Senior Financial Consultant
2 weeks ago
DL Holdings Group is seeking a highly skilled Senior Financial Consultant to join our team. As a Senior Financial Consultant, you will be responsible for providing expert financial advice to clients and supporting business development initiatives.
About the Role:
We are looking for a talented individual with a strong background in finance and business management. Your key responsibilities will include:
- Providing professional consulting services to clients, including residency and citizenship planning, tax consultation, and asset management.
- Liaising with internal teams and external partners to support business development and operations.
- Collaborating with the team to customize private solutions for ultra-high-net-worth clients.
- Working closely with business units to ensure a seamless client experience throughout the service journey.
Requirements:
To succeed in this role, you will need:
- A bachelor's degree in business, accounting, finance, math, economics, or related fields.
- 1-5 years of relevant experience, preferably in tax firms, banking, or fund administration.
- Strong data analysis skills with attention to detail.
- Excellent project management skills and ability to handle multiple tasks.
- Strong interpersonal skills and a drive to learn.
- Proficiency in MS Office (Excel and PowerPoint).
- Excellent communication skills in English and Cantonese.
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