Financial Planning Manager — Global Platform

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...

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...

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 +...

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 firm in Hong Kong seeks a Relationship Manager for its Insurance Brokerage division. You will serve customers, conduct financial needs analyses, and develop personalized financial planning solutions. The ideal candidate has a degree in Business or Finance, strong interpersonal skills, a potential network with PRC customers, and is...

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...

Ready to launch a high-impact career with a global leader? Do you want to be empowered to build your own business while helping clients achieve their financial goals? Manulife’sGlobal Wealth Academy is seeking driven and ambitious individuals to join us asa Management Trainee or a Financial Planning Manager . This is a unique opportunity that combines...

Financial Planning Manager / Vice President / Sales Director (5-day work) Add expected salary to your profile for insights Centaline Group, originally established in 1978 as Centaline Property Agency Limited, has evolved into a widely recognized brand offering a diverse range of professional services. Beyond property agency services, the Group now covers...

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...