We are a fundamentally driven, extensive research and bottom up approach Long Short Equity Hedge fund. We are looking for an Equity Analyst that will focus on the TMT (Software, Semiconductors, internet etc) OR Consumer Discretionary (Retail, Housing, e-commerce, consumer technology etc.) sector. The Analyst will also be an integral part of the investment team participating in idea generation, company, and industry analysis.

 

• Monitor and analyze companies within the TMT/ Consumer sector
• Evaluate the sectors on a global scale, with a particular emphasis on the United States and Great China for domestic investment strategies
• Conduct in-depth analysis of individual company fundamentals to assess growth potential, financial health, and investment viability with a recommendation to PM
• Apply a long-term investment approach with a goal of generating alpha and maximizing returns for clients
• Develop and maintain / update detailed financial models and comprehensive investment thesis to support investment recommendations
• Monitor and analyze macroeconomic trends, geopolitical events, and other factors that may impact the performance of equities
• Prepare and present investment reports and recommendations to the portfolio manager
• Stay up-to-date with market developments, industry news, and emerging trends in the global equity markets
• Communicate complex investment ideas, insights, and strategies clearly and effectively to the investment team and clients

• Excellent Graduate/ Undergraduate credentials from the Top Universities, CFA certification is plus
• Minimum of 4+ years of work experience in top tier investment banking, private equity, buyside or sell-side equity research. A private Equity background is a plus Experienced in L/S hedge fund is desirable
• Experience in following TMT and Consumer sector or a generalist with strong analytical skills
• Superior Financial modeling and valuation skills
• Pay attention to details and accuracy
• Strong analytical skills including exposure to quantitative factors and programming is a plus
• Self-motivated and self-starter, ability to work independently and as part of a team
• Proficient in English, Cantonese and Mandarin

To apply, please send your application with resume & expected salary to jobs@kgi.com or by mail to the following address.

• Report to Team Head of Management Reporting Team
• Assist to prepare timely and accurate management information including daily/weekly/monthly management reporting
• Support the team in performing management accounting reporting, analysis, planning, budgeting and forecasting
• Assist to prepare annual financial budget, routine forecast and comparative analysis
• Conduct performance analysis and other routine reports
• Perform ad hoc enquiries and requests as assigned by the management

• Degree holder in Accounting and Finance
• Minimum 2-3 years of financial analysis or management reporting experience in financial brokerage is preferred
• Attention to details, highly numerical and high accuracy
• A good team player who is proactive and with a strong sense of responsibility
• Work independently and under pressure
• Good in written communication, excellent analytical & presentation skill
• Proficiency in MS Office including Excel
• Proficiency in English, Cantonese and Mandarin

To apply, please send your application with resume & expected salary to jobs.fin@kgi.com or by mail to the following address.

• Provide support, control, and oversight on the end to end trading lifecycle, including trade booking, monitoring, validation, workflow control, breaks investigations, settlements, etc, for the FICC trading business
• Support KYC process when needed
• Take on new initiatives including system enhancement, user acceptance test, etc.
• Produce regular management reporting
• Handle ad-hoc projects

• Bachelor degree or above
• At least 5 years of experience in middle office or global market operations functions
• Strong knowledge on FICC products - including fixed income, credit derivatives, FX, interest rate derivatives, OTC derivatives, etc.
• Good understanding on the end-to-end trading lifecycle
• Excellent PC skills with good understanding of MS Office (Word & Excel)
• Ideally with HK SFC Type 1 License
• Proficiency in English, Cantonese and Mandarin

To apply, please send your application with resume & expected salary to jobs@kgi.com or by mail to the following address.

• Develop and implement project strategies to support the achievement of organizational goals
• Lead cross-functional project teams and manage project timelines and deliverables
• Identify and mitigate project risks and issues, ensuring successful project completion
• Conduct market research to identify opportunities for growth and stay updated on industry trends
• Maintain knowledge of the competitive landscape and market conditions to identify potential opportunities
• Collaborate with stakeholders to gather project requirements and ensure alignment
• Monitor project progress and communicate updates to key stakeholders
• Prepare detailed reports for management regrading the status of ongoing projects and business opportunities
• Facilitate communication with the authorities to ensure achievement of business objectives 
• Lead and participate in special projects as needed
• Develop and manage project budgets and resource allocation
• Forster a culture of collaboration and teamwork among project team members
• Perform administrative functions for General Management Office

• Bachelor degree or above
• 3 - 5 years of experience in project management or a related role
• Proven track record of successfully managing and delivering complex projects
• Strong leadership and interpersonal skills, with the ability to work effectively with cross-functional teams
• Excellent communication and presentation skills
• Strong analytical and problem-solving abilities
• Proficiency in project management software and tools
• Proficiency in English, Cantonese and Mandarin

To apply, please send your application with resume & expected salary to jobs@kgi.com or by mail to the following address.

• Lead the end-to-end design, build, and deployment of a unified “One Consolidated View” platform for Wealth Management
• Define product vision and roadmap with focusing on user-centric design and measurable business outcomes
• Consolidate disparate data sources (e.g., onboarding systems, trading platforms, custody data) into a single, coherent, and real-time view for advisors
• Champion the "Advisor Experience" by simplifying workflows and enhancing client interactions
• Deliver key features include a unified Client 360° profiles, integrated client statements, real-time purchasing power and credit risk monitoring, and dashboard-driven insights
• Integrate client onboarding and periodic review processes into the platform for streamlined data capture
• Architect the data model to seamlessly support both client servicing (consolidated statements, performance reporting) and risk management (dynamic credit risk assessment, purchasing power calculations)
• Ensure data integrity, security, and governance are foundational principles of the platform
• Collaborate with Credit Risk and Margin teams to integrate real-time risk metrics directly into the advisor's view
• Ensure the platform's design and data handling comply with all relevant regulations. A strong understanding of HKMA and SFC requirements is essential; familiarity with MAS rules is a significant advantage
• Manage vendor selection and relationships for third-party solutions aligned with strategic goals

• Degree holder in Finance, Business, Computer Science, or related field
• Minimum 7-10 years of working experience in product management, platform strategy, or project leadership within Wealth Management
• Proven experience in building or leading major digital platform initiatives for financial advisors (e.g., Client 360, Advisor Workstation, Portfolio Management Platform)
• Deep understanding of Wealth Management advisor journey, including client onboarding, KYC, suitability, trading, and reporting
• Strong knowledge of client data models, transaction data, and how credit risk/purchasing power is calculated and utilized in a brokerage/wealth management context
• Excellent stakeholder management skills across advisors, technology, data, and risk/compliance
• Familiarity with MAS, HKMA, and SFC regulatory requirements
• Experience with data consolidation projects and vendor platforms (e.g., Salesforce Financial Services Cloud, Broadridge, SimCorp) is a plus
• Proficiency in computer skills (MS word, Excel)
• Proficiency in written and spoken English, Chinese and Putonghua

To apply, please send your application with resume & expected salary to jobs@kgi.com or by mail to the following address.

Are you an operations, middle office, or operational risk professional with deep expertise in the controls, processes, and regulations of wealth management?
Do you want to move from identifying risks to actively designing and implementing robust, efficient, and digitally-enabled operating models?
If you are driven by the challenge of embedding compliance and control into the heart of business processes, this role is your opportunity to lead meaningful transformation.

We are seeking an individual who understands the intricacies of Wealth Management Operations, Middle Office, and Operational Risk frameworks. You will lead the redesign and digitization of core processes to strengthen controls, enhance efficiency, and improve the client journey.

• Lead transformation of critical operational pillars: Client Onboarding & KYC, Trade Flow (Order Management & Execution), and Suitability & Product Governance
• Collaborate with cross-functional teams to validate and implement process changes
• Translate operational pain points and regulatory requirements into streamlined, automated workflows
• Redesign and digitize processes to enable Straight-Through Processing (STP), reduce manual touchpoints, and strengthen controls
• Embed controls by design and ensure compliance with HKMA/SFC regulations
• Define automation roadmap and leverage vendor platforms (KYC tools, OMS, suitability systems) to shape future technology architecture
• Establish and track operational KPIs and control metrics to measure success and resilience

• Degree holder in Finance, Business, Risk Management, or related discipline.
• 8–10 years’ experience in Wealth Management, with strong background in:
• Middle Office or Operations
• Operations-focused transformation roles
• Operational Risk & Control functions
• Deep understanding of end-to-end processes in KYC, trade support, suitability, and product governance
• Familiarity with complex wealth products (e.g., Structured Notes, Accumulators).
• Strong knowledge of HKMA and SFC regulations is essential; familiarity with MAS rules is a strong plus
• Experience in risk assessment, control design, and implementing wealth management platforms (CRM, KYC, OMS)
• Proficiency in computer skills (MS word, Excel)
• Proficiency in written and spoken English, Chinese and Putonghua

To apply, please send your application with resume & expected salary to jobs@kgi.com or by mail to the following address.

We are seeking a Lead Product Manager for our Client Mobile App, the hands-on owner and builder of our flagship digital product within our wealth management transformation. This individual will be the voice of the client and the advisor, responsible to define, build, and launch the mobile app that will become the primary face of KGI Wealth, focusing on an intuitive client journey for trading, portfolio access, and actionable insights.

You will be the key driver for the design, development, and delivery of a powerful and user-friendly digital experience. You will ensure the app is not only visually engaging but is built on a logical, secure, and robust engine. A critical initial deliverable will be overseeing the integration of a seamless multi-factor authentication (MFA) framework.

The ideal candidate is a wealth management practitioner with direct experience in building client-facing financial apps. You bridge user needs with technical execution, translating the nuanced requirements of clients and advisors into a compelling digital product. You are a builder who knows what it takes to ship an app that clients love to use daily. Experience with vendor management and AI-driven solutions is highly valued.

1. Product Strategy & Ownership

• Define and own product vision, roadmap, and backlog for the wealth management mobile app
• Champion the end-to-end client digital journey with focus on trading, portfolio transparency, and insights
• Integrate core security features like multi-factor authentication (MFA)
• Incorporate innovative solutions such as AI-powered alerts and personalized content

 

2. Hands-On Execution & Development Leadership

• Draft detailed user stories, product requirements, and acceptance criteria
• Collaborate with UX/UI designers, business analysts, and engineering teams to deliver the product
• Drive the development cycle, resolve blockers, and ensure timely, high-quality delivery

 

3. Stakeholder & Vendor Management

• Act as a liaison between Business, Technology, Compliance, and Risk teams
• Manage vendor relationships, define deliverables, and monitor progress for quality and timelines
• Gather and synthesize feedback from clients, advisors, and stakeholders to refine product plans

 

4. Go-to-Market & Iteration

• Collaborate on rollout plans, user training, and communication strategies for new features
• Define success metrics, analyze user behavior, and use data to drive continuous improvement

• Degree holder in Finance, Business, Computer Science, or related field
• Minimum 5–8 years of experience in wealth management/private banking and digital product management for client-facing apps
• Proven track record of building and launching wealth management or brokerage mobile apps with trading and portfolio features
• Ability to manage technology vendors and hold them accountable for deliverables and timelines
• Hands-on experience implementing Multi-Factor Authentication (MFA) in regulated environments
• Strong understanding of mobile UX best practices and wealth management client journey
• Strong stakeholder management and influence skills; effective change management
• Familiarity with AI/ML concepts in financial products (advantageous)
• Experience in agile product development and people management for product execution
• Builder-owner mentality with a focus on outcomes
• User-centric and ability to translate complex needs into intuitive solutions
• Influential communicator with delivery-focused mindset
• Comfortable bridging commercial goals, compliance, and technical possibilities

To apply, please send your application with resume & expected salary to jobs@kgi.com or by mail to the following address.

• Assist in providing first-line support for digital systems, troubleshooting issues, and resolving user inquiries related to trading systems
• Support daily digital system requests and issues, ensuring effective and timely resolutions while maintaining communication with users and stakeholders
• Support system administration, including managing user accounts, permissions, and limit adjustments
• Assist in the preparation of test plans and test cases
• Support the performance of User Acceptance Testing (UAT) on the digital platforms. 
• Maintain regular system checks and maintenance tasks
• Help improve release management responsibilities – acting as the gatekeeper for the production and UAT environments, ensuring all changes are correctly applied, tested, and deployed
• Identify manual tasks for automation and help improve workflows
• Assist in incident management activities – coordinating and resolving incidents involving business and technology communication
• Support the development of user manuals
• Maintain daily operations related to trading systems
• Assist the team leader in coordinating administrative work

• Form 7 / DSE graduates or above
• 2 - 4 years working experience, experience in local brokerage business preferred
• Customer-oriented and proactive
• IT/Engineering background and business analysis experiences would be advantages
• Effective oral and written communication skills
• Strong market sense and responsive to users' needs
• Good computer skills in Word, Excel and Access
• Eligible to apply for SFC type 1 and 2 licenses.
• Innovative, creative, self-motivated and able to work under pressure
• Proficiency in both spoken & written English, Cantonese and Mandarin

To apply, please send your application with resume & expected salary to jobs@kgi.com or by mail to the following address.

• Acquire new business and opportunities for the development of International Wealth Management (“IWM”) business in the region
• Promote tailor-made financial solutions to clients, with wide range of financial tools including equities, futures, bonds, funds as well as insurance products
• Expand clientele and maintain good relationship to meet sales target
• Regularly review client’s needs and investment portfolio 

• Extensive client base
• Holder of SFC RA1, RA4 license. A technical representative under Insurance Authority is a plus
• Minimum 3 years of relevant experience in securities brokerage house or insurance/insurance broker company  
• Sales-oriented with good client network
• Good knowledge of financial products and markets
• Good communication and interpersonal skills
• Proficiency in English, Cantonese and Mandarin

To apply, please send your application with resume & expected salary to jobsis@kgi.com or by mail to the following address.

• Support relationship managers in building, maintaining cordial client relationships and providing quality client services
• Assist relationship managers to conduct ongoing portfolio monitoring to facilitate rebalancing and transaction orders
• Act as the primary point of contact for relationship manager for client enquiries, administrative support
• Assist in client onboarding, perform KYC and due diligence, and collaborate with internal departments to process account opening 
• Provide ad-hoc supports as required

• University degree in banking, business management and finance related disciplines
• A minimum of 2 years of work experience in the finance industry and in customer relationship management is preferred.
• License holder of securities (HKSI) and insurance (IIQE) and fulfillment of the competency requirements to carry out regulated activities as defined under the Securities and Futures Ordinance and Insurance Ordinance strongly desired.
• Strong sales and customer orientation, with ability to communicate effectively and create connection with others.
• Proficiency in written and spoken English, Chinese and Putonghua

To apply, please send your application with resume & expected salary to jobs@kgi.com or by mail to the following address.