231 Financial Manager jobs in Hong Kong
Financial Planning Manager
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Job Description
On behalf of our client, a leading banking group in Hong Kong and China. We are inviting high caliber team head to apply the following position to develop their career ladder in professional banking services.
Main Duties:
- To provide financial planning advice by analyze customer's financial needs
- To collaborate with branch sales staff to provide professional insurance planning by meeting potential customers
- To recommend life insurance products and investment-linked products to best suit their needs
- Deepen customer's need and strengthen customer relationship by providing after-sales services
- To maximize business opportunities to achieve individual sales target
Key Requirements:
- Extensive knowledge on insurance products and services
- Good communication, interpersonal and selling skills
- IIQE licensed
- Communicate with client to understand the client needs
- Good presentation and selling skill
Financial Planning Manager
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Company Background
Centaline Group was originally established in 1978 as Centaline Property Agency Limited. Over the years, it has evolved into a widely recognized brand, offering a diverse range of professional services.
In addition to property agency services, the Group's business scope now extends to wealth management, investment advisory, surveying, property valuation, tenancy management, mortgage referral, investment immigration services, and more.
Centaline Financial Group is recognized as one of Hong Kong's leading one-stop financial service platforms. Collaborating closely with top-tier product providers in the industry and leveraging strong synergies within the Centaline Group's subsidiaries, we are well-positioned to offer a comprehensive suite of financial products and services tailored to a variety of customer needs.
As a proud member of the Centaline Financial Group, Centaline Financial Services Limited is currently inviting high-caliber professionals to join our team.
We offer
- Well-structured and comprehensive training;
- Incentive trip sponsored for top performers;
- Weekly In-house market update from research team.
Job Responsibilities
- Participate in training programs and workshops to develop your knowledge and skills in the industry.;
- Assist in providing high-quality financial planning and wealth management services to our clients;
- Develop and maintain long term relationships through professional or personal networks;
- Map and provide relevant and suitable financial products and services to meet clients' needs;
- Ensure compliance requirements are strictly observed and followed.
We are looking for
- Degree holder in all discipline;
- Proactive, mature, self-motivated and willing to learn;
- Highly sensitive to clients' needs, able to provide quality services in exploring and consolidating long term relationships;
- Experience in banking and financial industry will be an advantage;
- Passed the IIQE Paper 1, 2, 3, 4, 5 will be an advantage.
If you're looking for an opportunity to be part of us, simply APPLY NOW for an interview with your resume or CV to us.
(Data collected will be kept strictly confidential and used for recruitment purpose only)
Financial Planning Manager
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Job Description
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.
Financial Planning Manager
Posted today
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Job Description
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
Financial Planning Manager
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Job Description
Financial Planning Manager
Posted today
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Job Description
Role Description
This is a full-time role at Manulife Hong Kong and Macau. The role will be responsible for financial planning, retirement planning, investment advice, and consulting services to clients on wealth management strategies.
Qualifications
- University level education, preferably in Finance, Business, Economics or a related discipline
- Minimum 2 years of working experience is preferred
- Financial Planning and Finance skills
- Experience in Retirement Planning and Investments
- Consulting expertise in wealth management
- Strong analytical and numerical abilities
- Excellent communication and interpersonal skills
- Relevant certifications (IIQE, CFA, CFP) are a plus
- Fluent in Cantonese (Mandarin is optional)
- Candidate without wealth management background will also be considered
Financial Planning Manager
Posted today
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Job Description
Our client is a leading bank with strong presence in Asia. They are looking for an Financial Planning Manager (Insurance agent are welcomed) to support their wealth management and financial services.
Responsibilities
- Partner with Relationship Manager team to serve High net-worth clients
- Create Insurance opportunities by identifying customers wealth management needs and introduce appropriate insurance solutions
- Maintain good relationship with existing customer and develop potential client base
- Provide tailor-made advices and review to clients on a regular basis
- Comply with Banking Policies and procedures
Requirements
- Diploma holder or above
- Minimum three years of insurance sales experience
- Passed IIQE Paper 1 and 3
- Good command of spoken English, Cantonese and Mandarin
- Good communication, interpersonal and analytical skills
- Able to work under pressure, hardworking and self-motivated
An attractive remuneration package will be offered to the right candidates. If you are interested, please send your updated resume via Apply Now or send your application to the email address showing in the Company Description.
Personal data collected will be used for recruitment purpose only.
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Manager, Financial Planning
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YOU TACKLE FOR QUALITY AND GREAT SERVICE. THIS WILL IMPROVE THE LIFE OF OUR CUSTOMERS.
Would you like to become part of the world's most international company?
A company that pioneered cross-border express delivery in 1969 and is now active in more than 220 countries and territories worldwide. Do you want to be part of a company that connects people worldwide? And the more people we connect, the better life will be on our planet.
Do you want to make a difference? Then come to our "Insanely Customer Centric" Team and become a Certified International Specialist
YOUR TASKS
Reporting to Senior Director, Financial Planning & Analysis, Asia Pacific excluding China, the job holder will manage finance reporting, planning and analysis for countries in the region. This position will also assist on leading the Finance Focus of Digitalization.
Responsibilities:
- Keep close contact with finance team from different countries and Finance Shared Service Centre on financial and management reporting matters
- As the regional contact of global finance reporting system, monitor and manage the system related reporting issues and provide guidance to the reporting entities
- Ensure timely and accurate completion of monthly actual, forecast and budget by different countries in compliance with IFRS and internal reporting guidelines
- Understand ESG reporting requirements for ensuring reporting quality
- Develop financial model on forecasting, budgeting and 3-year plan in accordance with management requirements and global guidelines
- Ensure finance policies and procedures are effectively implemented; review, define and propose finance reporting process improvements
- Consolidate data collection and prepare financial analysis upon management or Global Controlling request
- Engaged in Finance Focus of #FinanceGoingDigital, study / explore any digitalization initiatives that focusing on finance process efficiency enhancement.
Requirements:
- Degree holder in Accounting, Finance or related disciplines
- Around 4-5 years' experience in finance controlling, regional exposure is a definite advantage
- Excellent analytical and problem-solving skills with strong business acumen
- Good communication skills with good command of spoken and written English and Chinese
- Strong data analytical mindset and skillset
- Knowledge of SAP and Express TM1 are definitely an asset
- Proficient in MS Excel and PowerPoint, knowledge of Power BI and other computer literacy like AI, VBA, SQL is an advantage
OUR OFFER:
- Strong career support in an international environment
- Great culture and colleagues
- Multifarious benefit program
Do you see a personal challenge in these versatile and responsible tasks? Then apply now
We look forward to receiving your application
Personal Information Collection Statement Pertaining to Recruitment
DHL Express (Hong Kong) Limited ("DHL") is committed to protecting and respecting your privacy in accordance with the Personal Data (Privacy) Ordinance of Hong Kong (the "Ordinance") and DHL's Personal Data Protection Policy (the "Policy") at
By proceeding to respond to this recruitment advertisement you consent that we may use retain, process, transfer or otherwise handle the personal data that we collect from you for recruitment purposes (including any or other purposes directly related thereto) in accordance with the Policy.
All personal data of unsuccessful applicants will be retained for future recruitment purposes for a period of not more than two (2) years, after which such data will be destroyed.
You have the right at any time to make a data access or correction request concerning your personal data held by us. In addition, you may request us to delete your personal data that is no longer required for the relevant purposes which you have given consent. Should you wish to exercise such rights or have any question in relation to your personal data or the Policy, please contact our Human Resources Division in writing
Manager, Financial Planning
Posted today
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Job Description
YOUR TASKS
Work Location: Ngau Tau Kok
Reporting to Senior Director, Financial Planning & Analysis, Asia Pacific excluding China, the job holder will manage finance reporting, planning and analysis for countries in the region.
Responsibilities
- Keep close contact with finance team from different countries and Finance Shared Service Centre on financial and management reporting matters
- As the regional contact of global finance reporting system, monitor and manage the system related reporting issues and provide guidance to the reporting entities
- Ensure timely and accurate completion of monthly actual, forecast and budget by different countries in compliance with IFRS and internal reporting guidelines
- Understand ESG reporting requirements for ensuring reporting quality
- Develop financial model on forecasting, budgeting and 3-year plan in accordance with management requirements and global guidelines
- Ensure finance policies and procedures are effectively implemented; review, define and propose finance reporting process improvements
- Consolidate data collection and prepare financial analysis upon management or Global Controlling request
- Engaged in Finance Focus of #FinanceGoingDigital, study / explore any digitalization initiatives that focusing on finance process efficiency enhancement.
YOUR PROFILE
- Degree holder in Accounting, Finance or related disciplines
- Around 4-5 years' experience in finance controlling, regional exposure is a definite advantage
- Excellent analytical and problem-solving skills with strong business acumen
- Good communication skills with good command of spoken and written English and Chinese
- Strong data analytical mindset and skillset
- Knowledge of SAP and Express TM1 are definitely an asset
- Proficient in MS Excel and PowerPoint, knowledge of Power BI and other computer literacy like AI, VBA, SQL is an advantage
OUR OFFER
- Strong career support in an international environment
- Great culture and colleagues
- Multifarious benefit program
Application:
Click "Apply Now", also indicating your current and expected salary, and availability. For more job opportunities, please visit our website at
Personal Information Collection Statement pertaining to Recruitment
DHL Express (Hong Kong) Limited / DHL Aviation (Hong Kong) Limited ("DHL") is committed to protecting and respecting your privacy in accordance with the Personal Data (Privacy) Ordinance of Hong Kong (the "Ordinance") and DHL's Personal Data Protection Policy (the "Policy") at
By proceeding to respond to this recruitment advertisement, you consent that we may use, retain, process, transfer or otherwise handle the personal data that we collect from you for recruitment, application processing, assessment and communication purposes (including any other purposes directly related thereto) in accordance with the Policy.
All personal data of unsuccessful applicants will be retained for future recruitment purposes for a period of not more than two (2) years after which such data will be destroyed.
You have the right at any time to make a data access or correction request concerning your personal data held by us. In addition, you may request us to delete your personal data that is no longer required for the relevant purposes which you have given consent. Should you wish to exercise such rights or have any question in relation to your personal data or the Policy, please contact our Human Resources Division in writing.
Senior Manager, Financial Planning
Posted today
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Job Description
Responsibilities
- Develop and maintain complex financial models to support business decisions, including product costing, capital expenditure (CAPEX) analysis, and ROI evaluations.
- Lead annual budgeting, quarterly forecasting, and long-range financial planning.
- Prepare monthly management reports with actionable recommendations, including variance analysis against budgets and forecasts.
- Deliver clear, concise, and compelling financial presentations to executives and stakeholders, translating financials into strategic insights.
- Create executive dashboards and ad-hoc reports to support operational efficiency and profitability improvements.
- Collaborate with product, marketing, and business development teams to align financial planning with business objectives.
- Establish suitable process, policies & procedures and internal control
Requirements
- 8+ years of experience in finance. Bank, FinTech, cryptocurrency and blockchain experience is highly desirable.
- Degree or above in finance, accounting, or related field. CPA/CFA preferred.
- Strong communication and interpersonal skills.
- Capable to work in a challenging, fast-paced team-oriented environment.
- Independent, detail-minded and committed to work
- Self-motivated, hands-on, able to work independently
- Good command of written and spoken English, Cantonese and Mandarin
Culture and Benefits:
- Exciting and collaborative startup environment.
- Excellent company culture: give your best while having fun and grow as a person.
- A flat structure: your ideas get heard by the right people very quickly.
- Creating your own profile in the startup ecosystem.
- Casual dress code.
- Free coffee, tea, drinks and snacks daily.
- In-house gym facilities.
- Medical & Life insurance.
- Regular and fun company activities.
- Other leaves in addition to annual leaves, e.g. marriage leave, compassionate leave.
Data collected would be used for recruitment purposes only. Applicants who do not hear from us may consider their application unsuccessful and their data will be destroyed within 24 months of receipt