Financial Services Project Manager

19 hours ago


Hong Kong, Central and Western District, Hong Kong SAR China DL Holdings Group Full time

About the Job: The Financial Services Project Manager will play a critical role in ensuring the successful delivery of financial services and products to our clients at DL Holdings Group. This is an exciting opportunity to join our team and contribute to the growth and expansion of our business.

Key Responsibilities:

  • Manage projects from initiation to completion, ensuring timely delivery and high-quality results.
  • Collaborate with internal stakeholders and external partners to identify new business opportunities and drive revenue growth.
  • Develop and maintain relationships with ultra-high-net-worth clients, providing tailored solutions to meet their financial needs.
  • Provide expert consulting services on residency and citizenship planning, taxation, and other related matters.
  • Assist in preparing business reviews and ad-hoc financial analyses to support senior management decisions.
  • Maintain existing partnerships and develop new ones to expand business opportunities.

Requirements:

  • Bachelor's degree in business, accounting, finance, math, economics, or a related field.
  • 1-5 years of relevant experience in tax firms, banking, and fund operations/administration.
  • Data analysis skills with a strong attention to detail.
  • Strong project management skills, adaptability, and ability to handle multiple tasks.
  • Excellent interpersonal skills, a drive to learn, and ability to work independently and as part of a team.
  • Proficiency in MS Office (Excel and PowerPoint).
  • Excellent communication skills in English and Cantonese.


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