Financial Planner, Hong Kong
3 days ago
About the job Financial Planner, Hong Kong Our client is an esteemed International Wealth Management firm seeking an experienced and certified Independent Financial Advisor to join their team in Hong Kong. The selected candidate will be entrusted with providing specialized financial guidance to clients, aiding them in achieving their financial aspirations and strengthening their financial security. Highlights for this opportunity: Collaborate with a prestigious and globally recognized Wealth Management firm. Deliver expert financial advice to a diverse client base, assisting them in reaching their financial goals and securing their financial futures. Utilize your expertise and qualifications, such as CFP, CFA, or other relevant certifications. Engage in a collaborative and supportive work environment that fosters professional growth and development. Competitive compensation package offered by our client. Assume a key role in establishing and nurturing client relationships, conducting financial assessments, and devising personalized financial plans. Requirements: Possess a minimum of 5 years of experience as a Financial Advisor in the wealth management industry. Hold prestigious certifications like CFP, CFA, or other relevant qualifications. Bring along a transferable client base and Assets Under Management (AUM). Demonstrate exceptional communication skills and adept interpersonal abilities. Showcase strong analytical and problem‑solving capabilities. Exhibit the ability to work independently as well as within a team. Responsibilities: Cultivate and maintain strong client relationships while providing expert financial advice and direction. Conduct thorough financial evaluations of clients' current financial status and future objectives. Develop tailored financial plans for clients, encompassing investment, retirement, and tax planning strategies. Monitor clients' financial progress and make adjustments to plans when necessary. Stay updated on industry trends and regulations to ensure compliance and deliver optimal service to clients. Our client provides a competitive compensation package and a supportive work environment. If you meet the criteria and have a passion for assisting clients in achieving their financial goals, we encourage you to apply for this exciting opportunity in Hong Kong. #J-18808-Ljbffr
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Financial Planner, Hong Kong
3 days ago
hong kong, Hong Kong SAR China Independent Resourcing Consultancy Ltd Full timeOur client is an esteemed International Wealth Management firm seeking an experienced and certified Independent Financial Advisor to join their team in Hong Kong. The selected candidate will be entrusted with providing specialized financial guidance to clients, aiding them in achieving their financial aspirations and strengthening their financial security....
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Life-Centric Financial Planner
1 day ago
Hong Kong Island, Hong Kong SAR China Classy Wheeler Limited Full timeA leading international financial services organization is seeking a passionate financial planner to help clients realize their ideal lives through customized financial plans. This role emphasizes building long-term relationships based on trust and understanding clients' needs deeply. Candidates should possess strong emotional intelligence, effective...
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Wealth Planner
3 days ago
Hong Kong Island, Hong Kong SAR China Fosun International Securities Limited Full timeA financial services company in Hong Kong is seeking a Financial Planner to provide comprehensive financial planning and advisory services to clients. This role involves analyzing clients’ financial situations and developing customized financial plans covering investments, retirement, and risk management. The ideal candidate will possess strong analytical...
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Strategic Wealth Planner
3 days ago
hong kong, Hong Kong SAR China Fosun International Securities Limited Full timeA financial services firm in Hong Kong is seeking a Financial Planner responsible for providing comprehensive financial planning and advisory services. The role involves analyzing clients' financial situations, developing tailored financial plans, and offering investment strategies. The ideal candidate must have strong analytical skills, extensive financial...
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Hong Kong Island, Hong Kong SAR China Michael Page International (Hong Kong) Limited Full timeA leading FMCG Retail Company in Hong Kong is seeking a Senior Inventory Planner to manage inventory and supplier relationships effectively. The ideal candidate should have at least 5 years of experience in inventory management within the FMCG or retail sector, alongside proficiency in Chinese and English. This role offers competitive salary, performance...
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Rising Media Strategist: Planner
3 days ago
Hong Kong Island, Hong Kong SAR China PHD Limited Full timeA growing media and communications agency in Hong Kong is seeking a media planner to collaborate with the media team on various digital and traditional marketing efforts. The ideal candidate will have a degree in marketing or a related field and strong command of Cantonese and English. Responsibilities include supporting digital and media planners,...
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Financial Planner
3 days ago
Hong Kong Island, Hong Kong SAR China China Life Insurance (Overseas) Co Ltd Full timeResponsibilities Assess client financial status by conducting financial analysis. Provide comprehensive financial strategies to clients, including asset allocation and estate planning. Build close relationships with clients and review their investment portfolios periodically. Assist in management work for developing a new team. Requirements Degree holder in...
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Senior Inventory Planner
1 day ago
Hong Kong Island, Hong Kong SAR China Michael Page International (Hong Kong) Limited Full timeAbout Our Client Our client is a Leading FMCG Retail Company in Hong Kong, they are seeking Senior Inventory Planner. The ideal candidate will be responsible demand & supply and inventory planning management. This role requires an independent, detail minded, and energetic candidate. Job Description Manage end-to-end inventory planning management from...
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Financial Controller, Hong Kong
3 days ago
Hong Kong Island, Hong Kong SAR China Linklaters Business Services (H.K.) Limited Full timeOverview of the Role The Financial Controller guides and drives the financial management of the Hong Kong office, promoting sound financial practices, robust internal controls, and business efficiency. They oversee all aspects of statutory compliance, ensuring the integrity and accuracy of the office’s financial information. Success in this role depends on...
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Senior Financial Manager
2 weeks ago
Hong Kong, Hong Kong SAR China Pure Hong Kong Full timeJob Description Mentor team members and evaluate the work of junior staff. Engage in month-end reconciliations and the closing process to maintain the precision and reliability of financial records. Responsible for accounting setup for Equity Derivatives Products, and drive process improvements to enhance internal controls. Create presentation materials that...