Life Global Office: Senior Manager/Manager, Financial Planning - Hong Kong

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 & Analysis Manager will report to the Finance Director with the core objective of enhancing club profitability and supporting business growth. · ...

+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. ...

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

· 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 successful candidate will be responsible for planning and coordinating budget compilation exercises, performing periodical monitoring and reporting on financial targets, conducting cost analyses. · ...

+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 ...

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

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

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 ...

· 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 ...

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 ...

HKEX is seeking a motivated and analytical finance professional to join the Financial Planning & Analysis (FP&A) team as an Associate. · ...

We are looking for a Financial Planning and Analysis Manager to join our team on a 6-month basis. · ...

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 ...

Role Description · This is a full-time hybrid role for a Financial Planning Manager / Wealth Management Manager / Team Manager located in the Ngau Tau Kok district. The role involves leading and managing a team to deliver financial planning and wealth management services, providi ...

+This is a full-time hybrid role for a Financial Planning Manager / Wealth Management Manager / Team Manager located in the Ngau Tau Kok district, with opportunities for partial remote work. · + · +Leading and managing a team to deliver financial planning and wealth management se ...