107 Tax Management jobs in Hong Kong

Job Responsibilities:

● Review and establish the policies and procedures in respect of liquidity risk and interest rate risk monitoring in compliance with the guidelines of HKMA Supervisory Policy Manual;

● Assist in the formulation of asset and liability management system for assessing the liquidity risk management and interest rate risk management as well as ALM optimization of the bank in relation to its overall risk profile in accordance with the requirements of Basel III.

Job Requirements:

● Bachelor's degree in Accounting, Finance, Risk Management, or related disciplines;

● At least 5 years banking experience in asset and liability management, liquidity / interest rate risk management for banking book;

● Professional qualification in CFA / FRM is preferred;

● Substantial knowledge in Basel III IRRBB or Basel III LCR / NSFR and relevant HKMA regulatory requirements (familiar with HKMA SPM such as LM-1, LM-2, IR-1) is essential;

● Strong analytical and report-writing skills;

● Proven analytical skills in forecasting and modeling, independent and possession of good problem-solving ability;

● Excellent communication and interpersonal skills, with the ability to work effectively in a team environment and interact with senior management;

● Conversant with Chinese word processing and MS Office Suite;

● Knowledge in SAS / ALM system and Moody's application is highly preferable;

● Proficient in both spoken and written English and Chinese, fluent in Putonghua is preferable;

● Candidate with less experience will be considered as Assistant Financial Management Manager.

Interested parties please send your full resume with present and expected salary, and quoting reference number to Talent Acquisition Division by clicking "Apply Now". For details, please visit and refer to the page "Join Us".

We are an Equal Opportunities Employer. Data collected would be used for recruitment purposes only. Applicants who do not hear from us within 8 weeks may consider their applications unsuccessful and their data will be destroyed within 12 months of receipt.

Financial Management Manager (Capital Management) (Ref no: FMMCM-ALAI)

Responsibilities:

• Regular review on capital planning and management policy, methodology and procedures;
• Perform short term and/or long term projection and related capital plan, issuance and redemption of capital instruments;
• Support ALCO and other committees and monitor capital related ratios, analyze trends and variances;
• Lead ICAAP process relating to capital planning & management and different kinds of stress testing on capital;
• Support implementation of evolving regulatory requirement on capital;
• Participate in capital planning, respective capital projections and stress testing;
• Participate in ongoing maintenance of recovery plan;
• Prepare capital management reporting for parent company;
• Perform ad hoc projects and assignments in relation to capital such as new product assessment, benchmarking review, preparation of presentation materials for senior management;
• Participate in UAT and system development projects;
• Assist in ad hoc sensitivity and scenario analysis to support the team or senior management.

Requirements:

• Bachelor's degree in Accounting, Finance, Risk Management, or related disciplines; preferably with professional qualification in CFA / FRM;
• At least 5 years of experience in capital management, preferably in banking, finance or audit;
• Knowledge of accounting principles, bank's accounting policies & procedures;
• Knowledge of stress testing and treasury operation would be an advantage;
• Good understanding of Banking (Capital) Rules, SPMs and Basel requirements in relation to capital management as well as recovery and resolution planning.

Financial Management Manager (Capital Management) (Ref no: FMMCM-ALAI)

Responsibilities:

• Regular review on capital planning and management policy, methodology and procedures;
• Perform short term and/or long term projection and related capital plan, issuance and redemption of capital instruments;
• Support ALCO and other committees and monitor capital related ratios, analyze trends and variances;
• Lead ICAAP process relating to capital planning & management and different kinds of stress testing on capital;
• Support implementation of evolving regulatory requirement on capital;
• Participate in capital planning, respective capital projections and stress testing;
• Participate in ongoing maintenance of recovery plan;
• Prepare capital management reporting for parent company;
• Perform ad hoc projects and assignments in relation to capital such as new product assessment, benchmarking review, preparation of presentation materials for senior management;
• Participate in UAT and system development projects;
• Assist in ad hoc sensitivity and scenario analysis to support the team or senior management.

Requirements:

• Bachelor's degree in Accounting, Finance, Risk Management, or related disciplines; preferably with professional qualification in CFA / FRM;
• At least 5 years of experience in capital management, preferably in banking, finance or audit;
• Knowledge of accounting principles, bank's accounting policies & procedures;
• Knowledge of stress testing and treasury operation would be an advantage;
• Good understanding of Banking (Capital) Rules, SPMs and Basel requirements in relation to capital management as well as recovery and resolution planning.

Financial Management Manager - Asset & Liability Management (Ref no: FMMALM-ALAI)

Responsibilities:

• Review and establish the policies and procedures in respect of liquidity risk and interest rate risk monitoring in compliance with the guidelines of HKMA Supervisory Policy Manual;
• Assist in the formulation of asset and liability management system for assessing the liquidity risk management and interest rate risk management as well as ALM optimization of the bank in relation to its overall risk profile in accordance with the requirements of Basel III.

Requirements:

• Bachelor's degree in Accounting, Finance, Risk Management, or related disciplines;
• At least 5 years banking experience in asset and liability management, liquidity / interest rate risk management for banking book;
• Professional qualification in CFA / FRM is preferred;
• Substantial knowledge in Basel III IRRBB or Basel III LCR / NSFR and relevant HKMA regulatory requirements (familiar with HKMA SPM such as LM-1, LM-2, IR-1) is essential;
• Strong analytical and report-writing skills;
• Proven analytical skills in forecasting and modeling, independent and possession of good problem-solving ability;
• Excellent communication and interpersonal skills, with the ability to work effectively in a team environment and interact with senior management;
• Conversant with Chinese word processing and MS Office Suite;
• Knowledge in SAS / ALM system and Moody's application is highly preferable;
• Proficient in both spoken and written English and Chinese, fluent in Putonghua is preferable;
• Candidate with less experience will be considered as Assistant Financial Management Manager.

Job Responsibilities:

• Responsible for the formulation and implementation of policies and systems related to asset and liability management;
• Formulate business development plans and annual business plans, prepare business budgets, formulate assessment measures, promote the implementation and execution of business plans and budget assessment, optimize the structure of assets and liabilities, and maintain a dynamic balance of resource allocation;
• Carry out asset liability management and comprehensive operation analysis on a monthly basis, organize ALCO meetings and operation analysis meetings.

Job Requirements:

• Bachelor's degree in related disciplines;

• Minimum 5 years of banking experience. Be familiar with commercial bank asset and liability allocation, budgeting and planning, operating analysis, etc;

• Strong data analysis and report writing skills;

• Excellent problem-solving ability, and able to work independently under pressure;
• Demonstrated sense of responsibility, execution capability, teamwork spirit, proactive and innovative mindset;
• Proficiency in both written and spoken English, Chinese and Putonghua.

Interested parties please send your full resume with present and expected salary, and quoting reference number to Talent Acquisition Division by clicking "Apply Now". For details, please visit and refer to the page "Join Us".

We are an Equal Opportunities Employer. Data collected would be used for recruitment purposes only. Applicants who do not hear from us within 8 weeks may consider their applications unsuccessful and their data will be destroyed within 12 months of receipt.

Responsibilities

• Configure and implement fund transfer pricing (FTP) framework to centralize interest rate and liquidity risk in the funding pool and to orient the asset-liability strategy. Support profitability measurement based on customer-segment and product dimension.
• Implement a robust management reporting framework for daily monitoring bank business and NII trends.
• Collaborate with risk team to support interest rate and liquidity risk measurement platform.
• Keep abreast of business and system change in the bank's banking book and trading book. Ensure data integrity in asset and liability management (ALM) system.
• Utilize next-gen technology to streamline the workflow and to facilitate financial planning and analysis.

Requirements

• University degree in related discipline, with recognized professional qualification an advantage
• Good understanding of bank business and products
• Experience or knowledge in either project management, UAT, requirement writing, accounting, data management or ALM / financial management system is an advantage
• Knowledge of MS Office, SQL, IBM TM1 or simple coding is a plus.
• Good command of spoken and written English, Chinese and Mandarin

Job Responsibilities:

● Review and establish the policies and procedures in respect of liquidity risk and interest rate risk monitoring in compliance with the guidelines of HKMA Supervisory Policy Manual;

● Assist in the formulation of asset and liability management system for assessing the liquidity risk management and interest rate risk management as well as ALM optimization of the bank in relation to its overall risk profile in accordance with the requirements of Basel III.

Job Requirements:

● Bachelor's degree in Accounting, Finance, Risk Management, or related disciplines;

● At least 5 years banking experience in asset and liability management, liquidity / interest rate risk management for banking book;

● Professional qualification in CFA / FRM is preferred;

● Substantial knowledge in Basel III IRRBB or Basel III LCR / NSFR and relevant HKMA regulatory requirements (familiar with HKMA SPM such as LM-1, LM-2, IR-1) is essential;

● Strong analytical and report-writing skills;

● Proven analytical skills in forecasting and modeling, independent and possession of good problem-solving ability;

● Excellent communication and interpersonal skills, with the ability to work effectively in a team environment and interact with senior management;

● Conversant with Chinese word processing and MS Office Suite;

● Knowledge in SAS / ALM system and Moody's application is highly preferable;

● Proficient in both spoken and written English and Chinese, fluent in Putonghua is preferable;

● Candidate with less experience will be considered as Assistant Financial Management Manager.

Interested parties please send your full resume with present and expected salary, and quoting reference number to Talent Acquisition Division by clicking "Apply Now". For details, please visit and refer to the page "Join Us".

We are an Equal Opportunities Employer. Data collected would be used for recruitment purposes only. Applicants who do not hear from us within 8 weeks may consider their applications unsuccessful and their data will be destroyed within 12 months of receipt.

Join PI: Shape Wealth, Build Your Future

PI is a top consulting firm specializing in global wealth management. Our core services cover EAM (private bank), fund investment, insurance, real estate, plus corporate services and family consulting (global immigration & education planning).

We're hiring go-getters passionate about wealth management. Here's what you'll do:

• Manage EAM client portfolios: handle pre-sales consulting, follow-ups, and post-sales support for financial products.
• Support backend operations: master financial product details and assist in designing tailored wealth solutions.
• Drive marketing: lead online digital initiatives and offline activities (seminars, networking) to expand client base.
• Deliver professional services: provide corporate support (HK business setup) and family consulting (immigration & education).
• Grow fast: access comprehensive EAM training, overseas courses, and collaboration with world-class private banks.

We Offer:

• Fast-track promotion: potential to reach management in 1 year.
• Competitive benefits: medical insurance, MPF/ORSO, and Savings-related Share Option Scheme.
• Dynamic environment: foster innovation and professional growth.

You Need:

• Bachelor's degree (fresh graduates & Mainland applicants welcome).
• Strong communication skills.
• Ambitious mindset to overcome challenges.

Join us to impact clients' financial futures. Ready to level up your career? Apply now

CL-ALTA is a young and dynamic team operating under the AIA Challenge District. Our members are elite young professionals (born in the 1990s and 2000s) who are graduates of the world's Top 100 universities. We possess not only an outstanding academic foundation but also foster a genuinely collaborative and supportive atmosphere. Team members are proactive, engaged, and mutually respectful, working together to create a vibrant, comfortable, and highly efficient work environment. We deeply understand the critical importance of continuous growth. Therefore, we provide systematic professional training and extensive development platforms, empowering every member to continuously enhance their skills and unlock their potential.

Our core mission is to pool our collective intelligence in the pursuit of excellence and innovation. Leveraging our professional expertise and unwavering passion, we tackle complex challenges, deliver exceptional value to our clients, and drive continuous progress within our industry.

Fulltime Job Description

• Provide advice for clients on asset management, asset protection, investment portfolio, premium financing, and fund management

• Provide comprehensive wealth management services specifically for offshore and local middle and high-net-worth clients, including risk management plans, global investment plans, asset segregation, wealth inheritance, and offshore trusts

• Analyze external economic trends, political, and legislation changes, for their financial impact on the investments

• Work with the team to expand the high net-worth client base in Hong Kong and the Chinese Mainland

• Maintain client relationships, regularly review clients' financial plans and provide professional advice

• Cooperate with law firms, accounting firms, fund companies, trust companies, medical institutions, etc. to provide customers with comprehensive services

• Continuously improve yourself, obtain the latest wealth management knowledge and market information, cultivate better communication skills and connection

Our Requirements

• University graduates (2024 or before graduation from worldwide

universities)

• Strong communication and interpersonal skills

• Self-motivated, target-oriented, eager to learn, and responsible

• Fluent oral and written expression in both Chinese & English

*Those who have relevant financial front office work experience can make special remarks in their resume.

Benefits & Compensations

• Monthly Allowance + Attractive Commission + Performance Bonus (MDRT Annual income is over HK$500,000+)

• Comprehensive induction training and high exposure to High Net Worth client-facing opportunities with managers

• One-year fast track to management position

• Opportunities for promotions and international certifications

• Continuous personal development IIQE, CFA, CFP or AFP with examination