Senior Dealer (Customer Service)

CMBC Capital Holdings Limited

  1. Responsible for handling client enquiries;
  2. Execute Bond and securities dealing orders;
  3. Match daily transaction records and prepare trading reports for management review;
  4. Assist in account opening and daily operations;
  5. Monitor clients’ risks and perform risk control;
  6. Participate in System user acceptance testing (UAT);
  7. Perform other ad hoc duties as assigned by seniors.


  1. Bachelor's degree in Business / Finance / Economics / Mathematics / Statistics or other related disciplines;
  2. SFC Type 1 and Type 2 license holder is a MUST;
  3. 3 years relevant working experience;
  4. Customer-focus mindset with outstanding communication skills;
  5. Self-initiative, good numerical sense and detailed minded;
  6. Proficiency in MS Word, Excel and Chinese word processing;
  7. Good command of spoken & written in Chinese, English and Mandarin.

All applications applied through our system will be delivered directly to the advertiser and privacy of personal data of the applicant will be ensured with security.
More job information
  • 5-day week
Job Function
  • Central
Work Model
  • On-site / At the workplace
Employment Term
  • Permanent
  • Full-time