
---
**Time Type:**
Full time
---
**Most Relevant Skills**
Please see the requirements listed above.
---
**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
---
_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review_ _Accessibility at Citi ( _._
_View Citi's_ _EEO Policy Statement ( _and the_ _Know Your Rights ( _poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
Citi Investment Bank provides advisory, debt and equity capital markets solutions for corporations, governments and financial institutions.
The Investment Banking Analyst is an intermediate level position responsible for assisting clients in raising funds in the capital markets, as well as in providing strategic advisory services for mergers, acquisitions and other types of financial transactions in coordination with the Institutional Banking team. The Investment Banking Analyst also serves as an intermediary in trading for clients. The overall objective of this role is to act as a strategic advisor to our clients by formulating investment strategies and raising capital for clients.
**Responsibilities:**
+ Work with senior Corporate & Investment Bank (CIB) officers and professionals and participate in particular client transactions, projects or assignments as the junior member of the Investment Banking team
+ Responsible for organizing and analyzing sophisticated financial data used in client proposals and strategic plans
+ Prepare written recommendations, valuation materials and statistical exhibits for pitches and live deals
+ Conduct economic/financial research
+ Evaluate company's financial performance compared to overall industry and market trends
+ Build complex financial models for valuation purposes
+ Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
**Qualifications:**
+ 2-5 years of relevant experience
+ Bachelor's degree in Finance or closely related areas of Business Administration
+ Consistently demonstrates clear and concise written and verbal communication skills
+ Ability to work under pressure in a rapidly changing environment in order to meet deadlines
**Education:**
+ Bachelor's degree/University degree or equivalent experience
This job description provides a high-level review of the types of work performed. Other job-related duties may be assigned as required.
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**Job Family Group:**
Institutional Banking
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**Job Family:**
Investment Banking
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**Time Type:**
Full time
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**Most Relevant Skills**
Please see the requirements listed above.
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**Other Relevant Skills**
For complementary skills, please see above and/or contact the recruiter.
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_Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law._
_If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review_ _Accessibility at Citi ( _._
_View Citi's_ _EEO Policy Statement ( _and the_ _Know Your Rights ( _poster._
Citi is an equal opportunity and affirmative action employer.
Minority/Female/Veteran/Individuals with Disabilities/Sexual Orientation/Gender Identity.
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8
Job Description
Wealth Planner
Location:
Central, Hong Kong Island, HK
Brand: HSBC
Area of Interest:
Closing Date: Office Worker
Date: 22 May 2026
**Job description**
**GCB 4**
We are currently seeking a high calibre professional to join our team as a **Wealth Planner.**
**In this role you will:**
+ Report into the Head of Wealth Planning for Greater China to provide comprehensive wealth structuring and wealth succession guidance and solutions for high and ultra-high net-worth clients for the offshore China and offshore Taiwan market of Global Private Banking.
+ Collaborate with the wider Wealth Planning & Advisory team and other specialists from both inhouse and external service providers to facilitate the cross-sell of HSBC's overall legacy capabilities.
+ Exercise key business strategies and revenue growth, while maintaining HSBC's commitment to client centric excellence.
+ Provide training to relationship managers and other internal stakeholders, and work on other projects as assigned from time to time.
+ Monitor industry trends and maintain close relationships with intermediaries in the wealth planning industry.
**To be successful you will need:**
+ At least 7-10 years of relevant experience, preferably in financial institutions, professional firms, or independent trust companies
+ Degree holder in law, accounting or finance, preferably with the STEP, CPA, law qualification
+ Sound analytical mind and strong self-motivator
+ Collaborative team player who can work closely with different business partners and stakeholders
+ Excellent interpersonal skills, demonstrating the ability to develop strong and productive relationships with high and ultra-high net-worth clients.
+ Willingness to travel for business
+ Highest levels of ethical standards and integrity
+ Must have Chinese and English language fluency and experience in advising clients on wealth planning matters in Putonghua
**Opening up a world of opportunity**
** is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.
Issued by The Hongkong and Shanghai Banking Corporation Limited.
Location:
Central, Hong Kong Island, HK
Brand: HSBC
Area of Interest:
Closing Date: Office Worker
Date: 22 May 2026
**Job description**
**GCB 4**
We are currently seeking a high calibre professional to join our team as a **Wealth Planner.**
**In this role you will:**
+ Report into the Head of Wealth Planning for Greater China to provide comprehensive wealth structuring and wealth succession guidance and solutions for high and ultra-high net-worth clients for the offshore China and offshore Taiwan market of Global Private Banking.
+ Collaborate with the wider Wealth Planning & Advisory team and other specialists from both inhouse and external service providers to facilitate the cross-sell of HSBC's overall legacy capabilities.
+ Exercise key business strategies and revenue growth, while maintaining HSBC's commitment to client centric excellence.
+ Provide training to relationship managers and other internal stakeholders, and work on other projects as assigned from time to time.
+ Monitor industry trends and maintain close relationships with intermediaries in the wealth planning industry.
**To be successful you will need:**
+ At least 7-10 years of relevant experience, preferably in financial institutions, professional firms, or independent trust companies
+ Degree holder in law, accounting or finance, preferably with the STEP, CPA, law qualification
+ Sound analytical mind and strong self-motivator
+ Collaborative team player who can work closely with different business partners and stakeholders
+ Excellent interpersonal skills, demonstrating the ability to develop strong and productive relationships with high and ultra-high net-worth clients.
+ Willingness to travel for business
+ Highest levels of ethical standards and integrity
+ Must have Chinese and English language fluency and experience in advising clients on wealth planning matters in Putonghua
**Opening up a world of opportunity**
** is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.
Issued by The Hongkong and Shanghai Banking Corporation Limited.
Is this job a match or a miss?
Apply Now
9