Job Title: Independent Financial Planner Location: Sheung Wan Employment Type: Full-time..., and more. We are looking for a motivated and knowledgeable Independent Financial Planner to join our dynamic team. Key Responsibilities: Provide...
of PhillipCapital. PhillipCapital founded in 1975 in Singapore, our member companies operate in 16 financial hubs, with offices in... Management (HK) Ltd, Phillip Financial Advisors (HK) Ltd, Phillip Finance (HK) Ltd, Phillip Institute of Finance Learning Co Ltd...
, corporate customers and financial intermediaries. As a leading full service broker dealer in Hong Kong, our investment services... a high calibre professional to join our team as a Wealth Planner, Wealth Planning and Advisory. Principal Responsibilities...
. We are currently seeking a high calibre professional to join our team as a Wealth Planner, Wealth Planning and Advisory. Principal... At least 3-5 years of relevant experience, preferably in financial institutions, professional firms, or independent trust...
and Celebration. Position Overview Responsible for developing and presenting annual merchandise financial plans and seasonal Open... analytical and problem solving skills Strong communication and presentations skills on financial information and business...
an advantage; Passed the Estate Agent Authority (EAA) Examination an advantage; Certified Financial Planner (CFP) an advantage... Financial Group has been ranked one of the best financial service brokers industry for consecutive years. With the support...
1,2,3,5 and HKSI 1,7,8 holder Certified Financial Planner, Certified Financial Marketing Professional accreditation, Chartered... Financial Analyst, Certified Financial Planner, Certified Financial Management Planner, Financial Risk Manager...
internationally recognized professional qualifications such as RFP Registered Financial Planner, MDRT Million Table Member... a strong team in AIA, with extensive experience in the financial services sector. He has worked in AIA for more than 20 years...
internationally recognized professional qualifications such as RFP Registered Financial Planner, MDRT Million Table Member... a strong team in AIA, with extensive experience in the financial services sector. He has worked in AIA for more than 20 years...
Continuing Professional Development (CPD) requirements Chartered Financial Analyst, Certified Financial Planner, Certified... Financial Management Planner, Financial Risk Manager or other professional qualification preferred Fluent written and verbal...
Certified Financial Planner or Certified Financial Marketing Professional accreditation or other relevant qualification...HSBC is one of the world's largest banking and financial services organisations. Our global businesses serve more than...
management, and financial planning is valuable. Relevant industry certifications, such as Certified Financial Planner (CFP... by understanding their financial goals, needs, and risk tolerance. Providing personalized advice and tailored investment solutions...