Senior Associate - Accounting & Finance, PWM

ConnectedGroup is partnering in an exciting phase of one our private wealth management clients in seeking an Accounting & Finance Associate. This is a key role supporting management reporting, regulatory work, and client administration for the business. The position offers strong exposure to senior stakeholders, auditors, and cross‑functional teams. Key responsibilities: Management & Financial Reporting Support delivery of monthly management reports for group entities Maintain the general ledger

ConnectedGroup Limited - Hong Kong - Full time

Salary: Negotiable

ConnectedGroup is partnering in an exciting phase of one our private wealth management clients in seeking an Accounting & Finance Associate. This is a key role supporting management reporting, regulatory work, and client administration for the business. The position offers strong exposure to senior stakeholders, auditors, and cross‑functional teams.

Key responsibilities:

Management & Financial Reporting

  • Support delivery of monthly management reports for group entities
  • Maintain the general ledger, prepare journal entries, and handle account reconciliations
  • Assist with financial statements (balance sheet, P&L, cash flow)
  • Perform bank reconciliations and investigate discrepancies
  • Process invoices, expenses, and ensure proper documentation and record keeping
  • Maintain data integrity between accounting systems and operations
  • Participate in ad‑hoc finance and accounting projects

Client Administration

  • Review management accounts and reconciliations for client entities
  • Liaise with auditors, tax advisors, and external service providers
  • Handle audit and tax‑related queries
  • Work with company secretaries to maintain proper statutory record
  • Analyse monthly and annual variances to ensure accuracy in reporting

Requirements:

  • Tertiary education with Accounting Qualification (CA / CPA equivalent)
  • At least 4 years relevant experience in Financial Reporting and understanding of HK regulatory standards (FRR) within financial instituion
  • Experience working in SFC licensed 1, 4 and 9 environment highly desirable
  • Proficiency in MS Office package particularly Excel. Programming language (VBA, Python) a plus
  • Good communication skills in Englis a must

Interested parties, send your updated resume to Rhoda.Rivera@connectedgroup.com quoting ref. AAIX-151084.

Only shortlisted companies will be notified.

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