Current jobs related to Financial Planner, Shanghai - Shanghai, Shanghai - Click and Connect Online Limited

  • Strategic Planner

    4 weeks ago

    Shanghai, Shanghai, China Tapestry Full time

    Job Title: Strategic PlannerDepartment: Planning & AllocationReport to: Assistant Manager, PlanningLocation: ShanghaiKate Spade New York is a global life and style house with a rich history of creating high-quality products. As a Strategic Planner, you will play a key role in developing and implementing plans to drive business growth and profitability.The...

  • Financial Planner Role

    2 weeks ago

    Shanghai, Shanghai, China Independent Resourcing Consultancy Ltd Full time

    Job Opportunity: Independent Financial AdvisorOur esteemed client, an International Wealth Management firm, is seeking an experienced and certified Independent Financial Advisor to join their team in Shanghai, China.Responsibilities:Deliver specialized financial guidance to clients, assisting them in achieving their financial goals and strengthening their...

  • Senior Financial Advisor

    4 weeks ago

    Shanghai, Shanghai, China Click and Connect Online Limited Full time

    Financial Planning Specialist - ShanghaiOur esteemed client, a leading International Wealth Management firm, seeks an experienced and certified Financial Planning Specialist to join their team in Shanghai, China.The selected candidate will be responsible for delivering specialized financial guidance to clients, assisting them in achieving their financial...

  • Senior Financial Advisor, Shanghai

    4 weeks ago

    Shanghai, Shanghai, China Click and Connect Online Limited Full time

    Opportunity OverviewOur esteemed client, a leading International Wealth Management firm, is seeking an experienced and certified Independent Financial Advisor to join their team in Shanghai, China.Key ResponsibilitiesDeliver specialized financial guidance to clients, assisting them in achieving their financial goals and strengthening their financial...

  • Senior Inventory Planner

    2 weeks ago

    Shanghai, Shanghai, China Tapestry Full time

    About the RoleCoach is seeking a Senior Inventory Planner to support the Brand Operations function by managing algorithm inputs to generate long-range demand forecasts at the product style-color level, by week and by market. This role will report to the Senior Manager, GCKR Inventory Management, based in Shanghai.Key ResponsibilitiesManage algorithm inputs...

  • Senior Financial Director

    2 weeks ago

    Shanghai, Shanghai, China King Deux Search & Consulting Full time

    About the RoleKing Deux Search & Consulting is a specialized executive search firm dedicated to providing tailored talent solutions across financial services and commerce. We are committed to not only finding the right opportunity for our candidates but also leaving a lasting impact beyond the hiring process.Key ResponsibilitiesOversee all financial...

  • SLG System Planner

    4 weeks ago

    Shanghai, Shanghai, China Tencent Full time

    Job Title: SLG System Planner (Gameplay Direction)We are seeking a highly skilled SLG System Planner to join our team in Shanghai. As a key member of our gameplay direction team, you will be responsible for designing and implementing SLG game systems, including but not limited to system frameworks, unique gameplay mechanics, and commercial activities.Key...

  • Financial Planning Expert

    2 weeks ago

    Shanghai, Shanghai, China Click and Connect Online Limited Full time

    Job Title: Financial Planner We are seeking a skilled Financial Planner to join our team at Independent Resourcing Consultancy Ltd. As a key member of our wealth management team, you will be responsible for delivering expert financial guidance to clients, helping them achieve their financial objectives and secure their financial futures. About the...

  • Financial Operations Assistant

    16 hours ago

    Shanghai, Shanghai, China ING Full time

    Job DescriptionWe are seeking a highly motivated and detail-oriented individual to join our team as a Financial Operations Assistant in Shanghai.About the RoleThe primary responsibility of this role is to provide settlement support to transactions against customers and financial institutions. This involves scanning transactional documents and tickets to the...

  • Financial Planning and Analysis Expert

    16 hours ago

    Shanghai, Shanghai, China Kenvue Full time

    About the RoleWe are seeking a highly skilled Financial Planning and Analysis (FP&A) expert to join our team in Shanghai. As a key member of our finance department, you will be responsible for providing financial analysis and support to drive business growth and profitability.Key ResponsibilitiesDevelop and maintain comprehensive financial models and...

  • Production Planner

    4 weeks ago

    Shanghai, Shanghai, China Corning Full time

    Job SummaryCorning is a leading innovator in materials science, and we're seeking a skilled Production Planner to join our team. As a key member of our Optical Communications segment, you'll play a critical role in ensuring the timely delivery of high-quality products to our customers.Key ResponsibilitiesCollaborate with engineering, operations, and other...

  • Global Enrollment Strategist for NYU Shanghai

    16 hours ago

    Shanghai, Shanghai, China NYU Shanghai Full time

    Job OverviewNew York University Shanghai seeks an experienced professional to serve as Global Enrollment Strategist, overseeing the development and implementation of undergraduate recruitment and admissions strategies.Key ResponsibilitiesDevelop and execute comprehensive recruitment plans to meet NYU Shanghai's enrollment goals, focusing on China and...

  • Financial Planning Analyst

    16 hours ago

    Shanghai, Shanghai, China Siemens Healthineers Diagnostics (Shanghai) Co., Ltd. Full time

    Siemens Healthineers Diagnostics (Shanghai) Co., Ltd. is a dynamic and innovative company that pioneers breakthroughs in healthcare.As a Financial Planning Analyst, you will play a crucial role in helping us achieve our business targets.Job Summary:We are seeking a highly skilled Financial Planning Analyst to join our team. The successful candidate will be...

  • Senior Financial Controller

    4 weeks ago

    Shanghai, Shanghai, China Siemens Mobility Electrification Equipment (Shanghai) Co., Ltd. Full time

    For a factory of Mobility in Shanghai Baoshan district, we are seeking a Senior Financial Controller to shape the connected Mobility with us.Key Responsibilities:Assist the Chief Manager to monitor and analyze KPIs and conduct performance controlling.Budget and monthly rolling forecast.Monitor monthly/quarterly/yearly closing.Coordinate and cooperate with...

  • Strategic Connection Planner Lead

    3 weeks ago

    Shanghai, Shanghai, China H&M Group Full time

    Job DescriptionYou will contribute to the development and implementation of strategies that connect the H&M Group brand with its target audience across all channels.As a Connection Planner Lead, you will be responsible for designing and implementing strategic plans to connect with target audiences effectively and efficiently across the full customer...

  • Financial Manager/Supervisor in Shanghai

    4 weeks ago

    Shanghai, Shanghai, China Hireio, Inc. Full time

    Hireio, Inc. is a dynamic and innovative staffing and recruiting company that is dedicated to creating meaningful lives through workforce solutions. As a Payroll Assistant, you will play a crucial role in supporting our team in providing exceptional services to our clients. You will have the opportunity to work in a collaborative and supportive environment...

  • Compliance Officer Position in Shanghai

    16 hours ago

    Shanghai, Shanghai, China F3350 Franklin Templeton Private Fund Management (Shanghai) Co., Limited Full time

    Job Title: Compliance Officer Position in ShanghaiF3350 Franklin Templeton Private Fund Management (Shanghai) Co., Limited seeks a skilled Compliance Officer to join our team in Shanghai.Company OverviewWe are an industry leader in advancing our field forward by developing innovative solutions for clients. Our global presence spans asset management, wealth...

  • Strategic Marketing Planner Lead for Omni Channel Experience

    16 hours ago

    Shanghai, Shanghai, China H&M Group Full time

    Role OverviewWe are seeking an experienced Strategic Marketing Planner Lead to drive our omni-channel marketing efforts in Shanghai, China.About the RoleThis is a permanent position responsible for developing and implementing strategic plans to connect with target audiences effectively and efficiently across the full customer journey.Main...

  • Senior Financial Analyst

    4 weeks ago

    Shanghai, Shanghai, China Amazon Information Service (Beijing) Co., Ltd. (Shanghai Branch) - C34 Full time

    About the RoleAmazon is seeking an experienced financial professional to join our Shanghai team. As a Senior Financial Analyst, you will play a key role in improving customer experience at Amazon globally.The ideal candidate will have a strong background in accounting and finance, with experience in Oracle and other accounting software. They will be...

  • Financial Operations Manager

    1 week ago

    Shanghai, Shanghai, China Dover Corporation Full time

    Dover Corporation, a diversified global manufacturer, seeks a skilled Financial Operations Manager to join our team in Shanghai, China. As a critical member of our finance team, you will play a vital role in reviewing and analyzing financial data to support the finance controller in assessing the corporate entities' financial status.

Financial Planner, Shanghai

2 months ago

Shanghai, Shanghai, China Click and Connect Online Limited Full time
Financial Advisor Opportunity in Shanghai

Our esteemed client, a leading International Wealth Management firm, is seeking an experienced and certified Independent Financial Advisor to join their team in Shanghai, China.

The selected candidate will be responsible for delivering specialized financial guidance to clients, assisting them in achieving their financial goals and strengthening their financial security.

This opportunity in Shanghai includes the following highlights:

  • Collaborate with a globally recognized Wealth Management firm.
  • Offer expert financial advice to a diverse clientele, supporting them in attaining their financial objectives and securing their financial futures.
  • Utilize your experience and qualifications, such as CFP, CFA, or other relevant certifications.
  • Engage in a collaborative and supportive work environment that promotes professional growth and development.
  • Competitive compensation package provided by our client.
  • Play a pivotal role in establishing and nurturing client relationships, conducting financial assessments, and developing personalized financial plans.

Requirements:

  • Possess a minimum of 5 years of experience as a Financial Advisor in the wealth management sector.
  • Hold reputable certifications like CFP, CFA, or other relevant qualifications.
  • Bring a transferable client base and Assets Under Management (AUM).
  • Demonstrate exceptional communication skills and strong interpersonal abilities.
  • Exhibit robust analytical and problem-solving capabilities.
  • Display the ability to work autonomously and in a team environment.

Responsibilities:

  • Build and maintain strong client relationships while offering expert financial advice and guidance.
  • Conduct comprehensive financial evaluations of clients' current financial status and future goals.
  • Create customized financial plans for clients, including investment, retirement, and tax planning strategies.
  • Monitor clients' financial progress and adjust plans as necessary.
  • Stay informed about industry trends and regulations to ensure compliance and deliver outstanding service to clients.

Our client presents a competitive compensation package and a supportive work environment. If you meet the requirements and have a passion for helping clients achieve their financial objectives, we encourage you to apply for this exciting opportunity in Shanghai.