了解东方
1、Officer of Risk Management (OW-RISK-20260803)
Responsibilities:
- Daily corporate risk reporting and risk monitoring, attributing profit and loss performance;
- Review of legal documents related to projects and transactions;
- Investment pool entry review and management, periodic review of the investment pool list;
- Risk public opinion, monitoring market fluctuations, sending risk alerts, assisting business departments with risk resolution efforts.
Requirements:
- Bachelor's degree or above in Finance, Financial Management, Business Administration;
- Solid risk management background in the financial industry of market Risk, Credit Risk, Financial Derivatives;
- Excellent foundation in IT with the AI field;
- Data Analysis, Risk Reporting.
2、Sales Assistant of Wealth Management (OW-WM-20260707)
Responsibilities:
- Sales Administration: Manage quarterly/monthly sales KPI assessment, performance tracking, and commission calculation/distribution for the Wealth Management department;
- Policy & Governance: Maintain and optimize WM sales performance evaluation frameworks and broker/representative management policies;
- Sales Support: Coordinate operational support activities and facilitate workflows across the WM business line;
- Client Service Operations: Customer service operations and day-to-day CS team deliverables.
Requirements:
- Minimum 3 years' sales administration or client service experience in HK securities/banking;
wealth management/brokerage preferred;
- Bachelor's degree or above;Finance, Accounting, or related disciplines preferred;
- Fluent Cantonese/Mandarin + business English;
- Fintech/digital capabilities (e.g., CRM systems, workflow automation, data analytics);
- Advanced Excel/VBA for reporting automation;SQL/Python a plus.
3、Manager of Finance Department (OW-Finance-20260707)
Responsibilities:
- Conduct accounting for various financial instruments, including but not limited to the valuation, impairment and classification of bonds, equities, funds, derivatives and structured products;
- Manage accounting records for individual entities and structured entities related to financial instruments, and timely complete financial statement preparation and bank reconciliation;
- Assist in the development and testing of the financial module in the middle-office system for financial instruments;
- Support monthly financial closing activities including the preparation of consolidated financial statements;
- Provide assistance with audits, tax filings, and report submissions to Mainland China regulatory authorities, namely the CSRC, SASAC and the Ministry of Finance.
Requirements:
- 5-10 years of working experience in financial accounting, with in-depth knowledge of the characteristics and measurement methodologies of various financial products;
- Majors in Accounting, Finance or Economics are preferred;
- Candidates with experience in Chinese-state owned financial companies and familiarity with Chinese corporate culture are preferred;
- Proficient in written and spoken Chinese and English, and fluent in Mandarin communication;
- Strong team spirit and ability to work under pressure.
4、Institutional Sales (OW-IS-20260707)
Responsibilities:
- Develop and maintain a network of institutional investors across Pre-IPO, IPO and placement stages (including PE, long-only, hedge funds, family offices and asset managers), and build an investor profile database and order preference map;
- Support project execution and conduct investor communications to improve order quality and deal completion probability;
- Source and manage shareholder-side needs such as large-scale sell-downs, liquidity monetisation and structured exits;
build a sustainable pool of sell-side assets / deal flow;
- Match investor demand and design the execution approach, working closely with the trading desk to control market impact and settlement / delivery risks;
- Conduct post-deal reviews and documentation (pricing feedback, investor preferences, execution risk points) to continuously enhance execution efficiency and matching success rate;
- Drive cross-functional coordination with IBD, trading desk, research, legal & compliance and operations/back office, clarifying timelines, responsibilities, milestones and key risk flags;
- Develop annual account/project plans for key clients and implement a quarterly rolling pipeline management mechanism to ensure deal progress is visible and measurable.
Requirements:
- Master’s degree or above;major in Finance, Economics, Engineering or other relevant disciplines preferred;
- 3–8 years of relevant experience;candidates with any of the following backgrounds are preferred:
- ECM / capital markets / placement experience at a securities firm or investment bank;
- Institutional sales experience with a strong track record in placements / ABB / block trades and other project-based sales;
- Buy-side transition (e.g., PE / asset management) with strong investor order capability and pricing understanding;
- Proven and verifiable deal experience in placements, sell-downs, block trades, etc. is a plus;
- Solid understanding of common structures, processes and market practices in Hong Kong equity financing and large-size secondary transactions;
good grasp of order quality management and pricing logic;
- Strong project management capability: cross-team coordination, milestone driving, delivery under pressure and issue closure;
- Strong commercial communication and negotiation skills, able to communicate professionally with institutional investors and issuers/shareholders;
- Strong written and spoken English and Chinese;capable of preparing materials such as pitch highlights, Q&A and deal summaries;
- Strong compliance mindset;able to strictly follow information barrier requirements, wall-crossing procedures and documentation / record-keeping standards;
- Holder of SFC Type 1 and/or Type 4 licence.
5、Quantitative sales/trader of Futures Department (OW-FUTURES-SALES TRADER-20260330)
Responsibilities:
- Be proficient in futures business, providing support for overall futures operations, product requirements, and client communication;
- Possess relevant IT knowledge or experience to collaborate with the IT department in offering technical support and services to quantitative trading and algorithmic trading clients;
- Understand the landscape of quantitative futures trading, analyze the trading needs of quantitative clients, and develop targeted strategies for client retention and growth in the quantitative space;
- Provide service and sales support in quantitative trading to sales colleagues and account executives, and coordinate institutional client-related service projects;
- Perform other futures-related tasks as assigned by the department.
Requirements:
- Master’s degree or above in a science or engineering discipline;
majors in information technology, finance, or mathematics are preferred;
- Hold a valid SFC Type 2 license in Hong Kong;
- At least two years of experience in quantitative trading;
- Strong sense of responsibility, ability to work independently, and capacity to perform under pressure;
- Proficient in written and spoken Chinese and English (including Mandarin).
6、Senior Officer/ Assistant Manager of Operations Department (OW-OPS-SO/AM-20260311)
Responsibilities:
- Responsible daily securities settlement, including Hong Kong Market and Oversea Markets;
- Handle the clients’ instruction on corporate actions, fund/ stocks deposit or withdrawal;
- Liaise with Brokers, in house counterparties to follow up any settlement related issues and enquiries;
- Handling ad hoc projects in business development and regulatory requirement, and coordinating with internal stakeholders;
- Participate in system development projects include UAT and system migration;
- Execute settlement adminstrative duties, such as reporting and filing.
Requirements:
- Degree holder, minimum 3 years relevant working experience in financial institution;
- Solid experience in Securities & Futures settlement for Hong Kong and Overseas markets;
- Familiar with CCASS, DCASS and Overseas operations;
- Knowledge of financial products such as structured products, bonds and index commodities, futures and options operation will be advantage;
- Self-motivated, detail minded, good interpersonal and communication skills;
- Strong sense of responsibility and able to work independent;
- Good command of spoken and written English & Chinese.
We offer competitive remuneration package and excellent career prospects to qualified candidates. Interested parties please send your resume together with present and expected salaries E-mail to recruit@dfzq.com.hk
All applications will be treated in the strictest confidence and personal data collected will be used for recruitment purposes only.
