Financial Planning Specialist

Financial Planning Manager (Insurance Specialist) Reporting to the Branch Management of Dah Sing Bank, you will be responsible to conduct bancassurance sales at bank branches to achieve the assigned business plan on bancassurance business. Job Responsibilities: Proactively enhance relationships with existing and prospective clients to achieve business...

Financial Planning and Analysis Specialist We are seeking a detail-oriented, highly analytical FP&A Analyst to join our regional finance team. The FP&A Analyst is responsible for providing reliable and accurate financial analysis, forecasting and budgeting to support operational and strategic decision-making across the JAPAC MEA region. The ideal candidate...

A prominent banking group in Hong Kong is seeking an experienced Insurance Specialist to offer financial planning and insurance services. The role involves analyzing customer needs, collaborating with sales staff, and recommending suitable products. Candidates must possess extensive insurance knowledge, along with strong communication and selling skills....

A financial institution in Hong Kong is seeking a Financial Planning Manager (Insurance Specialist) to conduct bancassurance sales. The role involves enhancing client relationships, developing new business, and providing tailored financial advice. Required qualifications include a degree and passing IIQE Papers, with at least 3 years of experience in the...

Financial Controller – Financial Planning and Analysis Tai Ping Carpets Limited Key Responsibilities Group Financial Planning & Analysis (FP&A) 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...

Company Description Manulife has been a trusted financial institution in Hong Kong for over 125 years, providing a wide range of protection and wealth products and services to over 2.4 million customers across Hong Kong and Macau. With 1 in 3 people in Hong Kong as customers, Manulife is committed to making decisions easier and lives better through...

AIA Hong Kong is looking for ambitious individuals who share our values and are driven to make a positive impact globally. The Financial Planning Consultant program is a forward‑thinking graduate development initiative designed to cultivate the next generation of leaders. Through business rotational assignments, social learning, and advocacy experiences,...

About Dah Sing Group The Dah Sing Group is a leading financial services group in Hong Kong offering banking, insurance, financial and other related services through its growing network of over 70 branches in Hong Kong, Macau and Mainland China. Our currency is caring, teamwork and progressiveness. We accept that everyone is unique and different in talent,...

Insurance Specialist - Wealth Planning Consultant Join Jumbolife Limited as an Insurance Specialist and play a pivotal role in driving our sales forward. We are looking for a proactive and self‑motivated professional to provide new business development and ensure quality service to our clients. We are a well‑established insurance brokerage company that...

Position Overview We are seeking a Marketing Specialist with strong planning capabilities and efficient execution skills to join our Private Wealth Management team in Hong Kong. If you possess in‑depth knowledge of financial markets and solid experience in local Hong Kong event management, we look forward to your application. Key Responsibilities...