Financial Planning Specialist

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...

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...

**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...

About Dah Sing GroupThe Dah Sing Group is a leading financial services organization in Hong Kong, providing banking, insurance, and related services through its expanding network of over 70 branches in Hong Kong, Macau, and Mainland China. Our core values are centered around caring, teamwork, and progressiveness. We recognize that every individual has unique...

Financial Planning at AXA Hong Kong and MacauAXA Hong Kong and Macau is a leading insurer with presence in 51 markets worldwide, serving over 94 million customers. Our purpose is to protect what matters for human progress.We offer integrated solutions across Life, Health and General Insurance, with the largest market share in Hong Kong. As a holistic...

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...

We are seeking a skilled Financial Services Advisor to join our team at AXA Hong Kong and Macau. As a Financial Planner, you will be responsible for providing comprehensive financial planning advice and solutions to our valued clients.Your day-to-day tasks will involve analyzing client financial goals and objectives, recommending suitable investment...

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,...

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...

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...

**Job Title:** Insurance Planning Specialist**Overview:** Standard Chartered is seeking a highly motivated and experienced Financial Services Advisor to join our team.As a key member of our sales team, you will be responsible for providing professional insurance planning services to potential customers.**Key Responsibilities:Analyse customers' personal...

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...

About the JobAIA Hong Kong and Macau Associate Wealth Management Director seeks passionate professionals to join our dynamic team as a Financial Planning Manager. This role involves providing expert financial and insurance advice, building relationships, and identifying new opportunities.Key Responsibilities:Offer tailored financial planning and insurance...

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...

About the Role:We are seeking a highly motivated Financial Services Specialist to join our team at China Construction Bank (Asia) Corporation Limited. As a Financial Services Specialist, you will be responsible for participating in the internal audit of the CCB Group, Hong Kong, Macau and other overseas institutions.Main Responsibilities:Participate in the...

We are seeking a skilled Financial Planning Analyst to join our team in Hong Kong. As a key member of the APAC FP&A team, you will play a crucial role in supporting financial analysis for Regional and Business Unit performance.The successful candidate will be responsible for:Supporting financial analysis for Regional and Business Unit performance from Sales...

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...

About HR Plus: ">At HR Plus, we are dedicated to providing innovative financial solutions that meet the evolving needs of our clients.">Job Summary: ">We are seeking a highly skilled Insurance Planning Consultant to join our Hong Kong team and support our mission of delivering exceptional financial services.">Key Accountabilities: ">Develop and execute...

Company OverviewConnectedGroup is a leading organization in technology, ERP, digital transformation, and cloud solutions.Job Description:We are seeking a Senior Manager, FP&A to join our growing team. As a key member of our finance department, you will lead the financial and strategic planning process, delivering value-added reports, analyses, and...