職位搜尋

職位資料

公司名稱 (英文) : DLC Advisory Services
職位名稱 : Financial Advisor
空缺數目 : 2
工作種類 : Banking / Finance
僱用類別 : Full-Time
每週工作日數/ 時數 : 5
工作地點 : HK - Kowloon
工作經驗 : Fresh graduates
工作內容 :

What you' ll do
 

  • Deliver and support end-to-end financial planning for High-Net-Worth clients
  • Coordinate client portfolios and support wealth management advisory processes
  • Conduct financial analysis and prepare client reports and presentations
  • Build and manage client relationships, ensuring a high-touch service experience
  • Ensure documentation and processes meet regulatory and compliance requirements
所需資格 :

What we' re looking for

 

  • Bachelor's degree in any discipline (Finance / BBA or related background is a plus)
  • Strong analytical, research, and financial modeling skills
  • Knowledge of financial planning, retirement planning, and investment strategies
  • Excellent communication and relationship management, with the ability to explain complex concepts clearly
  • Strong attention to detail, organization, and the ability to manage multiple priorities
  • Familiarity with financial tools/software is a plus
薪酬範圍 : HK$25001 - 30000
申請方法 :
電郵 : david@dlc.com.hk
截止報名日期 : 31/5/2026
聯絡人 : David Lai
公司網頁 : http://www.m.dlc.com.hk/aboutus/