Bank Financial Planning Jobs

This is a Full time job

$40,000 – $60,000 per month

subClassification: Financial Planning

classification: Banking & Financial Services

Central and Western District

月入4萬 - 6萬 , 理財顧問, 團隊管理
本地, 海外回流畢業生, IANG, 2年快速成區計劃
Trust , Family Office, Professional Client Sector, Asset Planning

12d ago

Listed seven days 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 OCBC Bank (Hong Kong) Limited

insurance
banking
Financial Service

7d ago

Listed eight days ago

(Senior) Personal Financial Consultant - Consumer Financial Services

This is a Full time job

Hong Kong

subClassification: Financial Planning

classification: Banking & Financial Services

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

8d ago

Listed fourteen days ago

Consultant Internship/ Trainee/ Asset Management Consultant (Fresh Graduates...

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

at Mvp Professional Financial Consultancy Company

Welcome Fresh Graduates, IANG, QMAS, TTAS, Dependant Visa
Great chance of promoting to higher positions
Attractive salary package (basic salary + various bonus + allowance)

14d ago

Listed two days ago

2024 AIA Internship - Private Wealth Management

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

2d ago

Listed fourteen days ago

Financial Internship (歡迎現讀研究生同學加入)

at Uni Co.

This is a Part time job

$20,000 – $30,000 per month

subClassification: Financial Planning

classification: Banking & Financial Services

14d ago

Listed nine days ago

Senior Officer/Manager, Operational Risk

at Fusion Bank Limited

This is a Full time job

Hong Kong

subClassification: Financial Planning

classification: Banking & Financial Services

Ngau Tau Kok, Kwun Tong District

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

9d ago

Listed twenty days ago

Management Trainee/Investment Internship Program

at CMH Consultancy Company

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

Professional financial training
IANG is welcomed
Fresh graduated is welcomed

20d ago

Listed fourteen days ago

Financial Planning Manager

This is a Full time job

Kwun Tong District

subClassification: Financial Planning

classification: Banking & Financial Services

14d ago

Listed sixteen days ago

Summer Internship Program (Fresh Graduates IANG Holder)

at Private Advertiser

This is a Contract/Temp job

Eastern District

subClassification: Financial Planning

classification: Banking & Financial Services

16d ago

Listed seventeen days ago

Wealth Management Manager / Wealth Management Internship (IANG/TPFP高才人士优先)

at AS Financial Consult

This is a Full time job

$40,000 – $55,000 per month

subClassification: Financial Planning

classification: Banking & Financial Services

at OCBC Bank (Hong Kong) Limited

顶尖业绩Office，學士硕士團隊，EMBA Instructor
覆蓋投資策略、環球市場分析
多元化工作環境，弹性工作

17d ago

Listed one day ago

Manager/AVP, Sales (General Insurance)

This is a Full time job

Shau Kei Wan, Eastern District

subClassification: Financial Planning

classification: Banking & Financial Services

at China Life Insurance (Overseas) Company Limited

At least 4 years work experience on GI
Pass of IIQE paper I & II
Work for GI broker field

1d ago

Listed six days ago

Intern- Brokerage Department

This is a Full time job

Wan Chai District

subClassification: Financial Planning

classification: Banking & Financial Services

Tai Koo, Eastern District

Brokerage channel
Internship
IANG are welcome

6d ago

Listed one day ago

Asset Management & Investment Trainee (TTPS, Fresh Grad & IANG are welcome)

at I Connect Company

This is a Full time job

$20,000 – $30,000 per month

subClassification: Financial Planning

classification: Banking & Financial Services

Study Allowance for professional qualification
Full range of wealth management products and services
Grade A office location

1d ago

Listed nineteen days ago

Wealth Manager/Financial Planner/Risk Management/

This is a Full time job

$40,000 – $60,000 per month

subClassification: Financial Planning

classification: Banking & Financial Services

at Prudential Hong Kong Limited

月入4萬 - 6萬 , 理財顧問, 團隊管理
本地, 海外回流畢業生, IANG, 2年快速成區計劃
Trust , Family Office, Professional Client Sector, Asset Planning

19d ago

Listed twenty two days ago

Financial Consultant (Welcome graduates/experienced)

This is a Full time job

$35,000 – $50,000 per month

subClassification: Financial Planning

classification: Banking & Financial Services

Attractive package (Commission+Bonus)
All-rounded training program,flexible working hour
Supportive team, diversified background and culture

22d ago

Listed sixteen days ago

Wealth Management Trainee & Intern 暑期实习/財富諮詢/財富策劃顧問/財富管理培訓生/實習生/Internship

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

at Promise (Hong Kong) Co., Limited

IANG高才优才
Mandarin, Cantonese, English
Excellent career path to management level

16d ago

Listed nine 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

Sai Ying Pun, Central and Western District

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

9d ago

Listed twenty four days ago

All-round Investment Trainee Summer Internship Program

at Good Wish

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

Central, Central and Western District

24d ago

Listed thirteen days ago

AM/Manager, Operation Management (Private Banking & Wealth Management Dept)

at CMB Wing Lung Bank Limited

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

at Prosperity Wealth Management Company

Bachelor Degree
Executing clients instructions
Customer account review and opening

13d ago

Listed twenty one days ago

高才、优才财富管理及保障经理 Management Trainee, Wealth Management & Protection

This is a Full time job

North Point, Eastern District

subClassification: Financial Planning

classification: Banking & Financial Services

• 专为国内高端客户提供专业的财务策划服务，包括人寿保险、储蓄、投资及退休计划
• 建立良好的客户关系、发展客户网络以开创商机
• 发展及管理高学历专业财务策划团队

21d ago

Listed three days ago

Internship Program (2024)

at RESPUBLICA LIMITED

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

at The Haider Family Office Limited

Internship Program
Financial Service
Wealth Management

3d ago

Listed one day ago

Greater China Family Financial Specialist (HK Based)

This is a Full time job

Quarry Bay, Eastern District

$30,000 – $44,999 per month

subClassification: Financial Planning

classification: Banking & Financial Services

at PI Business Consulting Limited

Financial Advice & Solution for China Families
Focus on Greater China Markets
Welcome TTPS / IANG / Fresh Graduates

1d ago

Listed twenty nine days ago

Client Service Executive - KYC (18k - 25k, 5-day, TST)

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

An expanding financial advisory business
HNW client on-boarding and maintenance services
Handling enquiries from oversea clients & partners

29d ago

Listed seven days ago

(Assistant) Wealth Services Manager

at Dah Sing Financial Group

This is a Full time job

Hong Kong

subClassification: Financial Planning

classification: Banking & Financial Services

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.

7d ago

Listed twenty four days ago

Wealth Management Manager / Wealth Management Internship (IANG/TPFP高才人士优先)

at AS Financial Consult

This is a Full time job

$40,000 – $55,000 per month

subClassification: Financial Planning

classification: Banking & Financial Services

Ngau Tau Kok, Kwun Tong District

顶尖业绩Office，學士硕士團隊，EMBA Instructor
覆蓋投資策略、環球市場分析
多元化工作環境，弹性工作

24d ago

Listed twenty eight days ago

Financial Consultant/Financial Planning Manager (Welcome graduates)

at Kan & L Co

This is a Full time job

$14,000 – $21,000 per month

subClassification: Financial Planning

classification: Banking & Financial Services

Free overseas conferences
High commission
Monthly bonus, Year-end bonus

28d ago

Listed twenty three days ago

Wealth Management Trainee & Intern 暑期实习/財富諮詢/財富策劃顧問/財富管理培訓生/實習生/Internship

This is a Full time job

subClassification: Financial Planning

classification: Banking & Financial Services

IANG高才优才
Mandarin, Cantonese, English
Excellent career path to management level

23d ago

Listed twenty seven days ago

Wealth Manager/Financial Planner/Risk Management/

This is a Full time job

$40,000 – $60,000 per month

subClassification: Financial Planning

classification: Banking & Financial Services

at The Haider Family Office Limited

月入4萬 - 6萬 , 理財顧問, 團隊管理
本地, 海外回流畢業生, IANG, 2年快速成區計劃
Trust , Family Office, Professional Client Sector, Asset Planning

27d ago

Listed three days ago

Wealth Management Trainee

This is a Full time job

$20,000 – $29,999 per month

subClassification: Financial Planning

classification: Banking & Financial Services

Comprehensive Financial Planning
Welcome TTPS / IANG / Fresh Graduates
Well Established Career Advancement Opportunities and Development Prospects

3d ago

Listed twenty nine days ago

Finance Manager/ Wealth Manager

This is a Full time job

$35,000 – $52,500 per year

subClassification: Financial Planning

classification: Banking & Financial Services

Degree holder
IANG
TTPS

29d ago

Listed ten hours ago

Wealth Management Manager/Trainee/Intern

This is a Contract/Temp job

subClassification: Financial Planning

classification: Banking & Financial Services