Careers

Openings


DL Holdings is one of Asia’s leading financial services organizations. Whether you are looking for a first job or taking the next step in your career, we offer many ways for you to realize your ambitions. DL Holdings offers you best-in-class training, competitive benefits and international vision. Get ready for our exciting journey together. Get the latest information from LinkedIn or send your resume and cover letter to hr@dl-holdings.com.




DL Family Office
Client Management (Independent advisor / DR / MD)expand_more
Responsibilities
  • Build and maintain strong relationship with HNW & UHNW family clients.
  • Identify customers’ needs and provide appropriate customized solutions primarily in regard to wealth management issues.
  • Provide market information, professional advice and high-quality services to clients, encompassing various areas such as legal, trust, tax planning and global residency guidance.
  • Collaborate with fellow team members to resolve non-financial or corporate advisory issues, thereby establishing yourself as a trusted long-term problem solver for clients.
  • Formulate and implement business development plans to grow client base and AUM, and drive revenue.
  • Keeps abreast of international financial market and relevant policies of major countries and regions.
  • Ensure the conduction of business complies with all regulatory requirements and internal policies.

Qualifications
  • Degree holder in Finance, Economics, Marketing, or related discipline
  • Minimum 8 years’ experience in private bank / securities firm, and at least 8 years working experience in a senior sale position
  • Qualified for HK SFC regulated activities type 4 or 9
  • Proven sales track record and stable job histories
  • Investor mindset and strong interpersonal skills to deal with clients
  • Superior analytical skills, must be able to think creatively and achieve results in a highly matrixed organization
  • Systematic action planning and strategic thinking
  • Fluency in English and Cantonese, Mandarin is a plus
  • Location: HONG KONG
Operation Assistantexpand_more
Operational Support
  • Provide administrative support to the client services team.
  • Assist in the preparation of operational reports and financial statements.
  • Coordinate with various departments to ensure smooth workflow and communication.
  • Manage and maintain operational databases and records.
  • Assist in the preparation of client reports and communications.
  • Support the planning and execution of operational projects.
  • Coordinate with team members to ensure project milestones are met.
  • Monitor project progress and provide updates to management.
  • Identify opportunities for process improvement and efficiency gains.
  • Participate in the development and implementation of new processes and procedures.

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
  • Location: Hong Kong


We provide attractive remuneration package and prosperous career development to the right candidate.
Please send your application and expected salary to candidate@dl-family.com.
Investment and Portfolio Management (Analyst / Associate)expand_more
Responsibilities
  • Support investment director in helping relationship managers on new client acquisition, relationship deepening, and strengthening of existing clienteles through advising on tailored investment solutions.
  • Assist the development of investment planning, asset allocation, and proposal preparation.
  • Support investment portfolio reviews, monitoring, rebalancing, and trading.
  • Generate investment idea and conduct research.
  • Handle client related tasks and requests.
  • Perform any ad hoc duties as assigned.
  • Build excellent working relationships with other group business lines.
  • Ensure compliance with all relevant internal instructions and external regulatory requirements in daily operation.


We provide attractive remuneration package and prosperous career development to the right candidate.
Please send your application and expected salary to candidate@dl-family.com.
Qualifications
  • Degree holder in Business Administration, Economics, Finance or related discipline, CFA certificate preferable, but not required
  • Experience (minimum 3 years for Associate and 1 year for Analyst) within Private Bank, Wealth Management, or related discipline in financial services
  • Superior time management, organizational, and multi-tasking abilities
  • Able to complete works independently as well as through team collaboration
  • Mature, responsible, independent, and self-initiated
  • Fluency in English and Cantonese, Mandarin is a plus
  • Proficiency with Microsoft Office Suite
  • Location: Hong Kong


We provide attractive remuneration package and prosperous career development to the right candidate.
Please send your application and expected salary to candidate@dl-family.com.