Margin Financing Lead for Private Wealth Growth

Huatai International Financial Holdings Company Limited; Hong Kong; On-site; HKD 900,000 - 1,200,000; Full time

Job summary

Huatai International Financial Holdings Company Limited in Hong Kong is seeking a seasoned Margin Financing Specialist to manage risk-aware financing operations and support cross-border activities.

The role requires deep knowledge of margin financing, strong English and Mandarin skills, and the ability to work with Legal, Compliance, and Risk Management on complex structures, with growth through new financing frameworks.

Qualifications

• Minimum 5 years of experience in the financial services industry, with direct experience in margin financing.
• Preference for experience in a First Line of Defense control, credit risk, or risk analysis.
• Strong understanding of the Hong Kong and US stock markets, including margin financing risks.
• Knowledge of margin financing client characteristics, demand, trading strategies, and financing needs.

Responsibilities

• Assist with financing limit and margin ratio applications and perform internal risk analyses.
• Monitor margin exposure across client portfolios and coordinate with the sales team to resolve deficits.
• Develop, maintain, and upgrade internal margin financing policies and guidelines.
• Negotiate with internal stakeholders (Legal, Compliance, Risk Management, Operations) on bespoke margin transactions.
• Explore and expand alternative equity and product financing frameworks (Reverse SBL, repo, swaps).
• Organize margin financing materials including client profiles, case studies, and investor education resources.

Skills

English proficiency

Mandarin proficiency

Education

Bachelor degree or above

Master degree (Finance or related)

Job description

Huatai International Financial Holdings Company Limited in Hong Kong is seeking a seasoned Margin Financing Specialist to manage risk-aware financing operations and support cross-border activities.

The role requires deep knowledge of margin financing, strong English and Mandarin skills, and the ability to work with Legal, Compliance, and Risk Management on complex structures, with growth through new financing frameworks.