Total 11 credit control executive job vacancies in Finance / Banking / Insurance category in Hong Kong, Hong Kong

*** Key Responsibilities ***

 - Achieve the insurance sales targets by collaboration with the assigned Customer Relationship Managers/branches

 - Drive tactical programs to develop a robust insurance culture on need based financial planning to affluent segments

 - Ensure sales staff are capable to cross-sell various types of insurance products and able to deliver innovative products to our customers

 - Implement the Group’s/Bank’s Compliance policy by managing compliance risk, ensuring adequate compliance resources are in place and training is provided, fostering a compliance culture and optimizing relation with regulators

*** Key Requirements ***

Must-have

 - Minimum 5 years' experience in insurance sales in banking (Sales experience in universal life insurance policy is preferable) 

 - Proficiency in both verbal and written English, Cantonese and Putonghua

 - Customer centric mindset and ability to manage complex interactions effectively

 - HKCEE / HKDSE (with at least passes in Chinese and Mathematics OR English and Mathematics at Grade E / Level 2 / ""Attained"" or above) plus relevant work experience

 

Good-to-have

 - University degree in a related discipline and preferably with relevant qualifications such as CFA, CFP or CFMP

 - Good communication, interpersonal and analytical skills

 - Strong self-motivation and drive to succeed, with ability to work under pressure

 - Shown strong situation awareness, strong desire to learn and able to work in Agile environment

 - Advocate of openness, able to create a cohesive teamwork and inspire others

 - High level of customer centricity mindset with dedication to deliver exceptional quality services for customers

***Key Selling Points***

 - Excellent growth opportunities in career path advancement

 - Working location: to be determined after training

 - Birthday Leave

 - Staff Mortgage upon completion of 6-month probation

 - Medical Insurance

 - Maternity Leave

• Closely monitor all post-loan cases and identify overdue repayment to minimise credit losses from time to time
• Perform phone dunning and/or reminder message to delinquent clients in professional manner
• Communicate and monitor performance of appointed external parties including debt collection agencies, etc.
• Liaise with different internal parties in resolving disputes and outstanding accounts
• Prepare debt collection status report
• Provide general administration and clerical support to the team
• Handle enquiries related to collection matters
• Participate in ad-hoc projects as assigned

• Tertiary education, or equivalent qualifications at HKQF level 3
• Minimum 1 year working experience in sales support or customer service, preferably in credit control and debt collection operations
• Proficiency in both English and Chinese
• Strong self-motivation, with ability to work independently and under pressure
• Good interpersonal, negotiation and problem-solving skill
• Maintain a positive, empathetic and professional attitude toward customers at all time
• Proficiency in MS Office
• Immediate available is highly preferred

• Attractive remuneration package
• Career progression opportunities
• Discretionary performance bonus
• Medical & Dental insurance
• Birthday leave
• Anniversary leave
• Study leave
• Study subsidy scheme
• Employee property loan / personal loan scheme
• Numerous other staff benefits

Hex Trust is a fully-licensed and insured digital asset custodian. Led by veteran banking technologists and award-winning financial services experts, Hex Trust has built Hex Safe, a proprietary bank-grade platform that delivers solutions for digital asset protocols, foundations, financial institutions, and the Web3 ecosystem. Hex Trust has offices in Singapore, Hong Kong, Dubai, Italy, and Vietnam.

Position Summary

As the Associate / VP, Finance at Hex Trust, you will be part of the team responsible for ensuring the accuracy and completeness of financial records, timely and accurate calculation, verification and reporting of financials, and supporting the Company's strategic decisions. This is an exciting opportunity to work with cutting-edge technology, a compliant-first approach, and the highest level of security available in the market.

Duties & Responsibilities

• Verify the accuracy and completeness of financial records and transactions, including transaction records on the blockchain
• Work closely with Front Office (Markets team) and Middle Office to ensure data accuracy, and design process improvements
• Prepare financial data and reports for analysis of business performances / KPI
• Assist with the preparation of monthly, quarterly, and yearly company and consolidated financial and regulatory reports
• Collaborate with other teams and ensure timely and accurate financial reporting in accordance with HKFRS/ IFRS standards
• Facilitate Group and statutory financial audits
• Perform reconciliations of financial records against various data sources
• Support the Finance department with ad-hoc projects and initiatives
• Streamline financial processes and implement best practices

• Bachelor's degree in Accounting, Finance or related field
• 3 to 5 years of experience in Audit, preferably from a top or 2nd tier CPA firm
• CPA certification is a strong plus, but not required. Hands-on experience with financial audits however is a must
• Solid understanding of accounting principles and financial reporting controls
• Experience and understanding of blockchain, crypto transactions and related accounting process is preferred
• Excellent communication and interpersonal skills, working experience with diverse populations is preferred
• Ability to work independently and collaboratively in a team environment
• Strong Microsoft Excel / Google Sheets skills

As one of the leading Web3 innovators, Hex Trust offers a front-row seat in the ever-changing blockchain & crypto industry. We genuinely believe that people are our greatest asset, and invest heavily so they’re best prepared to support our mission to unlock ownership in decentralized markets! You will be joining a company that is always committed to creating a supportive & inclusive environment that promotes personal and professional growth furthers your success and drives innovation, collaboration, and passion in the blockchain space.

At Hex Trust, we are proud of our R.A.P.I.D. culture:

• Respect and Inclusion
• Agile
• Passionate
• Indivisible
• Driven by integrity

Join us at Hex Trust and not only can you look forward to working with blockchain professionals to build the decentralized future, but also:

• Flexible Work Arrangements
• Professional Learning and Development Opportunities
• Elevate your work using cutting-edge technology
• Fun & friendly office spaces in Hong Kong, Singapore, Dubai and Vietnam

Hex Trust is an equal-opportunity employer devoted to diversity and inclusion in the workplace. We do not discriminate on the basis of race, religion, colour, national origin, gender, sexual orientation, age, marital status or disability status.

Scope of Responsibilities: Entity formation and administration of companies in Hong Kong, Cayman Island and British Virgin Islands Filing and administration duties including data entry Maintain and update company secretarial records, registers and statutory filings Handle and deal with inquiries from clients on company secretarial matters Assist in preparing due diligence / KYC documents Handling general administrative tasks and liaising with other departments as required Provide support to other operations’ tasks as assigned from time to time Undertake ad-hoc projects as assigned. Qualifications & Requirements: Bachelor Degree or equivalent from any related disciplines. 2-3 years working experience preferably gained in the financial services industry. Previous secretarial experience is a MUST. Student or member of ICSA would be a PLUS Proactive, mature, high level of attention to detail, able to work independently under pressure and strong sense of meeting tight committed deadlines. Good interpersonal skill. Good verbal and written communication skills in Mandarin and English. Proficient in Word, Excel, PowerPoint and other presentation applications, including the ability to produce neatly presented work. At FP Global, we focuses on delivering exceptional talent. We want you to reach your full potential. We’d love to listen about how your interests and experience could be a fit with one of the most admired and sustainable companies! Elevate your career with us and apply today! Please submit your resume to [email protected] for a confidential discussion.

Responsibilities: Responsible for day-to-day management of credit risk arising from exposures booked in Corporate Banking including Large Corporates and / or Structured Finance, with a focus on mainland related lending exposures including SOEs and POEs as well as LBO financing; Review and approve credit lending proposals within delegated authority to ensure that the bank’s credit offering is in compliance with bank’s policies, procedures and risk appetite; Provide recommendations and highlight key risk issues to front office and credit approvers; Perform on-site credit due diligence by joining joint-calls with business unit officers; Provide training and guidance to RMs / ARMs on credit policies and processes; Prepare portfolio reports / analysis of bank’s credit portfolio; Participate in credit policy / new product programme review and ad-hoc projects assigned by Management; and Business travel is required. Requirements: Degree holder or above in Finance, Business or related disciplines or other relevant qualifications; Holder of ECF-CRM is a plus; At least 15 years of relevant experience in commercial / corporate banking with credit assessment experience, broad industry exposure and knowledge of cash flow lending; Strong technical knowledge of commercial banking credit approval process, systems and controls and credit risk management; Good at communicating with stakeholders of all levels and has a mature and positive working attitude; and Fluent in written and spoken English and Chinese. Fluency in Mandarin is an advantage.

About our Clients We are currently representing a number of quantitative-based proprietary trading houses and platform hedge fund to hire experienced quant traders, working location including Asia and Europe.   Basic Requirements: at least 2 years+ quant trading experience in buyside or prop-desk Trading experience in major Asia market is ideal Proficiency in Python, C++ or R Traded asset classes in either Equities or Cryptocurrencies Highly statistical driven person and excellent problem solving skills   Compensation & benefits: Varies regarding the hiring clients, location and seniority

Fund Sales/ Distribution Sales-  Team Head Job Description As Fund Sales, you will support the team to achieve the team's fund sales goals. You will also identify investment sales opportunities from existing client base as well as prospectus generated by marketing activities. Other responsibilities include: Build, manage, and grow our institutional and distribution team in Greater China region. Develop and maintain a strong relationship with investors - private banks, family offices and HNWIs. Establish local and global channels and expand our institutional customer base efficiently Identify customer’s investment/retirement savings needs and perform constant monitoring of investment portfolio in order to provide appropriate advice on investment solutions and after-sales service to customers Ensure high level sales quality and complies with all regulatory, legal and ethical requirements Requirements: University graduate 8+ years of experience in fund sales, distribution sales & business development in financial services Proven track record of developing relationships, negotiating, and problem-solving with both internal and external partners and stakeholders Knowledgeable in investment products Self-motivated, responsible and able to work under pressure Excellent written and oral communication skills in English, Chinese & Mandarin Proficient in MS Office applications including Excel, Word, and PowerPoint

Responsibilities: 1.To achieve the Company's growth and to be responsible for the overall strategic; In charge of wealth management department. 2.Explore and develop investment opportunities for the benefits of the Company with potential business partners and clients; 3.Lead the team to achieve its business objectives and maintain its operation; Develop the Company's business strategies, set up short-term and long-term business objectives, operating plans and monitor its implementation across the organization. Requirements: 1.Bachelor degree or above, preferably in Finance, Economics. 2.Must have experience with securities house. 3.With strong customer base and business connection in the industry. 4.Have experienced in margin and wealth management business. 5.Good command of English and Chinese (Mandarin is a must).

Title: Quantitative Portfolio Manager   Responsibilities: Study the microstructural characteristics of the market and identify potential high-frequency arbitrage opportunities. Develop and implement high-frequency arbitrage strategies, utilizing advanced quantitative models and algorithms. Monitor market conditions and adjust arbitrage strategies accordingly to maximize profitability. Conduct in-depth analysis of market data, trade execution, and performance metrics to optimize arbitrage strategies. Collaborate with trading teams and technology teams to develop and enhance trading systems and infrastructure. Manage the arbitrage business team, providing guidance, support, and training to team members. Monitor and evaluate the performance of the arbitrage business team, ensuring adherence to best practices and industry regulations. Stay updated with the latest market trends, regulations, and technological advancements in high-frequency trading and arbitrage strategies. Job Requirements: Graduates from domestic 985 universities or well-known foreign universities, with a bachelor's degree or above, majoring in computer science, mathematics, physics, or other science and engineering fields. Strong programming skills and proficiency in at least one programming language such as C++, Python, R, Golang, etc. Excellent analytical and problem-solving skills with a deep understanding of quantitative finance and statistical analysis. Strong team awareness and excellent leadership skills, with the ability to effectively manage and motivate a team. Proven experience in real high-frequency arbitrage of digital currencies. Good command of English and Chinese (Mandarin).

PE Investment VP/D  (Hong Kong or UK) Responsibilities: •             Manage day-to-day implementation of investment strategies and policies to achieve strategic return and meet risk objectives •             Formulate investment strategies and financing models for the long run investments •             Conduct industry research including financial modelling and valuation, prepare reports on private equity industry trends, portfolio performance, risk analysis, capital allocation plans and other issues supporting investment literature to facilitate decision making •             Screen investment projects, prepare analysis at various stages and be responsible for the trade execution •             Responsible for deal execution, including drafting and negotiating of deal documentation •             Ensure high integrity, accuracy and timeliness of investment decisions to protect the assets and ensure minimal risks and maximum contributions to the financial health of the Company •             Ensure that the investment portfolios comply with legal, regulatory, audit and tax requirements Requirements: •             University degree in Economics, Finance, Investment or a related discipline, professional qualifications such as CFA, CPA and ACCA are preferred •             Minimum of 10 years of working experience in asset management, private equity, investment banking or relevant financial institutions, having INVESTMENT BANKING and PE Investment working experience are preferred. Less experienced candidate will be considered as Investment Manager - Private Equity •             In-depth knowledge and extensive experience in financial investment, financial analysis and private equity funds •             Proven track record in managing investment portfolios •             Excellent financial, capital operation, project appraisal and investment decision-making skills •             Good communication, interpersonal and presentation skills with the ability to communicate with senior management effectively •             High level of discipline and integrity with positive attitude and ability to work independently and under pressure •             Excellent command in spoken and written English and Chinese, fluency in Mandarin •             Proactive mind-set with ability to thrive in a team •             Hard working, willing to OT when in need

About the Team The Credit Management and Control Section within Hong Kong Corporate Banking Department is responsible for the credit risk analysis and control of the local corporate banking customer portfolios and related mitigation including credit application, rating application preparation, monitoring of the customer credit performance, etc.  The role is crucial in supporting the Corporate Banking Department to achieve its business target and comply with regulatory requirements. Role Requirements To prepare and review loan / guarantee / security / derivatives related agreements and documents for customers of Hong Kong Corporate Banking Department No. 2 (HKCBD2) and Hong Kong Corporate Banking Department No. 3 (HKCBD3). To instruct and liaise with the Bank's approved solicitors firm in respect of non-standard, security and/or complicated documentation. To prepare covenant monitoring check sheet for eligible facilities provided to customers of HKCBD2 and HKCBD3. To follow the policy & direction of the Dept. /Section, and to assist your superiors in accomplishing the Dept. /Section’s overall duties & responsibilities at all times. To provide support in other general affairs of the Section. Essential Functions To ensure credit related document executed by the Bank is legal binding and with perfect protection on the Bank’s interest. To ensure credit related document executed by the Bank is fully compliance with approved conditions, statutory and internal requirements. Competencies We are looking for an individual who should be able to judge priority among tasks and makes practical scheduling and time management to complete tasks before deadline. He/she should be able to work independently or in a team. The individual should be able to effectively negotiate with his/her external/internal counterparties to executive regular tasks. He/she is an excellent team player and has an innovative spirit. He/she should respect for, and commit to high standards of business conduct and integrity. He/she should build good working relationship with other members and stakeholders and effectively collaborates with them to achieve Team/Section goals. Work experience, education and skills Bachelor's Degree in Finance, Business or related discipline; At least 2 years’ experience in credit documentation with a corporate bank; Knowledge of credit documentation (syndication & bilateral), related procedures and products, and relevant legal requirement. Exposure in syndication / loan administration with commercial or corporate bank is desirable; Strong analytical, problem solving, interpersonal and negotiation skills; Proficiency in both spoken and written English and Cantonese; Independent, hardworking and willing to work under pressure. eFCSoSe