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financial planning manager

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RecruitFirst
📍 Wan Chai, Hong Kong
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Location Wan Chai
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Posted June 27, 2026
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Commute Local Area
🎯
Local Opportunity Near You!

This job is in your area. Enjoy a short commute and work close to home.

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Job Description

Overview

Who you'll be working for

Recruit first

What requirements you'll need to be eligible

  • Degree holder with passes in IIQE Paper 1, 3 and 5

  • Minimum of 3 years relevant experience in insurance or banking industry, with proven track record in financial planning

  • Excellent time management and communication skills

  • Strong in customer selling and sound relationship building skills with branch staff

  • Flexible and adaptable working in bank branches environment

    • What you'll be doing on the job

  • Proactively enhance relationships with existing and prospective clients to achieve business targets

  • Develop and acquire new business to deepen business relationships with existing and potential clients in the identified market segment

  • Assist relationship manager of branch to manage their customer portfolio and help them to resolve ...

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    📍 Location Details

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    City
    Wan Chai
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    Country
    Hong Kong
    🚗
    Commute
    Local Area

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