Financial Planning Manager

Investment Consultant / Wealth Management AdvisorHong Kong SARAbout the RoleWe are seeking an Investment Consultant / Wealth Management Advisor to join our team in Hong Kong SAR with some work from home flexibility.Key ResponsibilitiesFinancial planning and investment strategy creationFinance management and customer service deliveryRequirementsStrong finance...

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...

We are looking for a mid-senior level Financial Planning and Analysis Manager to join our team at OCBC. As an AVP, Business Performance, you will be responsible for preparing annual budgets, ensuring strategic alignment, creating periodic projections, and assisting in developing comprehensive business plans.About the RoleThe successful candidate will have a...

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...

We are seeking a highly skilled Financial Planning and Control Manager to join our team at China Construction Bank (Asia) Corporation Limited.As a key member of our Finance department, you will be responsible for providing regular and ad hoc reports to Head Office, as well as timely management information to Management and Divisions.In this role, you will...

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 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...

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...

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...

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,...

**Job Summary**This role is responsible for leading the financial planning and analysis function within the Finance department. As a key member of the team, you will be responsible for developing and maintaining financial models, conducting cost-benefit analyses, and providing insights to drive business decisions.**Key Responsibilities**Develop and maintain...

Job DescriptionThis exciting opportunity is for a skilled Financial Planning and Analysis professional to join our team. As a key member of our Finance team, you will be responsible for overseeing the monthly, quarterly, and regular business review, driving workflows of budget planning, strategic business planning, and forecasting, and partnering with...

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...

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...

**Financial Leadership Position**This Senior Manager, FP&A role involves leading the financial and strategic planning process, ensuring alignment with business objectives.

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...

About the Role:We are seeking a highly skilled and experienced Financial Planning Manager to join our dynamic team at AIA Hong Kong and Macau.As a key member of our team, you will be responsible for providing expert financial and insurance advice tailored to client needs, building and nurturing long-term relationships with clients, and identifying new...

OverviewStandard Chartered Life and Careers is seeking a highly motivated and experienced professional to fill the role of ED, Head, WRB Performance Management Hong Kong. This position requires strong analytical and problem-solving skills, as well as excellent communication and collaboration abilities.Key Accountabilities:Develop and implement effective cost...