What Jobs are available for Strategic Advisor in Hong Kong?
Showing 43 Strategic Advisor jobs in Hong Kong
Strategic Board Advisor – Investment Banking
Posted today
Job Viewed
Job Description
About ScaleUp:
ScaleUp is delivering Alpha-as-a-Service for US institutions—transforming idle corporate and institutional capital into 7–11% market-neutral, audited yield. Our AI-driven yield platform empowers clients to retain asset control, onboard rapidly, and capture stable, audit-ready alpha outside legacy asset management models. This innovation is designed for transparent, uncorrelated returns sought by leading corporates, fintechs, and family offices.
Role:
ScaleUp is seeking a discreet, US-focused Strategic Board Advisor with deep investment banking and institutional capital markets relationships to guide pre-IPO fundraising, investor syndicate formation, and institutional conversion for our US market entry.
Responsibilities
- US Investor Alignment:
Advise on top-tier strategic investor engagement, targeting US bulge-bracket banks, mutuals, pension funds, endowments, and institutional anchors for pre-IPO rounds. - Capital Narrative:
Shape and refine ScaleUp's US institutional positioning, transitioning from AI-powered yield engine to regulated operating system for institutional asset management. - Institutional Conversion
: Introduce and structure equity participation and mandates with C-suite decision-makers at major US corporates, family offices, and fintech partners. - Deal Structuring:
Advise on pre-IPO terms, US shareholder rights, distribution agreements, and cross-border regulatory compliance. - Market Positioning:
Participate in select US capital markets roundtables and investor diligence sessions to reinforce ScaleUp's credibility as the "Operating System for Institutional Alpha."
Ideal Candidate:
- Senior IB/capital markets advisor, MD/principal, or strategic partner with proven US IPO or Nasdaq/NYSE transaction experience
- Strong network spanning US investment banks, institutions, corporates, family offices, and pre-IPO investors
- Deep understanding of US-compliant capital structures, asset manager formation, and fintech-driven business architectures
- Experience converting corporate and JV relationships into strategic investor or anchor roles
- Entrepreneurial, discreet, board-level engagement style
- Based in US (New York/Bay Area preferred), non-executive, low-profile; equity participation possible post-IPO
Is this job a match or a miss?
Corporate Strategy Lead, Fintech
Posted today
Job Viewed
Job Description
Your new company
We are seeking a visionary and commercially astute
Corporate Strategy Lead
to lead our strategic expansion across Asia. This role is pivotal in shaping the company's long-term growth roadmap, identifying new market opportunities, and driving strategic initiatives across different business lines.
Your new role
- Define and refine the company's long-term strategy and competitive positioning in Asia.
- Lead market entry strategies for key countries (e.g., Singapore, Australia, Korea, Japan).
- Build business cases for new geographies, product lines, and partnerships. '
- Identify and evaluate M&A, JV, and strategic partnership opportunities.
- Collaborate with Product, Tech, Marketing, Legal, and Operations to translate strategy into execution.
- Oversee strategic initiatives and ensure alignment with business priorities and KPIs.
- Develop thought leadership on emerging technologies (e.g., blockchain, embedded finance, AI in fintech).
What you'll need to succeed
- Bachelor's degree in Business, Finance, Economics, or related field; MBA preferred.
- 8-10 years of experience in corporate strategy, consulting, investment banking, or fintech leadership.
- Proven track record in leading market expansion and strategic initiatives in Asia.
- Strong analytical, communication, and stakeholder management skills.
- Deep understanding of the fintech ecosystem, especially in APAC.
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or WhatsApp Kelvin Wong now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
Is this job a match or a miss?
Corporate Strategy Lead, Fintech
Posted today
Job Viewed
Job Description
Your new company
We are seeking a visionary and commercially astute Corporate Strategy Lead to lead our strategic expansion across Asia. This role is pivotal in shaping the company's long-term growth roadmap, identifying new market opportunities, and driving strategic initiatives across different business lines.
Your new role
- Define and refine the company's long-term strategy and competitive positioning in Asia.
- Lead market entry strategies for key countries (e.g., Singapore, Australia, Korea, Japan).
- Build business cases for new geographies, product lines, and partnerships. '
- Identify and evaluate M&A, JV, and strategic partnership opportunities.
- Collaborate with Product, Tech, Marketing, Legal, and Operations to translate strategy into execution.
- Oversee strategic initiatives and ensure alignment with business priorities and KPIs.
- Develop thought leadership on emerging technologies (e.g., blockchain, embedded finance, AI in fintech).
What you'll need to succeed
- Bachelor's degree in Business, Finance, Economics, or related field; MBA preferred.
- 8-10 years of experience in corporate strategy, consulting, investment banking, or fintech leadership.
- Proven track record in leading market expansion and strategic initiatives in Asia.
- Strong analytical, communication, and stakeholder management skills.
- Deep understanding of the fintech ecosystem, especially in APAC.
What you need to do now
If you're interested in this role, click 'apply now' to forward an up-to-date copy of your CV, or WhatsApp Kelvin Wong now.
If this job isn't quite right for you, but you are looking for a new position, please contact us for a confidential discussion about your career.
Is this job a match or a miss?
Senior Corporate Strategy Analyst
Posted today
Job Viewed
Job Description
Job Summary: The Senior Corporate Strategy Analyst will join KPay's Corporate Finance & Strategy team, supporting business research, strategic planning, and corporate finance initiatives. This role provides direct exposure to an ex-MBB consultant and the opportunity to deliver analyses that guide critical business and investment decisions.
Job Responsibilities:
- Conduct business and financial analysis, including market research, competitive benchmarking, and industry trend assessment, to inform strategic initiatives.
- Prepare management reports, board presentations, and strategic documents to support executive decision-making.
- Coordinate multiple projects/workstreams to ensure timely, high-quality deliverables.
- Collaborate across functions and regions to gather insights and develop actionable plans.
- Support corporate finance activities, including M&A, fundraising, due diligence, and financial modelling.
- Ongoing learning of the industry trends, market developments, and regulatory changes.
Job Requirements:
- Bachelor's degree in Business, Finance, Economics, or related field; MBA or postgraduate qualification is preferred.
- 3–5 years of experience in strategy, corporate development, or management consulting.
- Proficiency in Microsoft Office Suite, especially Excel and PowerPoint.
- Strong analytical, quantitative, and problem-solving skills with strong attention to detail.
- Excellent communication and presentation skills with the ability to streamline complex ideas into a clear roadmap for key stakeholders.
- Proactive, self-driven, with a proven ability to own deliverables and drive results.
- Fluent in English and Cantonese; Mandarin proficiency is a plus.
Is this job a match or a miss?
Strategic Capital Markets Advisor
Posted today
Job Viewed
Job Description
AI-driven B2B wealth/treasury and alpha-focused asset manager seeks a senior capital markets advisor with direct access to PE and sovereign wealth allocators, plus established relationships across ECM/syndicate at global investment banks. Carve-out financials are complete and a top-tier auditor is engaged for audit readiness; mandate is to shape and execute a discreet pre-IPO raise and position the business with leading IPO bookrunners.
Role Overview
We are seeking a senior markets professional with established relationships across private equity, sovereign wealth funds, and global investment banks. This is not a full-time operating role, but rather a high-level board advisory position, engagement-based and success-driven.
Responsibilities
:
- Introduce and connect the company with pre-IPO institutional capital, particularly PE firms, sovereign wealth funds, and strategic allocators.
- Shape positioning and messaging to global investment banks to secure strong syndicate support for IPO execution,
aligned to listing jurisdiction requirements (HKEX, NASDAQ, or equivalent) - Advise the leadership team on deal structuring, valuation narratives, and listing venue strategy.
- Provide institutional credibility, helping align our governance, disclosures, and investor communications with best market practice.
Qualifications
:
- Deep network with leading PE/VC funds, sovereign wealth funds, and investment bank ECM teams.
- Proven experience advising or executing late-stage fundraising and IPO mandates.
- Ability to operate effectively in a discreet, advisory capacity, with commercial terms structured on a success basis.
- Familiarity with capital markets dynamics in fintech and asset/wealth management sectors preferred.
- This engagement offers a unique opportunity for a seasoned capital markets professional to influence and catalyze the growth trajectory of a differentiated, AI-driven financial platform on the path towards IPO.
This engagement offers a unique opportunity for a seasoned capital markets professional to influence and catalyze the growth trajectory of a differentiated, AI-driven financial platform on the path towards IPO.
Is this job a match or a miss?
Corporate Strategy Director, Leading Financial Services Group
Posted today
Job Viewed
Job Description
- Group Strategy, Global Coverage
- Seeking Experience from Insurance, Wealth & Asset Management or Consumer Banking
- Open to Overseas Applicants willing to relocate to Hong Kong
Our client is an international Financial Services Group focusing on Life Insurance, HNW Wealth, Asset Management, Pension and Health Insurance. With increasing business activities and a solid growth strategy in place in Asia, the Group is now seeking a high-calibre Corporate Strategy Consulting professional in a Corporate Strategy team covering predominately the Asia region with additional international coverage, based in Hong Kong.
The key responsibilities for this position are as follows:
- Senior Lead in the Corporate Strategy team covering Asia region (with additional international markets) designing and developing corporate and business growth strategies and development plans at regional level across all the businesses.
- Lead strategy formulation and initiatives related to growth strategies, new markets entry, distribution strategy, new customer segment development, partnerships, new and existing products development and entries.
- Take a proactive role in identifying and assessing growth opportunities, new customer segment or product segment with the group's strategic goals in the various markets.
- Recommend and build business case on strategic initiatives, articulate and translate ideas into execution priorities, action plans and transformation programmes.
- Communicate market insights effectively to the management and business leaders by evaluating industry trends, conducting market research and benchmarking, analyzing the competitive landscape and the impact to the business.
- Partner with and assist the Corporate Development team in identifying, sourcing, screening potential acquisition targets and partnership opportunities that align with the group's strategic goals in the various regions.
- Develop and deliver presentations to the management, support in strategic planning deliverables and timelines for management committees and leadership teams at Regional and Group level.
Successful applicants will have the following skills and experience:
- An university degree preferably with an MBA or Master degree.
- Minimum 15+ years experience in Corporate Strategy, Business Strategy, Strategy Consulting gained from Life Insurance, Health Insurance, Bancassurance, Wealth Management, Asset Management or Consumer Banking sectors
- Experience from top-tier Strategy Consulting firms, ideally coupled with in-house strategy or line / business roles
- Asia markets experience is a MUST
- A track record in building, leading and delivering strategic initiatives with proven ability to lead a team and run multiple projects simultaneously
- Experience in conducting in-depth research, financial analysis and financial modelling
- Excellent presentation and communication skills in English
How to Apply
Please click the Apply button to submit your application.
About Bowen Partners
Bowen Partners is an executive search and talent development firm in Hong Kong. We are true experts at identifying talent within Banking & Financial Services across Asia Pacific primarily in Audit, Compliance, Risk, Finance, Strategy & Transformation. Our success is driven by the in-depth market knowledge that we have, and a personalised, long-term relationship that we develop with you.
For more information on Bowen Partners, please visit
Privacy
Information provided is for recruitment purposes only.
Bowen Partners is committed to protecting your privacy. Please review our Privacy Policy on our website for more information.
Is this job a match or a miss?
Analyst, Group Strategy and Development
Posted today
Job Viewed
Job Description
*Purpose of the Job *
The Group Strategy & Development (GSD) team is the in-house strategy, business development, and transaction team of the Jebsen Group. Our focus spans M&A, high-impact strategic initiatives, portfolio company management, and new business development, positioning us as key strategic partners to business leaders across the Group.
As an Analyst, you will work alongside experienced team members on diverse projects that shape and drive the Group's long-term strategy and growth. This role offers substantial influence over our portfolio and strategic direction, along with exposure to an entrepreneurial culture and ample opportunities for professional development.
Responsibilities
- Conduct market and competitive analysis across current and potential business areas to identify strategic opportunities
- Develop, analyze, and evaluate business opportunities, models, and strategic initiatives
- Contribute to strategic planning, performance monitoring, and risk mitigation, ensuring alignment with timelines, budgets, and resource allocation
- Support strategic projects focused on growth and innovation, working with internal and external stakeholders
- Collaborate closely with Group management and Jebsen businesses to support strategic priorities, support investment and transactional analysis (including M&As)
Requirements
- Exceptional business and financial analytical skills, incl. advanced proficiency in Excel & PowerPoint, highly experienced in data analysis and visualization
- Hands-on experience in large-scale projects and M&A within complex organizations, incl. sophisticated operating and financial models
- Strong independent thinking, with the ability to prioritize effectively under tight deadlines while maintaining attention to detail
- Exceptional communication skills (verbal & written), with the ability to simplify complex ideas, and present analysis clearly and concisely
- Demonstrated team player, with proven abilities to work with multiple internal and external stakeholders, including senior management
- Proven ability to manage projects end-to-end, from conceptualization to execution, including workplan design and problem-solving
- Bachelor's degree (all disciplines considered); postgraduate degree preferred
- 2-3 years of experience in strategy consulting, corporate strategy or development, investment banking, or equity research (preferably in sectors relevant to Jebsen's portfolio)
- Exposure working in an international environment; APAC experience in relevant sectors is a plus
- Fluent in English; proficiency in Mandarin highly advantageous
Is this job a match or a miss?
Be The First To Know
About the latest Strategic advisor Jobs in Hong Kong !
Associate Director, Wellness Proposition Strategy and Development
Posted today
Job Viewed
Job Description
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. Encompassing our ambition of helping a billion people live Healthier, Longer, Better Lives by 2030.
And as part of our marketing, distribution & partnership team, you'll play a vital part in advancing this movement. From inspiring meaningful connections with customers, partners and other stakeholders, to delivering purpose-led brand positioning and messaging, you'll be making a positive, healthy impact across all channels. You will have a unique and important part to play in helping more people live Healthier, Longer, Better Lives.
So if you believe in inspiring a better future, read on.
About the Role
Lead the formulation of wellness strategy for AIA, design customer centric, industry leading wellness programs and manage the operations of AIA Alta Wellness Haven. This role is central to delivering our promise of increasing healthspan for our prestigious high net worth (HNW) customers.
This role is a unique opportunity to shape the future of wellness for our HNW customers and drive meaningful health outcomes.
Roles and Responsibilities:
Strategy Formulation and Transformation
- Define the wellness proposition strategy for UHNW and HNW customer segments
- Set the strategic roadmap and partnership strategy for Wellness Haven
- Lead the evolution of the centre operating model and membership structure to enhance customer engagement and financial sustainability.
- Stay abreast of global and local wellness trends to drive innovation of appealing wellness offerings to prestigious customers
- Analyze centre financials and customer profile to identify trends and opportunities for business growth
- Apply deep knowledge in functional medicine and preventive healthcare to curate personalized wellness journeys
Centre Operations and Partner Management:
Conduct regular review with Service Partner(s) to ensure operations quality met with SLA at the HNW Wellness Centre including:
- As the centre lead to oversee day-to-day operations and P&L of the Wellness Haven, ensuring service excellence, compliance and financial sustainability.
- Manage relationships with expert partners across Hong Kong and China, ensuring strategic alignment and value delivery.
- Leverage AIA assets and partnerships to optimize cost and expand reach
- Review Service Partner(s)' workflow and operating systems regularly to ensure effectiveness in daily operations.
- Ensure Centre's operations are compliant with the documented procedures, service benchmarks, regulatory requirements, company's policies and practices.
- Ensure centre staff who perform regulated activities have obtained the relevant licenses and fulfilled the licensing requirements, if applicable.
- Build mechanism to ensure effective handling and investigations of the complaints from customer and channel, and report findings timely.
- Collect customer/channel feedback and take improvement actions where necessary.
- Produce regular centre reporting with service partner(s) for KPI tracking, and perform analysis with recommendations to relevant committees to identify areas for improvement and action plans
- Review financial budgets, prepare financial reports, and provide recommendations for cost optimization.
- Implement scientific tracking systems and dashboards to track customer progress and centre performance.
Promotional Strategy and Stakeholder Engagement:
- Position the centre as a sales enabler and differentiator in the HNW proposition.
- Develop and implement promotional strategies to drive traffic, build awareness, and educate agency and customers.
- Work with business development and training team to develop channel engagement plan
- Collaborate with service providers, channels and Club Alta team to co-design events, agency contests and member communications.
- Ensure proper event management in place and supervise centre staff to ensure successful delivery of event
- Work with marketing team for external promotion to build wellness thought leadership
- Foster professional relationships with internal and external stakeholders.
Team leadership
- Lead and develop a team of wellness professionals, fostering a culture of excellence, innovation, and customer-centricity.
- Provide guidance, coaching and performance management to ensure team success
- Keep team motivated and build a high-performance collaborative team
- Develop governance framework and work process
- Build cordial relationship with cross functional teams to facilitate daily operations.
Minimum Job Requirements:
- University graduate with 10 years+ experience in healthcare and wellness industry
- Demonstrate passion in healthspan innovation, with strong sense of wellness trends and developments locally and globally
- Ability to apply a commercial orientation within operation design with data analytic skill, with experience in "hospitality" sophisticated solutions
- Experience of wellness centre operations is a plus
- Strong leadership skill to lead a diverse team to meet KPIs
- Strong sense of ownership and proactiveness to drive for change
- Solution oriented and resilient mindset
- Able to function under stress and multiple priorities
- Excellent presentation skills and able to influence stakeholders to affect process change. Thoughtful approach from planning to monitoring.
- Ability to work collaboratively and navigate a matrixed organization and external partnerships
- Proficiency in spoken and written English, Cantonese and Mandarin
Others:
- You are required to obtain relevant license if your job involves in regulated activities
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.
Is this job a match or a miss?
Cybersecurity Management Consultant
Posted today
Job Viewed
Job Description
Our Hong Kong office is expanding, driven by market demand for consulting advice/support. This continued growth has created opportunities for Consultants. This is an outstanding opportunity for talented people to have a fast-growing career and help in shaping the future of our Hong Kong office.
- Drive projects covering a broad range of cybersecurity and digital risk topics, with opportunities to influence technology advisory areas.
- Autonomously manage projects, ensuring timely delivery and quality outcomes. Prioritize tasks and escalate issues to management when necessary.
- Develop and deliver compelling presentations to communicate findings and recommendations to clients.
- Foster and enhance strong client relationships, positioning yourself as a trusted advisor in cybersecurity.
- Support business development activities such as drafting and presenting proposals.
- Play an active role in driving internal initiatives that support the growth and development of our Asia practice.
Required qualifications:
- University degree in Information Technology, Information Systems, Computer Science, Cybersecurity, or related fields.
- Prior experience or knowledge in cybersecurity/IT topics.
- Demonstrated solid consulting skills, business acumen, and project delivery capabilities.
- Strong interpersonal skills with the ability to engage stakeholders and contribute to team success.
- Strong problem solving, communication, and analytical skills.
- Ambition to grow consulting as well as technical skills, and a strong work ethic.
- Excellent command of spoken and written English; proficiency in Mandarin and/or Cantonese is preferred.
To apply, please send us your CV and cover letter.
Additional InformationWe offer you:
- The ability to work in a dynamic international environment and ongoing on-the-job training
- The opportunity to work on exciting projects
- Excellent opportunities for personal and professional development, with ongoing coaching
- An attractive remuneration package commensurate with the experience and performance
- Entrepreneurial opportunities by being part of a fast-growing consulting firm
Is this job a match or a miss?
Wealth Management Consultant
Posted today
Job Viewed
Job Description
Join AIA as a Wealth Management Consultant - Graduate Program
About Us & Our Leader
Experience mentorship from an industry legend Join the team led by
Hiwin HO
, a multi-award-
winning financial services expert with 25 years of experience and a proven track record of training
over 50 financial planners and interns to success.
His Credentials Speak for Themselves:
- MDRT Life Member & MDRT/COT Training Expert
- Certified Financial Planner (FchFP) & Chief Pension Consultant
- PAL - Diamond Level Leader & Distinguished Senior Manager
- Head of a dynamic, high-achieving 90s and 00s team
We are a vibrant and ambitious team dedicated to empowering the next generation to achieve
their dreams and build extraordinary careers in wealth management.
Roles And Responsibilities
As a Graduate Wealth Management consultant, you will:
- Analyze clients' financial needs and provide tailored insurance and investment solutions.
- Develop and implement comprehensive wealth management plans, including strategic asset management, retirement planning, sustainable (ESG) investment, and technology- driven financial strategies.
- Hone your skills in business development and client relationship management.
- Collaborate with our elite team to achieve personal targets and train towards achieving the prestigious industry milestone MDRT.
Job Requirements
- Bachelor's degree (any discipline, fresh graduates welcome).
- Highly motivated with a strong desire to excel in sales and client advisory.
- Ready to develop a professional competency in the analysis of financial markets and products.
- Excellent communication and interpersonal skills.
- A team player eager to learn and grow in a fast-paced environment.
- No prior experience required – comprehensive training provided
- We welcome all visa types (IANG, TTPS, Dependant Visa, etc.).
Why Join Hiwin's Team?
- Gain access to the extensive resources, elite network, and leading market strategies of our Challenge Family—renowned as one of the industry's prestigious and top-performing
units. - Learn from the Best: Receive 1-on-1 coaching from an MDRT Life Member and proven mentor.
- Fast-Track to Success: Our training system is designed to accelerate your career growth and income potential.
- Young & Energetic Culture: Be part of a supportive team of young achievers who strive for excellence.
- Flexible working hours and uncapped earning potential.
Apply now by sending your resume to
Let's build your future together
Is this job a match or a miss?