Finance Consultant

$8-10K[Monthly]
RemotePart-time1-3 Yrs ExpBachelor
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Remote Details

Open CountryWorldwide

Language RequirementsEnglish, Chinese

Job Description

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Certified Public AccountantBudgetingFinancial ManagementAuditFinancial AnalysisWritten and Verbal Communication Skills

Description

1. Responsible for providing family wealth management and inheritance solutions for high-end clients, including wealth planning, asset allocation, and risk control consulting.


2. Based on the needs of target clients, executed family trust business implementation, including client needs analysis, due diligence, family trust structure and scheme design, drafting of relevant contracts, and project establishment.

3. Opened accounts through the internet, telephone, and other channels, while maintaining relationships with high-net-worth clients.



Requirements


1. Bachelor's degree or above, with a preference for majors in finance, economics, law, or related fields.

2. At least two years of experience in the trust industry or three years of experience in a related financial field, capable of undertaking primary management responsibilities for trust projects.

3. Familiarity with capital markets, experience in private equity product sales, and some experience in developing and maintaining high-net-worth individual or institutional clients.

4. Strong professional ethics and team spirit, as well as the ability to work and communicate effectively under pressure.

Ailison Grace

Lunker Pty LtdHR Director

Active this month

Benefits

  • Insurance Health & Wellness

    Health Insurance, Disability Insurance, Dental Insurance, Family/Dependent Health

  • Professional Development

    Career Development

  • Time Off & Leave

    Paid Time Off, Paid Holidays, 4 Day Workweek

Posted on 14 August 2024

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