Personal Finance Advisor developing and maintaining client relationships to provide tailored financial advice. Advising on investments, loans, and insurance while ensuring member satisfaction.
About the role
- Lead and grow commercial activities supporting financial services clients across the APAC region. Focus on capital-market teams at banks undertaking public listings in Hong Kong.
Responsibilities
- Lead and expand VANTAGE’s engagement with financial-services clients across Hong Kong, China and the wider APAC region, with a focus on capital-markets work.
- Strengthen and grow executive-level relationships with Compliance, ECM/Capital Markets, and FS leadership at key banks and advisors.
- Develop and execute a regional market-expansion plan for Singapore, Australia, Japan and other emerging financial hubs.
- Guide strategic direction and key-account ownership while supporting senior delivery leaders in client engagement and advocacy.
- Coordinate with regional VANTAGE, Markets & Partnerships, and other practice teams to support broader commercial activities and win new work.
- Act as a high-profile advocate for VANTAGE internally and externally to elevate brand presence and drive new opportunities.
- Collaborate with Control Risks colleagues focused on FS, including Business Intelligence, to maximize cross-practice value.
- Support commercial teams in proposal development, contract negotiation and ensuring profitable engagements.
- Partner with global and regional delivery leaders to enhance quality, operational excellence and best practices across APAC diligence teams.
- Contribute market insights and client feedback to global product development, ensuring continuous innovation of VANTAGE services.
Requirements
- 12+ years’ experience in due diligence, third-party compliance or investigations in Asia, with strong capital-markets exposure.
- Deep understanding of the APAC financial-services landscape and existing regional relationships (including WeChat or similar networks).
- Proven ability to win work from financial-services clients and identify broader commercial opportunities.
- Strong grasp of regional research and operational challenges, including China-specific requirements.
- Demonstrated account-management experience.
- Experience drafting proposals and managing case administration.
- Comfortable pitching to C-suite stakeholders, especially in financial crime and compliance functions.
- Extensive client-facing experience with strong communication, presentation and negotiation skills.
- Bachelor’s degree required; master’s preferred.
- English fluency required; Mandarin and/or Cantonese proficiency preferred.
Benefits
- Control Risks offers a competitively positioned compensation and benefits package that is transparent and summarised in the full job offer.
- We operate a discretionary global bonus scheme that incentivises, and rewards individuals based on company and individual performance.
- Control Risks supports hybrid working arrangements, wherever possible, that emphasise the value of in-person time together - in the office and with our clients - while continuing to support flexible and remote working.
- Working with our clients, from day one our people are given direct responsibility, career development and the opportunity to work collaboratively on fascinating projects in a rewarding and inclusive global environment.
- The Company is committed to further its diversity, inclusion and equity agenda and as an employee you have access to various business resource groups in the Company including the Company's LGBT+ network called MOSAIC, the Women's Network, and Synergy - a people network to celebrate and promote ethnic diversity at Control Risks
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