Wheelock Properties (Hong Kong) Limited

Financial Planning Officer

Wheelock Properties (Hong Kong) Limited

Job Highlights

  • Handle daily banking & treasury tasks
  • Asst in loan administration/treasury operations
  • Degree holder, min. 2 years’ relevant experience


  • Assist Financial Planning Manager/ Banking Manager in handling daily banking and treasury tasks at corporate and project levels
  • Prepare cash flow, financing position and loan summary
  • Prepare banking and treasury reports to facilitate management’s decision making
  • Liaise with banks on KYC, account openings and audit confirmation
  • Assist in loan administration at corporate and project levels
  • Assist in reviewing loan documentation and ISDA documents
  • Liaise and maintain good relationship with financial institutions and joint venture partners
  • Analyze market data, maintain peer group database
  • Manage proper hedging records and monitor maturity execution
  • Assist in treasury operations whenever needed
  • Ad hoc assignments and projects


  • Bachelor Degree in accounting, business, finance or legal discipline
  • Minimum 2 years’ solid experiences of corporate financing, banking and securities analysis
  • Knowledge of listing rules, laws and regulations related to the job is preferred
  • Outgoing, dynamic, analytical and detail-minded and capable of meeting tight schedules and working under pressure with minimal supervision
  • Responsive and strong problem-solving skills
  • Excellent presentation, communication and interpersonal skill with good numeric and business sense
  • Proficiency in both written and spoken English and Chinese
  • Proficiency in Microsoft Excel and PowerPoint.

We offer ample opportunities for career development and attractive salary package commensurate with experience and qualifications. Interested parties please apply with full resume via “Apply Now".

For further information on Wheelock Properties (Hong Kong) Limited, please visit our website:

We are an equal opportunities employer and invite applications from all qualified candidates. Personal data collected will be treated in strict confidence and handled by authorized persons for recruitment-related purposes only within The Wheelock & Wharf Group. Applicants not hearing from us within 2 months may consider their applications unsuccessful.  

More job information
  • 5-day week
  • Discretionary bonus
  • Medical plan
Job Function
  • Wong Chuk Hang
  • Southern District
Work Model
  • On-site / At the workplace
Employment Term
  • Permanent
  • Full-time
  • 2 years - 7 years
Career Level
  • Entry level
  • Degree