63 Senior Investor jobs in Hong Kong

Director of Investor Relations

YG LINKS

Posted 8 days ago

Job Viewed

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Job Description

Direct message the job poster from YG LINKS

A Hong Kong Main Board-listed bio-pharmaceutical company accelerating global strategic expansion.

Key Responsibilities

  • Lead the investor relations function, including strategy, operating plan and budget
  • Conduct regular investor and research analyst meetings in Hong Kong as is customary for SEHK listed companies
  • Provide current information to the Company’s executive management team regarding competitive market intelligence from the Street, security analysts’ positions and summaries, relative stock price movements and periodic ownership analysis
  • Assist in the preparation of periodic public reports as a publicly listed company, e.g., annual and interim results, annual reports
  • Assist in supervising and managing the annual general shareholders’ meeting
  • Compile and maintain current list of shareholders of the Company
  • Partner with BD&Strategy team to architect equity storytelling frameworks

Qualifications

  • Bachelor’s/Master’s degree in Finance/Economics/Business from top-tier institutions, CFA/CPA preferred
  • 5+ years full-time IR experience in HKEX-listed companies , biopharma/healthcare sector preferred
  • Business-native proficiency in English, Mandarin, Cantonese (presentations & regulatory drafting)
  • Currently based in Hong Kong
  • Deep familiarity with Hong Kong capital markets and institutional investor engagement
  • Proven ability in financial modeling and capital transactions analysis
  • Strong stakeholder management skills across BD&Strategy, R&D and Finance

If you are interested in the above position and possess the required work experience and educational background, please send your resume to We will contact you soon to communicate the detailed job information

Seniority level
  • Seniority level Director
Employment type
  • Employment type Full-time
Job function
  • Job function Project Management, Finance, and Business Development
  • Industries Biotechnology Research, Pharmaceutical Manufacturing, and Retail Pharmacies

Referrals increase your chances of interviewing at YG LINKS by 2x

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Associate Director, Startup Investment, Venture Capital, 1.2-1.5M +B VP/ Director, China Financial Markets Sales Business Development Director (Financial Institutions) Account Director - Corporate, Sustainabilty, and Financial Communications Consultancy ( HONG KONG ) Director, Business Development, CLSA Fund Services Multi-properties Director of Business Development - Luxury Travel Director, Technology Investment, CLSA Capital Partners Director of Bitcoin Treasury Strategy (Trading & Investments) Treasury Management Director (Front Office) Finance Director- Pre-IPO Technology Company HSBC Premier Elite Director - Wealth and Personal Banking

Central & Western District, Hong Kong SAR 3 days ago

Associate Director, Operations, Wealth Management, Operations Director, Equity Portfolio Manager, Asset Management Real Estate, Business Development Director (Based in Cambodia) Director, Process & Change Delivery, Private Banking Sales Director, Financial Institutions (Hong Kong & Asia)

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Investor Relations Lead (APAC)

With Intelligence

Posted 10 days ago

Job Viewed

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Job Description

2 weeks ago Be among the first 25 applicants

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

This range is provided by With Intelligence. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

HK$625,000.00/yr - HK$25,000.00/yr

With Intelligence is a leading global provider of business intelligence, data, insights and events for the global asset management industry.

We are currently recruiting an Investor Relations Lead for APAC to join our Hong Kong office.

After the successful launch of The Partnerships in the U.S. in 2022, we are looking to replicate that success in APAC and are seeking an Investor Relations lead, APAC to support that initiative. The Partnership is a membership that offers senior members of asset management business development teams a unique, multi-faceted opportunity to connect, engage and learn with decision makers from preeminent institutions and their consultants.

The Investor Relations, APAC Partnerships will focus on developing LP relationships across the region, working closely with the wider Partnerships team to develop and execute numerous initiatives, including sourcing event speakers and building out advisory boards. The role requires a deep understanding of the APAC investor landscape.

Responsibilities

  • Mapping the region to understand key players across the investor spectrum
  • Build and nurture strong relationships with allocators and investment consultants, conduct regular calls and meetings to exact and record key LP data
  • Keep up to date with industry and market trends, people moves, new investment strategies and headlines
  • Source speakers for Retreat agendas and ensure strong LP attendance at each Retreat
  • Draft and circulate LP call notes and add into Salesforce after each investor meeting
  • Collaborate on crafting interesting content for conferences, diving into market research to co-author agendas that highlight trending topics, key challenges, and exciting opportunities
  • Conduct research to expand our network of investor clients, hedge funds, and private equity fund managers, making connections that drive value
  • Travel to event locations to ensure the program runs smoothly and delight investors with a top-notch experience

Requirements

  • Having established relationships with allocators and investment consultants in the APAC region is essential
  • We're looking for a great communicator who can understand client needs and come up with innovative ways to meet them—think brainstorming sessions, panels, surveys, investor gatherings, and engaging case studies
  • It's important to take the initiative to stay informed about market trends and personnel changes, ensuring our Salesforce database is always current
  • Strong organizational skills, attention to detail, and accuracy are essential
  • We value a results-oriented mindset, personal integrity, and a solid work ethic
  • Being a team player is key to our success
  • We appreciate individuals who have a proven history of meeting and exceeding goals
  • We're excited to find an enthusiastic, highly motivated self-starter to join us
  • The ability to travel is also important to meet clients and attend our events

Benefits

  • Performance-based-Incentives (Base + Commission)
  • Opportunity to Travel
  • Flexible Fridays (opportunity to finish early)
  • Birthday Day Off
  • Wellness Days
  • Medical & Dental Coverage
  • Life Insurance
  • Modern offices with a range of benefits
  • On-going Training and Career Development
  • Access to in-house research tools and learning platforms to build your sector knowledge and career

Seniority level
  • Seniority level Mid-Senior level
Employment type
  • Employment type Full-time
Job function
  • Job function Other
  • Industries IT Services and IT Consulting

Referrals increase your chances of interviewing at With Intelligence by 2x

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Strategic Investment Manager - Japan Market Senior Associate / Associate, Equity Advisory and Investor Relations Associate (Investment Advisory-Private Equity)

Shenzhen, Guangdong, China CN¥25,000.00-CN¥5,000.00 1 year ago

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

Associate - Private Equity Clients (Australian Market) Portfolio Reconciliations | Top Investment Management | 6-month

Hong Kong, Hong Kong SAR HK$30,00 .00-HK 40,000.00 1 week ago

Shenzhen, Guangdong, China CN 5,000.00-CN 0,000.00 2 years ago

Corporate Development & Investor Relations Analyst Private Credit Fund - Investor Relations, SEA focus

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Director of Investor Relations

Hong Kong, Hong Kong YG LINKS

Posted 3 days ago

Job Viewed

Tap Again To Close

Job Description

Direct message the job poster from YG LINKS

A Hong Kong Main Board-listed bio-pharmaceutical company accelerating global strategic expansion.

Key Responsibilities

  • Lead the investor relations function, including strategy, operating plan and budget
  • Conduct regular investor and research analyst meetings in Hong Kong as is customary for SEHK listed companies
  • Provide current information to the Company’s executive management team regarding competitive market intelligence from the Street, security analysts’ positions and summaries, relative stock price movements and periodic ownership analysis
  • Assist in the preparation of periodic public reports as a publicly listed company, e.g., annual and interim results, annual reports
  • Assist in supervising and managing the annual general shareholders’ meeting
  • Compile and maintain current list of shareholders of the Company
  • Partner with BD&Strategy team to architect equity storytelling frameworks

Qualifications

  • Bachelor’s/Master’s degree in Finance/Economics/Business from top-tier institutions, CFA/CPA preferred
  • 5+ years full-time IR experience in HKEX-listed companies , biopharma/healthcare sector preferred
  • Business-native proficiency in English, Mandarin, Cantonese (presentations & regulatory drafting)
  • Currently based in Hong Kong
  • Deep familiarity with Hong Kong capital markets and institutional investor engagement
  • Proven ability in financial modeling and capital transactions analysis
  • Strong stakeholder management skills across BD&Strategy, R&D and Finance

If you are interested in the above position and possess the required work experience and educational background, please send your resume to We will contact you soon to communicate the detailed job information

Seniority level
  • Seniority level Director
Employment type
  • Employment type Full-time
Job function
  • Job function Project Management, Finance, and Business Development
  • Industries Biotechnology Research, Pharmaceutical Manufacturing, and Retail Pharmacies

Referrals increase your chances of interviewing at YG LINKS by 2x

Get notified about new Director of Investor Relations jobs in Hong Kong, Hong Kong SAR .

Associate Director, Startup Investment, Venture Capital, 1.2-1.5M +B VP/ Director, China Financial Markets Sales Business Development Director (Financial Institutions) Account Director - Corporate, Sustainabilty, and Financial Communications Consultancy ( HONG KONG ) Director, Business Development, CLSA Fund Services Multi-properties Director of Business Development - Luxury Travel Director, Technology Investment, CLSA Capital Partners Director of Bitcoin Treasury Strategy (Trading & Investments) Treasury Management Director (Front Office) Finance Director- Pre-IPO Technology Company HSBC Premier Elite Director - Wealth and Personal Banking

Central & Western District, Hong Kong SAR 3 days ago

Associate Director, Operations, Wealth Management, Operations Director, Equity Portfolio Manager, Asset Management Real Estate, Business Development Director (Based in Cambodia) Director, Process & Change Delivery, Private Banking Sales Director, Financial Institutions (Hong Kong & Asia)

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Investor Relations Lead (APAC)

Hong Kong, Hong Kong With Intelligence

Posted 3 days ago

Job Viewed

Tap Again To Close

Job Description

2 weeks ago Be among the first 25 applicants

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

This range is provided by With Intelligence. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

HK$625,000.00/yr - HK$25,000.00/yr

With Intelligence is a leading global provider of business intelligence, data, insights and events for the global asset management industry.
We are currently recruiting an Investor Relations Lead for APAC to join our Hong Kong office.
After the successful launch of The Partnerships in the U.S. in 2022, we are looking to replicate that success in APAC and are seeking an Investor Relations lead, APAC to support that initiative. The Partnership is a membership that offers senior members of asset management business development teams a unique, multi-faceted opportunity to connect, engage and learn with decision makers from preeminent institutions and their consultants.
The Investor Relations, APAC Partnerships will focus on developing LP relationships across the region, working closely with the wider Partnerships team to develop and execute numerous initiatives, including sourcing event speakers and building out advisory boards. The role requires a deep understanding of the APAC investor landscape.
Responsibilities

  • Mapping the region to understand key players across the investor spectrum
  • Build and nurture strong relationships with allocators and investment consultants, conduct regular calls and meetings to exact and record key LP data
  • Keep up to date with industry and market trends, people moves, new investment strategies and headlines
  • Source speakers for Retreat agendas and ensure strong LP attendance at each Retreat
  • Draft and circulate LP call notes and add into Salesforce after each investor meeting
  • Collaborate on crafting interesting content for conferences, diving into market research to co-author agendas that highlight trending topics, key challenges, and exciting opportunities
  • Conduct research to expand our network of investor clients, hedge funds, and private equity fund managers, making connections that drive value
  • Travel to event locations to ensure the program runs smoothly and delight investors with a top-notch experience
Requirements
  • Having established relationships with allocators and investment consultants in the APAC region is essential
  • We're looking for a great communicator who can understand client needs and come up with innovative ways to meet them—think brainstorming sessions, panels, surveys, investor gatherings, and engaging case studies
  • It's important to take the initiative to stay informed about market trends and personnel changes, ensuring our Salesforce database is always current
  • Strong organizational skills, attention to detail, and accuracy are essential
  • We value a results-oriented mindset, personal integrity, and a solid work ethic
  • Being a team player is key to our success
  • We appreciate individuals who have a proven history of meeting and exceeding goals
  • We're excited to find an enthusiastic, highly motivated self-starter to join us
  • The ability to travel is also important to meet clients and attend our events
Benefits
  • Performance-based-Incentives (Base + Commission)
  • Opportunity to Travel
  • Flexible Fridays (opportunity to finish early)
  • Birthday Day Off
  • Wellness Days
  • Medical & Dental Coverage
  • Life Insurance
  • Modern offices with a range of benefits
  • On-going Training and Career Development
  • Access to in-house research tools and learning platforms to build your sector knowledge and career
Seniority level
  • Seniority level Mid-Senior level
Employment type
  • Employment type Full-time
Job function
  • Job function Other
  • Industries IT Services and IT Consulting

Referrals increase your chances of interviewing at With Intelligence by 2x

Get notified about new Investor Relations Specialist jobs in Hong Kong, Hong Kong SAR .

Strategic Investment Manager - Japan Market Senior Associate / Associate, Equity Advisory and Investor Relations Associate (Investment Advisory-Private Equity)

Shenzhen, Guangdong, China CN¥25,000.00-CN¥5,000.00 1 year ago

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

Associate - Private Equity Clients (Australian Market) Portfolio Reconciliations | Top Investment Management | 6-month

Hong Kong, Hong Kong SAR HK$30,00 .00-HK 40,000.00 1 week ago

Shenzhen, Guangdong, China CN 5,000.00-CN 0,000.00 2 years ago

Corporate Development & Investor Relations Analyst Private Credit Fund - Investor Relations, SEA focus

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APAC Head of Investment Strategy

JPMorganChase

Posted 10 days ago

Job Viewed

Tap Again To Close

Job Description

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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APAC Head of Investment Strategy

Hong Kong, Hong Kong JPMorganChase

Posted 20 days ago

Job Viewed

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Job Description

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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Officer, Product specialist (Cards Portfolio Management)

Hong Kong, Hong Kong Citi

Posted 10 days ago

Job Viewed

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Job Description

workfromhome

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.

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Job Family Group:

Product Management and Development

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Job Family:

Product Management

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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.

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

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Officer, Product specialist (Cards Portfolio Management)

Kowloon, Kowloon Citigroup

Posted 16 days ago

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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 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.
This advertiser has chosen not to accept applicants from your region.

Officer, Product specialist (Cards Portfolio Management)

Kowloon, Kowloon Citi

Posted 3 days ago

Job Viewed

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Job Description

Citi Kowloon City District, Hong Kong SAR

Join or sign in to find your next job

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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
This advertiser has chosen not to accept applicants from your region.

Director of Portfolio Management and Business Development

AIA

Posted 10 days ago

Job Viewed

Tap Again To Close

Job Description

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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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

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