Financial Planning

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...

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, including wealth management, investment advisory, surveying, property valuation, tenancy management, mortgage referral, investment immigration services, and...

Responsibilities Preference for candidates currently selling whole life insurance plans (not investment-linked) in an agent or broker role. Some prior bank exposure is preferred. Candidates currently working as a Financial Planning Manager at another bank. Requirements IFA and insurance agents will also be considered. 1.5 years or more experience in selling...

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,...

Join to apply for the Financial Planning Manager role at foundit . We are seeking a seasoned Team Manager to support & develop our professional dynamic team in Hong Kong and Mainland China. The ideal candidate will possess extensive experience in business development, team growth management and a proven ability to drive results in a fast‑paced environment....

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...

Financial Consultant For more than two decades, AMG Financial Group has strived and demonstrated unwavering commitment to clients. With our headquarters in Hong Kong, one of the major financial hubs in the world, we have grown to become one of the leading providers of wealth management and financial advisory services in the region. Throughout the years, we...

A prominent financial services provider in Hong Kong is seeking a Wealth Management Advisor. In this full-time, on-site role, you will build client relationships, develop financial plans, and provide comprehensive advice on investment strategies. Ideal candidates should have a background in financial planning, a relevant degree, and strong interpersonal...

Acquire and solicit new bancassurance business through different channels, such as cross-selling, referral, personal business connections, etc. Identify customers’ financial needs and cross-sell suitable bancassurance products to the customers. Provide feedback on all issues pertaining to marketing, product acceptance and other issues related to the...

Financial Planning Manager (Insurance Specialist) Our client Dah Sing Financial Group is seeking a Financial Planning Manager (Insurance Specialist) to join their team! Joining Dah Sing Financial Group as a Financial Planning Manager (Insurance Specialist) offers a unique opportunity to shape the future of financial planning within the bank. This role is...