Group Financial Special Assistant

Acts Consulting Co. 毅知顧問公司; Hong Kong; On-site; HKD 420,000 - 640,000; Full time

Job summary

Acts Consulting Co. 毅知顧問公司 is seeking a Group Financial Special Assistant in Hong Kong to support expansion of the Group's financial business and contribute to shaping its investment strategy. The role requires bilingual Chinese/English communication and close collaboration with internal teams and external partners.

The incumbent will prepare bilingual meeting materials, analyze investment performance, and assist in advancing key projects, ensuring confidentiality and high professional standards.

Qualifications

• Minimum 3 years in finance with experience in family office, investment or related fields.
• Familiar with capital markets and asset classes (stocks, funds, bonds).
• Strong written and verbal Chinese and English communication.
• Ability to prepare bilingual business documents.
• Discretion, confidentiality, and cross-team coordination.

Responsibilities

• Assist in expanding the Group's financial business.
• Help define investment strategy and development direction.
• Analyze and evaluate investment strategies and performance.
• Provide timely feedback on issues and suggestions.
• Advance important projects and cooperation matters.
• Prepare materials for important meetings and bilingual documents; follow up on key investments.

Skills

Financial analysis

Bilingual Chinese/English

Stakeholder communication

Investment knowledge

Job description

Group Financial Special Assistant

Job Responsibilities

• Assist in the improvement and expansion of the Group's financial business;




• Assist in determining the Group's financial business development direction and investment strategy,




• Participate in the analysis and evaluation of the financial team's investment strategies and performance,




• Provide timely feedback on important issues and suggestions;




• Participate in the advancement of important projects and cooperation matters;




• Responsible for important meetings and related materials, prepare business documents in both Chinese and English, and follow up on the implementation of key investment matters.

Job Requirements

• Minimum 3 years of experience in the financial industry with a background in finance, family office, investment, or a related field; familiar with capital markets and major asset classes such as stocks, funds, and bonds.




• Able to understand the group's investment philosophy and risk appetite, and formulate analysis and recommendations.




• Excellent written and verbal communication skills in Chinese and English; able to complete business documents in both languages.




• Strong communication, coordination, and resource integration skills; able to communicate effectively with internal teams, external institutions, or potential partners.




• Strong learning ability, execution skills, sense of responsibility, and confidentiality; experience in stocks, funds, family offices, or investment banking is preferred.