Senior Officer, Sales Support & Customer Services

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

• Engage with High-Net-Worth (HNW) clients to develop and sustain long-term relationships, delivering a premium client experience and boosting overall client engagement
• Serve as the primary point of contact for HNW clients, addressing their enquiries, tracking action items, and managing all client-related documentation
• Facilitate seamless communication between clients and internal departments (e.g., operations, legal & compliance) to ensure timely and accurate execution of client requests
• Provide dedicated clerical and administrative assistance in processing and supporting client applications under the Capital Investment Entrant Scheme (CIES), including document preparation, submission tracking, and follow-up coordination
• Maintain and regularly update client information in internal systems/ databases to ensure records are complete and accurate
• Ensure all client-facing activities and administrative processes strictly comply with regulatory requirements, internal policies, and operational procedures
• Identify opportunities to refer additional services based on client needs, contributing to the continuous enhancement of service operations
• Participate in ad-hoc projects and initiatives as assigned by management

Requirements

• Bachelor’s Degree holder
• 5+ years of proven experience in HNW client servicing within the financial services industry 
• Strong customer-centric mindset with a demonstrated commitment to delivering exceptional service; adept at building trust and cultivating long-term relationships with HNW individuals
• Passed in HKSI examination is preferred
• Strong computer skills in MS Word, Excel, and PowerPoint skills
• Highly detail-oriented, with outstanding interpersonal, communication, and organizational abilities
• Fluency in both written and spoken English and Chinese is required; proficiency in Putonghua is mandatory