OnePlatform Wealth Management Limited

Manager, Finance

OnePlatform Wealth Management Limited
Posted on 16-Apr-21

Manager, Finance

OnePlatform Wealth Management Limited

Job Highlights

  • Handle full set of accounts
  • Monthly and statutory annual financial statements
  • Preparation of annual budget and forecasting

Job Description


  • Handle full set of accounts including general ledger, accounts receivable, account payable, and month end closing
  • Prepare monthly and statutory annual financial statements
  • Assist in the preparation of annual budget and forecasting
  • Responsible for cash flow management
  • Assist /responsible for management reports/financial analysis and accounting schedules
  • Responsible for the commission calculation and realize it in the commission module in the system
  • Maintain effective internal controls and safeguard for accounting functions and reporting integrity
  • Liaise with auditors, bankers and other professional parties
  • Own the transformation project to drive for changes in the process leading to data flow through to the Flex General Ledger system, i.e. defining data and its structure to facilitate interface to the general ledger system
  • Participate in projects such as system enhancement for accounting and management reporting as well as user acceptance testing
  • Perform ad hoc assignments and other duties when required
  • Bachelor degree in Accountancy or related disciplines, preferably with professional accountancy qualification, such as HKICPA/ ACCA or equivalent
  • Min 10 years’ relevant accounting experiences in financial or management accounting or external audit, preferably in insurance or insurance broker industry
  • Actuarial experience in insurance companies will be a definite advantage
  • Self-motivated with passion, positive mindset with good communication skills
  • Mature, detail-oriented and able to work independently
  • Open-minded, flexible to adapt changes in work processes and/or work assignments
  • Proactive team player with good interpersonal and communication skills
  • Good command of both written and spoken English and Chinese
  • Proficient in PC skills, particularly in MS Excel, Word and PowerPoint
  • Familiar with Flex accounting system is a plus

We offer competitive remuneration including career prospects to the right candidate. Interested parties please send detailed resume with availability, current and expected salaries to Human Resources Department, OnePlatform Wealth Management Limited, Trust Tower, 68 Johnston Road, Wan Chai, Hong Kong or by clicking the Apply Now button and upload your CV and cover letter.

(All applications will be treated in strict confidence and used for recruitment purpose within OnePlatform Wealth Management Limited only. All applicants are kept on file 6 months from the date of the application.)

Additional Information

Career Level
Years of Experience
10 years
Job Type
Full Time, Permanent

Company Overview

OnePlatform Wealth Management Limited(Former GET Mdream Wealth Management Ltd) is a licensed insurance broker company with Hong Kong Insurance Authority Licence No. FB1452 and a registered MPF Intermediary of Mandatory Provident Fund Schemes Authority with the MPF Registration No. IC000579. We provide comprehensive financial planning and wealth management services to institutional and individual customers.

Additional Company Information

Financial Services
Benefits & Others
Life insurance, Medical insurance, Performance bonus, Five-day work week