Associate Director, Greater China Financials Research

HSBC Holdings plc; Hong Kong; On-site; HKD 900,000 - 1,300,000; Full time

Job summary

HSBC Holdings plc in Hong Kong is seeking an Associate Director for Greater China Financials Research to cover Mainland China and Hong Kong Insurance/Non-bank Financial Companies. This role sits within HSBC Global Investment Research and involves developing coverage, publishing research and engaging with institutional clients.

You will work with senior analysts, collaborate across regions, and ensure strict compliance with global standards.

Qualifications

• University graduate with knowledge of finance/insurance.
• CFA and knowledge of AI/tech adoption in financial services are a plus.

Responsibilities

• Initiate and maintain coverage of insurance and non-bank financial companies in Mainland China and Hong Kong.
• Publish sell-side research reports and offer investment recommendations to institutional investors and HNWI.
• Support senior analysts on company coverage and industry research.
• Collaborate with the wider HSBC platform across regions and functions to deliver insights and address client requests.

Skills

Insurance industry knowledge

Capital markets awareness

Client engagement

Analytical thinking

Education

Finance/insurance degree

Tools

CFA (plus)

Job description

Associate Director, Greater China Financials Research

Location: Central, Hong Kong Island, HK

Brand: HSBC

Area of Interest: Investment Banking, Markets, and Research

Role Workstyle: Office Worker

Date: 6 Oct 2026

We are currently seeking a high calibre professional to join our team as a Associate Director, Greater China Financials Research.

About HSBC Global Investment Research (GIR)

HSBC Global Investment Research (GIR) is a ‘CIB client servicing and revenue generating’ global business unit, positioned as one of the key business lines of CIB. GIR is an independent research house with a strong focus on Emerging Markets (EMs). We have analysts covering 1,700+ companies, 60+ economies, 45+ sovereigns’ rates and 50+ currencies globally. In addition to partnering with the CIB clients, Global Research also collaborates with the rest of the Group businesses, such as IWPB.

To all of our clients and stakeholders, we aim to deliver thought leadership and actionable recommendations, combining unparalleled local insights, global connectivity and professional integrity.

Role overview

Covering analyst, Mainland China and Hong Kong Insurance/Non-bank Financial Companies

Purpose of the job

• Initiate and maintain coverage of insurance and non-bank financial companies in Mainland China and Hong Kong


• Publish sell-side research reports and offer investment recommendations to institutional investors and HNWI


• Support senior analysts on company coverage and industry research


• Collaborate with the wider HSBC platform across regions and functions to deliver insights and address client requests

Skills/Experience Required

Skill Set

• In-depth understanding of the Mainland China and Hong Kong insurance industry and capital markets


• Generating investment ideas; publishing research reports; staying on top of industry developments


• Engage professionally with institutional clients, senior corporate management, and internal stakeholders


• Familiar with the sell-side investment research business and operating within a global bank environment


• Self-driven, client-centric, analytical and logical, strong communicator, fast learner, adaptable

Qualifications

• University graduate (or above) with strong academic record and knowledge of finance/insurance


• CFA and knowledge of AI/tech adoption in financial services are a plus


• Fluent in English and Chinese

Experience

• Solidrelevant experience in investment research and/or the insurance industry.

Global Risk and Compliance

• Understand and adhere to both the letter and the spirit of all laws, regulations and regulatory guidance that apply to the role, promptly reporting any breaches in accordance with local procedures.


• Maintain sufficient and effective processes and controls identifying and mitigating risks and ensure timely escalation and resolution of all control issues and reputation risks

Compliance

• DIM/FIM: Adherence to Global Research’s policies and procedures as laid out in the Desk Instruction Manual (DIM), Functional Instruction Manual (FIM) and any other relevant group policies and procedures


• Conduct Risk: Adherence to: (1) the Conduct Risk agenda, ensuring full compliance with the High-Performance Culture and Values programme; (2) Group directives regarding Global Standards; (3) the Three Lines of Defence


• Mandatory Training: Ensure completion of assigned trainings on time

You’ll achieve more when you join HSBC.

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