141 Financial Planning jobs in Hong Kong

Financial Planning Analyst – Independent Contractor, Remote at Mercor

Base pay range: $80.00/hr - $10.00/hr

Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark , General Catalyst , Peter Thiel , Adam D’Angelo , Larry Summers , and Jack Dorsey .

• Position: Finance Professional – Independent Contractor, Remote
• Commitment: Part-time, ~20 hours/week
• Duration: 1–2 months
• Join a collaboration with a top AI research lab. Contribute to developing AI systems for financial workflows.

• Evaluate financial outputs produced by AI systems for quality and accuracy
• Calibrate AI decision-making processes in forecasting models and scenario analysis
• Simulate and audit budgeting workflows and variance analyses
• Provide domain-specific feedback on AI-generated financial plans
• Collaborate asynchronously with product and AI teams to improve system performance

• Must-Have Qualifications
  • 2+ years of experience in finance, ideally in FP&A or related roles
  • Bachelor’s degree in Finance, Accounting, Economics, or related field
  • Strong proficiency in financial analysis and modeling techniques
  • Solid understanding of corporate financial planning processes
  • Excellent analytical and critical thinking skills
• Preferred Qualifications
  • Advanced degrees (e.g., MBA) or relevant certifications (e.g., CMA, CPA)

• Start Date: Immediate
• Compensation: $80–$100 USD/hr, with bonus incentives
• Contract Type: Independent contractor
• Schedule: Fully remote and asynchronous
• Payment: Daily via Stripe Connect

• Upload resume and application form
• AI interview: 15-minute session on professional background
• Work trial: Paid, 3-hour task-based assessment

Apply through Mercor to shape frontier AI research.

Join to apply for the Sourcing Financial Planning & Analysis Manager role at BoF Careers

1 week ago Be among the first 25 applicants

Join to apply for the Sourcing Financial Planning & Analysis Manager role at BoF Careers

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Company Description

Ralph Lauren Corporation (NYSE:RL) is a global leader in the design, marketing and distribution of premium lifestyle products in five categories: apparel, accessories, home, fragrances, and hospitality. For more than 50 years, Ralph Lauren's reputation and distinctive image have been consistently developed across an expanding number of products, brands and international markets. The Company's brand names, which include Ralph Lauren, Ralph Lauren Collection, Ralph Lauren Purple Label, Polo Ralph Lauren, Double RL, Lauren Ralph Lauren, Polo Ralph Lauren Children, Chaps, among others, constitute one of the world's most widely recognized families of consumer brands. At Ralph Lauren, we unite and inspire the communities within our company as well as those in which we serve by amplifying voices and perspectives to create a culture of belonging, ensuring inclusion, and fairness for all. We foster a culture of inclusion through: Talent, Education & Communication, Employee Groups and Celebration.

Company Description

Ralph Lauren Corporation (NYSE:RL) is a global leader in the design, marketing and distribution of premium lifestyle products in five categories: apparel, accessories, home, fragrances, and hospitality. For more than 50 years, Ralph Lauren's reputation and distinctive image have been consistently developed across an expanding number of products, brands and international markets. The Company's brand names, which include Ralph Lauren, Ralph Lauren Collection, Ralph Lauren Purple Label, Polo Ralph Lauren, Double RL, Lauren Ralph Lauren, Polo Ralph Lauren Children, Chaps, among others, constitute one of the world's most widely recognized families of consumer brands. At Ralph Lauren, we unite and inspire the communities within our company as well as those in which we serve by amplifying voices and perspectives to create a culture of belonging, ensuring inclusion, and fairness for all. We foster a culture of inclusion through: Talent, Education & Communication, Employee Groups and Celebration.

Position Overview

• Reporting to Head of FP&A and Business Strategy & Analytics, Global Sourcing, this candidate will work closely with region to prepare, consolidate, and independently review for the delivery of budget and forecasts. This role requires a balance of strategic leadership and hands-on execution in managing financial processes, identifying business opportunities, and optimizing costs within the region.
  
  

• To be the Region's key finance partner who strategizes business structure, simulates commercial outcomes, identifies critical success factors and development blockers.
• Lead the budgeting, forecasting, and long-term planning processes, ensuring alignment with strategic business objectives.
• Partner with regional leadership team to monitor financial performance, identify risks and opportunities, and drive cost optimization initiatives.
• Lead the submission process for financial information, coordinating month-end closing activities and ensuring alignment with actual results.
• Prepare monthly management reports with in-depth analysis of key financial KPIs, highlighting key financial trends and business drivers.
• Develop financial models to evaluate business scenarios, investment opportunities and cost saving initiatives.
  
  

• Bachelor's degree in Accounting/Finance or any business-related discipline
• MBA is a plus
• Professional qualification, such as Qualified Accountant is a strong plus
• Minimum 5-8 years of combined Accounting & Financial Planning experience in Multinational Corporations
• Excellent organizational skills including ability to multi-task, prioritize and meet tight deadlines
• Self-motivated and strong team player
• Proactive, flexible and can-do attitude
• Effective communication skills and excellence interpersonal skills
• Fluent spoken and written English is a must
• Advanced MS Excel, Word, and PowerPoint skills
• Good knowledge of the Hyperion system and BI tools will be a plus

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Finance and Sales
• Industries Advertising Services

Referrals increase your chances of interviewing at BoF Careers by 2x

Sha Tin District, Hong Kong SAR 20 hours ago

Hong Kong, Hong Kong SAR HK$75,000.00-HK$90,000.00 1 week ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

2 days ago Be among the first 25 applicants

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Direct message the job poster from Manulife Hong Kong and Macau

Company Overview

• Over 125 years of trusted experience in financial services
• Serving 2.4 million+ customers across Hong Kong, Macau, and the Greater Bay Area
• Part of Manulife Financial Corporation, headquartered in Canada
• Offering a wide range of insurance, protection, and wealth management solutions
• Focused on digital transformation and delivering a highly customer-centric experience
  
  

• Provide personalized financial planning, retirement, and investment solutions
• Conduct client consultations to analyze goals and needs
• Build strong client relationships through regular contact and follow-up
• Network to develop new connections and expand your client base
• Stay updated on financial products, trends, and regulatory changes
  
  

• Must be a Hong Kong Permanent Identity Card holder
• Positive, high-energy individuals with strong people skills
• Naturally enjoys networking, building connections, and helping others
• Background in banking, finance, or client servicing is a strong advantage
• Bachelor's degree in Finance, Business, or a related field preferred
• (If no degree, referral-based opportunities may be available for qualified candidates )
• Relevant certifications (CFP, CFA, etc.) are a plus
• Strong analytical, communication, and problem-solving skills
  
  

• Highly attractive commissions and performance-based bonuses
• Ongoing mentorship, professional development, and industry training
• Clear career advancement path
• A supportive team culture focused on growth and collaboration
• Flexible hybrid work model with significant remote work opportunities
  
  

• Seniority level Entry level

• Employment type Full-time

• Job function Finance and Sales

Referrals increase your chances of interviewing at Manulife Hong Kong and Macau by 2x

Central & Western District, Hong Kong SAR 1 week ago

Kwun Tong District, Hong Kong SAR 9 months ago

New Territories, Hong Kong SAR 8 hours ago

Sha Tin District, Hong Kong SAR 2 months ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

Join to apply for the Sourcing Financial Planning & Analysis Manager role at BoF Careers

1 week ago Be among the first 25 applicants

Join to apply for the Sourcing Financial Planning & Analysis Manager role at BoF Careers

Get AI-powered advice on this job and more exclusive features.

Company Description
Ralph Lauren Corporation (NYSE:RL) is a global leader in the design, marketing and distribution of premium lifestyle products in five categories: apparel, accessories, home, fragrances, and hospitality. For more than 50 years, Ralph Lauren's reputation and distinctive image have been consistently developed across an expanding number of products, brands and international markets. The Company's brand names, which include Ralph Lauren, Ralph Lauren Collection, Ralph Lauren Purple Label, Polo Ralph Lauren, Double RL, Lauren Ralph Lauren, Polo Ralph Lauren Children, Chaps, among others, constitute one of the world's most widely recognized families of consumer brands. At Ralph Lauren, we unite and inspire the communities within our company as well as those in which we serve by amplifying voices and perspectives to create a culture of belonging, ensuring inclusion, and fairness for all. We foster a culture of inclusion through: Talent, Education & Communication, Employee Groups and Celebration.

Company Description
Ralph Lauren Corporation (NYSE:RL) is a global leader in the design, marketing and distribution of premium lifestyle products in five categories: apparel, accessories, home, fragrances, and hospitality. For more than 50 years, Ralph Lauren's reputation and distinctive image have been consistently developed across an expanding number of products, brands and international markets. The Company's brand names, which include Ralph Lauren, Ralph Lauren Collection, Ralph Lauren Purple Label, Polo Ralph Lauren, Double RL, Lauren Ralph Lauren, Polo Ralph Lauren Children, Chaps, among others, constitute one of the world's most widely recognized families of consumer brands. At Ralph Lauren, we unite and inspire the communities within our company as well as those in which we serve by amplifying voices and perspectives to create a culture of belonging, ensuring inclusion, and fairness for all. We foster a culture of inclusion through: Talent, Education & Communication, Employee Groups and Celebration.
Position Overview

• Reporting to Head of FP&A and Business Strategy & Analytics, Global Sourcing, this candidate will work closely with region to prepare, consolidate, and independently review for the delivery of budget and forecasts. This role requires a balance of strategic leadership and hands-on execution in managing financial processes, identifying business opportunities, and optimizing costs within the region.
  

• To be the Region's key finance partner who strategizes business structure, simulates commercial outcomes, identifies critical success factors and development blockers.
• Lead the budgeting, forecasting, and long-term planning processes, ensuring alignment with strategic business objectives.
• Partner with regional leadership team to monitor financial performance, identify risks and opportunities, and drive cost optimization initiatives.
• Lead the submission process for financial information, coordinating month-end closing activities and ensuring alignment with actual results.
• Prepare monthly management reports with in-depth analysis of key financial KPIs, highlighting key financial trends and business drivers.
• Develop financial models to evaluate business scenarios, investment opportunities and cost saving initiatives.
  

• Bachelor's degree in Accounting/Finance or any business-related discipline
• MBA is a plus
• Professional qualification, such as Qualified Accountant is a strong plus
• Minimum 5-8 years of combined Accounting & Financial Planning experience in Multinational Corporations
• Excellent organizational skills including ability to multi-task, prioritize and meet tight deadlines
• Self-motivated and strong team player
• Proactive, flexible and can-do attitude
• Effective communication skills and excellence interpersonal skills
• Fluent spoken and written English is a must
• Advanced MS Excel, Word, and PowerPoint skills
• Good knowledge of the Hyperion system and BI tools will be a plus

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Finance and Sales
• Industries Advertising Services

Referrals increase your chances of interviewing at BoF Careers by 2x

Sha Tin District, Hong Kong SAR 20 hours ago

Hong Kong, Hong Kong SAR HK$75,000.00-HK$90,000.00 1 week ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

2 days ago Be among the first 25 applicants

Get AI-powered advice on this job and more exclusive features.

Direct message the job poster from Manulife Hong Kong and Macau

Company Overview

• Over 125 years of trusted experience in financial services
• Serving 2.4 million+ customers across Hong Kong, Macau, and the Greater Bay Area
• Part of Manulife Financial Corporation, headquartered in Canada
• Offering a wide range of insurance, protection, and wealth management solutions
• Focused on digital transformation and delivering a highly customer-centric experience
  

• Provide personalized financial planning, retirement, and investment solutions
• Conduct client consultations to analyze goals and needs
• Build strong client relationships through regular contact and follow-up
• Network to develop new connections and expand your client base
• Stay updated on financial products, trends, and regulatory changes
  

• Must be a Hong Kong Permanent Identity Card holder
• Positive, high-energy individuals with strong people skills
• Naturally enjoys networking, building connections, and helping others
• Background in banking, finance, or client servicing is a strong advantage
• Bachelor's degree in Finance, Business, or a related field preferred
• (If no degree, referral-based opportunities may be available for qualified candidates)
• Relevant certifications (CFP, CFA, etc.) are a plus
• Strong analytical, communication, and problem-solving skills
  

• Highly attractive commissions and performance-based bonuses
• Ongoing mentorship, professional development, and industry training
• Clear career advancement path
• A supportive team culture focused on growth and collaboration
• Flexible hybrid work model with significant remote work opportunities
  

• Seniority level Entry level

• Employment type Full-time

• Job function Finance and Sales

Referrals increase your chances of interviewing at Manulife Hong Kong and Macau by 2x

Central & Western District, Hong Kong SAR 1 week ago

Kwun Tong District, Hong Kong SAR 9 months ago

New Territories, Hong Kong SAR 8 hours ago

Sha Tin District, Hong Kong SAR 2 months ago

We’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI.

Overview

AIA is the biggest insurance company in Hong Kong. It has been developed for over a hundred years and covers 18 financial markets in Asia Pacific. AIA is recognised by professionals with numerous awards and is committed to providing professional service for clients.

Million Dollar Round Table (MDRT) is the premier international recognition in the insurance industry. AIA Challenge District has held the highest number of MDRT members for 13 years and has consistently earned the title of “the most outstanding district” for four consecutive years. This program is designed to help young ambitious talents develop their career path.

Our team emphasizes elite performance, strong training, and opportunities for growth in finance and insurance. Flexible time and remote work options are available in Hong Kong or Mainland China.

We provide diverse information in the finance market, excellent training resources for new employees, and support for visa applications.

• Explore more about the insurance markets in Hong Kong and the Mainland.
• Provide clients with financial planning and investment risk analysis assistance.
• Offer expert wealth management services, including investing and retirement management.
• Develop the ability to track the direction and evolution of the financial market.
• Establish a professional and trustworthy image through social media to increase visibility.
• Maintain and develop a friendly and trustworthy relationship with clients.

• Full-time role; graduates welcome; degree holder in any discipline.
• Internship opportunities available; two business licenses from the program; a recognition certificate of the internship program.
• Professional training with the potential for additional bonuses and overseas conferences or business trips.
• High probability of unlocking extra bonus with strong performance.

• Employment type: Full-time
• Seniority level: Internship

• Location examples: Kwun Tong District; Kwai Tsing District; Southern District; New Territories, Hong Kong SAR (periods noted in original posting)
• Referral program may increase interview chances.

AIA is the biggest insurance company in Hong Kong. It has been developed for over a hundred years and covers 18 financial markets in Asia Pacific. AIA is recognised by professionals with numerous awards and is committed to providing professional service for clients.

Million Dollar Round Table (MDRT) is the premier international recognition in the insurance industry. AIA Challenge District has held the highest number of MDRT members for 13 years and has consistently earned the title of “the most outstanding district” for four consecutive years. This program is designed to help young ambitious talents develop their career path.

Our team emphasizes elite performance, strong training, and opportunities for growth in finance and insurance. Flexible time and remote work options are available in Hong Kong or Mainland China.

We provide diverse information in the finance market, excellent training resources for new employees, and support for visa applications.

• Explore more about the insurance markets in Hong Kong and the Mainland.
• Provide clients with financial planning and investment risk analysis assistance.
• Offer expert wealth management services, including investing and retirement management.
• Develop the ability to track the direction and evolution of the financial market.
• Establish a professional and trustworthy image through social media to increase visibility.
• Maintain and develop a friendly and trustworthy relationship with clients.

• Full-time role; graduates welcome; degree holder in any discipline.
• Internship opportunities available; two business licenses from the program; a recognition certificate of the internship program.
• Professional training with the potential for additional bonuses and overseas conferences or business trips.
• High probability of unlocking extra bonus with strong performance.

• Employment type: Full-time
• Seniority level: Internship

• Location examples: Kwun Tong District; Kwai Tsing District; Southern District; New Territories, Hong Kong SAR (periods noted in original posting)
• Referral program may increase interview chances.

Financial Planning Manager / Wealth Management Manager / Team Manager

Company Overview

Manulife Hong Kong and Macau has been serving the community for over 126 years, providing trusted protection and wealth management solutions to 2.4 million customers. Recognized as Hong Kong’s No.1 insurance brand for customer satisfaction, we are committed to building a more digital, customer-centric future in financial services.

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.

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 while advancing your own.

Additional Information

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Finance and Sales

Referrals increase your chances of interviewing at Manulife Hong Kong and Macau by 2x

Get notified about new Financial Planning Manager jobs in Kwun Tong District, Hong Kong SAR .

Financial Planning Manager / Wealth Management Manager / Team Manager

Company Overview

Manulife Hong Kong and Macau has been serving the community for over 126 years, providing trusted protection and wealth management solutions to 2.4 million customers. Recognized as Hong Kong’s No.1 insurance brand for customer satisfaction, we are committed to building a more digital, customer-centric future in financial services.

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.

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 while advancing your own.

Additional Information

• Seniority level: Entry level
• Employment type: Full-time
• Job function: Finance and Sales

Referrals increase your chances of interviewing at Manulife Hong Kong and Macau by 2x

Get notified about new Financial Planning Manager jobs in Kwun Tong District, Hong Kong SAR .