Financial Planning Manager / Officer

Job level Middle
Within Hong Kong
Employment type
Industry Financial Services
Job function Administration > Personal Assistant / Executive Assistant
Banking / Finance > Retail Banking / Branch Banking
Catering / Hospitality > Customer Service / Ambassador
Published On 19/03/2019



Some careers have more impact than others.


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

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

- Proactively review and provide insightful recommendations on financial requirements and protections to individual 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 senior manager opportunity in six months

- 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


Data collected will only be used for job application processing. Applicants not being invited for interview within 4 weeks may assume their applications unsuccessful.

All related information will be kept up to 24 months and all personal data will be destroyed afterwards.