Private Client Advisor

6 days ago


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

Responsibilities

  • Liaise with business units within the company and outside entities to support business development and operation.
  • Collaborate with the team to customize private solutions for ultra-high-net-worth clients.
  • Provide professional consulting services to clients, such as residency and citizenship planning and basic taxation consultation.
  • Work closely with business units within the company and external entities to ensure a good experience for clients throughout the service journey.
  • Provide assistance in preparing various business reviews and ad-hoc financial analyses to support senior management decisions.
  • Maintain existing partnerships while actively developing new partners and expanding business opportunities.

Requirements

  • Hold a bachelor's degree in business, accounting, finance, math, economics, or related fields.
  • Have 1 to 5 years of relevant experience, preferably including tax firm, banking and fund operations/administration.
  • Have data analysis skills with a strong attention to detail.
  • Exhibit strong project management skills, be adaptable and able to handle multiple tasks.
  • Have strong interpersonal skills and a drive to learn, be able to work independently and as part of a team.
  • Be proficient in MS Office (Excel and PowerPoint).
  • Have excellent communication skills in English and Cantonese.


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