(Senior) Dealing & Customer Services Officer

Delta Asia Securities Limited

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

  • Provide quality customer hotline services by addressing inquiries, executing orders, and resolving complaints in a professional manner
  • Manage the account opening processes for both individual and corporate clients
  • Conduct comprehensive KYC, CDD, and AML procedures, including periodic reviews and investigations of trigger events
  • Maintain customer data with a high level of accuracy  
  • Handle client fund and stock In/Out
  • Perform other dealing duties as requested and assigned by supervisors
  • Rotate night shift duties and work on public holidays may required


Requirements

  • Bachelor’s Degree holder in business, marketing, or related field
  • 3+ years of relevant experience in Dealing or Customer Services
  • Holder of SFC Licenses is preferred
  • High level of customer centricity mindset with dedication to deliver exceptional quality services for customers
  • Pleasant personality with excellent communication and interpersonal skills
  • Proficient in spoken and written English and Chinese, including fluent Putonghua
  • Proficient in MS Word, Excel and PowerPoint
  • Immediately available is highly preferred

Candidate with more experience will be considered as Senior Dealing & Customer Services Officer

 

More job information
Salary N/A
Benefits
  • 5-day week
  • Birthday leave
  • Compassionate leave
  • Competitive pay
  • Education subsidies
  • Examination leave
  • Family medical plan
  • Family-friendly Leave
  • Marriage leave
  • Medical plan
  • Special / extra leave
Job Function
  • Banking · Financial Service - Investment
  • Banking · Financial Service - Client Service & Relationship Management
  • Banking · Financial Service - General · Others
Location
  • Wanchai
Employment Term
  • Full-time
  • Permanent
Education
  • Degree

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