Private Solutions Specialist

5 days ago


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

The Business Management professional will be responsible for:

• Liaising with business units within the company and outside entities to support business development and operation
• Collaborating with the team to customize private solutions for ultra-high-net-worth clients
• Providing professional consulting services to clients, such as residency and citizenship planning and basic taxation consultation
• Working closely with business units within the company and external entities to ensure a good experience for clients throughout the service journey

• Maintaining existing partnerships while actively developing new partners and expanding business opportunities
• Assisting in preparing various business reviews and ad-hoc financial analyses to support senior management decisions

Key Skills and Qualifications

• Good understanding of financial knowledge and regulations, including tax systems, legal compliance, investments, asset management, and legacy planning
• Data analysis skills with a strong attention to detail
• Strong project management skills, be adaptable and able to handle multiple tasks
• Excellent interpersonal skills and a drive to learn, be able to work independently and as part of a team
• Proficient in MS Office (Excel and PowerPoint)
• Excellent communication skills in English and Cantonese

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