Financial Planner

About the RoleWe are seeking a skilled Financial Planning and Analysis expert to join our team as a Senior Financial Planner.Job SummaryThis is a fantastic opportunity for a highly motivated and experienced Financial Analyst to take on a senior role in our finance team. As a Senior Financial Planner, you will be responsible for providing financial planning...

Design Your Future at PVHJob Summary:We are seeking a highly skilled Demand Planner to join our team at PVH. As a Demand Planner, you will be responsible for developing, tuning, and optimizing demand plans to improve forecast accuracies and get closer to consumer demand.Key Responsibilities:Develop weekly/monthly inventory plans with rolling projections to...

Design Your Future at PVHJob Summary:PVH is seeking a highly skilled Strategic Planner to join our team. As a key member of our planning department, you will be responsible for developing and implementing annual financial plans, forecasting business performance, and managing inventory to support updated forecasts.Key Responsibilities:Pre-Season...

Financial Advisor Role at IntellectYou will be a key member of our virtual platform, providing expert financial guidance to our clients. Your role will involve supporting clients' financial health and growth based on their individual needs and goals, through scheduled text-based and video consultations.This is a freelance remote role with the flexibility to...

Our esteemed client, a leading International Wealth Management firm, seeks an experienced and certified Independent Financial Advisor to join their team in Hong Kong.The selected candidate will be entrusted with providing specialized financial guidance to clients, aiding them in achieving their financial aspirations and strengthening their financial...

About Dah Sing Financial GroupEstablished in Hong Kong, Dah Sing Financial Group is a leading financial services provider offering banking, insurance, and investment services through its extensive network of over 70 branches. The company prioritizes a culture that values caring, teamwork, and progressiveness. Our goal is to foster an environment where...

Key Responsibilities:Provide financial support and tools to business divisions to meet their objectives, including forecasting and planning exercises.Assist in data analytics and management, performing variance analysis on business performance from various financial data sources.Prepare and distribute accurate management reports to business divisions in a...

Job OverviewSun Life is seeking a skilled Strategic Learning Officer to join our team. As a key member of our Financial Planner Training Section, you will play a vital role in supporting sales channels and business partners by providing relevant training course development and delivery.About the RoleThe successful candidate will be responsible for taking...

Job Title: Wealth Investment Product ExpertAbout the Role:We are seeking a high-calibre professional to join our team as a Wealth Investment Product Expert. As a subject matter expert on Wealth Investment Solutions, you will provide market updates to support Premier Relationship Managers exploring wealth investment opportunities. Through joint meetings with...

Unlock Your Potential in Wealth ManagementHSBC is seeking a high-calibre professional to join our Wealth and Personal Banking team as a Wealth Investment Product Expert.As a Wealth Investment Product Expert, you will be a subject matter expert on Wealth Investment Solutions, providing market updates to support Premier Relationship Managers in exploring...

AIA: A Vision for Health Insurance and CareAIA Integrated Health Strategy (IHS) aims to make health insurance and care more accessible, affordable, and effective for communities. The role of Healthcare Planning is crucial in achieving this vision.Duties and Responsibilities:This position drives provider network management and growth for U Care, while...

Job Opportunity: Wealth Planner, Wealth Planning and AdvisoryAbout the Role:HSBC Global Private Banking is seeking a skilled professional to join our team as a Wealth Planner, Wealth Planning and Advisory. This role will involve providing comprehensive wealth structuring guidance to clients in Greater China and supporting the advisory and implementation of...

Unlock Your Potential in Wealth InvestmentAt HSBC, we're committed to helping our customers achieve their financial goals. We're seeking a skilled Wealth Investment Product Expert to join our team in Hong Kong, Kowloon, or New Territories.Key ResponsibilitiesProvide technical coaching to develop staff teams to achieve business objectivesCollaborate with...

Job Title: Wealth Planner, Wealth Planning and AdvisoryAbout the Role:We are seeking a high-calibre professional to join our team as a Wealth Planner, Wealth Planning and Advisory. As a key member of our Wealth Planning team, you will provide comprehensive wealth structuring guidance to clients of HSBC Global Private Banking in Greater China.Key...

Job Summary:Sun Life is seeking a highly skilled Training Development and Delivery Specialist to join our team. This role will be responsible for providing training course development and delivery support to Sales Channels and business partners to ensure they can achieve assigned sales targets.Key Responsibilities:Develop and deliver training programs to...

Job Summary:As a Senior Officer, Learning and Development, you will play a key role in supporting Sales Channels and business partners by providing relevant training course development and delivery. Your goal will be to equip them with the necessary skills to achieve assigned sales targets.Key Responsibilities:Develop and deliver training programs to support...

Key ResponsibilitiesProvide specialist advice on appropriate insurance solutions to ensure the insurance or protection needs of our customers are well fulfilled.Handle individual insurance portfolios to ensure the highest rate of customer satisfaction and persistency.Establish effective working relationships with other teams within the branch and other...

Unlock Your Potential as a Branch Sales ManagerAt HSBC, we're committed to helping our customers achieve their financial goals. As a Branch Sales Manager, you'll play a vital role in leading our team of Premier Relationship Managers and HSBC Premier Elite Directors to deliver exceptional results and drive business growth.Key Responsibilities:Contribute to...

Insurance Solutions SpecialistHSBC is seeking a high-calibre professional to join our team as an Insurance Solutions Specialist.Key ResponsibilitiesProvide specialist advice on appropriate insurance solutions to ensure the insurance or protection needs of Advance and Mass Market, HSBC Premier Elite or Premier segment are well fulfilledHandle individual...

Opportunity OverviewWealth and Personal Banking (WPB) at HSBC is committed to delivering exceptional customer experiences through best-in-class, mobile-first capabilities and world-class wealth management.About the RoleThis is an exciting opportunity for a skilled Insurance Solutions Professional to join our team as an Outreach Insurance Specialist. In this...