Event Planning Specialist

Forthright Financial Holdings Company Limited; Hong Kong Island; On-site; HKD 250,000 - 350,000; Full time

Job summary

Forthright Financial Holdings Company Limited is seeking a seasoned marketer to lead end-to-end planning and execution of online campaigns and offline events aligned with quarterly targets. The role focuses on core conversion paths to drive business growth and requires strong data-driven decision making.

The ideal candidate has a Bachelor's degree and at least 3 years in event planning or integrated marketing, preferably with exposure to securities or wealth management products.

Qualifications

• Bachelor's degree in Marketing, Finance, or related disciplines.
• Minimum 3 years of experience in event planning or integrated marketing.
• Data-driven mindset with proficiency in data monitoring and analysis.
• Strong cross-departmental communication, resource integration, and project management skills.
• Background in securities, wealth management, or related industries preferred.

Responsibilities

• Take full ownership of end-to-end planning and execution for online campaigns and offline events.
• Establish measurable KPIs, track data, and conduct post-event reviews to optimise future campaigns.
• Monitor stock market trends, regulatory updates, and competitor activities to generate campaign ideas.
• Collaborate with business, design, compliance and other teams to ensure content is compliant and effective.
• Manage campaign budgets and timelines to deliver on time and to a high standard.

Skills

Campaign planning

Data analysis

Copywriting

Project management

Cross-functional collaboration

Event planning

Education

Bachelor's degree

Job description

Take full ownership of end-to-end planning and execution for both online campaigns (account opening, account activation, referral programmes) and offline events (strategy sessions, salons, roadshows), closely aligned with quarterly business targets (account opening, account activation, membership upgrades), focusing on core conversion paths to drive business growth.

Key responsibilities

Establish measurable KPIs for all campaigns, track and analyse data throughout the process; conduct post-event reviews to extract best practices and optimise future campaigns, improving conversion rates and cost efficiency.

Track Hong Kong and US stock market trends, regulatory updates, and competitor activities; research Hong Kong investor needs and translate insights into creative campaign ideas to enhance engagement.

Collaborate with business, design, compliance, and other cross-functional teams to ensure all execution content is compliant and to drive creative ideas to fruition.

Manage campaign budgets and timelines, applying project management methodologies to ensure the full campaign lifecycle is delivered on time and to a high standard.

About you

Bachelor's degree or above from a recognised university; majors in Marketing, Finance, or related disciplines preferred.

Minimum 3 years of experience in event planning or integrated marketing; background in securities, wealth management, or related industries preferred.

Familiar with core securities business and financial products; strong capabilities in front-end planning, full campaign development, and copywriting; data-driven mindset with proficiency in data monitoring, analysis, and review.

Excellent cross-departmental communication, resource integration, and project management skills; sharp market insight and user empathy.

Strong sense of responsibility, self-motivated, resilient under pressure, detail-oriented, and a team player.

Forthright Financial Holdings Company Limited ("Forthright Financial") is a leading provider of investment and financial trading services for our customers. Established in August 2015

Admiralty, Central and Western District, HK