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Senior Accountant – Finet Holdings Limited

HK$28,000 - 35,000 /month

Job Responsibilities:

• Prepare group consolidation and management reports.
• Assist in the preparation of annual, interim and quarterly reports.
• Provide support on financial analysis, cash flow forecasting.
• Handle treasury duty, including fund transfer.
• Liaise with external parties, such as auditor, lawyers and bankers.
• Maintain proper accounting records and filing system.
• Prepare group consolidation and management reports.
• Assist in the preparation of annual, interim and quarterly reports.
• Provide support on financial analysis, cash flow forecasting.
• Handle treasury duty, including fund transfer.
• Liaise with external parties, such as auditor, lawyers and bankers.
• Maintain proper accounting records and filing system.

Requirements:

• Diploma in Accounting / finance or related disciplines.
• Minimum 5 years of relevant working experience in accounting and auditing.
• Experience in working in a listed company.
• Good consolidation experience is a must.
• Sound knowledge and experience in PRC tax and accounting policy.
• Qualified accountant of HKICPA or other qualifications equivalent preferable.
• Proficient in MS Office; advanced Excel skills would be an advantage.
• Detail-minded and able to work under pressure.
• Good interpersonal & communication skills, hands-on and self-motivated.
• Knowledges on company secretarial matters.

We offer 5 days’ work from 9:30 to 18:30, medical insurance and attractive career development opportunities to the right candidate. Interested parties please send your full resume, date of availability, present and expected salaries to us. The information provided will be treated in strictly confidential and for recruitment purpose only.

Accounting Assistant

Job Responsibilities:

• Accounting entry, bank reconcilation, book closing.
• Assist in the preparation of financial reports.
• Handle treasury procedure treasury duty, including fund transfer.
• Maintain proper accounting records and filing system.
• Management and archiving of all documents and documents in the office.
• Provide general clerical supports including regular files updates.
• All office documentation and delivery of materials documents.
• Ad Hoc temporary duties assigned by superiors.

Qualification:

• HKDSE or above and with major in accounting.
• Attention to detail and the ability to work independently.
• A proactive attitude is required.
• Good computer skills such as MS Word, Excel and Chinese typing.
• Good in paper works.
• Relevant working experience above 8 years.

Main Duty:

• To assist the improvement of the infrastructure of the Accounts Dept.

財富管理客戶關係顧問（Wealth Management Customer Relationship Consultant）

核心職責:

1. 客戶開發與維護

- 通過多種管道，如行業活動、客戶推薦、市場拓展等，積極開發新的高淨值個人客戶與機構客戶資源，建立並不斷擴充客戶網路。

- 與現有客戶保持高頻次、高質量的溝通，定期回訪，深入瞭解客戶的財務狀況變化、投資目標調整等需求，及時解決客戶在財富管理過程中遇到的問題，提升客戶滿意度與忠誠度。

2. 需求分析與方案定制

- 運用專業的金融知識與分析工具，對客戶的資產規模、風險承受能力、投資偏好、財務目標等進行全面且深入的評估與分析。

- 基於客戶需求與市場動態，整合公司各類金融產品與服務，為客戶定制個性化、多元化的財富管理與資產配置方案。

3. 投資管理

- 持續跟蹤客戶投資表現，結合市場行情變化、宏觀經濟形勢與政策調整。

- 定期為客戶進行專業解讀，增強客戶對投資過程的理解與信任。

4. 市場與產品研究

- 密切關注國內外金融市場動態、行業趨勢、政策法規變化，及時收集、整理並分析各類市場資訊，為客戶提供準確、及時的市場解讀與投資趨勢判斷。

- 深入瞭解公司內部各類金融產品的特點、優勢、風險收益特徵，以及市場上競爭對手的產品動態，為客戶推薦最合適的金融產品與服務方案提供有力支持。

5. 團隊協作與知識共用

- 與公司內部投資研究團隊、產品設計團隊、合規風控團隊等保持密切協作，及時回饋客戶需求與市場資訊，共同推動產品創新與服務優化。

- 積極參與公司內部培訓、研討會等活動，分享客戶服務經驗與市場 insights，促進團隊整體專業能力的提升。

任職要求:

1. 教育背景：金融、經濟、投資、財務等相關專業本科及以上學歷；擁有CFA（特許金融分析師）、CFP（國際金融理財師）、FRM（金融風險管理師）等專業資質者優先。

2. 工作經驗：3年以上財富管理、私人銀行、投資顧問等相關領域工作經驗優先，具備成功開發與維護高淨值客戶或機構客戶的案例，熟悉各類金融產品與投資市場。

3. 專業技能

- 具備扎實的金融理論知識，熟悉資產配置、投資組合管理、財富規劃等專業領域，能夠熟練運用各類金融分析工具與模型。

- 良好的數據分析與解讀能力，能夠從複雜的市場數據中提煉有價值的資訊，為客戶決策提供依據。

- 精通英語及普通話，具備良好的書面與口頭表達能力，能夠與國內外客戶進行流暢的溝通；掌握粵語者優先。

4. 個人特質

- 具備優秀的客戶服務意識與溝通能力，善於傾聽客戶需求，能夠建立良好的客戶關係，具備出色的客戶問題解決能力。

- 具備較強的學習能力與適應能力，能夠快速掌握新知識、新技能，適應不斷變化的金融市場環境與客戶需求。

- 高度的責任心與職業道德，嚴格遵守行業規範與公司合規要求，切實保護客戶資產安全與隱私。

- 具備較強的抗壓能力與銷售能力，能夠在業績壓力下積極開拓市場，達成業務目標。

辦公室助理

• 負責辦公室/WC清潔。
• 公司檔遞交銀行。
• 幫忙公司老闆在公司做中餐和買菜。
• 來訪客人準備茶水。
• 上級安排的其他工作。

Office Assistant

• Responsible for office/WC cleaning.
• Submit the company's documents to the bank.
• Help the company boss cook Chinese food and buy vegetables in the company.
• Prepare tea for visitors.
• Other work arranged by superiors.