Senior Financial Services Professional
2 weeks ago
We are seeking an exceptional Senior Financial Services Professional to join our team at DL Holdings Group. As a trusted advisor to our clients, you will provide expert financial guidance and support to help them achieve their goals.
Job Description
In this role, you will be responsible for providing comprehensive financial services, including financial planning, wealth management, and tax planning. You will work closely with clients to understand their unique financial needs and develop customized solutions that meet their objectives.
Key Responsibilities
- Conduct thorough financial assessments and develop personalized financial plans that address clients' goals and risk tolerance.
- Provide ongoing financial guidance and support to help clients navigate complex financial situations.
- Collaborate with internal teams to deliver seamless client experiences and exceed expectations.
- Stay current with market trends and regulatory requirements to ensure clients receive the most up-to-date advice and guidance.
- Build and maintain strong relationships with clients, vendors, and partners to drive business growth and expansion.
Requirements
- Bachelor's degree in finance, accounting, or a related field.
- Minimum 1-5 years of relevant experience in financial services, preferably in wealth management or tax planning.
- Proven track record of delivering high-quality financial advice and guidance to clients.
- Excellent communication and interpersonal skills, with the ability to build trust and rapport with diverse stakeholders.
- Proficiency in MS Office, particularly Excel and PowerPoint.
- Fluency in English and Cantonese, with the ability to communicate complex financial concepts to non-financial stakeholders.
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