Financial Consultant
1 week ago
Responsibilities Composing tailor‑made and professional financial solutions to customers that satisfy their changing financial needs, including risk management planning, retirement planning and family asset inheritance planning, etc. Build long‑term customer relationship Assisting with the implementation of team strategies and supporting with the team management Establishing and managing a team of your own Benefits Attractive remuneration package, financing allowance schemes and competitive bonuses Comprehensive and renowned pre‑onboarding training Training programme to equip candidate to achieve different qualification like MDRT, COT and TOT memberships Flexible working hours and joyful working atmosphere which emphasise self‑actualisation and self‑growth Overseas conferences and travel opportunities Support candidate to accelerate their career growth to managerial level Support candidate to achieve professional industry‑related certifications and qualifications, like CFA and CFP qualifications Requirements Bachelor degree holder or above Self‑motivated, target‑oriented, passionate for winning and proactive Possessing outstanding leadership qualities A responsible team player Excellent communicator with splendid analytical and organising skill Good command of spoken and written Chinese and English About Prudential Hong Kong Prudential Hong Kong has been serving the people of Hong Kong since 1964. Through Prudential Hong Kong Limited and Prudential General Insurance Hong Kong Limited, we provide a range of financial planning services and products including individual life insurance, investment‑linked insurance, retirement solutions, health and medical protection, general insurance, and employee benefits to protect over 1.3 million customers in Hong Kong. Prudential Hong Kong is recognised by a wide range of accolades from across the industry, demonstrating our excellence in financial planning, product innovation and more. Prudential has won numerous awards including the Insurance Company of the Year (Outstanding) at Bloomberg Businessweek Financial Institution Awards in 2023, and winning 6 Grand Awards and 5 Top‑3 Awards in The Hong Kong Insurance Awards 2023. Prudential Hong Kong offers Flagship Talent Development Programme for new financial consultants. PRUVenture is a career development programme designed for those who are new to their career. PRUVenture Elite is a leadership development programme for successful management talents and sales professionals from different industries. #J-18808-Ljbffr
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Kowloon, Hong Kong SAR China CLWS financial consulting Full timeA financial consulting firm in Hong Kong is seeking a Wealth Management Manager/Consultant to provide professional financial planning services. This role includes conducting seminars and workshops, organizing client study groups, and developing strong relationships with clients. Ideal candidates should possess good communication skills and demonstrate...
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Financial Consultant
6 days ago
Kowloon, Hong Kong SAR China Prudential Hong Kong Limited Full timeFinancial Consultant (Welcome experienced/graduates) Build your own career and start your dream!! Our team's motto is Building Excellence, Creating Miracles Insurance and wealth management industry is a fast growing industry. Choose the right career to develop is always important. We are a team of professional and experienced managers who can help you...
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Wealth management manager
6 days ago
Kowloon, Hong Kong SAR China CLWS financial consulting Full timeWealth management manager / Consultant(Fresh graduates are welcome) Provide professional financial planning services Conduct financial planning seminars and workshops Organize and lead financial study exchange groups Develop and maintain client relationships Analyze clients' financial needs and propose suitable solutions Prior customer-facing experience...
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Graduate Financial Consultant
1 week ago
Kowloon, Hong Kong SAR China Prudential Hong Kong Limited Full timeOur 2026 Graduate PruVenture scheme will provide you plenty of opportunities to transform your current skills to become more competitive in the business world. Our successful graduates are able to achieve an annual income of $500,000 in the first year. The Scheme aims to nurture future wealth management leaders and equip graduates with professional finance...
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Wealth Management Consultant
2 hours ago
Kowloon, Hong Kong SAR China IPP Financial Advisers Holdings Limited Full timeOverview As the leader in wealth management, IPP is offering innovative and intelligent solutions to thousands of individual and businesses in Singapore, Hong Kong, Malaysia, Indonesia and other high growth cities in Asia. We are one of the largest wealth management firms in Singapore. We established partnerships with a large number of well known insurance...
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Senior Financial Consultant
1 week ago
Kowloon, Hong Kong SAR China AXA China Region Insurance Company Limited Full timePosition Overview Assist in preparing financial analysis reports and provide financial suggestions; respond to and handle documents for client requests; arrange proper filing and maintain client records. Responsibilities Assist in preparing financial analysis reports and provide financial suggestions. Respond to and handle documents for any client requests....
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Business Consultant/Financial Advisor
1 week ago
Kowloon, Hong Kong SAR China Sun Life Hong Kong Limited Full timeResponsibilities Conducting market research, financial analysis and valuation for clients Preparing proposals, documents and presentation materials for clients Managing and monitoring client portfolios to ensure it meets clients financial objectives Participating in regular meetings for market, segment, and financial service updates and sharing Working...
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Finance Manager: Strategy, Reporting
1 week ago
Kowloon, Hong Kong SAR China P & A Consultant Limited Full timeA consultancy firm in Hong Kong seeks a Finance Manager to oversee the full finance functions for a diverse group dealing in garment retail, trading, and manufacturing. This critical role requires a professional with over 10 years in finance, including experience in audit, tax, and financial reporting. You will collaborate closely with senior management and...
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Director, Advisors
2 days ago
Kowloon, Hong Kong SAR China MasterCard Full timeMastercard powers economies and empowers people in 200+ countries and territories worldwide. Together with our customers, we're helping build a sustainable economy where everyone can prosper. We support a wide range of digital payments choices, making transactions secure, simple, smart and accessible. Our technology and innovation, partnerships and networks...
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Financial Consultant
2 hours ago
Kowloon, Hong Kong SAR China Leadingnation Full timeJob Description Forecasts and analyses of health and fund products Provide innovative concepts to our core clients by analyzing their needs Engage clients in core business analyst activities Understanding the integral parts of the business system and activities By meeting defined goals and objectives, ensuring that the resulting solution benefits the client...