Financial Planning Specialist

The Executive Planning Specialist role at Manulife Financial offers a unique opportunity to drive strategic planning and contribute to our mission. As a key member of our team, you'll leverage your analytical skills to inform strategic decisions and drive project success.Key Responsibilities:Develop strategic plans to drive business growth and...

At 乐恩咨询, we are seeking a talented Financial Planning Specialist to join our team.This is an exciting opportunity for individuals who are passionate about helping clients achieve their financial goals through strategic planning and investment advice.The successful candidate will be responsible for conducting thorough financial assessments, developing...

Job OverviewAMG FINANCIAL GROUP is seeking a highly skilled and motivated Financial Planning Advisor Trainee to join our team in Sheung Wan, Central and Western District. This full-time position offers a dynamic environment where you can grow and thrive.Key ResponsibilitiesCraft personalized financial plans tailored to clients' unique goals, risk profiles,...

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...

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...

Financial Planning Manager (Insurance Specialist) Post Date 11/06/2024 Division Retail Banking Department/Branch BranchReporting 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...

At Manulife Hong Kong and Macau, we're dedicated to helping our clients achieve their financial goals.Key ResponsibilitiesThe Financial Advisor will be responsible for providing expert financial guidance, assisting clients in making informed decisions about their money, and helping them navigate the complexities of personal finance.This role requires a...

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...

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...

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...

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...

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...

HKT Enterprise Solutions seeks a talented Financial Planning Manager to join our team.ResponsibilitiesLead financial planning and budgeting efforts to align with business objectives.Develop and maintain financial models to drive strategic decision-making.Analyze financial data to identify trends and areas for improvement.Collaborate with stakeholders to...

Role SummaryAMG FINANCIAL GROUP is seeking an Asset Management Career Development Specialist to join our team in Sheung Wan, Central and Western District. This full-time position offers a challenging and rewarding career path in financial planning and wealth management.Main DutiesCreate and manage comprehensive financial plans that align with clients' 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...

Job Function: Accountant / Corporate FinanceInsighta Limited is seeking a detail-oriented Finance Specialist (Accounting) to perform various accounting tasks. The ideal candidate will have strong analytical skills and a solid understanding of accounting principles.Responsibilities:Day-to-day accounting operations: bookkeeping, general ledger maintenance, and...

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...

Job Summary:We are seeking a highly skilled Financial Planning Director to join our team at International Executive Service Corps. The successful candidate will be responsible for conducting bancassurance sales at bank branches, achieving assigned business plans on bancassurance business.About the Role:Proactively enhance relationships with existing and...

We're seeking an experienced Financial Services Head to join our team in Hong Kong. As a leader, you'll be responsible for overseeing the Financial Services division, driving business growth, and ensuring compliance with regulatory requirements.About the RoleThe successful candidate will have a strong background in financial services, with experience in...

Job OverviewThe Wealth Planning Manager is responsible for delivering a full range of wealth management services to high-net-worth customers. This includes providing tailored investment advice, managing complex financial portfolios, and identifying new business opportunities.Key ResponsibilitiesDevelop and maintain strong relationships with clients,...