What Jobs are available for City Planning in Hong Kong?
Showing 3 City Planning jobs in Hong Kong
Financial Planning Consultant
Posted today
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Job Description
Our company is looking for candidates who are willing to work in the finance professional field. The rapid growth of Hong Kong and China financial business, the company provides opportunities to the fresh graduate for which want to learn and accompany us in the future advancement.
Investment Research Support
Assist in analyzing financial market trends, industry dynamics, and potential investment opportunities (equities, bonds, funds, etc.).
Participate in financial modeling, valuation analysis, and portfolio management tasks.
Team Collaboration
Work closely with investment managers and analysts, attending client meetings and internal strategy discussions.
Assist with administrative tasks, including documentation and meeting minutes.
Client Facing
-Build good relationships with customers.
-Provide customized solutions according to customer needs.
- Financial Planning
-A professional service that develops and implements financial strategies to achieve their financial goals.
Qualifications
The following qualifications are preferred
Relevant academic backgrounds, such as global finance, financial planning, etc.;
Relevant experience, such as banking, consulting, etc.;
Relevant licenses, such as securities, insurance licenses, etc.
Technical Skills
Familiarity with financial statement analysis and valuation methodologies (e.g., DCF, Comparables).
Proficiency in Excel (functions, charts, data analysis) and PowerPoint.
Basic understanding of capital markets and investment instruments (e.g., equities, fixed income, derivatives).
Soft Skills
Strong analytical thinking, data-driven mindset, and problem-solving abilities.
Proactive attitude with the ability to thrive in a fast-paced environment.
Excellent communication skills in English (additional languages may be required for specific roles).
We Offer
Learning & Development
Structured training: Mentorship from senior investment professionals on practical analysis techniques and tools.
Exposure to real-world projects to build decision-making and risk management expertise.
Provide comprehensive training to become a professional financial planning specialist
Career Growth
Access to diverse financial domains and industry networking.
Benefits
Unlimited Income: Monthly allowance, High commission, Unique monthly bonus, Year-end bonus;
Flexible working hours and Work-life balance opportunity.
Collaborative office environment and team-building activities.
How to Apply
Interested parties please send full CV by clicking "Apply Now" button. All information provided by applicants will be treated in strict confidence and used for recruitment purpose only.
We are one of the exceptional teams within FWD Financial Planning Limited.
We attained a remarkable performance of achieving 90% MDRT or higher every year.
Welcome applicants from all backgrounds.
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Estate Planning Consultant
Posted today
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Job Description
About Us
With over 40 years of industry experience, Howden Private Wealth is the preferred wealth planning partner to the world's most respected private banks, family offices, law and tax advisory firms. As an independent insurance broker, we specialise in procuring insurance products for UHNW individuals globally.
We have representatives across Hong Kong, Singapore, Malaysia, Geneva, Zurich, Dubai and the U.S. As we are ardent believers in providing holistic solutions, being part of the Howden Group also enables us to help our UHNW clients address their other insurance needs (such as their art insurance to political risk insurance) globally through the Howden network.
The Howden Group is proud to build a business that brings together entrepreneurial teams with the best expertise and talent from all over the world. As the largest independent European broker with an international network, it strongly believes in putting its people first, knowing that profits will follow and clients are the ones who will truly benefit.
Job Responsibilities
- Develop relationships with referral sources within the EPC's assigned territories
- Develop leads and prospects by working with referral sources to identify and qualify potential prospects for the Company's planning and life insurance products
- Meet with clients where appropriate pursuant to the solicitation guidelines and client availability
- Present the Company's planning concepts and life insurance products to prospects
- Track, manage and follow up on prospective client situations including follow-up planning, meetings, correspondence, tracking information in the system
- Participate in other marketing activities as appropriate
- Utilize the Company's sales management systems and follow all solicitation and compliance requirements
Job Requirements
- Bachelor's degree from a reputable university, with 8 to 12 years of relevant experience in the financial industry
- Experience and knowledge in life insurance and/or HNW space will be preferred
- Individuals with strong analytical and problem solving skills, excellence communication, driven and ambitious in delivery of results
- Self-motivated and mature individuals who possess a strong drive for excellence
- Passionately committed to developing a long-term career in the industry
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移民與理財管理Immigration and Financial Planning Consultant
Posted today
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Job Description
我們是深耕香港移民服務與全球投資理財領域的專業團隊,依托香港移民有限公司的資深移民服務經驗與英國保誠保險團隊的強大金融資源,為高淨值客戶提供「身份規劃+資產配置」的一站式解決方案。辦公地點毗鄰維多利亞港,推窗即覽璀璨海景與城市天際線,讓你在高效工作的同時,盡享香港核心地段的絕佳視野。
你將負責
為客戶提供專業的移民政策解讀、身份規劃方案(如香港、海外等地),並跟進申請全流程,確保服務高效落地。
結合客戶財務狀況與需求,提供個人化的投資理財建議,涵蓋保險、資產配置等領域,助力客戶實現財富保值與增值。
維護客戶關係,深度挖掘客戶潛在需求,聯動移民與理財雙業務板塊,為客戶提供全方位服務。
參與團隊業務推廣與客戶拓展活動,借助公司資源搭建個人業務網絡。
• 多維業務平台:告別單一業務局限,同步接觸移民與投資理財兩大高價值領域,業務板塊豐富,成長空間無上限。
• 貼心保障支持:為符合條件的團隊成員協助辦理香港簽證續簽,解決你的後顧之憂,專注職業發展。
• 優質辦公環境:地處維多利亞港核心區域,一線海景辦公,交通便利,工作與生活氛圍兼具。
• 專業培訓體系:結合移民政策、金融產品、客戶服務等多維度,提供系統化培訓,助力你快速成為復合型專業人才。
• 有競爭力的回報:無責任底薪+高額業績提成+團隊激勵,收入與能力直接掛鉤,多勞多得,上不封頂。
我們希望你
• 對移民服務、投資理財領域有興趣,具備良好的溝通表達與客戶服務意識。
• 擁有積極進取的心態,目標感強,能自主拓展客戶並完成業務目標。
• 具備相關行業經驗(移民諮詢、保險、金融理財等)者優先,無經驗但願意學習成長亦可。
• 持有香港合法工作身份,或具備獲取香港工作簽證的資格。(高才/优才/IANG)
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