71 Investment Strategy jobs in Hong Kong

Join to apply for the APAC Head of Investment Strategy role at JPMorganChase

Join to apply for the APAC Head of Investment Strategy role at JPMorganChase

The Role
We are seeking a dynamic and experienced Investment Strategist to lead J.P. Morgan Private Bank’s APAC Investment Strategy team, based in Hong Kong. This pivotal role involves crafting and communicating investment narratives and delivering market insights to APAC clients . The ideal candidate will possess deep expertise in global macroeconomics and markets, with a strong focus on the Asia region. Exceptional communication skills, both written and verbal, are essential, as the role requires engaging and educating diverse client types and audience sizes.

Job Description
The Role
We are seeking a dynamic and experienced Investment Strategist to lead J.P. Morgan Private Bank’s APAC Investment Strategy team, based in Hong Kong. This pivotal role involves crafting and communicating investment narratives and delivering market insights to APAC clients . The ideal candidate will possess deep expertise in global macroeconomics and markets, with a strong focus on the Asia region. Exceptional communication skills, both written and verbal, are essential, as the role requires engaging and educating diverse client types and audience sizes.
Key Responsibilities

• Articulate and deliver the firm’s perspectives on global markets and investment strategies to both internal and external clients.
• Collaborate in formulating the Private Bank’s views on macro and asset classes, managing a team of Investment Strategists based in Asia.
• Serve as the ‘public face’ of the Private Bank in Asia, sharing macroeconomic views, high-conviction investment themes, and portfolio construction insights with clients and prospects through one-on-one meetings and regular client roadshows.
• Understand the needs of Private Bank Asia’s clients and work closely with client Investment and Advice teams.
• Organize and lead the daily Asia Morning Meeting, including narrative development, content creation, and scheduling.
• Partner with Marketing to execute the region’s content strategy, developing topical and relevant materials for clients and prospects.
• Media interactions will likely be part of the responsibilities.
  

Required Qualifications, Capabilities, And Skills

• Extensive experience in financial markets as a buy-side or sell-side strategist, fund manager, or research analyst.
• Strong intellectual curiosity and the ability to generate insightful and relevant investment ideas.
• A collaborative mindset with a player-coach approach.
• Exceptional client, written, and verbal communication skills, with a proven ability to convey ideas with passion and clarity, simplifying complex concepts through stories, anecdotes, and analogies.
• Fluency in English is required; proficiency in Mandarin Chinese is an asset.
• Willingness to travel for client roadshows, primarily within the APAC region.
• Proficiency with statistical packages, Bloomberg, FactSet, Haver, Microsoft Office, etc.
  

ABOUT US
J.P. Morgan is a global leader in financial services, providing strategic advice and products to the world’s most prominent corporations, governments, wealthy individuals and institutional investors. Our first-class business in a first-class way approach to serving clients drives everything we do. We strive to build trusted, long-term partnerships to help our clients achieve their business objectives.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
About The Team
J.P. Morgan Asset & Wealth Management delivers industry-leading investment management and private banking solutions. Asset Management provides individuals, advisors and institutions with strategies and expertise that span the full spectrum of asset classes through our global network of investment professionals. Wealth Management helps individuals, families and foundations take a more intentional approach to their wealth or finances to better define, focus and realize their goals. Seniority level

• Seniority level Director

Employment type

• Employment type Full-time

Job function

• Job function Finance and Sales

Referrals increase your chances of interviewing at JPMorganChase by 2x

Sign in to set job alerts for “Head of Investment” roles. Fixed Income Investment Director – Asset Management Investment Director, Fixed Income - HK - 488 Deputy Head of Global Markets, MD (FICC / Credit) Director / Senior Director | Capital Markets & Investment Services Head of INV Funds Commercialization (HK) Director / Senior Director | Capital Markets & Investment Services | Hong Kong Head of Institutional Sales – Digital Asset Derivatives – Hong Kong Vice President, Product Management & Client Services, Wealth Management Solutions, APAC Head of Alternatives Operations - HSBC Global Asset Management Senior Director, AI Engineering | HKD 1.5M - 2M per annum | GenAI | Buy-side Alternative Investment Specialist - Senior Vice President Vice President III, Investment - Hong Kong Business Associate Director / Director - Partnership Development Head of Social Media, Asset Management APAC, Vice President Sales Director, Financial Institutions (Hong Kong & Asia) Senior Investment Analyst / Assistant Manager | Capital Markets & Investment Services Senior Institutional Sales and Business Development Manager (Futures Department) Senior BD & Marketing Manager (Asia) – International Law firm – HK$1.5m+ per year

Central & Western District, Hong Kong SAR 2 weeks ago

Platform Manager - Private Banking and Trust Services (HK) (Senior) IT Manager | Asset Management (Infra, Cybersecurity, Cloud Ops)

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Citi Kowloon City District, Hong Kong SAR

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Join to apply for the Officer, Product specialist (Cards Portfolio Management) role at Citi

Citi Kowloon City District, Hong Kong SAR

1 day ago Be among the first 25 applicants

Join to apply for the Officer, Product specialist (Cards Portfolio Management) role at Citi

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 Global Wealth (CGW) brings together the full power of Citi to serve the entire continuum of wealth clients, from affluent to ultra-high net worth to family offices. The strategies we create help our clients maintain liquidity while maximizing yields, transact in foreign currency and across borders, and manage fluctuating expenses or cash flow. We are uniquely suited to helping our clients meet their banking needs across regions through our global network.

We’re currently looking for a high caliber professional to join our team as Officer, Product specialist (Cards Portfolio Management) - Hybrid (Internal Job Title: Officer, Product specialist (Cards Portfolio Management) C10) 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.
  
  

The Officer, Product specialist (Cards Portfolio Management) is an intermediate level position responsible for driving the growth and profitability of product by developing and executing strategic initiatives, marketing campaigns, and ensuring superior customer experience. The overall objective of this role is to coordinate the promotion of products to acquire new users, risk management, revenue optimization while ensuring compliance with regulatory standards.

In this role, you’re expected to:

• Assess relevant customer, competitor, and industry insights to help define strategies to improve client experience and portfolio growth
• Analyze market trends, customer behavior, and competitor offerings to identify growth opportunities.
• Support managing end to end card product lifecycle, including pricing, features and promotions
• Provide insight and recommendations on innovative product development, product targeting, and segmentation strategies as well as oversee aspects of product development life cycle management including market demands, technology trends, and the competitive field
• Provide insight and execute on core marketing disciplines such as product development, price, promotions, platform and pillars, launching, and marketing to improve client experience and portfolio growth
• Work closely with marketing teams to design and execute campaigns to drive adoption of fee paying services / features
• Project manage product enhancement projects which includes gathering business requirement, reviewing test plan, verify test results and monitor post launch performance, while adhering to internal governance and policy requirement.
• Manage Work closely with technology and operations to manage product enhancements projects from providing business requirement
• Participate in budgeting and planning for strategic priorities and initiatives
• Ensure adherence to regulations and internal policies
• 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 degree/University degree or equivalent experience
• 2 years of relevant experience
• Cross functional knowledge (e.g. marketing, credit, acquisitions, product development, analytics)
• Ability to drive business innovation, leverage management information, and utilize data analytics to drive results
• Experience in UAT/ PAT testing, working with technology
• Demonstrated knowledge in managing KPI and good financial acumen
• Ability to work unsupervised and adjust priorities quickly as circumstances dictate
• Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements
• Demonstrated problem-solving and decision-making skills
• Demonstrated analytical and influencing skills
• Consistently demonstrates clear and concise written and verbal communication for stakeholder management
  
  

Take the next step in your career, apply for this role at Citi today

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:

Product Management and Development

---

Job Family:

Product Management

---

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.

Seniority level

• Seniority level Not Applicable

Employment type

• Employment type Full-time

Job function

• Job function Business Development and Sales
• Industries Banking, Financial Services, and Investment Banking

Referrals increase your chances of interviewing at Citi by 2x

Sign in to set job alerts for “Product Officer” roles. Product Officer (Saving & Investment Product) Manager, Product Area - Digital Process Management & Solutions

Kwun Tong District, Hong Kong SAR 3 days ago

Associate Product Manager, TMTI Asia Pacific

Nanshan District, Guangdong, China 3 days ago

Product Manager, Sustainable Product, APAC

Kwun Tong District, Hong Kong SAR 6 hours ago

Racing Product Officer (UAT Officer - 1-Year Contract) Product Manager, Digital Assets (Contract)

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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 Global Wealth (CGW)** brings together the full power of Citi to serve the entire continuum of wealth clients, from affluent to ultra-high net worth to family offices. The strategies we create help our clients maintain liquidity while maximizing yields, transact in foreign currency and across borders, and manage fluctuating expenses or cash flow. We are uniquely suited to helping our clients meet their banking needs across regions through our global network.
We're currently looking for a high caliber professional to join our team as **Officer, Product specialist (Cards Portfolio Management) - Hybrid** (Internal Job Title: Officer, Product specialist (Cards Portfolio Management) C10) 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.
The Officer, Product specialist (Cards Portfolio Management) is an intermediate level position responsible for driving the growth and profitability of product by developing and executing strategic initiatives, marketing campaigns, and ensuring superior customer experience. The overall objective of this role is to coordinate the promotion of products to acquire new users, risk management, revenue optimization while ensuring compliance with regulatory standards.
**In this role, you're expected to:**
+ Assess relevant customer, competitor, and industry insights to help define strategies to improve client experience and portfolio growth
+ Analyze market trends, customer behavior, and competitor offerings to identify growth opportunities.
+ Support managing end to end card product lifecycle, including pricing, features and promotions
+ Provide insight and recommendations on innovative product development, product targeting, and segmentation strategies as well as oversee aspects of product development life cycle management including market demands, technology trends, and the competitive field
+ Provide insight and execute on core marketing disciplines such as product development, price, promotions, platform and pillars, launching, and marketing to improve client experience and portfolio growth
+ Work closely with marketing teams to design and execute campaigns to drive adoption of fee paying services / features
+ Project manage product enhancement projects which includes gathering business requirement, reviewing test plan, verify test results and monitor post launch performance, while adhering to internal governance and policy requirement.
+ Manage Work closely with technology and operations to manage product enhancements projects from providing business requirement
+ Participate in budgeting and planning for strategic priorities and initiatives
+ Ensure adherence to regulations and internal policies
+ 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 degree/University degree or equivalent experience
+ 2 years of relevant experience
+ Cross functional knowledge (e.g. marketing, credit, acquisitions, product development, analytics)
+ Ability to drive business innovation, leverage management information, and utilize data analytics to drive results
+ Experience in UAT/ PAT testing, working with technology
+ Demonstrated knowledge in managing KPI and good financial acumen
+ Ability to work unsupervised and adjust priorities quickly as circumstances dictate
+ Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements
+ Demonstrated problem-solving and decision-making skills
+ Demonstrated analytical and influencing skills
+ Consistently demonstrates clear and concise written and verbal communication for stakeholder management
**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.
---
**Job Family Group:**
Product Management and Development
---
**Job Family:**
Product Management
---
**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 Kowloon City District, Hong Kong SAR

Join or sign in to find your next job

Join to apply for the Officer, Product specialist (Cards Portfolio Management) role at Citi

Citi Kowloon City District, Hong Kong SAR

1 day ago Be among the first 25 applicants

Join to apply for the Officer, Product specialist (Cards Portfolio Management) role at Citi

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 Global Wealth (CGW) brings together the full power of Citi to serve the entire continuum of wealth clients, from affluent to ultra-high net worth to family offices. The strategies we create help our clients maintain liquidity while maximizing yields, transact in foreign currency and across borders, and manage fluctuating expenses or cash flow. We are uniquely suited to helping our clients meet their banking needs across regions through our global network.
We’re currently looking for a high caliber professional to join our team as Officer, Product specialist (Cards Portfolio Management) - Hybrid (Internal Job Title: Officer, Product specialist (Cards Portfolio Management) C10) 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.
  

The Officer, Product specialist (Cards Portfolio Management) is an intermediate level position responsible for driving the growth and profitability of product by developing and executing strategic initiatives, marketing campaigns, and ensuring superior customer experience. The overall objective of this role is to coordinate the promotion of products to acquire new users, risk management, revenue optimization while ensuring compliance with regulatory standards.
In this role, you’re expected to:

• Assess relevant customer, competitor, and industry insights to help define strategies to improve client experience and portfolio growth
• Analyze market trends, customer behavior, and competitor offerings to identify growth opportunities.
• Support managing end to end card product lifecycle, including pricing, features and promotions
• Provide insight and recommendations on innovative product development, product targeting, and segmentation strategies as well as oversee aspects of product development life cycle management including market demands, technology trends, and the competitive field
• Provide insight and execute on core marketing disciplines such as product development, price, promotions, platform and pillars, launching, and marketing to improve client experience and portfolio growth
• Work closely with marketing teams to design and execute campaigns to drive adoption of fee paying services / features
• Project manage product enhancement projects which includes gathering business requirement, reviewing test plan, verify test results and monitor post launch performance, while adhering to internal governance and policy requirement.
• Manage Work closely with technology and operations to manage product enhancements projects from providing business requirement
• Participate in budgeting and planning for strategic priorities and initiatives
• Ensure adherence to regulations and internal policies
• 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 degree/University degree or equivalent experience
• 2 years of relevant experience
• Cross functional knowledge (e.g. marketing, credit, acquisitions, product development, analytics)
• Ability to drive business innovation, leverage management information, and utilize data analytics to drive results
• Experience in UAT/ PAT testing, working with technology
• Demonstrated knowledge in managing KPI and good financial acumen
• Ability to work unsupervised and adjust priorities quickly as circumstances dictate
• Ability to work under pressure and manage deadlines or unexpected changes in expectations or requirements
• Demonstrated problem-solving and decision-making skills
• Demonstrated analytical and influencing skills
• Consistently demonstrates clear and concise written and verbal communication for stakeholder management
  

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.
---
Job Family Group:
Product Management and Development
---
Job Family:
Product Management
---
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. Seniority level

• Seniority level Not Applicable

Employment type

• Employment type Full-time

Job function

• Job function Business Development and Sales
• Industries Banking, Financial Services, and Investment Banking

Referrals increase your chances of interviewing at Citi by 2x

Sign in to set job alerts for “Product Officer” roles. Product Officer (Saving & Investment Product) Manager, Product Area - Digital Process Management & Solutions

Kwun Tong District, Hong Kong SAR 3 days ago

Associate Product Manager, TMTI Asia Pacific

Nanshan District, Guangdong, China 3 days ago

Product Manager, Sustainable Product, APAC

Kwun Tong District, Hong Kong SAR 6 hours ago

Racing Product Officer (UAT Officer - 1-Year Contract) Product Manager, Digital Assets (Contract)

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

#J-18808-Ljbffr

Director of Portfolio Management and Business Development

Join to apply for the Director of Portfolio Management and Business Development role at AIA

Director of Portfolio Management and Business Development

2 days ago Be among the first 25 applicants

Join to apply for the Director of Portfolio Management and Business Development role at AIA

At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone.

It’s about finding new ways to not only better people's lives, but to better the communities and environments we live in. We need great Actuaries who want to be part of something bigger than finance alone. Because the better we can nurture our financial wellbeing as an organisation, the better we can support and make a difference for our customers when they need us most. By ensuring our products are well designed and priced, analysing business performance and ensuring proper management of insurance policies in-force, you’re not just safeguarding AIA’s financial wellbeing. You’re securing a better future for the people and communities we serve - today, tomorrow and for generations to come.

If that interests you, read on.

About the Role

You will take ownership of Corporate Solutions (CS) pricing and portfolio management policy and associated technical standards, while also being responsible for the design of reporting/monitoring frameworks to ensure compliance across Local Business Unit (LBU). In addition, you will champion the CS initiatives and goals that have been committed to by LBUs and provide technical advice and support to help realise them. You will also contribute to the development and execution of Regional Corporate Solutions strategy to maintain and build on AIA’s regional position as market leader. You will build a lean and effective centre-of-excellence that enables sharing of value adding best practices with LBUs.

Roles and Responsibilities:

• Champion benefits of AIA top-down strategic initiatives and secure LBU CS management support for inclusion in country strategic initiative pipeline and strategic business plan
• Negotiate with internal counterparties balancing CS contribution to overall company targets against need for baseline resource to ensure initiative success and growth of business.
• Provide leadership and direction for the pricing and portfolio management team through the formulation of strategic goals and technical outcomes to be achieved through projects and regular LBU technical team engagement and prioritize resources for initiatives.
• Evaluate risk/benefit tradeoffs and settle technical decisions to guide development of underwriting standards and design of enforcement frameworks
• Provide expert technical support for LBUs and Group Corporate Solutions (GCS); for business-as-usual and drive the innovation and change agenda (e.g. Corporate Vitality, multi-year pricing, CS to Voluntary Solutions incentivisation in Agency)
• Understand the commercial themes in each LBU and provide practical strategies tailor-made for each market, channel and segments
• Understand the commercial themes of the MNC business and provide necessary technical and pricing support to achieve desired Key Performance Indicators (KPIs)
• Set technical standards and corresponding risk governance and oversight
• Identify the technical constraints, gaps and needs of LBUs
• Enhance local technical capability learning, development and related operational capability in LBUs to better achieve KPIs
• Work together with LBUs to address the needs to execute sustainable technical solutions, including automation and digitalisation (e.g. Quote engines, i-renewal etc.)
• Prioritise initiatives and resource allocation by scale of likely benefit
• Lead regular pricing and portfolio review discussions with local CS teams to maintain performance on track
• Drive new product proposition from regional and local perspective where appropriate.
• Support strategic direction from AIA senior management through proposal of potential initiatives to LBU CS heads
• Promote the benefits of GCS initiatives among Group Office (GO)/LBU functional areas and ensure understanding of CS support needs and resource commitment to ensure achievement of initiatives aims and targets
  
  

Minimum Job Requirements:

• Degree in Actuarial or highly numerate focus (Statistics, Mathematics, etc.)
• Fellowship of Internationally recognized Actuarial association (SOA, IAAust, IFoA, etc.) with minimum 15 years experience in Life Insurance
• Insurance and Financial Services with significant senior management/leadership experience
• Demonstrated development and execution of strategies and tactics.
• Highly developed relationship-building skills to foster effective working relationship with senior management and partners.
• Strong financial and commercial acumen
• Broad exposure to a combination of the following business disciplines; finance, marketing, strategy, customer service, operations, distribution, product
• Excellent communication skills, both written and verbal. Sound understanding of insurance related financial metrics
  
  

Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.

You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.

Seniority level

• Seniority level Not Applicable

Employment type

• Employment type Full-time

Job function

• Job function Finance and Sales
• Industries Insurance

Referrals increase your chances of interviewing at AIA by 2x

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

Director, Equity Portfolio Manager, Asset Management Operations Business Transformation, Director / Associate Director Custody Operations - Head of Asia Pacific Asset Servicing and Managed Funds - Executive Director Fixed Income Investment Director – Asset Management Commercial & Investment Bank – Investor Access, Executive Director Director, Risk Operations - Global eCommerce Director of Residences and Heart of House Operations Executive Director, Discretionary Portfolio Management, Private Banking Corporate Investment Director - FMCG/ Consumer APAC Asset & Wealth Management Compliance, Conduct & Operational Risk Lead, Executive Director

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

#J-18808-Ljbffr

Director of Portfolio Management and Business Development

Join to apply for the Director of Portfolio Management and Business Development role at AIA

Director of Portfolio Management and Business Development

2 days ago Be among the first 25 applicants

Join to apply for the Director of Portfolio Management and Business Development role at AIA

At AIA we’ve started an exciting movement to create a healthier, more sustainable future for everyone.
It’s about finding new ways to not only better people's lives, but to better the communities and environments we live in. We need great Actuaries who want to be part of something bigger than finance alone. Because the better we can nurture our financial wellbeing as an organisation, the better we can support and make a difference for our customers when they need us most. By ensuring our products are well designed and priced, analysing business performance and ensuring proper management of insurance policies in-force, you’re not just safeguarding AIA’s financial wellbeing. You’re securing a better future for the people and communities we serve - today, tomorrow and for generations to come.
If that interests you, read on.
About the Role
You will take ownership of Corporate Solutions (CS) pricing and portfolio management policy and associated technical standards, while also being responsible for the design of reporting/monitoring frameworks to ensure compliance across Local Business Unit (LBU). In addition, you will champion the CS initiatives and goals that have been committed to by LBUs and provide technical advice and support to help realise them. You will also contribute to the development and execution of Regional Corporate Solutions strategy to maintain and build on AIA’s regional position as market leader. You will build a lean and effective centre-of-excellence that enables sharing of value adding best practices with LBUs.
Roles and Responsibilities:

• Champion benefits of AIA top-down strategic initiatives and secure LBU CS management support for inclusion in country strategic initiative pipeline and strategic business plan
• Negotiate with internal counterparties balancing CS contribution to overall company targets against need for baseline resource to ensure initiative success and growth of business.
• Provide leadership and direction for the pricing and portfolio management team through the formulation of strategic goals and technical outcomes to be achieved through projects and regular LBU technical team engagement and prioritize resources for initiatives.
• Evaluate risk/benefit tradeoffs and settle technical decisions to guide development of underwriting standards and design of enforcement frameworks
• Provide expert technical support for LBUs and Group Corporate Solutions (GCS); for business-as-usual and drive the innovation and change agenda (e.g. Corporate Vitality, multi-year pricing, CS to Voluntary Solutions incentivisation in Agency)
• Understand the commercial themes in each LBU and provide practical strategies tailor-made for each market, channel and segments
• Understand the commercial themes of the MNC business and provide necessary technical and pricing support to achieve desired Key Performance Indicators (KPIs)
• Set technical standards and corresponding risk governance and oversight
• Identify the technical constraints, gaps and needs of LBUs
• Enhance local technical capability learning, development and related operational capability in LBUs to better achieve KPIs
• Work together with LBUs to address the needs to execute sustainable technical solutions, including automation and digitalisation (e.g. Quote engines, i-renewal etc.)
• Prioritise initiatives and resource allocation by scale of likely benefit
• Lead regular pricing and portfolio review discussions with local CS teams to maintain performance on track
• Drive new product proposition from regional and local perspective where appropriate.
• Support strategic direction from AIA senior management through proposal of potential initiatives to LBU CS heads
• Promote the benefits of GCS initiatives among Group Office (GO)/LBU functional areas and ensure understanding of CS support needs and resource commitment to ensure achievement of initiatives aims and targets
  

Minimum Job Requirements:

• Degree in Actuarial or highly numerate focus (Statistics, Mathematics, etc.)
• Fellowship of Internationally recognized Actuarial association (SOA, IAAust, IFoA, etc.) with minimum 15 years experience in Life Insurance
• Insurance and Financial Services with significant senior management/leadership experience
• Demonstrated development and execution of strategies and tactics.
• Highly developed relationship-building skills to foster effective working relationship with senior management and partners.
• Strong financial and commercial acumen
• Broad exposure to a combination of the following business disciplines; finance, marketing, strategy, customer service, operations, distribution, product
• Excellent communication skills, both written and verbal. Sound understanding of insurance related financial metrics
  

Build a career with us as we help our customers and the community live Healthier, Longer, Better Lives.
You must provide all requested information, including Personal Data, to be considered for this career opportunity. Failure to provide such information may influence the processing and outcome of your application. You are responsible for ensuring that the information you submit is accurate and up-to-date.
Seniority level

• Seniority level Not Applicable

Employment type

• Employment type Full-time

Job function

• Job function Finance and Sales
• Industries Insurance

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Deputy Executive Manager, Business Portfolio Management and Strategy

Join to apply for the Deputy Executive Manager, Business Portfolio Management and Strategy role at The Hong Kong Jockey Club .

About the Department

The Cyber Security Department is responsible for enhancing the resilience of the Club's information, information systems, and network infrastructure. It also identifies security threats and vulnerabilities and manages associated risks, ensuring compliance with local cyber laws and regulations.

Job Responsibilities

1. Strategic Planning & Alignment
   • Collaborate with business and IT stakeholders to develop cybersecurity strategies aligned with the Club's objectives.
   • Oversee initiatives that deliver value, maintain secure operations, and mitigate risks.
   • Stay informed on emerging cyber trends and regulatory requirements to keep strategies proactive and compliant.
2. Portfolio Management
   • Manage a portfolio of critical cybersecurity services, ensuring quality delivery and continuous improvement.
   • Develop and maintain the Book of Work (BOW) for cybersecurity initiatives.
   • Report on the status and performance of cyber initiatives to stakeholders.
3. Metrics & Reporting
   • Define KPIs and metrics to measure effectiveness of cybersecurity strategies.
   • Present regular reports to leadership on portfolio performance and risks.
4. Business Integration
   • Promote cybersecurity awareness and collaborate with stakeholders for seamless integration.
5. Leadership & Team Development
   • Lead and mentor cybersecurity teams.
   • Foster a culture of collaboration, innovation, and continuous improvement.
6. Inclusive Culture & Employee Resilience
   • Develop resilience programs and promote employee well-being.
   • Encourage open communication and diverse perspectives.
7. Transformation & Operating Model
   • Oversee deployment of the IGNITION Operating Model.
   • Spearhead the adoption of DevSecOps and security by design.
About You

• Bachelor’s degree in Business Management, IT, or related; Master’s preferred.
• 10+ years in business management, risk governance, or related fields.
• Strong skills in monitoring KPIs and analytics.
• Proficiency with project and portfolio management tools (e.g., Power BI, Trello).
• Excellent communication and stakeholder engagement skills.
• Experience fostering an inclusive workplace and promoting employee well-being.

Terms of Employment

Level of appointment will depend on qualifications and experience.

Enquiries

We are an equal opportunity employer. Personal data will be used in accordance with the Club's privacy notice.

#J-18808-Ljbffr

Deputy Executive Manager, Business Portfolio Management and Strategy

Join to apply for the Deputy Executive Manager, Business Portfolio Management and Strategy role at The Hong Kong Jockey Club .

About the Department

The Cyber Security Department is responsible for enhancing the resilience of the Club's information, information systems, and network infrastructure. It also identifies security threats and vulnerabilities and manages associated risks, ensuring compliance with local cyber laws and regulations.

Job Responsibilities

• Strategic Planning & Alignment
  • Collaborate with business and IT stakeholders to develop cybersecurity strategies aligned with the Club's objectives.
  • Oversee initiatives that deliver value, maintain secure operations, and mitigate risks.
  • Stay informed on emerging cyber trends and regulatory requirements to keep strategies proactive and compliant.
• Portfolio Management
  • Manage a portfolio of critical cybersecurity services, ensuring quality delivery and continuous improvement.
  • Develop and maintain the Book of Work (BOW) for cybersecurity initiatives.
  • Report on the status and performance of cyber initiatives to stakeholders.
• Metrics & Reporting
  • Define KPIs and metrics to measure effectiveness of cybersecurity strategies.
  • Present regular reports to leadership on portfolio performance and risks.
• Business Integration
  • Promote cybersecurity awareness and collaborate with stakeholders for seamless integration.
• Leadership & Team Development
  • Lead and mentor cybersecurity teams.
  • Foster a culture of collaboration, innovation, and continuous improvement.
• Inclusive Culture & Employee Resilience
  • Develop resilience programs and promote employee well-being.
  • Encourage open communication and diverse perspectives.
• Transformation & Operating Model
  • Oversee deployment of the IGNITION Operating Model.
  • Spearhead the adoption of DevSecOps and security by design.
About You

• Bachelor’s degree in Business Management, IT, or related; Master’s preferred.
• 10+ years in business management, risk governance, or related fields.
• Strong skills in monitoring KPIs and analytics.
• Proficiency with project and portfolio management tools (e.g., Power BI, Trello).
• Excellent communication and stakeholder engagement skills.
• Experience fostering an inclusive workplace and promoting employee well-being.

Terms of Employment

Level of appointment will depend on qualifications and experience.

Enquiries

We are an equal opportunity employer. Personal data will be used in accordance with the Club's privacy notice.

#J-18808-Ljbffr

Consultant, Deal Advisory, Strategy & Operations (Financial Services)

Join to apply for the Consultant, Deal Advisory, Strategy & Operations (Financial Services) role at KPMG China

Consultant, Deal Advisory, Strategy & Operations (Financial Services)

1 year ago Be among the first 25 applicants

Join to apply for the Consultant, Deal Advisory, Strategy & Operations (Financial Services) role at KPMG China

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KPMG China provides multidisciplinary services from audit and tax to advisory, with a strong focus on serving our clients’ needs and their industries. Not only do we have an overriding commitment to provide the highest quality services for our clients, but we also strive to become a responsible corporate citizen that has a positive impact on our environment and community. At KPMG, you’ll translate insights into action and reveal opportunities for all—our teams, our clients and our world.

Service Line Overview

We support organizations and executive teams in defining their ambition and developing innovative strategies that embed the agility, customer-centricity and operational excellence needed to thrive in dynamic markets. We draw on KPMG’s deep functional expertise to work shoulder to shoulder with our clients through implementation and deliver targeted results by accelerating momentum, locking down value and de-risking both decisions and actions. We bring strategic thinking and the hands-on skillsets to deliver on transformation. We call this ‘Innovation to Results’.

• Growth strategy: identifying and implementing a prioritized set of growth platforms that will enable clients to achieve their growth ambitions
• Operating strategy & cost: challenging strategic decisions and align their operating model to their business strategy and financial targets
• Digital strategy: consider the new opportunities created by emerging technologies, and evaluate their readiness to adapt to change
• ESG strategy: assists to set and achieve ESG goals, to embed ESG into an organization’s DNA, and make ESG sustained competitive advantage for the organization
• Enterprise-wide transformation: provides the overarching framework for multi-year strategic planning, capital allocation, portfolio and synergy assessments, scenario planning, corporate centre redesigns, and other modularized enterprise-wide services
  
  
  

KPMG is building out its leading Financial Services Advisory Practice and is looking for a passionate and seasoned Senior Consultant with experience working on wholesale banking (corporate banking, capital markets, transaction banking) projects. We work with top tier corporate banks and their coverage, transaction banking, investment banking and capital markets divisions on industry defining topics from ‘Strategy-to-Results’, including strategy, operations, regulatory, and technology. It is an exciting time to join us as our practice is expanding due to our unique propositions and strength of client relationships.

We are seeking exceptional individuals who have a passion for identifying and creating solutions for clients. We are looking for strong candidates from consulting and wholesale banking backgrounds. As a team, we are a group of bright individuals who are passionate about having fun both inside and outside of work.

Key Responsibilities

• Design and run project workstreams with limited oversight, supporting banks in transformation projects, including project management, process review and design including implementation
• Support development of client presentations, including material development and vetting, under the direction of senior team members
• Generate hypotheses and drive the storyboarding process
• Produce client ready deliverables that require limited review
• Review of data and analytics, including basic financial modelling, to support implementation projects
• Develop solutions to complex problems and challenge the thinking of more senior colleagues and clients
• Liaise effectively with clients whilst working on engagements and act as an ‘ambassador’ for KPMG
• Develop rapport and working relationships with junior clients and maintain them outside of engagements
• Be a strong and effective team player
  
  
  

Experience & Background

• 1-2 years of relevant experience in any of the below:
• Big 4 experience with a focus on banking
• Internal Project / Consulting team within a wholesale bank
• Product Management role within the commercial lending, transaction banking (Cash, Trade Finance, FX, Supply Chain Finance), capital markets and/or investment banking division of a bank
• Credit risk experience, focused on commercial / corporate exposures, included syndicated loans
• Corporate strategy / Corporate development / M&A team of a wholesale bank
• Tier 1 & 2 strategy houses with deep experience in wholesale banking projects
• Degree from a leading institution
• Strong slide structuring and writing capabilities
• Evidence of project management/workstream leadership
• Knowledge of wholesale banking operations and/or regulatory compliance
• Research skills, including market research and regulatory review
• Project management experience in digital transformation / operational / regulatory / TOM-like projects
• Project management certification and knowledge of Agile delivery will be an advantage
• Analytical mindset, intellectual curiosity, structured thinking, and creativity
• Confidence, people skills, ambition and pragmatism
• Excellent written and oral communication skills in English, Cantonese and Mandarin Chinese
  
  
  

About KPMG

At KPMG China, we are committed to being an equal opportunity employer, with zero tolerance for any form of discrimination against any persons. It is important for us to create an inclusive, diverse and agile workplace for our people to develop and thrive at both a personal and professional level.

We strive to make ESG (environmental, social and governance) a watermark running through our organisation; from empowering our people to become agents of positive change, to providing better solutions and services to our clients to help them achieve their ESG goals. View Our Impact Plan to learn more about our ESG commitments and progress across four key pillars - Governance, People, Planet and Prosperity – and how we make a positive impact on our people, environment and society.

We encourage you to come as you are, and we welcome all qualified candidates to apply, and hope you unlock opportunities with us. Visit KPMG China website for more company information.

You acknowledge and agree that all personal information hereby provided regarding yourself will be used by KPMG China for its candidate selection purposed only. KPMG China collects, uses, processes, and retains your personal information in accordance with KPMG China’s Online Privacy Statement and/or KPMG China Privacy Statement (collectively "Privacy Statement "). During the recruitment process, KPMG China may need to store personal information of candidates in a designated third-party application tracking platform.

If you have any questions regarding the information you provided in the form or your job application in general, please contact KPMG China’s HR personnel in the location where your application is submitted (see here).

Seniority level

• Seniority level Mid-Senior level

Employment type

• Employment type Full-time

Job function

• Job function Business Development and Sales
• Industries Professional Services

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Business Analyst 12months contract to be extended Strategy and Insights Consultant, Fixed-Term Contract (English, Mandarin) Consultant / Senior Consultant, Deal Advisory, Strategy & Operations (ESG, Sustainability) Business Analyst (Identity & Access Management) – Leading Global Consultancy Business Analyst - Insurance (WFH/Multiple Headcounts) Business Analyst (Risk or Product Control background) Digital Business Analyst - Banking (Up to 35K/mth) Consultant/ Senior Consultant/ Manager - Strategy & Operations (Insurance) - Hong Kong(314329)

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