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Analyst, Operation & Wealth Planning

DL Holdings Group Limited
Hong Kong
Posted about 22 hours ago In-Office Permanent Negotiatable

DL Family Office has been focused on providing a full range of family office operations and services for UNHW families in Great China including cash management, venture capital, family trust, oversea structure, worldwide asset allocation, insurance business, fixed asset investment, corporate governance, family governance, charity, and education consulting.

DL Family Office is a one-stop financial services platform headquartered in Hong Kong with offices in Shanghai, San Francisco, and Singapore. DL Family Office offers new opportunities and possibilities for global asset allocation and development for UHNW families and individuals. Meanwhile, DL Family Office is a part of  DL Holdings Group, which is a listed mainboard company on the Hong Kong Stock Exchange (1709.hk). The 45% equity of DL Family Office has been acquired by DL Holdings Group which makes DL Holdings Group the first Hong Kong listing company that owns a multi family office business.

 

Responsibilities

 

Operation & Wealth Planning

  • Responsible for wealth planning and supporting operation department with specific focus on the needs of HNW & UHNW family clients, including tax planning, trust services, citizenship planning and common investments etc.
  • Provide support for all facets of the service process, coordinate across functions and with business partners to meet clients’ requirements.

Other skills

  • Sharp analytical and communication skills, ability to learn quickly, firm grasp of the business progress.
  • Delve into details with a view to proactively solve issues, develop new ideas and add value to existing functions.
  • Develop all-rounded knowledge and skills in wealth management, operations and marketing.
  • Perform any ad hoc duties as assigned.

 

Qualifications

  • Degree holder in Business Administration, Economics, Finance or related discipline. FRM, STEP and other related credential is a plus
  • Superior time management, organizational and multi-tasking abilities.
  • Able to complete projects independently as well as through team collaboration.
  • Mature, responsible, independent and self-initiated.
  • Fluent English and Mandarin is a must, Cantonese is a plus
  • Candidates with IANG visa is welcomed

DL Holdings Group is a one-stop financial services group headquartered in Hong Kong with offices in Shanghai, San Francisco and Singapore. Our core philosophy is to align our interests with the clients to provide tailored wealth management and investment banking solutions. DL Holdings’ assets under management is currently around 3 billion USD.

DL Holdings is a listed main board company on the Hong Kong Stock Exchange (1709.HK), focusing on investment banking services, including securities trading, financial advisory, multi-strategy investment fund management, investment research, and financial loans. DL Securities, a holder of Hong Kong Securities and Futures Commission licenses, can engage in Type 1 (Dealing in Securities), Type 4 (Advising on Securities) and Type 6 (Advising on Corporate Financing) regulated activities.

DL Group’s Alternative Investments focus on the proprietary investment opportunities across FoF, global real estate, Pre-IPO, and credit products.

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