Remote

Finance Consultant

$8-10K[Monthly]
Remote
1-3 Yrs Exp
Bachelor
Part-time
Ailison Grace · HR Director
Lunker Pty Ltd
Accounting & Finance
51-100 Employees
Unfinanced / Angel
Certified Public Accountant | Budgeting | Financial Management | Audit | Financial Analysis | Written and Verbal Communication Skills
Health Insurance, Disability Insurance, Dental Insurance, Family/Dependent Health, Paid Time Off, Paid Holidays, 4 Day Workweek, Career Development
Finance Consultant
Ailison Grace · HR Director
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.



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