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* CPA URGENTLY WANTED * FINANCIAL PLANNING MANAGER

Company Confidential

  • Company Industries:Insurance/Pension Funding

Job Information

  • Post Date:2019-06-23
  • Career Level:Middle
  • Location:Kwun Tong
  • Yr(s) of Exp:3 years
  • Qualification:Non-Degree Tertiary
  • Salary:Salary provided
  • Employment Type:Full Time
  • Job Function:Finance / Accounting Manager
  • Benefits:Dental insurance, Five-day work week, Flexible working hours, Free shuttle bus, Life insurance, Medical insurance, Performance b

Job Description

Offer and Benefits:

  • Attractive monthly bonus + management bonus + allowance (up to 100% of immediate past income)
  • 5 days work, 20 days annual leave, bank holidays, birthday leave
  • Excellent medical and dental insurance benefits and low mortgage interest rate
  • Comprehensive and continuous professional training programs
  • Clients base provided
  • 4 overseas incentive trips every year

Job Duties:

  • Deliver professional wealth management to individual clients on life and medical protection, risk management, savings planning, investment planning, retirement planning and MPF etc.
  • Promote HKSAR NEW 扣稅三寶 Voluntary Health Insurance Scheme (“VHIS”), MPF Tax Deductible Voluntary Contribution ("TVC") and Qualifying Deferred Annuity Policy ("QDAP")
  • Provide coporate clients on MPF services, group medical plan and business insurance
  • Maintain ongoing client relationship and develop an affluent client base
  • Provide team management and attempt planning strategies for building team

Job Requirements:

  • Hong Kong Residence, HKID cardholder is a MUST
  • Degree holder or equivalent & above
  • Student member / Full member of HKICPA or CPA Australia or ACCA
  • Minimum 3 years work experience or above (less experience may be considered as Officer)
  • Fluent Cantonese and Mandarin
  • Mature, hard working, outgoing and self-motivated
  • Good interpersonal and presentation skills 
  • Achieve objectives with a clear vision
  • Finance related experience is not necessary, but Management experience is an Advantage

To Apply:

Interested applicants please send your detailed CV to: wilky_wk_lam @ manulife.com.hk

Or contact Mr Lam, Recruiting Manager at (852) 6696 9224.

* only shortlisted candidates will be approached.  Personal data provided by applicants will be used strictly in accordance with the Personal Data (Privacy) Ordinance for recruitment purposes only.

Company Info

We refined its market-leading role in financial protection and wealth management. Manulife’s portfolio of financial products includes life insurance, pensions, mutual funds, annuities, group benefits and MPF Services. Our more than 20,000 employees and thousands of distribution partners now serve millions of customers in 21 countries and territories around the world.

At Manulife, we are creating opportunities in our Financial Management teams for dynamic professionals to work with our expanding customer portfolio.

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