What Jobs are available for Trade Finance Manager in Hong Kong?

Responsibilities

1.  End-to-end ownership of "PO Financing", "Inventory Financing" and Seller Receivable Loan workflows; ensure full compliance with HKMA rules and internal OA matrix.

2.  Supervise document checking, disbursement reconciliation, goods-under-pledge monitoring, repayment and release of collateral on a daily basis.

3.  Work closely with Business, Risk, Compliance and Tech teams to drive API connectivity with external logistics/warehousing platforms; enable e-B/L, e-pledge registration and straight-through disbursement.

4.  Develop and continuously improve SOPs and SLAs; report key metrics (pledge ratio, delinquency, throughput) to management on a regular basis.

Requirements

•  University degree or above in Finance, Accounting, Business Administration or related disciplines.

•  7 years Hong Kong banking operations experience, with at least 3 years in Trade Finance Operations (LC, PO Finance, Invoice Discounting, Warehouse Financing). Prior exposure to virtual/digital bank projects is highly preferred.

•  Fluent in written and spoken English and Chinese (need to draft Chinese SOPs and conduct calls with mainland platforms/partners).

•  Advanced Excel; Python is a plus.

•  Proven team-lead and outsource-management experience; comfortable juggling multiple priorities in a fast-moving environment.

Job Description:

• End-to-end ownership of "PO Financing", "Inventory Financing" and Seller Receivable Loan workflows; ensure full compliance with HKMA rules and internal OA matrix.
• Supervise document checking, disbursement reconciliation, goods-under-pledge monitoring, repayment and release of collateral on a daily basis.
• Work closely with Business, Risk, Compliance and Tech teams to drive API connectivity with external logistics/warehousing platforms; enable e-B/L, e-pledge registration and straight-through disbursement.
• Develop and continuously improve SOPs and SLAs; report key metrics (pledge ratio, delinquency, throughput) to management on a regular basis.

Job Requirements:

• University degree or above in Finance, Accounting, Business Administration or related disciplines.
• 7 years Hong Kong banking operations experience, with at least 3 years in Trade Finance Operations (LC, PO Finance, Invoice Discounting, Warehouse Financing). Prior exposure to virtual/digital bank projects is highly preferred.
• Fluent in written and spoken English and Chinese (need to draft Chinese SOPs and conduct calls with mainland platforms/partners).
• Advanced in Excel and Python is a plus.
• Proven team-lead and outsource-management experience, comfortable juggling multiple priorities in a fast-moving environment.

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

Company Description
Founded in 1908, Bank of Communications Co., Ltd. (Stock Code: 3328) is one of the oldest banks in China, and also acted as one of the country's banknote-issuing institutions. The bank was listed on the Stock Exchange of Hong Kong Limited and the Shanghai Stock Exchange in June 2005 and May 2007 respectively. At present, apart from Tibet, BOCOM comprises 30 provincial branches across provinces, municipalities and autonomous regions, plus a network of 2,637 operating locations in 173 cities and 112 counties nationwide. Beyond China, BOCOM has established overseas centers in Hong Kong, New York, San Francisco, Tokyo, Singapore, Seoul, Frankfurt, Macau, Ho Chi Minh City, and Sydney; one subsidiary bank in the U.K. and one representative office in Taipei. BOCOM's development strategy is to become a first class listed universal banking group focusing on international expansion and specializing in wealth management.

Job Description

• Perform analytical and statistical reports on bank-wide basis to senior management and Head Office
• Prepare bank-wide budget and perform regular review, get involved in financial strategic planning and recommendation on bank performance
• Implement new accounting standards and polices and ensure compliance with Group accounting policies and relevant standards, guidelines, procedures and local regulatory requirements
• Prepare and update accounting policies and manuals as well as support ad hoc assignments
• Degree holder or above in Accounting or related disciplines, with minimum 5 years' relevant experience gained form the banking industry
• Good knowledge in accounting standards and local banking practice

Candidate with more experience will be considered as Senior Manager, Financial Management

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

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.

—— Brian Chesky, Co-Founder, CEO, Airbnb

Job Highlights

• Analyze individual asset allocation and corporate operation, provide professional services and resources

• Flexible and autonomous, fair and fast promotion, continuous quality training

• High income (HK 51K+ month), bonus (23.5%), various benefits and rewards (e.g. overseas meetings, private concerts)

About Challenge Family and Team Culture

• With the motto of "Elite teams being detail-oriented", Challenge Family has been honored with the "Highest No. and Percentage of MDRT Members", a prestigious award in the industry, for 17 consecutive years. In 2024, we ranked No. 1 in Growth Rate among Hong Kong's top 7 Premier Grand Districts, solidifying our position as a key contributor to AIA's MDRT glory.

• The Family is experienced in equipping college students (eg. LSE, UCL, UOM, Warwick, UCLA, NYU, UT) to quickly excel in workplace and assist professionals from different fields to succeed.

• By decades of tailored apprenticeship training, Family members qualify MDRT, which represents Top 1% Wealth Management Managers worldwide, within a short period of time.

• In 2018, the Team won the Distinguished Manager Award (DMA) as the 1st Unit in AIA Group International. Members were invited to meet the Chief Officers and pioneering districts in Malaysia.

• Teammates have backgrounds and working experience in finance, law, humanities, social sciences industries.

Job Descriptions

• Comprehensively analyze one's investment, tax, retirement, insurance and inheritance

• Formulate wealth management strategies, connect with financial and healthcare institutions

• Acquire updated financial knowledge, daily news, market information and social media operations

• Establish professionalism and qualification (e.g. group medical, employee benefits; MDRT, CFP)

• Participate in team management e.g. managers' meetings, development plans

Job Benefits

• Monthly income HK 51K+, high bonus, passive income, trips, meetings, additional benefits

• Flexible working hours and routine, fair and transparent career path

• Meet experts from various industries in person (e.g. ibanks, medical groups, legal and business institutes)

• Personalized career-oriented training, access to management grading

• Industry-leading work model with latest market experience and info provided

About AIA

• AIA has the highest no. of MDRT Members around the globe for 11 consecutive years, and winning No. 1 in Hong Kong for 23 years. It indicates that our platform and the expertise of financial advisors are world-class. Market potential and career opportunities are enormous

• AIA specializes in savings, investment, annuities, critical illness and life insurance to meet the needs of wealth management and health protection for individuals, as well as employee benefits, credit insurance and retirement schemes for corporates

• AIA is making a significantly positive impact in the community. It has ranked Top 10 "Companies That Change the World" by the magazine "Fortune" in 2022, which reflects one's social impact, operational excellence, and industry-leading innovation.

Why Join Us

• Autonomy & Opportunity: More flexible time and capacity compared with banks, securities and other financial jobs. More pay for more work. Freedom to build teams, develop a lifelong career, and become an entrepreneur with a brand name

• Holistic Development: We value our colleagues' work-life balance, support their family planning, and organize a series of leisure activities and overseas meetings

• Thriving market: Demographic changes and economic development have created a new demand for wealth management. In the next 10 years, Hong Kong and Mainland will experience a huge wave of retirement. A comprehensive planning for protection and asset management brings important values for millions of people. In 2024, Mainland visitors contributed RMB billion in New Premiums across 225,389 policies.

• Governance support: Since 2019, the government has implemented numerous policies regarding healthcare, deferred annuity and MPF, which are raising public awareness of financial management. After the pandemic, high-net-worth and household clients are more concerned about their own wealth and health. Service Centres in Greater Bay Area also facilitate strong development of the Wealth Management industry

Job Requirements

• Bachelor Degree or above (Overseas and Local Universities are welcomed)

• Hong Kong Permanent Resident, IANG / TTPS / QMAS Visa Holders

• Self-motivated, independent and conscientious, interested in financial planning

• Good command of Chinese (Cantonese/Putonghua) and English

• Banking / Finance / Marketing experience is an advantage

What would it be like working in financial planning industry? What are the market opportunities? How is the team and any successful stories? To know more, please visit us on

Linkedin:

Website:

YouTube:

WeChat: CableLai

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