financial analyst - exclusive, mnc wealth management firm in Hong Kong

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job details

hong kong
banking & financial services
job type
working hours
hk$ 28,000 - hk$ 35,000 per month
3 years
reference number
charlotte cheng, randstad hong kong
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job description

about the company.

Our client is a sophiscated international wealth management company that provides professional advice and wealth management services to individuals, corporates and trustees. Due to the expansion of the team, they are looking for an articulate Financial Analyst to join their Financial Control Team.

about the team.
You will be joining a team of 10 and report to Finance Manager. As this individual is required to communicate with mutli international parties, you are expected to be articulate and a team-player. Accountant or Auditor or Financial Analyst with strong exposure to financial services or insurance company is a must.
about the job.
  • Prepare bank reconciliations and quarterly review of acceleration balances and Loan balances.
  • Ensure the consistency of finance, regulatory and compliance data including internal sources and external sources.
  • Prepare budgeting and forecasting for the company.
  • Assist financial controlling process including monthly accounting and financial reporting.
  • Calculate Commissions recorded at clients level.
  • Assist in expenses, transiting commissions into accounting journal.
skills & experiences required.
  • Bachelor degree in Accounting or similar qualification.
  • Experience in financial services, buy side, investment related, insurance is an asset.
  • At least 3 years experience in accounting or auditing
  • Big 4 trained is a plus.
  • Fluent English speaking and articulate.
  • Good interpersonal and time management skills.
  • Good organization skills, detail oriented and work under pressure with tight deadline.

For interested parties, please CLICK HERE to apply or reach Charlotte CHENG at +852 2232 3463 or email your udpated resume to


accounting, financial analysis, financial control, budgeting, forecast, revenue calculation, commissions calculation


To-be-qualified or qualified CFA or CPA

educational requirements

Bachelor Degree