Financial Planning, Client Services Jobs

$20,000 – $29,999 per month

subClassification: Client Services

classification: Banking & Financial Services

at Robert Half Hong Kong Limited

Location: Tsim Sha Tsui
Salary: Negotiable (20K - 30K)
Medical and life insurance offer

2d ago

Listed ten hours ago

Customer Service Officer (Insurance, up to 27k)

This is a Contract/Temp job

Central and Western District

subClassification: Client Services

classification: Banking & Financial Services

at The Tokio Marine and Fire Insurance Co (HK) Ltd

Sizeable MNC
Attractive package
Contract to Perm

10h ago

Listed five hours ago

Senior Officer - Business Development

This is a Full time job

Admiralty, Central and Western District

subClassification: Financial Planning

classification: Banking & Financial Services

at Trident Corporate Services (Asia) Ltd

Good knowledge in General Insurance
At least 5 years' relevant experience in General Insurance
provide on-the-job training

5h ago

Listed four hours ago

Business Development Officer (Trust Services)

This is a Full time job

Central and Western District

subClassification: Financial Planning

classification: Banking & Financial Services

Hung Hom, Kowloon City District

Co-ordinate and attend meetings
Liaise with the corporate services team and other departments and offices
Ensure the smooth and efficient processing of new business cases

4h ago

Listed two days ago

Internship Programme 2024

at Sun Life Hong Kong Limited

This is a Part time job

subClassification: Financial Planning

classification: Banking & Financial Services

at Green Design Environment Company Limited

Internship
Management trainee
2 day work week

2d ago

Listed nine hours ago

專業財策分析顧問（底薪$25000-$80000 ）－ AXA China Region Insurance Company limited...

This is a Full time job

$33,333 – $50,000 per month

subClassification: Financial Planning

classification: Banking & Financial Services

Sai Ying Pun, Central and Western District

Be Professional !
More Bright Future Life for your Family & YOU !
Give YOU Motivation !

9h ago

Listed eleven hours ago

All-round Investment Trainee Summer Internship Program

at Good Wish

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

Kwun Tong, Kwun Tong District

11h ago

Listed two days ago

Financial Planner

at Jobsdb - SmartHire

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

Get this job & get HKD2,000 from Jobsdb!
Attractive commission scheme, Monthly bonus, Year-end performance bonus
Fresh graduate is welcome

2d ago

Listed five hours ago

(Assistant) Wealth Services Manager

at Dah Sing Financial Group

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

at Fubon Bank (Hong Kong) Limited

University degree with minimum 3-year experience
Professional licensing qualifications on HKSI Papers 1, 7 & 8.
Process transaction by adhering to the Bank’s operational procedures.

5h ago

Listed four hours ago

Personal Banking Manager, Channel & Wealth...

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

at PI Business Consulting Limited

Career Development
Medical Benefits
Insurance Benefits

4h ago

Listed two days ago

Private Wealth Relationship Manager / Private Banker

This is a Full time job

Central, Central and Western District

$70,000 – $100,000 per month

subClassification: Financial Planning

classification: Banking & Financial Services

Causeway Bay, Wan Chai District

Private Banker / Private Wealth RM

2d ago

Listed three hours ago

Internship Program (2024)

at RESPUBLICA LIMITED

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

at Rainbow Team Investment Team

Internship Program
Financial Service
Wealth Management

3h ago

Listed eight hours ago

家族辦公室顧問/見習生（IANG/TTPS/QMAS）

This is a Full time job

$30,000 – $45,000 per month

subClassification: Financial Planning

classification: Banking & Financial Services

at NewPages Recruitment Company Limited

8h ago

Listed five hours ago

Retail Bank - Insurance Specialist / Relationship Manager (welcome Agent) 3x-5xk

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

Tin Hau, Eastern District

welcome Retail banking / insurance company / broker firm
Stable / Good Benefits
work life balance

5h ago

Listed seven hours ago

Graduate Trainee Programme / Management Trainee Programme...

at Pioneer Wealth Management

This is a Full time job

$17,000 – $24,999 per month

subClassification: Financial Planning

classification: Banking & Financial Services

at Manulife (International) Limited

7h ago

Listed six hours ago

Management Trainee/Internship

This is a Full time job

Ngau Tau Kok, Kwun Tong District

$20,000 – $25,000 per month

subClassification: Client Services

classification: Banking & Financial Services

at AEON CREDIT SERVICE (ASIA) CO., LTD.

Competitive remuneration HK$20000-HK$25000
Various job exposures and opportunities
Harmonious and youthful working environment

6h ago

Listed eleven hours ago

理財策劃保險高級經理 / 理財策劃保險經理 Senior Wealth Insurance Specialist / Wealth Insurance...

This is a Full time job

Causeway Bay, Wan Chai District

subClassification: Financial Planning

classification: Banking & Financial Services

Central and Western District

AEON x 安達人壽. 在分行網絡銷售，不用外出工作.
理財策劃保險高級經理 / 理財策劃保險經理
公司提供大量客源, 公司提供12間分行網絡 + 大型展覽活動

11h ago

Listed eleven hours ago

Insurance Specialist (HK based) - Wealth & Personal Banking

at Be Myjob Company Limited

This is a Full time job

$50,000 – $70,000 per month

subClassification: Financial Planning

classification: Banking & Financial Services

at Bank of China (Hong Kong) Limited

insurance
banking
Financial Service

11h ago

Listed three days ago

Sr Retail Banking Product Manager,(Section Head–Digital & Strategic Development)

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

Central, Central and Western District

Assist the business head to devise business strategies to grow Lending business
Degree holder of Business Administration, Economics, Finance
At least 10 years’ relevant experience in banking industry

3d ago

Listed two days ago

Multiple Assistant Relationship Managers (AM to AVP level)

at ProJOB21.com Ltd

This is a Full time job

subClassification: Client Services

classification: Banking & Financial Services

Causeway Bay, Wan Chai District

Stable environment
Supporting Senior Level of Private Bankers
Multi-asset classes of product exposures

2d ago

Listed seven hours ago

Graduate Trainee Programme / Management Trainee Programme

at AIA International Limited

This is a Full time job

$20,000 – $25,000 per month

subClassification: Financial Planning

classification: Banking & Financial Services

at IPP Financial Advisers Holdings Limited

Welcome Fresh Graduates
Provide Finance & Marketing OnJob Training
Gauranteed Promotion Path

7h ago

Listed three days ago

Summer Internship Program 2024

This is a Part time job

subClassification: Financial Planning

classification: Banking & Financial Services

at Promise (Hong Kong) Co., Limited

Singapore Based Wealth Management Office
Excellent Career Progression
Summer Internship Program

3d ago

Listed two days ago

Senior Officer / Assistant Manager, Operation Compliance

This is a Full time job

Wan Chai, Wan Chai District

subClassification: Financial Planning

classification: Banking & Financial Services

at Stratos Group Services Limited

Perform Transaction Monitoring and Name screening
Handle related investigation and file STR to JFIU
Assist in reporting to relevant authorities related to AML

2d ago

Listed five hours ago

Sales Associate - Filipino Speaker

This is a Full time job

subClassification: Client Services

classification: Banking & Financial Services

IANG Visa Holders are Welcomed! Eligible to work in HK
Uncapped discretionary quarterly bonus $$
Up to 25 days Annual leave / Birthday leave / Quarterly recreational activites

5h ago

Listed two days ago

Senior Officer/Manager, Operational Risk

at Fusion Bank Limited

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

at OCBC Bank (Hong Kong) Limited

Tencent Virtual Bank
Competitive Salary and Benefits
Great career exposure and advancement

2d ago

Listed one day ago

(Senior) Personal Financial Consultant - Consumer Financial Services

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

Quarry Bay, Eastern District

Promote bank investment products
Passed HKSI & IIQE examination
Comprehensive & attractive remuneration package

1d ago

Listed seven hours ago

Graduate Trainee Programme / Management Trainee Programme.

at AIA International Limited

This is a Full time job

$21,000 – $26,000 per month

subClassification: Financial Planning

classification: Banking & Financial Services

at Hantec Securities Co., Limited

Welcome Fresh Graduates
Provide Finance & Marketing OnJob Training
Gauranteed Promotion Path

7h ago

Listed two days ago

Business Analyst (Wealth Management)

This is a Full time job

Central, Central and Western District

subClassification: Financial Planning

classification: Banking & Financial Services

2d ago

Listed two days ago

Assistant Client Service Manager - Private Banking Department

at Hang Seng Bank Ltd

This is a Full time job

subClassification: Client Services

classification: Banking & Financial Services

Quarry Bay, Eastern District

Leading domestic bank
Fantastic opportunity in wealth management
Holistic offering on health and well-being

2d ago

Listed three hours ago

Financial Planner （Internship）（Welcome IANG/高才通/優才）

at AIA International Limited

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

at Eternity Wealth Consultancy Company Limited

A “Work hard, Play hard” work environment
Welcome IANG/Top Talent Pass/Quality Migrant Admis
Attend Licensing Courses of IIQE Paper I and III

3h ago

Listed two days ago

IMMIGRATION CONSULTANCY

This is a Full time job

$14,000 – $16,999 per month

subClassification: Financial Planning

classification: Banking & Financial Services

Sai Ying Pun, Central and Western District

HK$15,000 – 30,000 /month (negotiable)
Fresh graduation is welcome
Sales background will be an advantage

2d ago

Listed one day ago

Consultant Trainee (university student are welcome)

at JOHNL

This is a Part time job

subClassification: Financial Planning

classification: Banking & Financial Services