Delta Asia Wealth Management Limited

Customer Services Officer

Delta Asia Wealth Management Limited

Job Highlights

  • Licensed representative of SFC type 1 & 2
  • Handle customer enquiries & client’s acc opening
  • Perform trade execution


  • Handle customer enquiries and client’s account opening
  • Handle client instructions (e.g. Fund In/Out, Stock In/Out, Account maintenance etc.
  • Perform trade execution and provide support in clients’ requests to ensure clients’ inquiries and transactions are properly handled
  • Provide administrative support to the team
  • Perform ad-hoc assignments as assigned


  • Diploma holder or above
  • Licensed representative of SFC regulated activities type 1 and 2
  • Minimum 2 years of relevant experience gained in securities firm or financial institutions
  • High level of customer-centricity mindset with dedication to deliver exceptional quality services for customers
  • Hardworking, responsible and attentive to details
  • Determined to succeed and eager to face challenges
  • Proficient in written and spoken English and Chinese, Putonghua
  • Good knowledge of application in MS Office and Chinese typing 


We offer competitive remuneration and fringe benefits including but no limited to the followings:

  • 15-25 days' Annual Leave
  • Caring Leave (including birthday leave, graduation leave, wedding leave, volunteer leave, children  graduation leave, children wedding leave, etc.)

Interested parties please email your full resume with availability, current and expected salary to [via CTgoodjobs Apply Now ] quoting the reference number in the subject line.


More job information
  • 13,000 - 20,000 / month
  • 5-day week
  • Birthday leave
  • Education subsidies
  • Medical plan
Job Function
Employment Term
  • Permanent
  • Full-time
  • 2 years - 3 years
Career Level
  • Non-management level
  • Diploma or equivalent
Qualifications or Licenses
  • SFC type 1 & 2