Financial Operations Coordinator
4 days ago
The DL Holdings Group is a leading provider of private solutions to ultra-high-net-worth clients. Our team of experienced professionals is dedicated to delivering exceptional service and tailored solutions that meet the unique needs of our clients.
As a Business Management professional, you will play a vital role in helping us achieve our mission by collaborating with internal stakeholders and external partners to drive business development and ensure seamless delivery of private solutions.
Your expertise in financial knowledge and regulations, including tax systems, legal compliance, investments, asset management, and legacy planning, will be invaluable in helping us grow our business and expand our services to new clients.
Responsibilities
Collaborate with internal stakeholders and external partners to customize private solutions for ultra-high-net-worth clients
Provide expert consulting services on residency and citizenship planning, as well as basic taxation consultation
Contribute to business reviews and ad-hoc financial analyses to support senior management decisions
Work closely with various business units within the company and external entities to ensure a positive experience for clients throughout their service journey
Requirements
Bachelor's degree in business, accounting, finance, math, economics, or related fields
1-5 years of relevant experience preferably in tax firms, banking, and fund operations/administration
Strong understanding of financial knowledge and regulations, including tax systems, legal compliance, investments, asset management, and legacy planning
Excellent communication skills in English and Cantonese
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