Financial Planning Manager
Hong Kong, Hong Kong

The Offer

  • Work in a company with a solid track record of performance
  • Flexible working options
  • Attractive Salary & Benefits
  • The Job

    Key responsibilities areas :

  • Assess and determine client’s financial objectives, risk tolerance, income, expenses and assets
  • Offer strategic advice on financial services, such as investments, insurance coverage and debt management tools
  • Perform market research to stay current with financial trends
  • Prepare financial documents, such as income projections and investment reports
  • Maintain compliance with all rules and regulations in the financial industry
  • Key Competencies :

  • Higher Diploma / Associate degree or above. University graduates are more preferred
  • At least 1 year working experience in any sector
  • Proactive, inquisitive, passionate, and good at communication and interpersonal relationships
  • Interested in pursuing a career in the banking & finance sector
  • We provide on-the-job training and support
  • The Employer

    We are hiring for a company which is a one-stop personal finance service provider. Their services include but not limited to investment management, retirement planning, tax planning, risk management, and succession, etc.


    Thank you for reporting this job!

    Your feedback will help us improve the quality of our services.

    通過點擊“繼續”,我允許neuvoo同意處理我的數據並向我發送電子郵件提醒,詳見neuvoo的 隱私政策 。我可以隨時撤回我的同意或退訂。