Financial Planning Consultant

This role involves conducting monthly expense tracking, developing forecasts, and managing the annual budget process. The successful candidate will collaborate closely with stakeholders across the business to ensure financial requirements are met effectively and efficiently. Position Responsibilities 1. Expenses Tracking, Reporting and Analysis Conduct...

A financial consultancy firm in Hong Kong is seeking a Wealth Management Consultant to assist clients with wealth management and financial planning. This full-time hybrid role involves developing tailored financial strategies and guiding clients in investments and retirement planning. The ideal candidate will possess excellent communication and interpersonal...

Manager, Financial Planning & Analysis Join to apply for the Manager, Financial Planning & Analysis role at Manulife . This role involves conducting monthly expense tracking, developing forecasts, and managing the annual budget process. The successful candidate will collaborate closely with stakeholders across the business to ensure financial requirements...

This role involves conducting monthly expense tracking, developing forecasts, and managing the annual budget process. The successful candidate will collaborate closely with stakeholders across the business to ensure financial requirements are met effectively and efficiently. Position Responsibilities 1. Expenses Tracking, Reporting and Analysis Conduct...

A financial services company in Hong Kong is looking for a Junior Financial Consultant, ideally targeting university graduates or fresh graduates. The role involves advising clients on financial strategies, creating wealth plans, and building relationships with clients. The position offers flexible hours, monthly bonuses, and unique training opportunities,...

Junior Financial Consultant (welcome Fresh Graduate) Add expected salary to your profile for insights Advise clients on financial strategies based on their goals and needs. Create wealth plans using strong analysis and communication skills. Research investments and stay updated on insurance industry changes. Grow client base by offering valuable services....

About The Job Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey. Base pay range $90.00/hr - $100.00/hr Position: Financial Analysis Expert Type: Contract Compensation: $90–$100/hour...

Role Description This full-time hybrid role involves assisting clients with wealth management and financial planning needs. As a Wealth Management Consultant, your responsibilities include developing and executing tailored financial strategies, guiding clients in investments, retirement planning, and holistic wealth preservation. A combination of on-site...

Join to apply for the Legal Consultant - Financial Services role at Axiom We’re hiring Financial Services Legal Consultants in the Axiom team. Current requirements include a minimum of 1 year’s experience within the general banking / regulatory compliance / banking finance areas. In‑house legal experience is preferred (directly, or as a secondee)...

Finance Specialist Position: Finance Specialist Type: Independent Contractor Compensation: $50/hour Location: Remote Duration: 1 week (with possibility for extension) Commitment: ~10 hours/week About The Job Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark,...