financial planning manager

RecruitFirst • Wan Chai, Hong Kong Island • Posted June 30, 2026

About the Role

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 ...