Financial Planning Specialist

DL Holdings Group is looking for a talented Financial Planning and Advisory Specialist to join our team.About the RoleThe ideal candidate will have excellent interpersonal skills and a drive to learn, with the ability to work independently and as part of a team.Provide expert financial advice to clients on residency and citizenship planning and basic...

Job Description:At JC Executive Search, we are seeking an experienced Senior Financial Planning Specialist to join our team. The ideal candidate will have a strong background in finance and accounting, with a proven track record of preparing monthly management reports and supporting budgeting activities.The successful candidate will work closely with the...

Role OverviewAIA is a leading pan-Asian life insurance group.We are seeking a highly skilled Financial Planning Advisor to join our team in Hong Kong SAR. As a key member of our wealth management team, you will be responsible for creating personalized financial plans for clients, including retirement planning, investment advice, and comprehensive financial...

Job Summary:We are seeking an experienced Business Development and Financial Planning Specialist to join our team at Tek Systems. This role involves developing and implementing business strategies to drive growth and profitability. The successful candidate will be responsible for building strong relationships with stakeholders, identifying opportunities for...

Zoe Yung & Company (AIA) is dedicated to delivering innovative solutions that drive success for our clients.This role requires a deep understanding of financial markets, products, and services, as well as exceptional communication and interpersonal skills.The successful candidate will have a proven track record of developing and implementing comprehensive...

Job Description:  As a Strategic Tax and Financial Planning Specialist at KN Group, you will play a pivotal role in driving the company's financial growth and success. This is an exceptional opportunity to leverage your expertise in tax management and financial planning to shape our global business strategy.Key Responsibilities:  Financial...

**Job Overview:**We are seeking a skilled Financial Analyst to join our team at US-Hiring.The successful candidate will be responsible for analyzing financial data and trends, creating financial reports, and conducting financial planning. This role involves preparing financial statements, creating forecasts, and performing variance analysis.This is a...

Financial Planning at AXA Hong Kong and MacauAXA Hong Kong and Macau is a leading insurer with presence in 51 markets worldwide, serving over 94 million customers. Our purpose is to protect what matters for human progress.We offer integrated solutions across Life, Health and General Insurance, with the largest market share in Hong Kong. As a holistic...

Job Function: Accountant / Corporate FinanceInsighta Limited is seeking a detail-oriented Finance Specialist (Accounting) to perform various accounting tasks. The ideal candidate will have strong analytical skills and a solid understanding of accounting principles.Responsibilities:Day-to-day accounting operations: bookkeeping, general ledger maintenance, and...

As a Director of Corporate Finance Initiatives at Space Executive, you will play a pivotal role in shaping the financial strategy of one of our key clients in the Financial Services space. This is an exceptional opportunity to leverage your expertise in corporate finance to drive growth and financial objectives.Role Overview:The successful candidate will be...

Manulife Hong Kong and Macau has been a trusted name in the financial industry for over 125 years, providing diverse protection and wealth products and services to millions of customers. As the leading financial institution, we aim to be the most customer-centric company in our industry.Job DescriptionThis is a full-time hybrid role for an Investment Advisor...

3 weeks ago Be among the first 25 applicantsSenior Manager, Wealth Management & Protection @ AIA | MDRT AchieverCompany DescriptionAIA Group Limited and its subsidiaries (collectively "AIA" or the "Group") are the largest independent publicly listed pan-Asian life insurance group, with a presence in 18 markets including Mainland China, Hong Kong SAR,...

At Avature, we are seeking a highly skilled Financial Planning Expert to join our team. As a key member of our financial planning department, you will work closely with functional teams such as operations, marketing, and supply chain to provide strategic financial input and recommendations that enhance financial performance and drive business activities...

At Insighta Limited, we are seeking an experienced Financial Planning Analyst to join our team. As a key member of our finance department, you will be responsible for performing day-to-day accounting operations, including bookkeeping, general ledger maintenance, and financial reporting.Key Responsibilities:Manage treasury functions, including cash flow...

ConnectedGroup is seeking a talented Financial Planning Lead to join our finance team. In this role, you will be responsible for developing and implementing financial plans, forecasts, and budgets that align with the company's overall strategy.About the Role:Develop and manage financial plans, forecasts, and budgets to support business growth and...

Job Summary:We are looking for an experienced Controller and Financial Planning professional to join our team at ConnectedGroup. As a key member of our finance team, you will be responsible for financial planning, analysis, and strategy to support business growth and success.About the Role:Develop and implement financial plans, including budgeting,...

Space Executive is seeking a Financial Planning Director to join our team on a 1-year contract basis. This role will be critical in driving financial performance and strategic growth within one of our key clients in the Financial Services space.Main Responsibilities:Develop and implement comprehensive financial plans that align with the organization's...

**Job Title:** Insurance Planning Specialist**Overview:** Standard Chartered is seeking a highly motivated and experienced Financial Services Advisor to join our team.As a key member of our sales team, you will be responsible for providing professional insurance planning services to potential customers.**Key Responsibilities:Analyse customers' personal...

This Corporate Financial Planning Manager role is a critical position that oversees all aspects of financial planning and analysis for a company in the New York City Metropolitan Area.Key ResponsibilitiesDevelop and implement comprehensive financial plans and forecastsAnalyze financial data to inform business decisionsProvide strategic financial advice to...

About the Role:We are seeking a highly motivated Financial Services Specialist to join our team at China Construction Bank (Asia) Corporation Limited. As a Financial Services Specialist, you will be responsible for participating in the internal audit of the CCB Group, Hong Kong, Macau and other overseas institutions.Main Responsibilities:Participate in the...