Financial Planning Manager

Job level Middle
Work exp Minimum 8 Years
Within Hong Kong
Employment type
Industry Financial Services / Investment / Securities
Job function Logistics / Transportation > Planning & Analysis
Logistics / Transportation > Shipping
Travel / Tourism > Customer Service / Guest Relations
Published On 16/03/2019
ref. CP-AT-FPM

Manulife (International) Limited


Some careers have more impact than others.

Whether you want a career that could take you to the top, or simply take you in an exciting new direction, we offer opportunities, support and rewards that will take you further.

Financial Planning helps people building a portfolio which enables them to manage wealth in a smart and effective way.

We are currently seeking a high caliber professional to join our team as Financial Planning Manager.

Job description

- Proactively review and provide insightful recommendations on financial requirements and protections to individual customers;

- Responsible for planning, promotion and servicing Mandatory Provident Fund (MPF) and medical plans of corporate customers;

- Design sales and marketing events on road-shows activities;

- Support the team on ad-hoc duties.


- 4/5-day work + 20 days annual leave

- Attractive commission + monthly bonus + annual bonus

- Promotion to unit manager opportunity

- Comprehensive and continuous training programs

- Free overseas incentive trips


To be successful in this role, you should meet the following requirements

- a recognized university degree in finance, accounting or relevant discipline;

- a minimum of 8 years working experience;

- good people management and interpersonal skills;

- good computer skills;

- Hong Kong ID holder.


Candidates with less experience or qualification may be considered as Financial Planning Officer.


For interested parties, please send your CV, expected salary and availability to:

Mr Andrew Tsoi CPA, MBA