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.

 

财富管理客户关系顾问（Wealth Management Customer Relationship Consultant）

核心职责
 
1. 客户开发与维护
 
- 通过多种渠道，如行业活动、客户推荐、市场拓展等，积极开发新的高净值个人客户与机构客户资源，建立并不断扩充客户网络。
 
- 与现有客户保持高频次、高质量的沟通，定期回访，深入了解客户的财务状况变化、投资目标调整等需求，及时解决客户在财富管理过程中遇到的问题，提升客户满意度与忠诚度。
 
2. 需求分析与方案定制
 
- 运用专业的金融知识与分析工具，对客户的资产规模、风险承受能力、投资偏好、财务目标等进行全面且深入的评估与分析。
 
- 基于客户需求与市场动态，整合公司各类金融产品与服务，为客户定制个性化、多元化的财富管理与资产配置方案。
 
3. 投资管理
 
- 持续跟踪客户投资表现，结合市场行情变化、宏观经济形势与政策调整。
 
- 定期为客户进行专业解读，增强客户对投资过程的理解与信任。
 
4. 市场与产品研究
 
- 密切关注国内外金融市场动态、行业趋势、政策法规变化，及时收集、整理并分析各类市场信息，为客户提供准确、及时的市场解读与投资趋势判断。
 
- 深入了解公司内部各类金融产品的特点、优势、风险收益特征，以及市场上竞争对手的产品动态，为客户推荐最合适的金融产品与服务方案提供有力支持。
 
5. 团队协作与知识共享
 
- 与公司内部投资研究团队、产品设计团队、合规风控团队等保持密切协作，及时反馈客户需求与市场信息，共同推动产品创新与服务优化。
 
- 积极参与公司内部培训、研讨会等活动，分享客户服务经验与市场 insights，促进团队整体专业能力的提升。
 
任职要求
 
1. 教育背景：金融、经济、投资、财务等相关专业本科及以上学历；拥有CFA（特许金融分析师）、CFP（国际金融理财师）、FRM（金融风险管理师）等专业资质者优先。
 
2. 工作经验：3年以上财富管理、私人银行、投资顾问等相关领域工作经验优先，具备成功开发与维护高净值客户或机构客户的案例，熟悉各类金融产品与投资市场。
 
3. 专业技能
 
- 具备扎实的金融理论知识，熟悉资产配置、投资组合管理、财富规划等专业领域，能够熟练运用各类金融分析工具与模型。
 
- 良好的数据分析与解读能力，能够从复杂的市场数据中提炼有价值的信息，为客户决策提供依据。
 
- 精通英语及普通话，具备良好的书面与口头表达能力，能够与国内外客户进行流畅的沟通；掌握粤语者优先。
 
4. 个人特质
 
- 具备优秀的客户服务意识与沟通能力，善于倾听客户需求，能够建立良好的客户关系，具备出色的客户问题解决能力。
 
- 具备较强的学习能力与适应能力，能够快速掌握新知识、新技能，适应不断变化的金融市场环境与客户需求。
 
- 高度的责任心与职业道德，严格遵守行业规范与公司合规要求，切实保护客户资产安全与隐私。
 
- 具备较强的抗压能力与销售能力，能够在业绩压力下积极开拓市场，达成业务目标。

 

办公室助理

岗位职责：
1、负责办公室/WC清洁；

2、公司文件递交银行；

3、帮忙公司老板在公司做中餐和买菜；

4、来访客人准备茶水；

5、上级安排的其它工作。

Office Assistant：
1. Responsible for office/WC cleaning;

2. Submit the company's documents to the bank;

3. Help the company boss cook Chinese food and buy vegetables in the company;

4. Prepare tea for visitors;

5. Other work arranged by superiors.