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* CPA URGENTLY WANTED * FINANCIAL PLANNING MANAGERCompany Confidential
* CPA URGENTLY WANTED * FINANCIAL PLANNING MANAGERCompany Confidential
Job Highlights
  • Special offer for CPA
  • Clients base provided
  • Great entry point to Financial Services Industry
Job Description

Offer and Benefits:

  • Attractive monthly bonus + management bonus + allowance (up to 100% of immediate past income)
  • 5 days work, 20 days annual leave, bank holidays, birthday leave
  • Excellent medical and dental insurance benefits and low mortgage interest rate
  • Comprehensive and continuous professional training programs
  • Clients base provided
  • 4 overseas incentive trips every year

Job Duties:

  • Deliver professional wealth management to individual clients on life and medical protection, risk management, savings planning, investment planning, retirement planning and MPF etc.
  • Promote HKSAR NEW Voluntary Health Insurance Scheme (“VHIS”), Qualifying Deferred Annuity Policy ("QDAP") and MPF Tax Deductible Voluntary Contribution ("TVC")
  • Provide coporate clients on MPF services, group medical plan and business insurance
  • Maintain ongoing client relationship and develop an affluent client base
  • Provide team management and attempt planning strategies for building team

Job Requirements:

  • Hong Kong Residence, HKID cardholder is a MUST
  • Degree holder or equivalent & above
  • Student member / Full member of HKICPA or CPA Australia or ACCA
  • Minimum 3 years work experience or above (less experience may be considered as Officer)
  • Fluent Cantonese and Mandarin
  • Mature, hard working, outgoing and self-motivated
  • Good interpersonal and presentation skills 
  • Achieve objectives with a clear vision
  • Finance related experience is not necessary, but Management experience is an Advantage

To Apply:

Interested applicants please send your detailed CV to: wilky_wk_lam @ manulife.com.hk

Or contact Mr Lam, Recruiting Manager at (852) 6696 9224.

* only shortlisted candidates will be approached.  Personal data provided by applicants will be used strictly in accordance with the Personal Data (Privacy) Ordinance for recruitment purposes only.

Additional Information
Career Level
Middle
Qualification
Non-Degree Tertiary
Years of Experience
3 years
Employment Type
Full Time
Benefits
Dental insurance, Five-day work week, Flexible working hours, Free shuttle bus, Life insurance, Medical insurance, Performance bonus
Company details

Manulife (International) Limited

 

FINANCIAL PLANNING MANAGER

(SPECIAL OFFER FOR CPA)

 

To cope with the rapid expansion and development of financial planning industry, we are now looking for high profiles candidates from accounting or finance fields to join our HK office.  We offer attractive packages, comprehensive On-Job training and allocate dedicated resources to equip you with professional financial knowledge and skills, and also career mindset to this fast-growing industry.

This limited offer is opened temporarily for the candidates who are HKICPA, CPA Australia or ACCA members, and determined with management / supervision experience (preferred), and are looking for a long-term controllable and rewarding career.