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Keywords: Financial Planning Manager, Location: Kwun Tong, Hong Kong

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Financial Planning Manager

, asset acclaim and retirement planning. Your primary responsibilities include: - Conducting in-depth financial needs analysis... for individuals and families - Developing customized financial strategies covering investments, insurance, and estate planning...

Company: Value
Posted Date: 03 Oct 2025

Financial Planning Manager

acclaim and retirement planning. Your primary responsibilities include: - Conducting in-depth financial needs analysis... for individuals and families - Developing customized financial strategies covering investments, insurance, and estate planning...

Company: Value
Posted Date: 03 Oct 2025

Senior Channel Planning Manager - Channel & Transaction Management

Centres, and 3 i-Financial Centres throughout the city. Overseas, BEA has established a presence in Southeast Asia, the... objective in the Section Collaborate with business leads on channel planning across departments Requirements University...

Posted Date: 11 Oct 2025

Senior Manager, Financial Education

, they are looking for a Senior Manager to oversee financial education programs and manage stakeholders' expectation. Job Description: Oversee... project impact is well-communicated and achieved. Monitor budgetary planning and control, manage internal and external...

Posted Date: 09 Oct 2025

Wealth Management Manager / Financial Planner

-to-Date Financial Knowledge and News • Develop Better Interpersonal and Communication Skills 3. Team Management • Attempt Planning...工作職責 Job Descriptions: 1. Professional Financial Services Provision to Clients • Wealth Management & Portfolio...

Posted Date: 14 Oct 2025

Wealth Management Manager / Financial Planner

-to-Date Financial Knowledge and News • Develop Better Interpersonal and Communication Skills 3. Team Management • Attempt Planning...Job Duty Job Descriptions: 1. Professional Financial Services Provision to Clients • Wealth Management & Portfolio...

Posted Date: 13 Oct 2025

Financial Planner / Wealth Management Manager

Job Duty - Identify the needs of high-net-worth clients and provide comprehensive financial advice. - Offer risk... management, wealth protection, investment, MPF, and retirement planning services. - Develop corporate solutions and employee...

Company: Sunlife HK
Posted Date: 06 Oct 2025

Financial Planner / Wealth Management Manager

工作職責 - Identify the needs of high-net-worth clients and provide comprehensive financial advice. - Offer risk... management, wealth protection, investment, MPF, and retirement planning services. - Develop corporate solutions and employee...

Company: Sunlife HK
Posted Date: 06 Oct 2025

Director, Strategy and Business Planning

Job Summary The Director, Strategy and Business Planning, supports the Global Head, T&O (Technology & Operations) Governance... in all matters pertaining to strategy, strategic transformation, operational excellence, business planning and governance across T...

Posted Date: 16 Oct 2025

Senior Consultant, Financial Advisory

, including: financial modelling, business analytics, business planning, short term cash flows, and financing options...Recruit Ref: L0601126986 Posting Date: 2025-10-14 Teneo Asia Limited Senior Consultant, Financial Advisory The...

Company: Teneo
Posted Date: 16 Oct 2025

Financial Consultant /Management Trainee, Wealth Advisor /Internship

將全力助你以您獨特的方式創造改變。 Key Responsibilities and Duties Conducts Fundamental Analysis to Help Develop Advice and Guidance on Financial Planning...百萬圓桌會會員人數的區域大獎」。業界唯一四度摘得「超級傑出區域」第一名的殊榮。 About the Leader Cynthia CHAN,Senior District Manager,香港金融財富管理Professional Training...

Company: AIA
Posted Date: 13 Oct 2025

Senior Financial Analyst / Financial Analyst

Financial Planning & Analysis team for project cashflow and financials analysis. Working directly with Senior Manager of Finance... management and funding. Responsibilities: Support Senior Manager of Group Financial Planning in managing various management...

Posted Date: 11 Oct 2025

Senior Financial Analyst / Financial Analyst

: Being a member in the Group Financial Planning & Analysis team for project cashflow and financials analysis. Working... project's profitability, return, cash management and funding. Responsibilities: Support Senior Manager of Group Financial...

Posted Date: 11 Oct 2025

Financial Consultant / Management Associate

Job description and responsibilities Provide comprehensive Financial and Investment advice to clients. Identify... clients’ needs and establish appropriate plans/retirement schemes. Legacy planning to High Net Worth individuals. Team...

Company: AXA安盛
Posted Date: 07 Oct 2025
Salary: HKD15000 - 30000 per month

AXA Wealth Management Trainee / Financial Consultant

IF YOU CAN DREAM IT, YOU CAN DO IT Job description and responsibilities Provide comprehensive Financial... and Investment advice to clients. Identify clients’ needs and establish appropriate plans/retirement schemes. Legacy planning...

Company: AXA安盛
Posted Date: 05 Oct 2025
Salary: HKD15000 - 30000 per month

AXA Wealth Management Trainee / Financial Consultant

IF YOU CAN DREAM IT, YOU CAN DO IT Job description and responsibilities Provide comprehensive Financial... and Investment advice to clients. Identify clients’ needs and establish appropriate plans/retirement schemes. Legacy planning...

Company: AXA安盛
Posted Date: 03 Oct 2025
Salary: HKD15000 - 30000 per month

Financial Consultant / Management Associate

Job description and responsibilities Provide comprehensive Financial and Investment advice to clients. Identify... clients’ needs and establish appropriate plans/retirement schemes. Legacy planning to High Net Worth individuals. Team...

Company: AXA安盛
Posted Date: 03 Oct 2025
Salary: HKD15000 - 30000 per month

PRC Wealth Management Management Trainee / Manager / Director (Monthly Income from HK$30k - HK$50k)

. Job Descriptions: 1. Market and Develop Professional Financial Services Provision to Clients Wealth Management & Portfolio Advices... Global Asset Allocation Investment Planning Retirement Planning Risk Management Planning China Business 2. Self...

Posted Date: 06 Oct 2025
Salary: HKD30000 - 50000 per month

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: 15 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: 10 Oct 2025