Officer, Private Banking

At Delta Asia Financial Group, we foster a supportive and empowering environment that enables our employees to shape rewarding career journeys. We are committed to your professional growth and development, and to creating a workplace culture that values collaboration, innovation, and excellence.

Responsibilities

• Deliver comprehensive operational support to the private banking team to ensure the provision of exceptional client services  tailored to high-net-worth (HNW) clients
• Act as the primary point of contact for addressing client inquiries and requests, fostering strong relationships and ensuring client satisfaction
• Coordinate marketing events and arrange client meetings, ensuring all logistics are handled efficiently and professionally 
• Provide all-rounded administrative support to the team including the preparation of reports, marketing materials, and scheduling of activities with a high degree of accuracy
• Liaise with various departments to facilitate the execution of exceptional client services and enhance operational efficiency 
• Strictly adhere to established workflows and procedures to ensure that daily operations align with internal guidelines and external compliance requirements

Requirements

• Bachelor’s degree holder in Finance, Business Administration or related disciplines 
• 2-3 years relevant experience in private banking, wealth management or related field is preferred
• Possession of SFC Type 1 &4 licenses or qualifications in IIQE Paper 1 & 5 is a plus
• Proficient in both spoken and written English and Chinese, fluent in Putonghua is an advantage
• A collaborative team player with strong communication and customer service skills
• Detail-minded with exceptional organizational and project management skills
• Proficient in MS Office applications including Excel & PowerPoint
• Occasionally travel to China / Macau is required