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financial planning manager

Company

RecruitFirst

Location

Wan Chai, Hong Kong Island

Posted

June 30, 2026

Position Overview

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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