209 Investment Solutions jobs in Hong Kong

Join to apply for the Investment Counselor, Product and Investment Solutions, Wealth Management role at CLSA

2 days ago Be among the first 25 applicants

Join to apply for the Investment Counselor, Product and Investment Solutions, Wealth Management role at CLSA

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We are looking for investment counselor passionate to assist front office staffs to generate revenue from wealth management products/wealth planning services by providing client portfolio advisory to private wealth clients on multi-asset classes. The candidate is also expected to build a highly proactive and long-term relationship with private wealth clients by acting as the second point of contact to offer market views and executing investment strategies for the clients.

Key Areas of Responsibilities

• Provide client portfolio advisory to private wealth clients on multi-asset classes including equities, fixed incomes, funds, and structured products based on house view.
• Lead discussion with clients along with relationship managers with focus on effectively delivering multi-asset ideas aiming to maximize client’s portfolio performance consistent with client’s objective and risk profile.
• Act as the second point of contact by offering market views, planning and execution of investment strategies to private wealth clients.
• Monitor client portfolios for performance, appropriateness and investment opportunities.
• Assist relationship managers to serve sophisticated client and keep abreast of investment market latest trends and new product offerings.
• Ensure integrity of sales process and compliance with internal policies and regulatory requirements.
• Build a highly proactive and long-term relationship with private wealth clients by generating and sustaining revenue growth whilst broadening client base.

Requirements

• Minimum 8+ years of experience in financial institution preferably Private Banking/Wealth Management specializing in sales & marketing of investment products, dealing experience will be an advantage.
• Bachelor degree or above with major in Finance, Business Administration Economics or related disciplines, professional qualification of CFA/FRM/CPA is preferred.
• Extensive knowledge of investment products including equities, fixed incomes, funds and esp. structured products.
• Client focused with strong business acumen, presentation (both written and oral), sales, analytic, technical and relationship building skills.
• Strong judgment and high level of professional and personal integrity.
• Strong command of written English / Chinese and spoken Mandarin, Cantonese and English.

• Seniority level Associate

• Employment type Full-time

• Job function Finance

Referrals increase your chances of interviewing at CLSA by 2x

Wan Chai District, Hong Kong SAR 2 weeks ago

Wan Chai District, Hong Kong SAR 2 weeks ago

Central & Western District, Hong Kong SAR 3 weeks ago

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Join to apply for the Structured Product Specialist, Product and Investment Solutions, Wealth Management role at CLSA

1 day ago Be among the first 25 applicants

Join to apply for the Structured Product Specialist, Product and Investment Solutions, Wealth Management role at CLSA

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• Support senior member to ensure our structured products are well-designed, congruent with house views, and capable of delivering investment and commercial performance.
• Bring forth new and timely trade ideas that tie in with our convictions and current market conditions, present and recommend these in various internal/external meetings including sales meetings.
• Provide timely structured products quotation to frontline sales.
• Responsible for preparing product on-boarding and marketing material (key information disclosure document, one-pager/teaser, brochures and pitchbook etc.) and obtaining the appropriate management and control approvals including Compliance, Legal & Risk.
• Develop and maintain strong working relationships with key stakeholders (relationship managers, investment counselors and counterparts) to be able to identify particular needs and promote targeted/tactical campaigns.
• Enrich product platform including onboarding structured product counterparties and payoffs as well as performing regular review under current regulatory framework.
• Handle enquiries and provide market intelligence with regards to structured products.
• Prepare regular write-ups or articles for structured product ideas and market update.
• Maintain tracker list to keep track of the structured product ideas.
• Coordinate trade execution as well as ensure integrity of sales process and compliance with internal policies and regulatory requirements.

Requirements

• Degree or above with major in Business Administration, Finance, Economics or related disciplines.
• CFA holder or professional qualification of FRM/CPA is preferred.
• Minimum 3 years of experience in sole financial institution preferably private banking/wealth management specializing in derivative based structured products advisory, preferably across asset class, dealing experience will be an advantage.
• Strong understanding of private client distribution is required.
• Team player with strong presentation skills and solid analytical skills.
• Strong judgment and high level of professional and personal integrity.
• Strong command of written English / Chinese and spoken Mandarin, Cantonese and English.

• Seniority level Associate

• Employment type Full-time

• Job function Finance

Referrals increase your chances of interviewing at CLSA by 2x

Central & Western District, Hong Kong SAR HK$80,000.00-HK$100,000.00 2 weeks ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

Join to apply for the Structured Product Specialist, Product and Investment Solutions, Wealth Management role at CLSA

1 day ago Be among the first 25 applicants

Join to apply for the Structured Product Specialist, Product and Investment Solutions, Wealth Management role at CLSA

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

• Support senior member to ensure our structured products are well-designed, congruent with house views, and capable of delivering investment and commercial performance.
• Bring forth new and timely trade ideas that tie in with our convictions and current market conditions, present and recommend these in various internal/external meetings including sales meetings.
• Provide timely structured products quotation to frontline sales.
• Responsible for preparing product on-boarding and marketing material (key information disclosure document, one-pager/teaser, brochures and pitchbook etc.) and obtaining the appropriate management and control approvals including Compliance, Legal & Risk.
• Develop and maintain strong working relationships with key stakeholders (relationship managers, investment counselors and counterparts) to be able to identify particular needs and promote targeted/tactical campaigns.
• Enrich product platform including onboarding structured product counterparties and payoffs as well as performing regular review under current regulatory framework.
• Handle enquiries and provide market intelligence with regards to structured products.
• Prepare regular write-ups or articles for structured product ideas and market update.
• Maintain tracker list to keep track of the structured product ideas.
• Coordinate trade execution as well as ensure integrity of sales process and compliance with internal policies and regulatory requirements.

Requirements

• Degree or above with major in Business Administration, Finance, Economics or related disciplines.
• CFA holder or professional qualification of FRM/CPA is preferred.
• Minimum 3 years of experience in sole financial institution preferably private banking/wealth management specializing in derivative based structured products advisory, preferably across asset class, dealing experience will be an advantage.
• Strong understanding of private client distribution is required.
• Team player with strong presentation skills and solid analytical skills.
• Strong judgment and high level of professional and personal integrity.
• Strong command of written English / Chinese and spoken Mandarin, Cantonese and English.

• Seniority level Associate

• Employment type Full-time

• Job function Finance

Referrals increase your chances of interviewing at CLSA by 2x

Central & Western District, Hong Kong SAR HK$80,000.00-HK$100,000.00 2 weeks ago

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Join to apply for the Financial Planning & Analysis Analyst role at Ralph Lauren

Join to apply for the Financial Planning & Analysis Analyst role at Ralph Lauren

Ralph Lauren Corporation (NYSE:RL) is a global leader in the design, marketing and distribution of premium lifestyle products in five categories: apparel, accessories, home, fragrances, and hospitality. For more than 50 years, Ralph Lauren's reputation and distinctive image have been consistently developed across an expanding number of products, brands and international markets. The Company's brand names, which include Ralph Lauren, Ralph Lauren Collection, Ralph Lauren Purple Label, Polo Ralph Lauren, Double RL, Lauren Ralph Lauren, Polo Ralph Lauren Children, Chaps, among others, constitute one of the world's most widely recognized families of consumer brands.

At Ralph Lauren, we unite and inspire the communities within our company as well as those in which we serve by amplifying voices and perspectives to create a culture of belonging, ensuring inclusion, and fairness for all. We foster a culture of inclusion through: Talent, Education & Communication, Employee Groups and Celebration.

The candidate will be a key member of the Regional FP&A team, primarily responsible for preparing various APAC consolidation reports for month-end closing, budgeting, forecasting, and long-range planning. Additionally, the candidate will assist with expense reporting preparation and management for several functions.

Key Responsibilities

• Assist in submitting consolidation reports for month-end closing, forecasts, annual budgets, and long-range plans for the APAC region.
• Help with the submission of expense forecasts and budgets
• Work with the reporting hub in India and secure continuous excellence in system integrity and report quality
• Support the consolidation APAC financial results, prepare trend & variance analysis, communicate with multiple Business Partners to draw insight and provide recommendations, if necessary
• Potential to rotate into different roles within the FP&A team or other finance areas in the future
• Other ad-hoc work as required
  
  

• Degree in Accounting, Finance, or a related field with minimum 1 year experience
• Previous retail or fashion industry experience is preferred
• Strong customer centricity, continuous improvement mindset
• Results oriented; flexible and demonstrate a resourceful attitude
• A self-starter and team player; ability to manage multiple activities of different natures in a condensed timeframe
• Fluent in English; excellent verbal and written communication skills, embraces culturally diverse interpersonal relationships
• Experience in reporting & analytical tools, knowledge in AX, Insight & Essbase is a plus
• Advanced technical skills in Microsoft Applications (Excel, Word, PowerPoint, Outlook)
• Candidate with more experience will be considered as Financial Planning & Analysis Analyst

• Seniority level Associate

• Employment type Full-time

• Job function Finance
• Industries Retail Apparel and Fashion

Referrals increase your chances of interviewing at Ralph Lauren by 2x

Islands District, Hong Kong SAR 1 month ago

Shenzhen, Guangdong, China CN¥9,000.00-CN¥8,000.00 2 years ago

Shenzhen, Guangdong, China CN 5,000.00-CN 5,000.00 1 year ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

Join to apply for the Financial Planning & Analysis Analyst role at Ralph Lauren

Join to apply for the Financial Planning & Analysis Analyst role at Ralph Lauren

Ralph Lauren Corporation (NYSE:RL) is a global leader in the design, marketing and distribution of premium lifestyle products in five categories: apparel, accessories, home, fragrances, and hospitality. For more than 50 years, Ralph Lauren's reputation and distinctive image have been consistently developed across an expanding number of products, brands and international markets. The Company's brand names, which include Ralph Lauren, Ralph Lauren Collection, Ralph Lauren Purple Label, Polo Ralph Lauren, Double RL, Lauren Ralph Lauren, Polo Ralph Lauren Children, Chaps, among others, constitute one of the world's most widely recognized families of consumer brands.
At Ralph Lauren, we unite and inspire the communities within our company as well as those in which we serve by amplifying voices and perspectives to create a culture of belonging, ensuring inclusion, and fairness for all. We foster a culture of inclusion through: Talent, Education & Communication, Employee Groups and Celebration.
The candidate will be a key member of the Regional FP&A team, primarily responsible for preparing various APAC consolidation reports for month-end closing, budgeting, forecasting, and long-range planning. Additionally, the candidate will assist with expense reporting preparation and management for several functions.
Key Responsibilities

• Assist in submitting consolidation reports for month-end closing, forecasts, annual budgets, and long-range plans for the APAC region.
• Help with the submission of expense forecasts and budgets
• Work with the reporting hub in India and secure continuous excellence in system integrity and report quality
• Support the consolidation APAC financial results, prepare trend & variance analysis, communicate with multiple Business Partners to draw insight and provide recommendations, if necessary
• Potential to rotate into different roles within the FP&A team or other finance areas in the future
• Other ad-hoc work as required
  

• Degree in Accounting, Finance, or a related field with minimum 1 year experience
• Previous retail or fashion industry experience is preferred
• Strong customer centricity, continuous improvement mindset
• Results oriented; flexible and demonstrate a resourceful attitude
• A self-starter and team player; ability to manage multiple activities of different natures in a condensed timeframe
• Fluent in English; excellent verbal and written communication skills, embraces culturally diverse interpersonal relationships
• Experience in reporting & analytical tools, knowledge in AX, Insight & Essbase is a plus
• Advanced technical skills in Microsoft Applications (Excel, Word, PowerPoint, Outlook)
• Candidate with more experience will be considered as Financial Planning & Analysis Analyst

• Seniority level Associate

• Employment type Full-time

• Job function Finance
• Industries Retail Apparel and Fashion

Referrals increase your chances of interviewing at Ralph Lauren by 2x

Islands District, Hong Kong SAR 1 month ago

Shenzhen, Guangdong, China CN¥9,000.00-CN¥8,000.00 2 years ago

Shenzhen, Guangdong, China CN 5,000.00-CN 5,000.00 1 year ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

Join to apply for the Finance Manager, Financial Planning and Analysis role at Johnson Electric

2 days ago Be among the first 25 applicants

Join to apply for the Finance Manager, Financial Planning and Analysis role at Johnson Electric

Johnson Electric is committed to driving sustainable growth and creating long-term value for our stakeholders. We are seeking a highly analytical and strategic FP&A Manager to support the financial planning, forecasting, and business analysis processes. The ideal candidate will have strong financial modeling skills, fluency in English (both written and spoken), and exceptional presentation abilities to communicate insights to senior leadership and stakeholders. This role will drive budgeting, cost analysis, and decision support to optimize operational and financial performance in a manufacturing environment.

Key Responsibilities

Financial Planning & Analysis (FP&A)

• Lead annual budgeting, quarterly forecasting, and long-range financial planning, with a focus on manufacturing cost structures, production efficiency, and inventory management.
• Develop and maintain complex financial models to support business decisions, including product costing, capital expenditure (CAPEX) analysis, and ROI evaluations.
• Analyze financial and operational KPIs (e.g., gross margin, production yield, overhead absorption) to identify trends, risks, and opportunities.
• Partner with operations, supply chain, and manufacturing teams to provide data-driven insights and cost optimization strategies.
• Prepare monthly/quarterly management reports with actionable recommendations, including variance analysis against production budgets and forecasts.
• Develop and present high-quality board papers and presentations on financial performance.
• Deliver clear, concise, and compelling financial presentations to executives and stakeholders, translating manufacturing financials into strategic insights.
• Create executive dashboards and ad-hoc reports to support operational efficiency and profitability improvements.
• Present financial results and forecasts in a way that aligns with manufacturing KPIs and business objectives.
• Work closely with Accounting, Operations, Supply Chain, and Business Units to align financial plans with production goals and cost control initiatives.
• Drive digitization within the FP&A organization
  
  

• Bachelor’s degree in Finance, Accounting, Economics, or related field. MBA, CPA, or CMA preferred.
• 8+ years in FP&A, corporate finance, or cost accounting, with at least 2 years in a managerial role.
• Manufacturing industry experience preferred (e.g., cost accounting, production finance, supply chain finance).
• Advanced Excel (pivot tables, macros, complex modeling).
• Proficiency in BI tools (e.g. Power BI) and ERP systems (e.g. Oracle) with experience in manufacturing modules.
• Knowledge of standard costing, variance analysis, and inventory valuation methods.
• Fluent English (written and spoken) with exceptional communication and storytelling abilities.
• Strong presentation skills (PowerPoint/Google Slides) for executive audiences.
• Proactive, detail-oriented, and able to thrive in a fast-paced manufacturing environment.
  
  

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Finance and Sales
• Industries Appliances, Electrical, and Electronics Manufacturing

Referrals increase your chances of interviewing at Johnson Electric by 2x

Get notified about new Financial Planning and Analysis Manager jobs in Hong Kong, Hong Kong SAR .

Kwun Tong District, Hong Kong SAR 5 days ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

Join to apply for the Finance Manager, Financial Planning and Analysis role at Johnson Electric

2 days ago Be among the first 25 applicants

Join to apply for the Finance Manager, Financial Planning and Analysis role at Johnson Electric

Johnson Electric is committed to driving sustainable growth and creating long-term value for our stakeholders. We are seeking a highly analytical and strategic FP&A Manager to support the financial planning, forecasting, and business analysis processes. The ideal candidate will have strong financial modeling skills, fluency in English (both written and spoken), and exceptional presentation abilities to communicate insights to senior leadership and stakeholders. This role will drive budgeting, cost analysis, and decision support to optimize operational and financial performance in a manufacturing environment.
Key Responsibilities
Financial Planning & Analysis (FP&A)

• Lead annual budgeting, quarterly forecasting, and long-range financial planning, with a focus on manufacturing cost structures, production efficiency, and inventory management.
• Develop and maintain complex financial models to support business decisions, including product costing, capital expenditure (CAPEX) analysis, and ROI evaluations.
• Analyze financial and operational KPIs (e.g., gross margin, production yield, overhead absorption) to identify trends, risks, and opportunities.
• Partner with operations, supply chain, and manufacturing teams to provide data-driven insights and cost optimization strategies.
• Prepare monthly/quarterly management reports with actionable recommendations, including variance analysis against production budgets and forecasts.
• Develop and present high-quality board papers and presentations on financial performance.
• Deliver clear, concise, and compelling financial presentations to executives and stakeholders, translating manufacturing financials into strategic insights.
• Create executive dashboards and ad-hoc reports to support operational efficiency and profitability improvements.
• Present financial results and forecasts in a way that aligns with manufacturing KPIs and business objectives.
• Work closely with Accounting, Operations, Supply Chain, and Business Units to align financial plans with production goals and cost control initiatives.
• Drive digitization within the FP&A organization
  

• Bachelor’s degree in Finance, Accounting, Economics, or related field. MBA, CPA, or CMA preferred.
• 8+ years in FP&A, corporate finance, or cost accounting, with at least 2 years in a managerial role.
• Manufacturing industry experience preferred (e.g., cost accounting, production finance, supply chain finance).
• Advanced Excel (pivot tables, macros, complex modeling).
• Proficiency in BI tools (e.g. Power BI) and ERP systems (e.g. Oracle) with experience in manufacturing modules.
• Knowledge of standard costing, variance analysis, and inventory valuation methods.
• Fluent English (written and spoken) with exceptional communication and storytelling abilities.
• Strong presentation skills (PowerPoint/Google Slides) for executive audiences.
• Proactive, detail-oriented, and able to thrive in a fast-paced manufacturing environment.
  

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Finance and Sales
• Industries Appliances, Electrical, and Electronics Manufacturing

Referrals increase your chances of interviewing at Johnson Electric by 2x

Get notified about new Financial Planning and Analysis Manager jobs in Hong Kong, Hong Kong SAR .

Kwun Tong District, Hong Kong SAR 5 days ago

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Direct message the job poster from KuCoin Exchange

Responsibilities:

1. Budget Management: Establish group-level operational and analytical reports, develop and improve the annual budget process, and assist in budget management for the group and business units.
2. Financial Analysis: Understand business operations deeply, collaborate with Business Finance BPs, and create effective financial analysis frameworks to produce reports supporting decision-making and management.
3. Data System Development: Lead digitalization projects for FPA, and build a systematic, automated, and visual budget analysis and management system at the group level.
4. Special Project Support: Analyze key business-financial metrics, identify efficiency improvements, and drive cost optimization initiatives.

Requirements:

1. At least 5 years of relevant experience, preferably in internet industry FPA or financial analysis, with hands-on experience in building operational reports and familiarity with budget management software.
2. Strong financial knowledge, logical thinking, data processing, analytical skills, and excellent reporting and presentation abilities.
3. High responsibility, meticulous attention to output quality and results.
4. Strong cross-functional collaboration and project management skills to facilitate stakeholder cooperation.

Additional Information:

• Seniority level: Associate
• Employment type: Full-time
• Job function: Finance

This job is active and available.

Direct message the job poster from KuCoin Exchange

Responsibilities:

• Budget Management: Establish group-level operational and analytical reports, develop and improve the annual budget process, and assist in budget management for the group and business units.
• Financial Analysis: Understand business operations deeply, collaborate with Business Finance BPs, and create effective financial analysis frameworks to produce reports supporting decision-making and management.
• Data System Development: Lead digitalization projects for FPA, and build a systematic, automated, and visual budget analysis and management system at the group level.
• Special Project Support: Analyze key business-financial metrics, identify efficiency improvements, and drive cost optimization initiatives.

Requirements:

• At least 5 years of relevant experience, preferably in internet industry FPA or financial analysis, with hands-on experience in building operational reports and familiarity with budget management software.
• Strong financial knowledge, logical thinking, data processing, analytical skills, and excellent reporting and presentation abilities.
• High responsibility, meticulous attention to output quality and results.
• Strong cross-functional collaboration and project management skills to facilitate stakeholder cooperation.

Additional Information:

• Seniority level: Associate
• Employment type: Full-time
• Job function: Finance

This job is active and available.