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Keywords: Financial Planning , Location: Tsim Sha Tsui, Hong Kong

Page: 4

退休規劃顧問 Retirement Wealth Planning Consultant

Job Duty 協助退休人士規劃財富 發掘了解拓展準退休人士財務需求 為準退休人士制定退休方案 推廣政府銀髮經濟 需通過職前考核及培訓...

Posted Date: 03 Oct 2025

Senior Digital Marketing Officer/ Digital Marketing Officer

PLOTIO was established in 1983 yet a fast-growing financial institution. We have a wide range of business including... to be the next generation of leaders. Key Responsibilities: Campaign Support: Assist in the planning, execution...

Posted Date: 24 Oct 2025

Actuaral Analyst

. Job Description: Job Description An Actuarial Analyst in our Capital and Reinsurance Management team, where you will play a key role supporting capital planning... of capital plan during the strategic and business planning cycle, including analysis on key business lines, new business capital...

Posted Date: 24 Oct 2025

Actuaral Analyst

. Job Description: Job Description An Actuarial Analyst in our Capital and Reinsurance Management team, where you will play a key role supporting capital planning... of capital plan during the strategic and business planning cycle, including analysis on key business lines, new business capital...

Posted Date: 24 Oct 2025

Relationship Manager (Family Office)

Wing Hing Financial Services Co. is a financial services firm specializing in providing comprehensive wealth management... and offer tailored solutions—including tax optimization, inheritance planning, asset allocation, family trusts, and overseas education...

Posted Date: 23 Oct 2025

Consultant Trainee (TTPS, Fresh Grad & IANG are welcome)

Wing Hing Financial Services Co. is a financial services firm specializing in providing comprehensive wealth management... and offer tailored solutions—including tax optimization, inheritance planning, asset allocation, family trusts, and overseas education...

Posted Date: 23 Oct 2025

Relationship Manager

of investment and insurance planning and services Candidates will be engaging financial products ranging from, Private Equity...Company Introduction: We are a Financial Group listed on the Hong Kong Stock Exchange Main Board, and a pioneer...

Posted Date: 22 Oct 2025

Head of FP&A & Capital Management, High Net Worth

planning, forecasting, financial performance analysis, and management reporting. The role will provide thought leadership.... Job description (heading) / Description du poste (titre) Strategic Financial Planning – Lead the development of the annual business plan...

Posted Date: 17 Oct 2025

Head of Strategy, High Net Worth

. Job Description: This role-holder will work with the Chief Executive Officer, Chief Financial Officer, and the Leadership Team of High Net Worth... involves assessing financial impacts and risks associated with strategic decisions and fostering a culture of innovation...

Posted Date: 17 Oct 2025

Deputy Head, Group Human Resources & Administration

At Delta Asia Financial Group, we foster a supportive and empowering environment that enables our employees to shape... management initiatives of high-potentials development and succession planning Drive initiatives that enhance the Group...

Posted Date: 12 Oct 2025

Deputy Head, Group Human Resources & Administration

The Delta Asia Financial Group is a full-fledged banking and financial services group encompassing the territories... years. Initially focused on banking services, the Group has evolved into a financial conglomerate, now offering a wide array...

Posted Date: 12 Oct 2025

Manager / Senior Manager, Business Enablement

in business enablement, distribution support, change management, operations, or digital transformation within financial services..., and presentation (including roadshow and training delivery). Demonstrated expertise in UAT planning, requirement gathering...

Posted Date: 02 Oct 2025

Manager / Senior Manager, Business Enablement

in business enablement, distribution support, change management, operations, or digital transformation within financial services..., and presentation (including roadshow and training delivery). Demonstrated expertise in UAT planning, requirement gathering...

Posted Date: 02 Oct 2025

Relationship Manager, Insurance Brokerage – MCV (Mainland China Visitors)

financial plans for customers in different life stages. Recommend and present financial planning solutions to customers (e.g... planning. Good communication and interpersonal skills Self-motivated, result-oriented, endeavor to succeed in the financial...

Posted Date: 27 Sep 2025

Senior Actuarial Manager

(GL17, GL12, and Cap 41R). Supervise reinsurance financial reporting, monitor and report reinsurance activities... financial analysis, cost and benefit analysis, internal approvals, and treaty negotiation with reinsurers. Identify...

Posted Date: 24 Sep 2025

Manager II, Market Intelligence and Solutions & Productivity Academy

across various channels. 7. Delivering comprehensive wealth management advice and tailored financial planning solutions. 8...

Posted Date: 08 Sep 2025

Manager II, Market Intelligence and Solutions & Productivity Academy

across various channels. 7. Delivering comprehensive wealth management advice and tailored financial planning solutions. 8...

Posted Date: 08 Sep 2025

Associate Director, Productivity Academy

Knowledge IIQE Paper (1-5) knowledge and examination skill set Life & Health insurance Financial Planning Investment MPF...

Posted Date: 07 Sep 2025

Associate Director, Productivity Academy

Knowledge IIQE Paper (1-5) knowledge and examination skill set Life & Health insurance Financial Planning Investment MPF...

Posted Date: 06 Sep 2025

Assistant Manager, MCI Agency Recruitment

-to-End Project Support: Provide comprehensive support in the planning, execution, and monitoring of key agency recruitment... projects and initiatives. Strategic Planning Assistance: Assist in the development and formulation of the strategic plan...

Posted Date: 11 Oct 2025