Financial Planning - Central, Central and Western District

全職/兼職財務策劃顧問 · 崗位內容包括為個人及家庭客戶提供全面財務狀況分析, · 評估其風險承受能力、現有資產負債結構與中長期財務目標; · 根據客戶所處生命周期階段量身定製人壽保險、醫療保障、儲蓄投資、退休安穩及跨代財富傳承等綜合理財方案; · 持續追蹤宏觀經濟走勢、利率變動與金融市場動態等。 · ...

· Financial Planning Manager / Unit Manager · ...

Lead budgeting, rolling forecasts and long-range financial planning. · ...

The financial planning consultant will conduct comprehensive financial assessments for clients recommending tailored plans covering life insurance medical protection savings investments retirement income intergenerational wealth transfer monitoring macroeconomic trends interest r ...

Centraline Financial Services Limited is currently inviting high-caliber professionals to join their team. · ...

We are an up-and-coming world-class global supply chain company inviting highly committed professionals to join our team. · ...

+This role is critical to Visa's success in Greater China, directly impacting the company's ability to achieve financial targets and strategic growth. · ...

If you · have a strong interest in the wealth management industry. · University bachelor's/associate's/advanced diploma graduates or recent graduates. · Applications for IANG, investor Visa, Quality Migrant Admission Scheme or High Talent Admission Scheme and their dependents (wh ...

· Company Description · Visa is a world leader in payments technology, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories, dedicated to uplifting everyone, everywhere by being the ...

+The Finance Planning & Analytics (FP&A) team is a strategic partner to Visa's Greater China business... · + ...

This confidential Director role serves as the FP&A management leader of the Group; for a world-renowned consumer retailer with a global presence. The position reports to the CFO of the Group, and lead the group-wide end-to-end financial planning, analysis, and decision support. ...

+Job summary · This is an opening for one of our top MNC customer. · +ResponsibilitiesDevelop, Lead and manage a team to achieve business goals and targets. · Develop and implement strategic plans to enhance team performance. · ...

The Finance Business Analyst sits under the Customer Lifestyle team of the Financial Services Department mainly responsible for partnering with relevant business units to provide strategic insights and support business growth. · Prepare monthly management reports and performance ...

· Responsibilities: · Proactively enhance relationships with existing and prospective clients to achieve business targets · Develop and acquire new business to deepen business relationships with existing and potential clients in the identified market segment · Assist relationshi ...

Join a high‑impact team partnering across finance to deliver rigorous financial analysis and oversight, lead regional budgeting and forecasting, and provide executive‑ready insights for senior management · As a Vice President in the Regional Planning & Analysis team, you will be ...

Join a high‑impact team partnering across finance to deliver rigorous financial analysis and oversight, lead regional budgeting and forecasting, and provide executive‑ready insights for senior management · As a Vice President in the Regional Planning & Analysis team, you will be ...

With the assistance and resources from our former bankers team,you will be the one who assess clients' financial situations by conducting financial needs analyse and provide total package of financial services planning provide comprehensive wealth management services to clients f ...

We are looking for a Financial Planning Consultant to join our team. The ideal candidate will have relevant academic backgrounds and experience in banking or consulting. · The following qualifications are preferred: Relevant academic backgrounds, such as global finance, financial ...

Description · Join a high‑impact team partnering across finance to deliver rigorous financial analysis and oversight, lead regional budgeting and forecasting, and provide executive‑ready insights for senior management · As a Vice President in the Regional Planning & Analysis team ...

This is a full-time hybrid role for Financial Planning Manager / Wealth Management Manager / Team Manager with opportunities for partial remote work. · ...