Responsibilities & Duties

• Plan, organize, and evaluate the administering of our financial services including, insurances, private equity investment, personal and commercial loans, corporate financial management, etc.
• Plan and manage the operating of investment funds and private equity
• Develop and maintain relationship with our high-profile clients and ensure that the service provided are aligned with their immediate and future needs
• Analyze and review loan and credit applications for approval or rejection
• Follow-up on the processing of loan applications and investigations
• Develop comprehensive financial management strategies for our clients
• Provide advice on how to maximize financial gains and minimize risks to our clients
• Ensure our company’s policies and procedures are followed according to established guidelines, update company’s credit policy when necessary
• Oversee preparation of monthly financial reports

Qualification

• University or master’s degree in business administration, commerce, finance, economics, or other related fields
• A minimum of 5 years of experience in the financial sector
• Experience working with Chinese-speaking clients is an asset
• Experience in banking, and credit analysis is preferred
• Demonstrated expertise in managing business-to-business relationships
• Be able to break down strategic problems, and analyses data and information to provide insights and suggest recommendations
• Strong communication and leadership skill
• Able to work flexible hours
• Self-motivated and the ability to lead changes