What Jobs are available for Financial Development in Hong Kong?

Are you a highly analytical and detail-oriented finance professional looking for an exciting opportunity to showcase your FP&A expertise? Join our client's dynamic finance team and play a crucial role in driving business success through financial planning, analysis, and insightful reporting. This position offers a chance to work with a multinational corporation, leveraging your advanced Excel and PowerPoint skills to make a significant impact.

• Financial Planning: Develop and maintain sophisticated financial models, forecasts, and budgets to support key business objectives.
• Insightful Reporting: Prepare comprehensive financial reports and management presentations, providing valuable variance analysis for senior leadership.
• Business Collaboration: Partner with various business units to understand performance drivers and deliver actionable insights that drive decision-making.
• Data Analysis: Utilize advanced Excel functions to analyze large datasets, synthesizing information into clear, well-structured presentations.
• Compelling Presentations: Create impactful and insightful PowerPoint presentations for both internal and external stakeholders.
• Process Enhancement: Identify and implement opportunities to improve financial processes and controls, contributing to overall operational efficiency.
• Strategic Support: Assist with special projects and executive requests, delivering high-quality, timely analysis to support strategic initiatives.

• Financial Expertise: A Bachelor's degree in Finance, Accounting, Economics, or a related field, with 3+ years of experience in FP&A roles, preferably within a multinational corporation.
• Excel Wizardry: Advanced Excel skills, including financial modeling, complex formulas, data analysis, and automation capabilities.
• Presentation Skills: Strong PowerPoint proficiency with an eye for design and clarity in messaging.
• Accounting Knowledge: Solid understanding of accounting principles and financial statements to ensure accurate analysis and reporting.
• Problem-Solving Abilities: Strong critical thinking and organizational skills to tackle complex financial challenges.
• Communication Skills: Excellent verbal and written communication abilities to effectively convey financial insights to various stakeholders.
• Big 4 Experience: While not required, experience with a Big 4 accounting firm is considered a plus.

Our client offers an attractive remuneration package and other benefits, such as:

• Competitive compensation to reward your skills and expertise
• Comprehensive medical scheme for your health and wellbeing
• MPF scheme to support your long-term financial goals
• Public holidays to ensure a healthy work-life balance
• Discretionary bonus opportunities to recognize your contributions
• Dynamic and collaborative team environment for professional growth
• Career development opportunities to advance your skills and expertise

Ready to join this role? Click Apply now to submit your resume and share your availability and expected salary with us

We encourage all qualified candidates to apply, regardless of background or experience level. Your unique perspective could be exactly what our client is looking for

All information received will be kept strictly confidential and will be used only for employment-related purposes.

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Job Title: Financial Planning & Analysis Manager

The Financial Planning & Analysis (FP&A) professional will be a key business partner to department leaders, providing the insights and analysis necessary to make informed financial and operational decisions. This role is responsible for budgeting, forecasting, long-range planning, management reporting,  and  variance  analysis.  The   ideal  candidate  will  transform  data   into  actionable intelligence, supporting our company's growth and profitability goals.

职位概述

财务规划与分析(FP&A)专业人员将成为部门负责人的核心业务伙伴,为制定合理的财务及运营决策提供必要的洞见与分析支持。该职位负责预算编制、预测、长期规划、管理报告及差异分析工作。理想候选人需能将数据转化为可执行的有效信息,助力公司实现增长与盈利目标。

1. Planning & Forecasting

• Collaborate with department heads to lead the annual budgeting process and quarterly forecasting cycles.

• Develop and maintain detailed financial models to support strategic initiatives, scenario planning, and new business opportunities.

2. Management Reporting & Analysis

• Create dashboards and data visualizations to clearly communicate complex financial information to stakeholders without a financial background.

• Timely prepare and distribute monthly, quarterly, and annual management reports, and provide insightful interpretations of variances against budgets, forecasts, and the previous year.

• Analyze key performance indicators (KPIs), financial trends, and operational metrics to identify potential risks and opportunities.

3. Financial Systems Architecture

• Design and manage Enterprise Resource Planning (ERP) and financial systems that align with the economic characteristics of the industry, including:

- Revenue tracking (rewards, earnings, covering digital currencies);

- Cost allocation (electricity fees, hosting fees, hardware depreciation expenses, maintenance fees);

- Hashpower sales (spot/contract-based billing models, fiat/digital currency payment methods).

• Integrate system and exchange data feeds to achieve real-time access to financial data.

• Implement dynamic cost accounting in response to adjustments for actual operational challenges.

• Build real-time dashboards for the Chief Financial Officer (CFO) and executive team, presenting key data such as revenue per terahash (Revenue per TH/s), power efficiency, and profit and loss statements by farm (P&L by farm).

核心职责

一、规划与预测

协同各部门负责人,主导年度预算编制流程及季度预测周期工作。

搭建并维护详细的财务模型,为战略举措、情景规划及新业务机遇提供支持。

二、管理报告与分析

制作仪表盘与数据可视化图表,向非财务背景的相关方清晰传达复杂财务信息。

及时编制并分发月度、季度及年度管理报告,并针对预算、预测与上一年度的差异提供具有洞察力的解读。

分析关键绩效指标(KPI)、财务趋势及运营指标,识别潜在风险与机遇。

三、财务系统架构

设计并管理符合行业经济特性的企业资源计划(ERP)及财务系统,具体包括:

收入追踪(奖励、收益,涉及数字货币);

成本分摊(电费、托管费、硬件折旧费、维护费);

算力销售(基于现货 / 合约的计费模式、法币 / 数字货币支付方式)。

系统及交易所数据馈送,实现财务数据实时获取。

针对实际情况难度调整,实施动态成本核算。

为首席财务官(CFO)及高管团队搭建实时仪表盘,呈现算力收入(Revenue per TH/s)、电力效率、利润表(P&L by farm)等关键数据。

l Bachelor's degree in Finance, Accounting, Economics, or a related field.

l 3+ years of experience in an FP&A, strategic finance, Web3.0 industry or investment banking role.

l Expert proficiency in financial modeling and Excel (pivot tables, lookups, advanced formulas).

l Proven ability to manage multiple priorities in a fast-paced, dynamic environment.

l Experience with ERP systems (e.g., NetSuite, SAP, Oracle) and advanced FP&A software (e.g., Adaptive Insights, Hyperion, Anaplan).

l Professional certification is preferred (e.g., CFA, CMA, or CPA).

任职要求与所需技能

1. 拥有财务、会计、经济学或相关领域学士学位。

2. 3 年及以上财务规划与分析(FP&A)、战略财务、Web3行业或投资银行相关工作经验。

3. 精通财务建模及 Excel 操作(包括数据透视表、查找函数、高级公式)。

4. 具备在快节奏、动态环境中同时处理多项工作优先级的能力。

5. 拥有企业资源计划(ERP)系统(如 NetSuite、SAP、Oracle)及高级财务规划与分析软件(如 Adaptive Insights、Hyperion、Anaplan)使用经验。

6. 持有专业证书者优先(如特许金融分析师 CFA、注册管理会计师 CMA 或注册会计师 CPA)。

We are looking for:

• Degree holder in all discipline
• Energetic and outgoing
• Mature, self­-motivated, hardworking and willing to learn
• 1-2 years working experience is an advantage
• Experience in banking industry or background in mainland will be an advantage
• Full working rights for Hong Kong are also welcome
• Fluent in Cantonese and Mandarin is an advantage

Responsibilities:

• Identifying needs of clients and providing professional financial advice
• Management of wealth assets of clients through investment vehicles
• Updating financial news to your clients
• Providing financial analyst, investment, saving, retirement, MPF and risk management services (Capital Investment Immigration Consultancy, Asset Management, Bonds & Mutual Funds Investment, Securities & Futures Dealing, Risk Management, Premium Financing)
• High End and Wealth Management for HNW and PRC Clients
• Corporate Solution Planning for Corporate Clients
• Provide quality after-sales services to maintain good customer relationship

We offer:

• Over 200 hours well-structured and comprehensive mentoring program
• Monthly income from HK$60,000 + remuneration & fringe benefits
• One year fast track program to managerial level
• Special holiday package (2 company trips per year)
• Overseas learning experience
• "Work Hard, Play Hard"working environment & lots of fun
• Opportunity to explore PRC and Hong Kong business

Job Description:

1  Professional Investment plannings for clients or companies

• Wealth Management & Portfolio Advices
• Investment Planning
• Retirement Planning
• PRC Business & CIES (Capital Investment Entrant Scheme) Planning
• Corporate Solutions Provision

2  Management level

• Planning Strategies for Constructing Team
• Learn Leading, Recruiting & Managing Team
• Provide marketing strategies skills

3  Self Continuous Improvement

• Achieve Professional Destinations (MDRT, COT, TOT, CFPCM,ChFC, CFA, CPA,etc.)
• Acquire Up-to-Date Financial Knowledge and News
• Develop Better Interpersonal and Communication Skills

4  Development Path and Work Benefit

• A structured career path and solid training in all aspects of management
• Sponsored overseas travelling for achieving yearly targets

Please click " APPLY NOW'' if you are interested in our program.

We always welcome talents

CHINA MOBILE HONG KONG COMPANY LIMITED ("CMHK") is the wholly-owned subsidiary of China Mobile Limited (HKEx: 941), which ranks 58th on the Fortune Global 500.

Our company strives to offer superior service experience and to become a first-class service provider in the development of digitalized and intelligent Hong Kong. We are preserving an environment with trust, responsibility and caring. At CMHK, we commit to maximizing people's potential and paving the way toward success for every striver. We are now inviting high caliber professional to join us.

Department: Finance Division / Financial Planning and Analysis

Job Responsibilites:

• Perform rolling forecasts, annual budgeting, and regular management reporting; highlight key findings to management
• Provide ongoing financial analysis of business performance and advise management on emerging trends and critical issues
• Conduct ad hoc analyses and review KPIs to support strategic decision-making
• Evaluate the current budgeting system and related processes; identify and recommend areas for improvement
• Deliver ad hoc financial and business trend analyses to support management decisions; identify issues and collaborate with relevant business and functional teams
• Assist in the preparation of management presentation materials
• Collaborate with the team to resolve financial reporting issues and ensure accuracy
• Handle other ad hoc tasks as assigned

Job requirement:

• Degree in Accounting, Finance or related discipline
• CPA or other professional qualifications in Accountancy
• Minimum of 7 years of combined experience in Accounting and Financial Planning
• Prior experience in the telecommunications industry is a strong advantage
• Exceptional analytical skills with a keen eye for detail and data accuracy
• Proven ability to build strong business partnerships and communicate effectively across teams
• Proficient written and verbal communication skills in both English and Chinese (Cantonese and Mandarin)

When you work:

• 5 days work
• 8 hours/day

What you enjoy:

• Discretionary Performance bonus
• Life insurance
• Medical insurance
• Meal allowance
• Education subsidies
• Birthday gift
• Marriage leave
• Birthday leave
• Staff discount

CMHK is committed to be an equal opportunity employer. We offer exceptional benefits package and the opportunity to work in a challenging environment. Personal data provided by applicants will be treated strictly in accordance with our personal data policy and for recruitment purposes only.

Please submit your application to us by clicking the APPLY NOW button and send your full resume with your availability, current and expected salary to us.

You are as unique as your background, experience and point of view. Here, you'll be encouraged, empowered and challenged to be your best self. You'll work with dynamic colleagues - experts in their fields - who are eager to share their knowledge with you. Your leaders will inspire and help you reach your potential and soar to new heights. Every day, you'll have new and exciting opportunities to make life brighter for our Clients - who are at the heart of everything we do. Discover how you can make a difference in the lives of individuals, families and communities around the world.

Job Description:
Reporting to the VP, Strategic Finance, Asia, this role leads Asia Financial Planning and Analysis function. The role-holder is an integral link between the Corporate Office and the Asia Business Units. The role-holder is responsible for the preparation of management reporting packs, preparation of strategic and business plan financial projections for Asia, oversees the Joint Venture financial reporting for India and China, competitor and Sun Life ecosystem analysis, and leads Investor Relations related work for Asia.

Job Description (heading)
Financial Planning & Analysis

• Lead the Asia FP&A team and Business Unit finance to deliver timely and accurate performance reporting to Corporate and Regional Office leadership, including producing the quarterly Asia CFO memo and the quarterly Asia President Board memo
• Responsible for maintaining a view of the financial trajectory of Asia in the coming quarters/years to provide Asia leadership with a view of baseline trending for the Asia Business Group
• Responsible for producing the external financial narrative for Asia, including business highlights as well as supporting quarter end internal/external financial deliverables
• Lead the team and Business Unit finance to deliver an achievable annual Business Plan
• Manage the annual Business Plan financial deliverables to regional management and Corporate management as well as the annual 5-year Strategic Plan financial process
• Responsible for Investor Relations function for Asia BG. This involves crafting the Asia external narrative and business highlights each quarter, preparing for analyst calls, investor/rating agency meetings and contributing to quarter end external material.

Monthly Business Reviews with Asia BUs and Competition Insights

• Facilitate the Monthly Business Review process which is the business performance monitoring meetings between the Asia CEO/Leadership with each Business Unit as well as functional areas.
• Responsible for producing the competitor analysis as well as Sun Life ecosystem analysis (JV partners, banca partners, etc.)
• Perform analysis of financial results in the context of key business drivers
• Imbibe a "So what?" and "Now what?" mindset to drive actionable insights as opposed to merely reporting

Joint Venture Financial Reporting & Insights

• Lead the India/China joint venture financial reporting team responsible for monitoring financial performance of India/China JVs and preparing/presenting the financials for these respective JVs through the forecasting, quarter end, Business Plan and Strategic Plan financial processes.

Talent & Culture

• Attract, develop and retain high-performing talent to support the Global Finance vision of becoming ONE world-class Finance function delivering strong financial discipline and positive business impact to our stakeholders
• Proactively drive talent mobility within different functional areas or geographies to groom future leaders
• Develop credible succession plans for own role and key roles within the team

Preferred Skills (heading)

• Ability to lead a multi-disciplinary, high performing team
• Strong business acumen (life insurance and asset management businesses)
• Strong financial acumen
• Good presentation and interpersonal skills, ability to present to Asia CEO/CFO and Business Unit leadership
• Strong influencing and negotiation skills given collaborative nature of working across Business Units and functional areas
• Strong analytical skill and attention to detail

Qualifications (heading)

• 15 years working experience in performance reporting/business analysis/planning with at least 8 years in managerial roles
• Professional designation such as CFA, CPA, actuarial designation

Job Category:
Finance

Posting End Date:
30/10/2025

Position Overview

We are seeking a highly analytical and detail-oriented Senior Financial Planning & Analysis (FP&A) Analyst to join our finance team. The ideal candidate will have a proven track record in Financial Planning & Analysis, strong business acumen, and advanced proficiency in Excel and PowerPoint. Significant FP&A experience is a top priority, and a background with a Big 4 accounting firm is also valued.

Key Responsibilities

• Financial Planning & Analysis: Develop, maintain, and improve financial models, forecasts, and budgets to support business objectives.
• Reporting: Prepare regular financial reports, management presentations, and variance analysis for senior leadership.
• Business Partnering: Collaborate with business units to understand performance drivers and provide actionable insights.
• Data Management: Analyse large data sets using advanced Excel functions, synthetize data and deliver clear well-structured presentations.
• Presentations: Create compelling and insightful presentations for internal and external stakeholders using PowerPoint.
• Process Improvement: Identify and implement opportunities to enhance financial processes and controls.
• Ad-hoc Analysis: Support special projects and executive requests by delivering high-quality, timely analysis.

Required Qualifications

• Bachelor's degree in finance, Accounting, Economics, or related field.
• 3-5 years of experience in FP&A roles within a multinational corporation. An additional experience working at a Big 4 accounting firm is a plus.
• Advanced Excel skills (financial modelling, complex formulas, data analysis, automation).
• Strong PowerPoint skills with a keen eye for design and clarity in messaging.
• Solid understanding of accounting principles and financial statements.
• Strong problem-solving, critical thinking, and organizational skills.
• Ability to summarize information and present it in a clear way
• Excellent communication and interpersonal abilities.

Preferred Qualifications

• Experience with ERP and financial planning software (Business Central; Sage).
• Ability to work effectively both independently and as part of a team.

What We Offer

• Competitive compensation and benefits package
• Dynamic and collaborative team environment
• Opportunities for career growth and professional development

Welcome to visit our website:

Benefit

We offer an excellent remuneration package, including a medical scheme, an MPF scheme, public holidays, and a discretionary bonus to the right candidate.

Application

Please forward your detailed resume indicating expected salary and e-mail APPLY NOW to , attention of Human Resources. Applicants who are not contacted within 4 weeks may consider their application unsuccessful.

The personal data collected in this application will be used by Lenton Group and their members of DPD HK Limited included to assess your suitability to assume the job duties of the position for which you have applied and to determine preliminary remuneration, bonus payment, and benefits package to be discussed with you subject to selection for the position.

Personal data in your resume or obtained through recruitment is considered mandatory for selection purposes. Failure to provide that data may influence the processing and outcome of your application.

It is our policy to retain the personal data of unsuccessful applicants for future recruitment purposes for one year period.  When there are vacancies in our companies or our associated companies during the period, your personal data may be transferred to and stored by third-party service providers outside Hong Kong for secure data retention purposes only.

Under the Personal Data (Privacy) Ordinance, you have the right to request access to, and to request correction of, your personal data about your application. If you wish to exercise these rights, please complete the "Personal Data Access Form" and forward it to Hong Kong Human Resources 

If you have any queries about Data Protection, you can also email to 

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.

1. Investment Research Support

2. Assist in analyzing financial market trends, industry dynamics, and potential investment opportunities (equities, bonds, funds, etc.).

3. Participate in financial modeling, valuation analysis, and portfolio management tasks.

4. Team Collaboration

5. Work closely with investment managers and analysts, attending client meetings and internal strategy discussions.

6. Assist with administrative tasks, including documentation and meeting minutes.

7. Client Facing

-Build good relationships with customers.

-Provide customized solutions according to customer needs.

1. Financial Planning

-A professional service that develops and implements financial strategies to achieve their financial goals.

Qualifications

1. The following qualifications are preferred

2. Relevant academic backgrounds, such as global finance, financial planning, etc.;

3. Relevant experience, such as banking, consulting, etc.;

4. Relevant licenses, such as securities, insurance licenses, etc.

5. Technical Skills

6. Familiarity with financial statement analysis and valuation methodologies (e.g., DCF, Comparables).

7. Proficiency in Excel (functions, charts, data analysis) and PowerPoint.

8. Basic understanding of capital markets and investment instruments (e.g., equities, fixed income, derivatives).

9. Soft Skills

10. Strong analytical thinking, data-driven mindset, and problem-solving abilities.

11. Proactive attitude with the ability to thrive in a fast-paced environment.

12. Excellent communication skills in English (additional languages may be required for specific roles).

We Offer

1. Learning & Development

2. Structured training: Mentorship from senior investment professionals on practical analysis techniques and tools.

3. Exposure to real-world projects to build decision-making and risk management expertise.

4. Provide comprehensive training to become a professional financial planning specialist

5. Career Growth

6. Access to diverse financial domains and industry networking.

7. Benefits

8. Unlimited Income: Monthly allowance, High commission, Unique monthly bonus, Year-end bonus;

9. Flexible working hours and Work-life balance opportunity.

10. 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.

This role will serve as a key business partner to department heads, providing critical financial insights and analysis to support the formulation of sound financial and operational decisions. Responsible for budgeting, forecasting, long-range planning, management reporting, and variance analysis, the role requires translating data into actionable decision references to support the company in achieving its growth and profitability goals.

1. Planning & Forecasting

• Collaborate with department heads to advance the annual budgeting process and quarterly forecasting work, and participate in cross-departmental coordination and communication.
• Develop and maintain basic financial models to provide data support for strategic initiatives, scenario planning, and new business opportunities.

2. Management Reporting & Analysis

• Create dashboards and data visualizations to clearly convey core financial information to stakeholders without a financial background.
• Prepare and promptly distribute monthly, quarterly, and annual management reports, and clearly explain variances between budget, forecast, and prior-year data.
• Analyze key performance indicators (KPIs), financial trends, and operational metrics to assist in identifying potential risks and opportunities.

3. Financial System Support for Business

• Assist in designing or maintaining Enterprise Resource Planning (ERP) and financial systems tailored to economics, covering: Revenue tracking; Cost allocation; Hashpower sales.
• Support the integration of wallet systems and exchange data feeds to facilitate real-time synchronization of financial data. Assist in implementing dynamic cost accounting and participate in the optimization of relevant processes.
• Support the development of real-time dashboards for the Chief Financial Officer (CFO) and executive team, and organize data such as hashpower revenue, power efficiency, and profit and loss statements.

4. Tax Compliance

• Assist in formulating tax planning strategies to help reduce the company's tax burden while ensuring compliance with applicable laws and regulations.
• Identify tax-saving opportunities and propose preliminary recommendations, such as the application of tax-optimized transaction structures, tax credits, and preferential policies.
• Assist in preparing and filing local tax returns (including but not limited to corporate income tax returns) to ensure accuracy and timely submission.

• Bachelor's degree in Finance, Accounting, Economics, or a related field.
• Minimum of 3-4 years of experience in the accounting field, with relevant experience in general ledger accounting, financial reporting, or financial planning & analysis (FP&A).
• Basic analytical and problem-solving skills, with the ability to interpret financial data and provide basic reference insights.
• Basic understanding of the Web 3.0 industry or willingness to learn proactively, along with an open work attitude.
• Proficiency in financial modeling and Excel operations (pivot tables, lookup functions, common formulas).
• Ability to handle multiple tasks in a fast-paced environment and possess basic priority management skills.
• Priority will be given to candidates with experience in using ERP systems (e.g., NetSuite, SAP, Oracle) or FP&A software (e.g., Adaptive Insights, Hyperion, Anaplan).
• Priority will be given to candidates holding professional qualifications such as Chartered Financial Analyst (CFA), Certified Management Accountant (CMA), or Certified Public Accountant (CPA).

该岗位将作为部门负责人的重要业务伙伴,提供关键财务洞见与分析,辅助制定合理的财务及运营决策。该岗位负责预算编制、预测、长期规划、管理报告及差异分析工作,需能将数据转化为可落地的决策参考,支持公司达成增长及盈利目标。

一、规划与预测

配合部门负责人推进年度预算编制流程及季度预测工作,参与跨部门协同沟通。搭建并维护基础财务模型,为战略举措、情景规划及新业务机会提供数据支持。

二、管理报告与分析

• 制作仪表盘及数据可视化内容,向非财务背景相关方清晰传递核心财务信息。
• 编制并及时分发月度、季度及年度管理报告,对预算、预测与上年数据的差异进行清晰说明。
• 分析关键绩效指标(KPI)、财务趋势及运营指标,协助识别潜在风险与机遇。

三、财务系统支持

• 协助设计或维护符合经济特性的企业资源计划(ERP)及财务系统,涉及:
• 收入追踪;成本分摊;算力销售。配合完成钱包系统及交易所数据馈送的整合,助力财务数据实时同步。协助实施动态成本核算,参与相关流程优化。
• 支持为首席财务官(CFO)及高管团队搭建实时仪表盘,整理算力收入、电力效率、利润表等数据。

四、税务合规

• 协助制定税务规划策略,在符合相关法律法规的前提下,助力降低公司税务负担。
• 发掘节税机会并提出初步建议,如税务优化的交易结构、税收抵免与优惠政策的应用等。
• 协助编制并申报地方税纳税申报表(包括但不限于企业所得税申报表),确保数据准确、按时提交。

• 拥有金融学、会计学、经济学或相关专业学士学位。
• 至少 3-4 年会计领域工作经验,具备总账会计、财务报告或财务规划与分析相关经验。
• 具备基础分析与问题解决能力,能够解读财务数据并提供基础参考洞见。
• 对 Web 3.0 行业有初步了解或愿意主动学习,具备开放的工作态度。
• 熟练掌握财务建模及 Excel 操作(数据透视表、查找函数、常用公式)。
• 能够在快节奏环境中处理多项任务,具备基础的优先级管理能力。
• 有 ERP 系统(如 NetSuite、SAP、Oracle)或 FP&A 软件(如 Adaptive Insights、Hyperion、Anaplan)使用经验者优先。
• 持有特许金融分析师(CFA)、注册管理会计师(CMA)或注册会计师(CPA)等专业资格证书者优先。

Role Overview

We are seeking a motivated professional to join our team in a client-facing role specializing in wealth management and financial planning. This position offers the opportunity to build lasting client relationships and deliver personalised financial solutions that make a real impact.

Key Responsibilities

• Provide clients with timely updates on investment and insurance products
• Assess client needs and identify suitable financial planning opportunities
• Deliver high-quality, professional advice and service
• Build and strengthen long-term client relationships

Qualifications

• Bachelor's degree in Finance, Business, Economics, or a related discipline
• IIQE (1, 3, 4, 5) preferred; HKSI (1, 7, 8) an advantage
• Minimum 2 years of customer-facing experience, ideally in financial planning or wealth management
• Strong communication, presentation, and interpersonal skills
• Proficiency in Cantonese (Mandarin and English are advantage)
• Adaptable, service-oriented, with a strong appreciation for mainland culture and practices
• IANG candidates welcome
• Candidates without direct wealth management experience but with strong client-facing skills will also be considered
• Candidates with prior experience as a bank teller, in customer service, as a relationship manager, or in private/investment banking are strongly encouraged to apply. Your skills in client servicing, financial advisory, and relationship management are highly transferable and valued in this role.

Why Join Us?

• At Manulife, we value our people as much as our customers. You'll be part of a supportive, collaborative team where professional growth and client impact go hand in hand. This is a rewarding career path where your expertise helps clients achieve their financial goals, identify financial risks and opportunities that often go unnoticed while advancing your own.