Life-Centric Financial Planner

Responsibilities Assess client financial status by conducting financial analysis. Provide comprehensive financial strategies to clients, including asset allocation and estate planning. Build close relationships with clients and review their investment portfolios periodically. Assist in management work for developing a new team. Requirements Degree holder in...

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...

Join to apply for the Chubb Life Global Office: Senior Manager/Manager, Financial Planning & Analysis role at Chubb Life Job Description Chubb is the world’s largest publicly traded property and casualty insurer. With operations in 54 countries, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental...

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...

You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll...

Role Summary Bowtie’s mission is to make insurance good again and our vision is to build a category-defining health insurance company. As a young and fast-growing company, grooming and learning from the next generation is always our priority. We are looking for great talents who share our values to architect our class-leading health and protection...

A leading FMCG Retail Company in Hong Kong is seeking a Senior Inventory Planner. This role involves managing inventory planning from control to supplier relationship management, focusing on both online and offline operations. The ideal candidate will have at least 5 years of experience in inventory management within the FMCG sector and must be proficient in...

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...

A financial services company in Hong Kong is seeking a Business Analyst to participate in enhancing their Policy Administration System. The ideal candidate needs a degree in IT or Business and at least 5 years of Life Insurance experience. Responsibilities include clarifying business requirements, supporting user teams, and conducting testing. A hands-on,...