Financial Planning and Strategy Expert

4 days ago


Hong Kong, Central and Western District, Hong Kong SAR China AIA Hong Kong and Macau Full time

AIA Hong Kong and Macau seeks talented individuals to join its team as a Financial Planning and Strategy Expert.

Key Responsibilities
  • Develop and implement financial planning strategies for clients, leveraging expertise in investment research and wealth management.
  • Build strong relationships with clients, identifying opportunities to grow their book of business through value-added services.
  • Maintain up-to-date knowledge of market trends and regulatory requirements, staying ahead of the competition.

This role requires excellent communication, analytical, and presentation skills, with the ability to work effectively in a fast-paced environment.

About AIA
  • AIA is a pioneering insurance company that offers unparalleled opportunities for growth and development.
  • We invest heavily in our employees, providing best-in-class training and mentorship programs to help them succeed.
Benefits
  • Exceptional income potential, with opportunities for bonuses and promotions.
  • Comprehensive benefits package, including medical, dental, and vision coverage.
  • Flexible working hours and remote work options, supporting work-life balance.


  • Hong Kong, Central and Western District, Hong Kong SAR China AIA Hong Kong and Macau Full time

    OverviewAIA 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...


  • Hong Kong, Central and Western District, Hong Kong SAR China AIA Hong Kong and Macau Full time

    At AIA Hong Kong and Macau, we're seeking a talented Financial Planning Manager to join our dynamic team. As a key player in our financial planning division, you'll be responsible for providing expert advice to clients, building long-term relationships, and helping them select the most suitable financial products.About the Role:Key Responsibilities: Provide...


  • Hong Kong, Central and Western District, Hong Kong SAR China JC Executive Search Full time

    About the RoleWe are seeking an experienced Financial Planning and Analysis Expert to join our team at JC Executive Search. As a key member of our financial services department, you will be responsible for preparing monthly management reports and supporting budgeting activities.Key ResponsibilitiesPrepare detailed financial analysis and reports for senior...


  • Hong Kong, Central and Western District, Hong Kong SAR China Space Executive Full time

    We're looking for a skilled Director of Financial Planning and Analysis to join our team at Space Executive. As a key member of our leadership team, you will be responsible for driving financial growth and informing strategic decisions.The successful candidate will have a strong background in financial planning and analysis, with experience in developing and...


  • Hong Kong, Central and Western District, Hong Kong SAR China AIA Hong Kong and Macau Full time

    About Us:AIA Hong Kong and Macau is a leading provider of insurance and financial services in the region.


  • Hong Kong, Central and Western District, Hong Kong SAR China HSBC Full time

    About HSBC">HSBC is a global banking and financial services organization that provides a wide range of products and services to individuals, businesses, and institutions. Our Global Finance team plays a crucial role in managing costs and deploying capital to support the company's strategy.">Role Overview">This senior-level position reports directly to the...

  • Financial Expert

    5 days ago


    Hong Kong, Central and Western District, Hong Kong SAR China Intellect Full time

    Company OverviewWe are Intellect, a leading provider of financial guidance and planning. Our team is dedicated to empowering individuals to take control of their financial future.Job DescriptionWe seek a seasoned Financial Coach to join our team. As a Financial Coach at Intellect, you will play a vital role in helping clients achieve financial security by...


  • Hong Kong, Central and Western District, Hong Kong SAR China One Arrow Consulting Full time

    **About One Arrow Consulting**We are a leading consulting firm that helps businesses thrive in today's competitive market. Our team of experts is dedicated to providing top-notch financial services to our clients.**Job Summary**We are seeking an experienced Chief Financial Planning Officer to join our team. The ideal candidate will have a strong background...


  • Hong Kong, Central and Western District, Hong Kong SAR China Richemont Full time

    Job OverviewThe Supply Chain Planning Expert at Richemont is responsible for defining, implementing, and monitoring inventory planning strategies both in Distribution Center and Stores in the markets in scope. This role involves managing end-to-end order & supply flow for Limited Edition products, as well as maximizing sales through effective stores...


  • Hong Kong, Central and Western District, Hong Kong SAR China NLS Executive Search Full time

    Job SummaryWe are seeking a highly skilled Financial Modeling Expert to join our team. As a financial modeling expert, you will be responsible for developing and maintaining robust financial models and algorithms.ResponsibilitiesDevelop and maintain robust financial models and algorithms.Collaborate with researchers to implement and optimize trading...


  • Hong Kong, Central and Western District, Hong Kong SAR China Liberty Mutual Insurance Full time

    Head of Technology Strategy & Planning, APACThe Director of Technology Strategy and Planning at Liberty Mutual Insurance APAC drives the company's technology vision by setting the overall strategic direction for the APAC Technology organization. This includes leading transformative initiatives, driving innovation and process excellence, and overseeing...


  • Hong Kong, Central and Western District, Hong Kong SAR China Sun Life Financial Full time

    Senior Officer/Officer, Client Value Maximization Strategy Apply locations Hunghom, Kowloon, Hong Kong time type Full time posted on Posted 8 Days Ago job requisition id JR00106640 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...


  • Hong Kong, Central and Western District, Hong Kong SAR China ConnectedGroup Full time

    Salary: HKD75,000 - HKD95,000 per month + BonusSenior Manager, FP&AWe are seeking a highly skilled Senior Manager, FP&A to join our client's growing team. A leading organization in technology, ERP, digital transformation, and cloud solutions is looking for an expert to lead their financial and strategic planning process.Responsibilities:Develop and implement...


  • Hong Kong, Central and Western District, Hong Kong SAR China Standard Chartered Life and Careers Full time

    Role SummaryThis senior leadership position oversees the development and delivery of cash products and services that meet the needs of our customers. The ideal candidate will have a strong track record of success in financial management and strategy, with experience leading cross-functional teams and driving business growth.About Standard CharteredAt...


  • Hong Kong, Central and Western District, Hong Kong SAR China Space Executive Full time

    Succeed as a Senior Corporate Finance Specialist at Space Executive and drive business growth through strategic financial planning and execution. As a key member of our team, you'll partner with senior leadership to develop and implement corporate strategies, leveraging your expertise in M&A, financial modeling, and stakeholder reporting.Your...


  • Hong Kong, Central and Western District, Hong Kong SAR China Cygnify Full time

    About UsCygnify is your gateway to hiring across Asia. Our TAaaS platform makes hiring fast, simple, and cost-effective.Job SummaryWe are looking for a dynamic Oracle EPM Functional Lead to join our team in Hong Kong. As a key member of our team, you will be responsible for designing, implementing, and supporting Oracle EPM Cloud...


  • Hong Kong, Central and Western District, Hong Kong SAR China International Executive Service Corps Full time

    Financial Planning Manager (Insurance Specialist) Post Date 11/06/2024 Division Retail Banking Department/Branch Branch Reporting to the Branch Management of Dah Sing Bank, you will be responsible to conduct bancassurance sales at bank branches to achieve the assigned business plan on bancassurance business. Job Responsibilities: Proactively enhance...


  • Hong Kong, Central and Western District, Hong Kong SAR China Selby Jennings Full time

    Selby Jennings is seeking a highly skilled Business Development and Financial Strategy Executive to lead our financial planning and analysis initiatives in Asia.This role requires a deep understanding of financial markets, trends, and regulatory requirements.The ideal candidate will have a strong background in Accounting and Finance, with experience in SAP,...


  • Hong Kong, Central and Western District, Hong Kong SAR China Prudential Hong Kong Limited Full time

    Business ImpactThis role offers an unparalleled opportunity to make a significant impact on the company's financial performance and strategy. As a leader in financial planning and analysis, you will be instrumental in driving business growth, improving decision-making, and fostering a culture of excellence within the organization.Prudential Hong Kong Limited...


  • Hong Kong, Central and Western District, Hong Kong SAR China FTI Consulting, Inc Full time

    Company OverviewFTI Consulting, Inc. is a leading global expert firm that provides strategic advice to organizations facing crisis and transformation. With over 8,300 employees across 34 countries and territories, the company has established itself as a trusted partner for top multinational corporations, law firms, banks, and private equity firms.The...