Senior Financial Planning Specialist

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...

We are seeking a Financial Planning Specialist to join our team at AGBA. Our ideal candidate is responsible and punctual, with excellent communication skills. This role involves frequent interaction with clients, so we prioritize responsibility in our hiring process.A key aspect of this position is the opportunity to gain work experience and enjoy the fun of...

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...

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...

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...

Role SummaryThis is a senior leadership role with a significant impact on the financial performance of Manulife Hong Kong through primary accountability for product strategy, product development, and pricing. The Chief Product Officer role assumes responsibility for the entire product strategy and development process, including propositions, pricing, and...

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...

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...

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,...

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 OverviewThe Finance Team Lead role is available in a leading International Financial Services Group with strong coverage across Asia, the Americas and EMEA. This position offers unparalleled exposure with a market leader in the industry.Job DescriptionOversight of monthly, quarterly and regular business reviews for management's decision-making.Driving...

Company OverviewCITIC CLSA is a leading financial institution dedicated to providing innovative solutions for high-net-worth individuals and corporate clients. Our mission is to deliver exceptional wealth planning services, fostering long-term relationships built on trust and expertise.Job DescriptionWe are seeking an experienced Senior Wealth Planning...

**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...

At Career International 科锐国际, we are seeking a highly skilled Financial Planning Expert to join our team. This role is responsible for all aspects of financial planning, budgeting, forecasting, and analysis for the business unit. Key responsibilities include consolidating financial results and providing forecast input to the management reporting...

Work 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...

Our global healthcare client is a leading player in the Asia Pacific region, providing distribution and commercial services to clients across the continent.We are seeking an experienced Financial Planning and Analysis AVP to join our team in Hong Kong. This individual will be responsible for overseeing all finance matters related to our Consumer operations...

Job Description:The Senior Group Manager Financial Planning and Analysis will be responsible for supporting the production of financial management information, business planning, and annual financial targets reporting. This role will also involve performing predictive and retrospective analysis, maintaining processes and controls, and providing ad-hoc CFO...

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...

Job Role:The Senior Group Manager Financial Planning and Analysis will play a critical role in supporting the finance team's objectives by delivering high-quality financial management information, business planning, and annual financial targets reporting.Key Accountabilities:Deliver high-quality financial management information, business planning, and annual...

Our client is a leading global healthcare business providing distribution and commercial services to the Asia Pacific region. We are currently looking to hire a Financial Planning and Analysis AVP to be based in Hong Kong to focus on all Finance matters for their Consumer operations in Asia. Some responsibilities of the Financial Planning and Analysis...