15 Planning Management jobs in Hong Kong

Direct message the job poster from DBS Bank

Business Function

Risk Management Group (RMG) is responsible for the development and maintenance of risk management and internal control frameworks. We provide independent review and challenge to business to ensure that appropriate balance is considered in risk/return decisions. In addition, RMG is responsible for the monitoring and reporting on key risk issues of the Bank. To manage risk effectively and deliver strong financial performance, we invest significantly in our people and infrastructure.

Responsibilities

• Lead the development, implementation and maintenance of the Bank’s resolution plans in compliance with regulatory requirements
• Conduct detailed assessments of the impediments to the bank’s resolvability capabilities and develop strategic solutions to mitigate risks
• Collaborate with various stakeholders to ensure the resolution strategies are comprehensive and practical
• Serve as the primary liaison with the Head Office to ensure alignment of resolution planning objectives and strategies across the organization
• Stay abreast of changing regulatory requirements and industry best practices. Representing the bank in dialogues with regulators regarding resolution planning initiatives
• Manage resolution planning Working Group meetings and Oversight Committee. Oversee all project management activities in relation to resolution planning, ensuring projects are delivered on time and within scope
• Provide update on the progress of resolution planning to local risk committees

Requirements

• Bachelor’s Degree holder in Finance, Legal, Risk, or a related field; Master or advanced degree preferred
• Over 10 years of experience within banking or financial services sector
• Prior experience in resolution planning with strong understanding of regulatory requirements (eg OCIR-1, FMI-1, LFIR-1, ST-1)
• Proven track record of managing complex projects involving cross-functional teams and external stakeholders
• Excellent interpersonal skills with the ability to communicate effectively with all levels of the organization and regulators
• Exceptional analytical and problem solving skills with a strategic mindset

Apply Now

We offer a competitive salary and benefits package and the professional advantages of a dynamic environment that supports your development and recognises your achievements.

We regret only shortlisted candidates will be notified.

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Consulting, General Business, and Strategy/Planning
• Industries Banking, Investment Banking, and Capital Markets

Referrals increase your chances of interviewing at DBS Bank by 2x

Central & Western District, Hong Kong SAR 9 months ago

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Join to apply for the Team Lead, Strategic Business Planning, Consumer Banking role at DBS Bank

Join to apply for the Team Lead, Strategic Business Planning, Consumer Banking role at DBS Bank

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

Business Function

As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business – they were made just right for you.

Responsibilities

• Lead CBG business planning and strategy implementation by working directly with CBG Head, CBMC and key business partners from Finance, CEO Office, T&O, RMG, L&C, etc.;
• Monitor & report relevant developments related to market dynamics, peers, benchmarks to guide CBMC actions and refine strategy execution;
• Chair CBMC related meetings and be responsible for delivering follow up actions
  
  

• Lead CBG business planning and strategy implementation by working directly with CBG Head, CBMC and key business partners from Finance, CEO Office, T&O, RMG, L&C, etc.;
• Monitor & report relevant developments related to market dynamics, peers, benchmarks to guide CBMC actions and refine strategy execution;
• Chair CBMC related meetings and be responsible for delivering follow up actions
  
  

• Lead CBGHK Managing through Journeys Office to drive Managing through Journeys progress together with Transformation Group and Regional CBG Office;
• Be the country subject matter expert in Managing through Journeys framework to coach and guide CBG performance cells to develop along the Managing through Journeys Maturity Model;
• Participate in squad or cell meetings when necessary to provide guidance or intervention to steer Managing through Journeys development
  
  

• Act as CBG MyVoice Champions and conduct regular reviews with CBMC to derive actions for improving overall BU score;
• Conduct survey result deep dive (e.g. dipstick survey, MyVoice survey, other ad hoc surveys, etc.) to uncover insights for follow up actions
  
  

• Minimum of 7+ years of experience from banking industry or consulting for financial services
• Good understanding on retail banking products offered by Consumer Banking Group will be a plus
• Stakeholder Management – Be able to manage multiple senior stakeholders
• Storytelling - Ability to craft and deliver a compelling narrative
• Project Management – Be able to plan and deliver cross functional initiatives
• Ability to manage ambiguity and devise next step actions towards end outcome
• Strong PowerPoint skills for crafting business narrative
• Strong data assessment skills to derive insights from multiple dataset
• Good command of English and Cantonese (Mandarin is a plus)
  
  

• Seniority level Not Applicable

• Employment type Full-time

• Job function Project Management and Information Technology
• Industries Banking, Financial Services, and Investment Banking

Referrals increase your chances of interviewing at DBS Bank by 2x

Wan Chai District, Hong Kong SAR 3 weeks ago

Wan Chai District, Hong Kong SAR 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.

Join to apply for the Team Lead, Strategic Business Planning, Consumer Banking role at DBS Bank

Join to apply for the Team Lead, Strategic Business Planning, Consumer Banking role at DBS Bank

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

Business Function
As the leading bank in Asia, DBS Consumer Banking Group is in a unique position to help our customers realise their dreams and ambitions. As a market leader in the consumer banking business, DBS has a full spectrum of products and services, including deposits, investments, insurance, mortgages, credit cards and personal loans, to help our customers realise their dreams and aspirations at every life stage. Our financial solutions are not only the best in the business – they were made just right for you.

Responsibilities

• Lead CBG business planning and strategy implementation by working directly with CBG Head, CBMC and key business partners from Finance, CEO Office, T&O, RMG, L&C, etc.;
• Monitor & report relevant developments related to market dynamics, peers, benchmarks to guide CBMC actions and refine strategy execution;
• Chair CBMC related meetings and be responsible for delivering follow up actions
  

• Lead CBG business planning and strategy implementation by working directly with CBG Head, CBMC and key business partners from Finance, CEO Office, T&O, RMG, L&C, etc.;
• Monitor & report relevant developments related to market dynamics, peers, benchmarks to guide CBMC actions and refine strategy execution;
• Chair CBMC related meetings and be responsible for delivering follow up actions
  

• Lead CBGHK Managing through Journeys Office to drive Managing through Journeys progress together with Transformation Group and Regional CBG Office;
• Be the country subject matter expert in Managing through Journeys framework to coach and guide CBG performance cells to develop along the Managing through Journeys Maturity Model;
• Participate in squad or cell meetings when necessary to provide guidance or intervention to steer Managing through Journeys development
  

• Act as CBG MyVoice Champions and conduct regular reviews with CBMC to derive actions for improving overall BU score;
• Conduct survey result deep dive (e.g. dipstick survey, MyVoice survey, other ad hoc surveys, etc.) to uncover insights for follow up actions
  

• Minimum of 7+ years of experience from banking industry or consulting for financial services
• Good understanding on retail banking products offered by Consumer Banking Group will be a plus
• Stakeholder Management – Be able to manage multiple senior stakeholders
• Storytelling - Ability to craft and deliver a compelling narrative
• Project Management – Be able to plan and deliver cross functional initiatives
• Ability to manage ambiguity and devise next step actions towards end outcome
• Strong PowerPoint skills for crafting business narrative
• Strong data assessment skills to derive insights from multiple dataset
• Good command of English and Cantonese (Mandarin is a plus)
  

• Seniority level Not Applicable

• Employment type Full-time

• Job function Project Management and Information Technology
• Industries Banking, Financial Services, and Investment Banking

Referrals increase your chances of interviewing at DBS Bank by 2x

Wan Chai District, Hong Kong SAR 3 weeks ago

Wan Chai District, Hong Kong SAR 1 week ago

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Join to apply for the Business/Finance Planning Analyst (12months contract) role at Philip Morris International

3 days ago Be among the first 25 applicants

Join to apply for the Business/Finance Planning Analyst (12months contract) role at Philip Morris International

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

Be a part of a revolutionary change

At PMI Asia Ltd., we’ve chosen to do something incredible. We’re totally transforming our business and building our future on smoke-free products with the power to improve the lives of a billion smokers worldwide.

With huge change, comes huge opportunity. So, wherever you join us, you’ll enjoy the freedom to dream up and deliver better, brighter solutions and the space to move your career forward in endlessly different directions.

Our new vision means we’re reinventing our financial modelling, planning and forecasting tools. Join us in Finance and you’ll work across the full breadth of the business, making sure our new commercial model is profitable and sustainable. There’s something new to learn every single day: changes to integrate and challenges to conquer. If you love working collaboratively and taking risks, you’ll be in your element here.

Our work spans the globe and includes audit, treasury, internal control and commercial financial support. Whether your skills are in financial control, planning and forecasting, data analytics or digital risk, there’s space to move your career forward in any number of directions.

Your ‘day to day’

We are looking for a diligent and results-oriented Business Planning Analyst (12months contract) to support the Manager of Business Planning for PMI Duty Free business in Asia. As a finance business partner you will be responsible for providing comprehensive financial analyses and insights that contribute to the decision-making process of the Asia BU. As a trusted finance business partner, you will collaborate closely with the Asia commercial teams and HQ finance team to drive financial management and performance analysis. Your contributions will be instrumental in shaping the strategic direction of the business and achieving key objectives.

Business Strategy, Planning, Budgeting & Rolling Forecasts

• Manage the preparation of rolling forecasts and OB, ensuring alignment with strategic plans and incorporating key assumptions.
• Provide analyses on volume and financial results against budget and provide monthly updates on YTD & RF financials vs Budget / RFs.
• Support Commercial Planning/B2B teams by providing financial analyses on commercial initiatives, generating scenarios, and making recommendations to achieve objectives.
  
  

• Prepare pricing committee approval for proposed pricing initiatives.
• Oversee the end-to-end process for planned and ad-hoc price change decisions.
• Collaborate with the Pricing Office to identify pricing opportunities and ensure timely execution throughout the financial year.
  
  

• Assist commercial teams in evaluating the return on investment for initiatives, providing guidance and support for investment decisions, and establishing metrics and targets.
• Present decision options to improve business results, based on clear commercial and functional drivers.
• Contribute to the development of business and commercial scenarios, considering high-level financial impact.
  
  

• Prepare timely and accurate reports on business performance.
• Support corporate audits by addressing queries and ensuring the availability of requested supporting documents.
• Handle ad-hoc requests and conduct additional analysis as required.
  
  

• University degree in quantitative fields: Pure/Applied sciences, Engineering, Finance, Economics, Business or equivalent
• Minimum 5 years of experience in Finance roles, prior exposure to regional role and working with teams in different geographies
• Experience in financial planning, analysis, and business partnering roles.
• Knowledge of financial forecasting, budgeting, and pricing strategies.
• Proficiency in financial modeling and advanced Excel skills.
• Good communication and presentation skills, with the ability to convey financial information effectively to non-financial stakeholders.
• Detail-oriented and capable of managing multiple priorities in a fast-paced environment.
• Previous experience in the duty-free or retail industry is desirable but not a must.
• Fluency in English is mandatory.
  
  

• Our success depends on the men and women who come to work every single day with a sense of purpose and an appetite for progress. Join PMI and you too can:
• Seize the freedom to define your future and ours. We’ll empower you to take risks, experiment and explore.
• Be part of an inclusive, diverse culture, where everyone’s contribution is respected; collaborate with some of the world’s best people and feel like you belong.
• Pursue your ambitions and develop your skills with a global business – our staggering size and scale provides endless opportunities to progress.
• Take pride in delivering our promise to society: to improve the lives of a billion smokers.
  
  

• Seniority level Mid-Senior level

• Employment type Contract

• Job function Business Development and Sales
• Industries Manufacturing

Referrals increase your chances of interviewing at Philip Morris International by 2x

Get notified about new Planning Analyst jobs in Hong Kong, Hong Kong SAR .

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 Business/Finance Planning Analyst (12months contract) role at Philip Morris International

3 days ago Be among the first 25 applicants

Join to apply for the Business/Finance Planning Analyst (12months contract) role at Philip Morris International

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

Be a part of a revolutionary change
At PMI Asia Ltd., we’ve chosen to do something incredible. We’re totally transforming our business and building our future on smoke-free products with the power to improve the lives of a billion smokers worldwide.
With huge change, comes huge opportunity. So, wherever you join us, you’ll enjoy the freedom to dream up and deliver better, brighter solutions and the space to move your career forward in endlessly different directions.
Our new vision means we’re reinventing our financial modelling, planning and forecasting tools. Join us in Finance and you’ll work across the full breadth of the business, making sure our new commercial model is profitable and sustainable. There’s something new to learn every single day: changes to integrate and challenges to conquer. If you love working collaboratively and taking risks, you’ll be in your element here.
Our work spans the globe and includes audit, treasury, internal control and commercial financial support. Whether your skills are in financial control, planning and forecasting, data analytics or digital risk, there’s space to move your career forward in any number of directions.
Your ‘day to day’
We are looking for a diligent and results-oriented Business Planning Analyst (12months contract) to support the Manager of Business Planning for PMI Duty Free business in Asia. As a finance business partner you will be responsible for providing comprehensive financial analyses and insights that contribute to the decision-making process of the Asia BU. As a trusted finance business partner, you will collaborate closely with the Asia commercial teams and HQ finance team to drive financial management and performance analysis. Your contributions will be instrumental in shaping the strategic direction of the business and achieving key objectives.
Business Strategy, Planning, Budgeting & Rolling Forecasts

• Manage the preparation of rolling forecasts and OB, ensuring alignment with strategic plans and incorporating key assumptions.
• Provide analyses on volume and financial results against budget and provide monthly updates on YTD & RF financials vs Budget / RFs.
• Support Commercial Planning/B2B teams by providing financial analyses on commercial initiatives, generating scenarios, and making recommendations to achieve objectives.
  

• Prepare pricing committee approval for proposed pricing initiatives.
• Oversee the end-to-end process for planned and ad-hoc price change decisions.
• Collaborate with the Pricing Office to identify pricing opportunities and ensure timely execution throughout the financial year.
  

• Assist commercial teams in evaluating the return on investment for initiatives, providing guidance and support for investment decisions, and establishing metrics and targets.
• Present decision options to improve business results, based on clear commercial and functional drivers.
• Contribute to the development of business and commercial scenarios, considering high-level financial impact.
  

• Prepare timely and accurate reports on business performance.
• Support corporate audits by addressing queries and ensuring the availability of requested supporting documents.
• Handle ad-hoc requests and conduct additional analysis as required.
  

• University degree in quantitative fields: Pure/Applied sciences, Engineering, Finance, Economics, Business or equivalent
• Minimum 5 years of experience in Finance roles, prior exposure to regional role and working with teams in different geographies
• Experience in financial planning, analysis, and business partnering roles.
• Knowledge of financial forecasting, budgeting, and pricing strategies.
• Proficiency in financial modeling and advanced Excel skills.
• Good communication and presentation skills, with the ability to convey financial information effectively to non-financial stakeholders.
• Detail-oriented and capable of managing multiple priorities in a fast-paced environment.
• Previous experience in the duty-free or retail industry is desirable but not a must.
• Fluency in English is mandatory.
  

• Our success depends on the men and women who come to work every single day with a sense of purpose and an appetite for progress. Join PMI and you too can:
• Seize the freedom to define your future and ours. We’ll empower you to take risks, experiment and explore.
• Be part of an inclusive, diverse culture, where everyone’s contribution is respected; collaborate with some of the world’s best people and feel like you belong.
• Pursue your ambitions and develop your skills with a global business – our staggering size and scale provides endless opportunities to progress.
• Take pride in delivering our promise to society: to improve the lives of a billion smokers.
  

• Seniority level Mid-Senior level

• Employment type Contract

• Job function Business Development and Sales
• Industries Manufacturing

Referrals increase your chances of interviewing at Philip Morris International by 2x

Get notified about new Planning Analyst jobs in Hong Kong, Hong Kong SAR .

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 Senior Manager, Key Account Strategy, Project Management & Commercial Planning – based in Bangkok role at Agoda

1 day ago Be among the first 25 applicants

Join to apply for the Senior Manager, Key Account Strategy, Project Management & Commercial Planning – based in Bangkok role at Agoda

About Agoda

Agoda is an online travel booking platform for accommodations, flights, and more. We build and deploy cutting-edge technology that connects travelers with a global network of 4.7M hotels and holiday properties worldwide, plus flights, activities, and more. Based in Asia and part of Booking Holdings, our 7,100+ employees representing 95+ nationalities in 27 markets foster a work environment rich in diversity, creativity, and collaboration. We innovate through a culture of experimentation and ownership,enhancing the ability for our customers to experience the world.

Apply Now

Bangkok, Thailand

About Agoda

Agoda is an online travel booking platform for accommodations, flights, and more. We build and deploy cutting-edge technology that connects travelers with a global network of 4.7M hotels and holiday properties worldwide, plus flights, activities, and more. Based in Asia and part of Booking Holdings, our 7,100+ employees representing 95+ nationalities in 27 markets foster a work environment rich in diversity, creativity, and collaboration. We innovate through a culture of experimentation and ownership,enhancing the ability for our customers to experience the world.

Our Purpose – Bridging the World Through Travel

We believe travel allows people to enjoy, learn and experience more of the amazing world we live in. It brings individuals and cultures closer together, fostering empathy, understanding and happiness.

We are a skillful, driven and diverse team from across the globe, united by a passion to make an impact. Harnessing our innovative technologies and strong partnerships, we aim to make travel easy and rewarding for everyone.

The Opportunity

We are seeking a dynamic and strategic thinker to join our team as Senior Manager, Commercial Strategy, Global Accounts . This role will help shape the future of Agoda’s Key Accounts supply pillar by driving its growth and optimization to the next level. As a critical bridge between our Key Accounts team and senior leadership, you will provide strategic direction and ensure the team is aligned with Agoda’s broader objectives.

This is a unique opportunity to drive impactful initiatives, manage cross-functional projects, and influence the long-term strategy of Agoda’s Key Accounts in the supply space. The ideal candidate will bring a consulting mindset, strong analytical skills, and hands-on execution capabilities.

In This Role, You’ll Get To

Strategy & Direction:

• Develop and implement a cohesive strategy for the Key Accounts team to guide future growth and optimization.
• Build tailored, chain-specific strategies to empower account management teams in driving performance and achieving their goals.
• Conduct thorough analyses to inform strategic decision-making and identify growth opportunities.
• Translate data insights into compelling narratives and business cases, and present findings to senior leadership in a clear and impactful manner.
  
  

• Act as a trusted problem-solver, providing proactive support to account management teams in navigating day-to-day challenges.
• Drive the execution of high-impact projects and ensure timely delivery of deliverables.
• Develop and enhance tools, processes, and metrics to improve team efficiency and effectiveness. Ensure the availability of accurate data and analytics for informed decision-making.
• Be hands-on when needed, ensuring the quality and timeliness of outputs.
  
  

• Serve as a strategic advisor and liaison between Key Account Managers and leadership to ensure alignment on priorities and goals.
• Collaborate across functions, including product, marketing, finance, and operations, to execute strategic initiatives and address key challenges.
• Identify and address needs from the Key Accounts team and transform them into actionable initiatives.
• Build strong relationships with senior stakeholders across Agoda departments
  
  

• Educational Background: Bachelor’s degree in a relevant field; advanced degree (e.g., MBA) preferred.
• Experience:
• 6–8 years in management consulting or strategy-focused roles, ideally in e-commerce, OTAs, or travel.
• Experience managing large, cross-functional projects with multiple stakeholders.
• Analytical Skills: Strong data analysis and problem-solving capabilities; proficiency in data visualization tools (e.g., Tableau, Metabase).
• Communication Skills: Exceptional written and verbal communication skills; ability to present complex ideas clearly and concisely.
• Execution: Demonstrated ability to manage multiple projects simultaneously and deliver high-quality results on tight deadlines.
• Collaboration: Proven ability to work effectively across teams and influence stakeholders at all levels.
• Mindset: Entrepreneurial and results-driven with a “get-it-done” attitude.
  
  

• Seniority level Internship

• Employment type Full-time

• Job function Sales and Business Development
• Industries Technology, Information and Internet

Referrals increase your chances of interviewing at Agoda by 2x

Shenzhen, Guangdong, China CN¥15,000.00-CN¥0,000.00 1 year ago

Shenzhen, Guangdong, China CN 2,000.00-CN 5,000.00 1 year ago

Southern District, Hong Kong SAR 2 weeks 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 Senior Manager, Key Account Strategy, Project Management & Commercial Planning – based in Bangkok role at Agoda

1 day ago Be among the first 25 applicants

Join to apply for the Senior Manager, Key Account Strategy, Project Management & Commercial Planning – based in Bangkok role at Agoda

About Agoda
Agoda is an online travel booking platform for accommodations, flights, and more. We build and deploy cutting-edge technology that connects travelers with a global network of 4.7M hotels and holiday properties worldwide, plus flights, activities, and more. Based in Asia and part of Booking Holdings, our 7,100+ employees representing 95+ nationalities in 27 markets foster a work environment rich in diversity, creativity, and collaboration. We innovate through a culture of experimentation and ownership,enhancing the ability for our customers to experience the world.

Apply Now
Bangkok, Thailand
About Agoda
Agoda is an online travel booking platform for accommodations, flights, and more. We build and deploy cutting-edge technology that connects travelers with a global network of 4.7M hotels and holiday properties worldwide, plus flights, activities, and more. Based in Asia and part of Booking Holdings, our 7,100+ employees representing 95+ nationalities in 27 markets foster a work environment rich in diversity, creativity, and collaboration. We innovate through a culture of experimentation and ownership,enhancing the ability for our customers to experience the world.
Our Purpose – Bridging the World Through Travel
We believe travel allows people to enjoy, learn and experience more of the amazing world we live in. It brings individuals and cultures closer together, fostering empathy, understanding and happiness.
We are a skillful, driven and diverse team from across the globe, united by a passion to make an impact. Harnessing our innovative technologies and strong partnerships, we aim to make travel easy and rewarding for everyone.
The Opportunity
We are seeking a dynamic and strategic thinker to join our team as Senior Manager, Commercial Strategy, Global Accounts . This role will help shape the future of Agoda’s Key Accounts supply pillar by driving its growth and optimization to the next level. As a critical bridge between our Key Accounts team and senior leadership, you will provide strategic direction and ensure the team is aligned with Agoda’s broader objectives.
This is a unique opportunity to drive impactful initiatives, manage cross-functional projects, and influence the long-term strategy of Agoda’s Key Accounts in the supply space. The ideal candidate will bring a consulting mindset, strong analytical skills, and hands-on execution capabilities.
In This Role, You’ll Get To
Strategy & Direction:

• Develop and implement a cohesive strategy for the Key Accounts team to guide future growth and optimization.
• Build tailored, chain-specific strategies to empower account management teams in driving performance and achieving their goals.
• Conduct thorough analyses to inform strategic decision-making and identify growth opportunities.
• Translate data insights into compelling narratives and business cases, and present findings to senior leadership in a clear and impactful manner.
  

• Act as a trusted problem-solver, providing proactive support to account management teams in navigating day-to-day challenges.
• Drive the execution of high-impact projects and ensure timely delivery of deliverables.
• Develop and enhance tools, processes, and metrics to improve team efficiency and effectiveness. Ensure the availability of accurate data and analytics for informed decision-making.
• Be hands-on when needed, ensuring the quality and timeliness of outputs.
  

• Serve as a strategic advisor and liaison between Key Account Managers and leadership to ensure alignment on priorities and goals.
• Collaborate across functions, including product, marketing, finance, and operations, to execute strategic initiatives and address key challenges.
• Identify and address needs from the Key Accounts team and transform them into actionable initiatives.
• Build strong relationships with senior stakeholders across Agoda departments
  

• Educational Background: Bachelor’s degree in a relevant field; advanced degree (e.g., MBA) preferred.
• Experience:
• 6–8 years in management consulting or strategy-focused roles, ideally in e-commerce, OTAs, or travel.
• Experience managing large, cross-functional projects with multiple stakeholders.
• Analytical Skills: Strong data analysis and problem-solving capabilities; proficiency in data visualization tools (e.g., Tableau, Metabase).
• Communication Skills: Exceptional written and verbal communication skills; ability to present complex ideas clearly and concisely.
• Execution: Demonstrated ability to manage multiple projects simultaneously and deliver high-quality results on tight deadlines.
• Collaboration: Proven ability to work effectively across teams and influence stakeholders at all levels.
• Mindset: Entrepreneurial and results-driven with a “get-it-done” attitude.
  

• Seniority level Internship

• Employment type Full-time

• Job function Sales and Business Development
• Industries Technology, Information and Internet

Referrals increase your chances of interviewing at Agoda by 2x

Shenzhen, Guangdong, China CN¥15,000.00-CN¥0,000.00 1 year ago

Shenzhen, Guangdong, China CN 2,000.00-CN 5,000.00 1 year ago

Southern District, Hong Kong SAR 2 weeks ago

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Join to apply for the Wealth Planning Specialist (Insurance Product), Wealth Management role at CLSA

2 weeks ago Be among the first 25 applicants

Join to apply for the Wealth Planning Specialist (Insurance Product), Wealth Management role at CLSA

We are looking for an insurance product specialist (Wealth Planning) to strengthen our product distribution business; and promote regular product programme with comfortable starting size to increase product penetration. The role is to manage the end-to-end product cycle and relationship building with clients and stakeholders.

Key Areas of Responsibilities

• Provide wealth planning solutions, primarily using insurance/trust products, to high net worth and corporate clients for estate planning, succession planning, and asset protection
• Act as an expert resource for wealth planning and insurance/trust products, supporting both prospects and existing clients
• Achieve business goals and address client inquiries regarding insurance/trust products through client meetings and calls
• Conduct product training and assist stakeholders in understanding the benefits of wealth planning structures and insurance/trust products
• Organize client seminars and special events related to wealth planning
• Continuously educate stakeholders/clients by preparing write-ups to promote wealth planning and insurance brokerage business
• Support the marketing team in developing strong client relationships
• Maintain relationships with external parties such as insurance companies/brokers to facilitate solution design and implementation
• Foster strong working relationships with relationship managers to identify specific client needs and promote targeted campaigns

Requirements

• Degree or above with major in Finance, Economics or related disciplines; professional qualification of CFP/FLMI/CPA/FRM is preferred
• Stable career history with relevant product advisory experience in financial institution preferably private banking/wealth management/insurance business in high-net-worth and corporate client segment
• Requires extensive knowledge with tax and regulatory with jurisdictions of dedicated market(s) and case management experience is a plus
• Solid client facing experience is a must with strong understanding of private client distribution and MCV client relationship management
• Available to travel and team player with strong presentation and analytical skills
• Strong judgment and high level of professional and personal integrity
• Strong cultural sense command of written English / Chinese and spoken Mandarin, Cantonese and English

• Seniority level Associate

• Employment type Full-time

• Job function Finance

Referrals increase your chances of interviewing at CLSA by 2x

Get notified about new Private Wealth Management Specialist jobs in Hong Kong, Hong Kong SAR .

Wan Chai District, Hong Kong SAR 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.

Join to apply for the Wealth Planning Specialist (Insurance Product), Wealth Management role at CLSA

2 weeks ago Be among the first 25 applicants

Join to apply for the Wealth Planning Specialist (Insurance Product), Wealth Management role at CLSA

We are looking for an insurance product specialist (Wealth Planning) to strengthen our product distribution business; and promote regular product programme with comfortable starting size to increase product penetration. The role is to manage the end-to-end product cycle and relationship building with clients and stakeholders.

Key Areas of Responsibilities

• Provide wealth planning solutions, primarily using insurance/trust products, to high net worth and corporate clients for estate planning, succession planning, and asset protection
• Act as an expert resource for wealth planning and insurance/trust products, supporting both prospects and existing clients
• Achieve business goals and address client inquiries regarding insurance/trust products through client meetings and calls
• Conduct product training and assist stakeholders in understanding the benefits of wealth planning structures and insurance/trust products
• Organize client seminars and special events related to wealth planning
• Continuously educate stakeholders/clients by preparing write-ups to promote wealth planning and insurance brokerage business
• Support the marketing team in developing strong client relationships
• Maintain relationships with external parties such as insurance companies/brokers to facilitate solution design and implementation
• Foster strong working relationships with relationship managers to identify specific client needs and promote targeted campaigns

Requirements

• Degree or above with major in Finance, Economics or related disciplines; professional qualification of CFP/FLMI/CPA/FRM is preferred
• Stable career history with relevant product advisory experience in financial institution preferably private banking/wealth management/insurance business in high-net-worth and corporate client segment
• Requires extensive knowledge with tax and regulatory with jurisdictions of dedicated market(s) and case management experience is a plus
• Solid client facing experience is a must with strong understanding of private client distribution and MCV client relationship management
• Available to travel and team player with strong presentation and analytical skills
• Strong judgment and high level of professional and personal integrity
• Strong cultural sense command of written English / Chinese and spoken Mandarin, Cantonese and English

• Seniority level Associate

• Employment type Full-time

• Job function Finance

Referrals increase your chances of interviewing at CLSA by 2x

Get notified about new Private Wealth Management Specialist jobs in Hong Kong, Hong Kong SAR .

Wan Chai District, Hong Kong SAR 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.