Dealer/ Customer Service

Michael Page (Hong Kong); Hong Kong; On-site; HKD 420,000 - 640,000; Full time

Benefits offered by this job

Competitive package

Job summary

Michael Page (Hong Kong) is seeking a diligent brokerage operations professional to monitor client portfolios and trading activities, identify margin deficiencies, support trade execution, and maintain margin requirements across Equities, Futures, Options, FX, Bonds, and CFDs.

The successful applicant will review processes, assist clients by phone, email, and chat, and contribute to risk control and operational projects while communicating in English and Chinese.

Qualifications

• 2+ years of experience in brokerage, banking, trading operations, risk management, compliance, or fund administration.
• Strong understanding of financial products including Equities, Options, Futures, FX, and other capital market instruments.
• Strong communication skills in English and Chinese; Mandarin proficiency is advantageous.
• Knowledge of margining, trade life cycle, market operations, or electronic trading platforms is highly preferred.
• HKSI Paper 1 (Type 1/2/3) or equivalent licensing qualification is preferred; candidates willing to obtain the licence will also be considered.

Responsibilities

• Monitor client portfolios and trading activities to identify margin deficiencies, trading exceptions, and risk-related issues.
• Support trade execution and operational matters across products including Equities, Futures, Options, FX, Bonds, and CFDs.
• Review and maintain margin requirements in line with market conditions, internal policies, and regulatory standards.
• Provide timely support to clients through phone, email, and chat regarding trading, risk, and account-related enquiries.
• Investigate service issues, complaints, and operational incidents while coordinating with internal stakeholders for resolution.
• Identify process improvement opportunities and contribute to risk control, system enhancement, and operational projects.

Skills

Brokerage operations

Analytical skills

Bilingual communication (English & 中文)

Risk management knowledge

Education

University degree

Job description

• Leading international brokerage firm
• 2+ years of experiences are required

About Our Client

A leading international brokerage.

Job Description

• Monitor client portfolios and trading activities to identify margin deficiencies, trading exceptions, and risk-related issues.
• Support trade execution and operational matters across products including Equities, Futures, Options, FX, Bonds, and CFDs.
• Review and maintain margin requirements in line with market conditions, internal policies, and regulatory standards.
• Provide timely support to clients through phone, email, and chat regarding trading, risk, and account-related enquiries.
• Investigate service issues, complaints, and operational incidents while coordinating with internal stakeholders for resolution.
• Identify process improvement opportunities and contribute to risk control, system enhancement, and operational projects.

The Successful Applicant

• University degree with at least 2 years of experience in brokerage, banking, trading operations, risk management, compliance, or fund administration.
• Strong understanding of financial products including Equities, Options, Futures, FX, and other capital market instruments.
• Excellent analytical and problem-solving skills with the ability to work effectively in a fast-paced environment.
• Strong communication skills in English and Chinese; Mandarin proficiency is advantageous.
• Knowledge of margining, trade life cycle, market operations, or electronic trading platforms is highly preferred.
• HKSI Paper 1 (Type 1/2/3) or equivalent licensing qualification is preferred; candidates willing to obtain the licence will also be considered.

What's on Offer

Competitive package.