financial planning manager

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

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