Customer Service & Dealing Officer/Trainee

Well Link Securities Limited; Hong Kong; On-site; HKD 201,000 - 268,000; Full time

Job summary

Well Link Securities Limited in Hong Kong is seeking a dynamic Customer Service & Dealing Officer/Trainee to handle dealing orders for HK and US equities and derivatives, monitor daily activities, and manage margin calls with risk controls.

The role requires SFC Type 1 & 2 license registration, strong customer focus, and willingness to work mid/night shifts and holidays for US market trading. Fresh graduates are welcome to apply.

Qualifications

• Qualified for SFC Type1 & Type2 Rep License registration is a must.
• Customer-oriented with excellent interpersonal and communication skills.
• Analytical and detail-minded with good numeric sense.
• Willing to work mid/night shifts and on HK public holidays for US market trading.
• Good command of Cantonese and Putonghua.
• At least 1 year of relevant experience; fresh graduates are welcome.

Responsibilities

• Carry out dealing orders for HK & US equities/derivatives markets timely and accurately
• Active monitoring on daily trading activities & position, call for margin and implement risk control as required
• Report alerts, unsolved issues to RO and address client concerns
• Engage upstream brokers/system vendors when necessary
• Provide quality client services e.g. attending general inquiries, handling client account opening and related instructions
• Participate in regular systems UAT and MR testing
• Other ad hoc assignments

Skills

Interpersonal skills

Communication

Analytical thinking

Initiative

Night shifts

Team collaboration

Job description

Customer Service & Dealing Officer/Trainee

- Carry out dealing orders for HK & US equities/derivatives markets timely and accurately

- Active monitoring on daily trading activities & position, call for margin and implement risk control as required

- Report any alerts, unsolved issues to RO and address client concerns

- Engage upstream brokers/system vendors when necessary

- Provide quality client services e.g. attending general inquiries, handling client account opening and related instructions

- Participate in regular systems UAT and MR testing

- Other ad hoc assignments

Requirements:

- Qualified for SFC Type1&2 Rep License registration is a must

- Customer-oriented with excellent interpersonal and communication skills

- Analytical and detail-minded with good numeric sense

- High level of self-initiative, working Mid/Night Shifts and on HK public holidays (for US market trading) will be required

- Good command of Cantonese and Putonghua

- At least 1 year of relevant experience is preferred. Fresh graduates are also welcome to apply

Your application will include the following questions:

Which of the following statements best describes your right to work in Hong Kong? What's your expected monthly basic salary?