Financial Planner

A 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...

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...

A 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...

A 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...

Responsibilities Assess client's financial objectives and advise them on a full range of investment and protection solutions Develop market or explore long‑term business relationship with potential customers Provide comprehensive services to clients, including account opening and handing client inquires Requirements Mature, career-minded, self-driven and...

An international wealth management firm in Hong Kong seeks an experienced Financial Planner to provide tailored financial guidance. The ideal candidate has at least 5 years of experience, holds CFP or CFA certifications, and possesses a transferable client base. Responsibilities include developing personalized financial plans and maintaining strong client...

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,...

About DAT Decentralized AdTech (DAT) is a pioneering company in the Web3 space, dedicated to transforming how digital publishers, dApps, and blockchains optimize monetization using advanced ad tech solutions while integrating wallet data and intelligence to achieve unrivalled user acquisition with measured attribution in Web3. Backed by Animoca Brands, we...

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....

A leading insurance firm in Hong Kong is seeking driven individuals to provide financial strategies and assess client financial status. Candidates should hold a degree and be proactive team players. Excellent communication skills in English and Chinese are essential., along with familiarity with MS Office tools. The role offers a monthly allowance,...