Financial Planning Manager

Centaline Group was originally established in 1978 as Centaline Property Agency Limited. Over the years, it has evolved into a widely recognized brand, offering a diverse range of professional services, including wealth management, investment advisory, surveying, property valuation, tenancy management, mortgage referral, investment immigration services, and...

Responsibilities Preference for candidates currently selling whole life insurance plans (not investment-linked) in an agent or broker role. Some prior bank exposure is preferred. Candidates currently working as a Financial Planning Manager at another bank. Requirements IFA and insurance agents will also be considered. 1.5 years or more experience in selling...

About Centaline Centaline Group was originally established in 1978 as Centaline Property Agency Limited. Over the years, it has evolved into a widely recognized brand, offering a diverse range of professional services. In addition to property agency services, the Group’s business scope now extends to wealth management, investment advisory, surveying,...

Join to apply for the Financial Planning Manager role at foundit . We are seeking a seasoned Team Manager to support & develop our professional dynamic team in Hong Kong and Mainland China. The ideal candidate will possess extensive experience in business development, team growth management and a proven ability to drive results in a fast‑paced environment....

A prominent financial services provider in Hong Kong is seeking a Wealth Management Advisor. In this full-time, on-site role, you will build client relationships, develop financial plans, and provide comprehensive advice on investment strategies. Ideal candidates should have a background in financial planning, a relevant degree, and strong interpersonal...

Responsibilities Stationed at the bank branches and work closely with District / Branch Managers and other referral staff to conduct bancassurance sales To implement business plans at the bank branches for promoting bancassurance business Requirements Degree holder with passes in IIQE Paper 1, 3 and 5 Minimum of 3 years' relevant experience in insurance or...

About the company. We are hiring for a sizable retail client with strong presence in China. About the job. Manage financial and management reporting, budgeting, cash flow, and performance analysis. Act as a strategic business partner to drive initiatives and process improvements. Provide timely financial analysis and recommendations on revenue, expenditure,...

Acquire and solicit new bancassurance business through different channels, such as cross-selling, referral, personal business connections, etc. Identify customers’ financial needs and cross-sell suitable bancassurance products to the customers. Provide feedback on all issues pertaining to marketing, product acceptance and other issues related to the...

A financial services firm in Hong Kong is looking for a professional to conduct bancassurance sales at bank branches. The ideal candidate will implement business plans and work closely with branch managers while building solid relationships with customers. Qualified applicants should possess a degree and have at least 3 years of experience in the insurance...

lululemon is an innovative performance apparel company for yoga, running, training, and other athletic pursuits. Setting the bar in technical fabrics and functional design, we create transformational products and experiences that support people in moving, growing, connecting, and being well. We owe our success to our innovative product, emphasis on stores,...