financial planning manager

RecruitFirst

📍 Wan Chai, Hong Kong Island, Hong Kong 💼 Full-Time 🕒 Posted February 22, 2026

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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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Job Details

Location Wan Chai, Hong Kong Island
Job Type Full-Time
Category Financial Specialists
Posted Date February 22, 2026
Application Deadline April 03, 2026