(Assistant) Manager, Dealing & 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

• Handle client order executions in all investment products
• Handle margin control monitoring & follow-up
• Responsible in handling account opening procedures, including document verification, KYC, CDD, and AML procedures
• Provide customer services & handle customer enquiries and complaints in a professional and timely manner
• Work closely with team members and other teams to ensure timely resolution of customer enquiries and requests
• Perform ad hoc projects as required. Such other duties as shall from time to time be directed by senior management
• Provide general administration support to the team, e.g. preparation of documents and reports
• Rotate night shift duties and able to work on public holiday as and when necessary

Requirements

• Bachelor’s degree in business, finance or related discipline
• 5+ years’ relevant experience in Dealing or Customer Services
• Holder of SFC Type 1, 2 Licenses
• Good knowledge and experience on operations of Securities and Futures systems
• Proven experience in system development, UAT, system migration and market rehearsal would be advantage
• Good interpersonal and communication skills
• Fluency in written and spoken English and Chinese with proficiency in Putonghua
• Conversant with Word, Excel and Chinese word processing

Candidate with less experience will be considered as Assistant Manager, Dealing & Customer Services