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- GCB 4 We are currently seeking a high calibre professional to join our team as a Wealth Planner. In this role you will: Report into the Head of Wealth Planning for Hong Kong, Philippines and International Market to provide comprehensive wealth structurin...
- ...port and rewards that will take you further. International Wealth and Premier Banking (IWPB) provides a leading premium propositi... ...a Pacific Wealth Planning and Advisory team as a senior Wealth Planner. Principal Responsibilities Provide comprehensive w...
- 工作職責 Job Descriptions: 1. Professional Financial Services Provision to Clients • Wealth Management & Portfolio Advices • Investment Planning • Retirement Planning • Risk Management Planning • MCV Business Planning • Corporate Solutions Provision 2. Self Contin...
- Job Summary: As a Senior Wealth Planner, you will play a key role in delivering holistic wealth planning solutions to high-net-worth individuals and families. You will work closely with Relationship Managers and external advisors to design and implement bespoke str...
- ...ls ~University graduate, holder of IA/SFC license regulated activity is preferred Related IFA experience may considered as Senior Wealth Management Consultant We offer: ~Multi-income from a full range of financial products including insurance and securities ~...
- ...eting, etc More than 5 years of work experience (inclusive), with experience in customer marketing at frontline Proficient in wealth management/asset allocation/investment portfolio concepts and working methods, and able to guide account managers to build professi...
- ...ident and health insurance, and offers retirement planning, and wealth management services. Are you a recent graduate with a passio... ...looking for motivated individuals to join our team as Financial Planners. Why Choose AIA? Special focus on investment and total wea...
- AXA安盛 全球No. 1 保險品牌(連續 10 年) 全球最大保險公司 AXA是財富保障及管理服務之世界翹楚，同時在香港為超過100萬名港澳及國內同胞客提供經濟保障及財富管理服務，為客戶不同人生階段的需要預備各類理財方案 。 財策新一代 / 專業創未來 工作範圍 為客戶提供一站式專業的理財策劃分析和方案 與客戶建立及維繫良好關係、開發及擴展客戶網路 推廣各類型保險、儲蓄及基金產品、MPF等 建立屬於自己的團隊 入職要求 中學畢業或同等學歷 樂於學習及接受挑戰...
- AIA International Limited AIA is the largest independent publicly listed pan-Asian life insurance group. For almost a century, we have served millions of people all around the Asia-Pacific region. 職務: 1. 為客戶提供專業理財策劃服務 為客戶提供專業理財咨詢 與客戶保持良好的溝通，及時處理保險賠償以及理財策劃...
- ... ~10+ years solid experience in blockchain industry preferably in financial products related; ~ Proven experience as Strategic Planner; ~ Familiar with the technical model of financial trading platforms; ~ Experience with web technologies, development languages...
- 工作職責 崗位職責： 開發新客戶，維護現有客戶關係，提供專業的方案。 了解客戶需求，為其量身定制產品。 定期回訪客戶，提供保單服務及理賠協助。 參加公司培訓，提升專業知識與銷售技巧。 資格要求： 1.學歷要求：適合DSE 5科合格、大學應屆畢業生、研究生、高才通、優才、IANG及受養人簽證持有者（無需有金融相關經驗)。 2.個人特質：具備良好的學習能力、自我驅動，和強烈的服務意識，能夠在壓力下工作。 3.溝通能力：擁有優秀的口頭及書面表達能力，能夠有效地與客戶進行交流。 有意者請附個人簡歴電郵至 [email protecte...
- 工作職責 *无需相关经验 *适合刚毕业/未毕业学生(细节可洽) *欢迎新移民/高才、优才、IANG签证 工作内容： 1. 制定财务计划：需要为客户制定个性化的财务计划，包括预算管理、支出控制、储蓄目标和投资策略。 2. 提供保险和投资服务：协助客户选择合适的保险和投资产品，以实现他们的财务目标。 3. 协调与其他专家的合作：作为客户和其他投资专家之间的联络人，需要协调各方的工作，确保客户的利益得到最大化。 4. 维系客户关系：与客户保持良好的关系，提供最新的财务信息，并跟进他们的财务状况
- ...f success, delivering an exceptional and eclectic product curation with dynamic Asian spirit and values. As the Senior Merchandise Planner, you would play a key role in developing merchandise sales plans, conducting inventory analysis and establishing sales target to o...
- ...加海外業務會議 • 提供良好晉升機會 • 持有香港永久居民或持有有效在港证明(包括身份证,IANG,受养人签证) Job Description: • Professional Financial Services Provision to Clients • Wealth Management & Portfolio Advice • Share Marketing Strategies in Team • Self Continuous Improvement Requirements: • Degree holder in a...
- The Merchandise Planner provides technical data expertise to the merchandising team, supporting regional merchandise planning and operations, ensuring the accuracy and integrity of all financial and product information, and strengthening business reporting capabilitie...
- We are a well-established online retailer. Now we seek for a Inventory Operator / Assistant / Planner to meet our business developments. Job Responsibilities: Mainly responsible for maintaining and enhancing smooth operation of the apparels B2C 3rd party online ...
- ...ea and continue to have ambitious growth plans in new markets and omni channel development for 2026 and beyond. Senior Supply Planner APAC drives regional supply planning excellence to ultimately optimise the inventory and service levels. A key operational role wi...
HKD 28,000k - HKD 30,001k per month
...ng a resume to a client. Our client is a global listed healthcare and FMCG manufacturer. They are looking for a Regional Senior Planner to join their dynamic supply chain team. Responsibilities: To optimize the supply chain and run the planning of APAC countri...- Skills & Requirements • Bachelor's degree in Finance, Accounting, Business, or a related field • Certified Financial Planner (CFP) certification is highly desirable • Strong analytical, interpersonal, and exemplary communication skills • Detail-oriented,...
- Responsibilities: Improve crane efficiency to shorten port stays; Optimize stowage planning to reduce the need for re-handling cargo; Seek consultation and approval for special cargo / special stow, including Break Bulk and Out-of-Gauge items; Address any ...
- Hongkong International Terminals Limited (HIT) is one of the leading container terminals in Hong Kong. With a strong emphasis on productivity and efficiency, HIT is committed to the development and implementation of forward-looking, service-enhancing technology. HIT...
- Responsibilities 1. Production Planning, Scheduling and Optimization Analyze production requirements based on sales orders, forecasts, and production resources to determine the most cost-efficient utilization Support superiors to develop and maintain the ...
- Working with the Senior Managers, Interns will acquire knowledge in the field of Wealth Management (composed of Risk Management, Investment Management, Saving Management and Retirement Management) , financial senses, and various investment tools through this internship...
- ... class transport links. It is currently in the process of expanding its operations and is looking for dynamic and forward thinking planners and programming engineers to support its ambitious plans. Additional Benefits Package and Incentives A highly attractive s...
- ...focusing to provide services for recruiting candidates, serving multinational and local companies in Greater China region. CEO - Wealth Management Requirements : Degree in finance, banking, accounting, economics, business or related studies with qualifications ...
- ... premier services and professional integrity. Working with the Senior Managers, Interns will acquire knowledge in the field of Wealth Management (composed of Risk Management, Investment Management, Saving Management and Retirement Management) , financial senses, an...
- Bank SinoPac Bank SinoPac, a leading Asian banking group is seeking local talents to join its Hong Kong office. We invite applications to the following position: Job Responsibilities: Provides support for Relationship Manager including order execution, busines...
- ...gree holder Minimum 5 years relevant solid experience in management or business development position, preferably in insurance or wealth management industry Self-motivated with excellent leadership, interpersonal, and communication skills Good command of written...
HKD 30,000k - HKD 45,001k per month
...tial customers To analyze customers’ personal financial situation and identify their needs in financial services; and recommends wealth and protection insurance products to best suit their needs Will work at centralised office and to meet with clients at Branch ...- The Role: The Planner – Group Managed Services will be responsible for coordinating and optimizing service delivery across various teams. This role involves strategic planning, resource allocation, and ensuring that projects align with organizational goals. Deve...