Financial Planning Manager

A leading financial services provider in Hong Kong is looking for a Wealth Management Specialist / Financial Planning Manager. This role involves professional investment planning and retirement planning for clients. Candidates should be degree holders, energetic, and possess good interpersonal and communication skills. The position offers a structured career...

A leading financial services company in Hong Kong is seeking a Financial Planning Manager. The role involves providing high-quality financial planning and wealth management services while developing long-term client relationships. Candidates should possess a degree in any discipline, be proactive, and have knowledge or experience in the banking and financial...

Add expected salary to your profile for insights 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,...

A financial services provider in Hong Kong is seeking a motivated individual to join their team. The role involves conducting KYC processes and financial planning for clients within a collaborative team environment. The ideal candidate should possess a Form 5 or DSE qualification, with a preference for those holding relevant licenses. This position offers a...

Wealth Management Specialist / Financial Planning Manager (5-day work) Centaline Group has evolved into a leading one‑stop financial service platform. Centaline Financial Services Limited is currently inviting high‑caliber professionals to join our team. We offer Well‑structured and comprehensive asset training; Monthly income up to HKD20,000 +...

Collaborate closely with business units to support the annual budget, rolling forecasts and performance results updates Support the digitalization and streamlining of FP&A workflows to improve efficiency Conduct monthly analysis to provide key actionable insights on actual performance against the budget \Evaluate cost control measures and conduct risk...

In strategic partnership with distinguished corporations in insurance and telecommunications to secure exceptional leadership talent throughout Hong Kong. Responsibilities Collaborate closely with business units to support the annual budget, rolling forecasts and performance results updates. Support the digitalization and streamlining of FP&A workflows to...

Group Financial Planning & Analysis (FP&A) Responsibilities Lead the group-wide budgeting, forecasting, and financial planning processes. Coordinate the development of annual budgets aligned with strategic and operational goals. Consolidate financial data across business units and deliver actionable insights to senior leadership. Build financial models and...

A financial services firm in Hong Kong is seeking a motivated professional to understand and analyze clients' financial needs and deliver tailored solutions. The ideal candidate will conduct financial planning seminars and manage relationships with clients to provide valuable advice. Candidates should have strong communication skills, preferably with prior...

Position: Succession Planning Manager Are you passionate about helping individuals secure their financial futures? Do you have experience in succession planning and financial advisory? If so, we want to hear from you! About Us: We are dedicated to providing exceptional financial services and personalized advice to our clients. Our mission is to empower...