Wealth Planning Officer

A leading financial services company in Hong Kong seeks a Wealth Planning Officer / Management Trainee to join their team. Candidates will work in a growth industry, offering solutions in wealth accumulation, insurance, and retirement planning. Ideal applicants will have a strong educational background and a passion for financial planning. This role provides...

A leading wealth management firm in Hong Kong is seeking candidates to provide comprehensive financial advice to high-net-worth individuals and corporate clients. The role involves designing customized financial plans, developing a client network, and leading a team. Applicants should have a university degree, excellent communication skills in English and...

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...

Relationship Manager, Wealth Management (Welcome China RM/ Visa Sponsored) Add expected salary to your profile for insights Responsibilities Monitor and adjust asset allocation investment plan Design and implement appropriate investment strategies and policies Conducting comprehensive risk assessment of portfolio investments Communicate asset allocation...

Provide comprehensive training to become a professional financial planner. Benefits Unlimited Income: Monthly allowance, High commission, Unique monthly bonus, Year-end bonus, Mortgage subsidy Fast-track Promotion Program to Management Level Free overseas travel Work-life balance opportunity We are looking for: Associate degree / higher diploma holder or...

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,...

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...

Business Development Officer /Trainee (Health Insurance & Retirement Planning) Protect others’ health and wealth, and bring value to individuals and families ! Job Highlights Growth industry: With the longevity of the population, the decline in cash purchasing power and the rise in medical expenses, the demand for insurance / retirement planning / wealth...

We are currently seeking a high calibre professional to join our team as an Officer, Wealth. In this role you will: Assist in daily operations tasks of both onshore and GSC located in China to ensure meeting Service Level Agreement (SLA) and Schedule of Services (SoS) requirement agreed with the internal clients. The Officer should be able to detect problems...