Financial Planning and Protection Specialist
2 days ago
Zoe Yung & Company (AIA) has been a leading provider of tailored wealth management solutions in Hong Kong for over 40 years. Our commitment to excellence and client satisfaction has earned us a stellar reputation across various industries.
We take pride in our ability to understand the unique needs of each client, offering customized strategies that cater to different levels of complexity and scale. Our dedicated team of professionals works collaboratively with clients, ensuring that we not only meet but exceed their expectations.
Job DescriptionThis is a full-time on-site role for a Wealth Management and Protection Specialist at AIA located in Causeway Bay. The role involves tasks related to financial planning, business development, investment management, finance, personal and commercial insurance.
- Key Responsibilities:
- Financial planning and risk assessment
- Business development and growth strategy
- Investment management and portfolio analysis
- Finance and accounting management
- Personal and commercial insurance services
To be successful in this role, you will need:
- An understanding of insurance principles
- Excellent analytical and problem-solving skills
- Strong communication and interpersonal skills
- An entrepreneurial mindset with innovative thinking and proactive approach
- A commitment to continuous personal and professional development
- The ability to collaborate within a team as well as work independently
- Financial planning and investment management skills
- Preferred understanding of various investment vehicles and financial markets
-
Financial Protection Advisor
6 days ago
Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full timeRole Overview\As an Outreach Insurance Specialist at HSBC, you will play a critical role in helping our customers protect their financial well-being through expert advice on insurance solutions. This is an excellent opportunity to build a career in wealth management and make a meaningful impact on our customers' lives.\Your Key Responsibilities\You will...
-
Financial Planning Specialist
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China BOC Group Life Assurance Company Limited Full timeOverviewBOC Group Life Assurance Company Limited is a leading provider of life insurance and financial planning services in Hong Kong.Job DescriptionThe Wealth Management Manager will be responsible for:Providing professional wealth management services to individual customers, including protection, financial planning, and retirement planning insurance...
-
Financial Planning Specialist
4 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Avature Full timeIf you're passionate about finance and enjoy working in a fast-paced environment, we invite you to apply for the position of Financial Planning Specialist at Avature.This role requires a strong background in finance and experience in developing financial models and reports. Key responsibilities include:Collaborating with cross-functional teams to gather data...
-
Financial Planning Specialist
5 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Insighta Limited Full timeJob Description:We are seeking a detail-oriented professional to join our team as a Finance Specialist (Accounting). This role focuses on core accounting functions while providing exposure to broader financial planning and corporate governance.The ideal candidate will have strong analytical skills, a solid understanding of accounting principles, and the...
-
Financial Planning Specialist
5 days ago
Hong Kong, Central and Western District, Hong Kong SAR China AIA Hong Kong and Macau Full timeAIA Hong Kong and Macau is seeking a highly motivated Financial Planning Manager to join our dynamic team. As a key member of our Wealth Management division, you will be responsible for providing expert financial and insurance advice tailored to client needs.Key responsibilities include:Building and nurturing long-term relationships with clientsIdentifying...
-
Financial Planning Expert
4 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Manulife Hong Kong and Macau Full timeKinetic Academiks is a forward-thinking company dominating the multilingual space in Hong Kong. Our mission is to provide professional services to clients from diverse ethnic backgrounds.This is a full-time on-site role for a Financial Advisor located in Hong Kong. As a Financial Planning Expert, you will be responsible for providing financial guidance and...
-
Hong Kong, Central and Western District, Hong Kong SAR China Zoe Yung & Company (AIA) Full timeJoin Our TeamAre you a driven and ambitious individual looking for a new challenge? Do you have a passion for wealth management and a desire to make a real difference in people's lives?We are seeking a highly skilled and experienced Wealth Management and Protection Specialist to join our team at Zoe Yung & Company (AIA). As a key member of our team, you will...
-
Wealth Management and Protection
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Zoe Yung & Company (AIA) Full timeCentral & Western District, Hong Kong SAR Wealth Management and Protection Zoe Yung & Company (AIA) Central & Western District, Hong Kong SAR 1 day ago Be among the first 25 applicants Founded over 40 years ago, Success SY Family District has established itself as a leading resource for tailored wealth management solutions in Hong Kong. Our commitment to...
-
Network Protection Specialist
9 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China Palo Alto Networks Full timeAbout the JobWe are looking for a highly motivated and experienced Network Protection Specialist to join our team. As a Solutions Consultant, you will play a key role in defining technical solutions that secure a customer's key business imperatives and ensuring value realization of their investment with Palo Alto Networks.Key QualificationsUnderstanding of...
-
Financial Planning Expert
13 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China AIA Hong Kong and Macau Full timeOverviewAIA Hong Kong and Macau is a leading insurance company seeking an experienced Financial Planning Manager to join our dynamic team.This role offers the opportunity to provide expert financial and insurance advice tailored to client needs, build long-term relationships with clients while identifying new opportunities, and deliver exceptional...
-
Financial Times Digital Publishing Specialist
5 hours ago
Hong Kong, Central and Western District, Hong Kong SAR China Financial Times Full timeWe are looking for a skilled digital publishing specialist to join our team at the Financial Times.As a key member of our editorial team, you will be responsible for delivering high-quality content to our readers across the Asia Pacific region.This includes refining photos, headlines, standfirsts and captions to tailor digital presentation and maximize each...
-
Digital Marketing Specialist
4 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Financial Times Full timeWe are looking for a skilled Digital Marketing Specialist - Financial Times to join our marketing team in Hong Kong. As a key contributor, you will be responsible for developing and implementing digital marketing campaigns that drive business growth and revenue in the APAC region.The successful candidate will have a solid understanding of digital marketing...
-
Financial Planning Specialist
2 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Howden Private Wealth Full timeAbout UsWith over 40 years of experience, Howden Private Wealth is the trusted wealth planning partner to leading private banks, family offices, law and tax advisory firms. As an independent insurance broker, we specialize in securing insurance solutions for high net worth individuals globally.We have a global presence with representatives across key...
-
Director of Financial Planning
5 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Linjer Full timeLinar is looking for an ambitious Director of Financial Planning to spearhead our financial strategy. As a key leader in our finance team, you'll be responsible for developing and implementing financial plans that drive business growth. Your expertise will help us navigate complex financial scenarios and make informed decisions.Main ResponsibilitiesDevelop...
-
Financial Planning Expert
5 days ago
Hong Kong, Central and Western District, Hong Kong SAR China AIA Hong Kong and Macau Full timeCompany OverviewAIA Hong Kong and MacauWe are a leading insurance company in Hong Kong and Macau, committed to helping individuals achieve their financial goals.
-
Asia Financial Correspondent Specialist
5 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Financial Times Full timeAbout the RoleThe Financial Times is seeking a seasoned financial journalist to fill the position of Asia Financial Correspondent, based in Hong Kong.This is a high-profile role that offers an exceptional opportunity for a talented reporter to break news, secure major interviews, and contribute to global stories across the region.Key...
-
Marketing Planning Specialist
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China CoinEx Global Full timeJob Title: Marketing Planning SpecialistAbout CoinEx GlobalCoinEx Global is a rapidly growing cryptocurrency exchange that provides innovative trading solutions to users worldwide. Our goal is to become the leading crypto exchange globally, and we need talented professionals like you to help us achieve this vision.Job DescriptionWe are seeking a seasoned...
-
Hong Kong, Central and Western District, Hong Kong SAR China Dah Sing Financial Group Full timeAbout Dah Sing Financial GroupThe Dah Sing Financial Group is a leading financial services provider in Hong Kong, offering a wide range of banking and insurance solutions to its customers. Our group has a strong presence in the region, with over 70 branches across Hong Kong, Macau, and Mainland China.Our company values include caring, teamwork, and...
-
Financial Operations Specialist
7 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Insighta Limited Full timeAbout the RoleThis entry-level position offers a unique opportunity to gain hands-on experience in corporate finance and accounting. As a Finance Specialist (Accounting), you will be responsible for performing core accounting functions while providing exposure to broader financial planning and corporate governance.Key Responsibilities:Bookkeeping and general...
-
Assistant Financial Planning
4 days ago
Hong Kong, Central and Western District, Hong Kong SAR China Avature Full timeWork closely with functional teams such as operations, marketing, and supply chain to provide strategic financial input and recommendations to enhance financial performance and strategic direction in business activities. Provide accurate and timely financial analysis and insights to support the senior management team's decision-making process. Develop and...