Contact Centre Officer, Investment Specialist - Contact Centre Business




如您有金融機構執行股票落盤指示的工作經驗;  持有香港證券及投資學會持投資牌照並通過從業資格卷一、卷七及卷八考試;  香港中學會考或香港中學文憑考試考獲五科合格,包括數學加中文或英文,或具備更高學歷;   能說流利的粵語、英語和普通話,歡迎您加入我們的客服團隊。



這是一個五天工作週但需輪班的工作 (包括日、夜、週末及公眾假期)。



您可享有每月港幣 16,000 元的底薪以及季度獎金、輪班津貼以及在銀行工作的所有福利,包括 18 天 有薪假期、高達 100% 估值或購買價格的房屋貸款和銀行服務如貸款和信貸便利。 

Bring your stock trading skills to banking customer service

If you have some stock trading experience, this is an ideal opportunity to join our Contact Centre team. You will handle inbound stock order placement and investment inquiries from our Premier customers. 

Investment Specialist – Contact Centre

Within our Contact Centre team, you will receive phone calls from Premier Banking customers, listen to and understand their needs, then provide high levels of service to resolve their enquiries, ideally on the first contact, by offering relevant investment services and solutions.

There will be individual performance expectations on investment products you successfully introduce to customers, and you will need to maintain operational risk control and compliance at all times, but we will provide you with thorough training on the full range of HSBC investment products and services.

This represents an ideal career development opportunity if you have experience in stock trading execution, either within a bank or securities firm, and hold an investment license with the Hong Kong Securities and Investment Institute Paper 1, 7 and 8.

Equally important is a highly customer-focused approach with the drive to deliver the highest service levels, along with effective communication and problem-solving skills. You should be fluent in Cantonese, English and Mandarin, and you must have HKCEE/HKDSE or above.

This is a five-day working week, but you should have the flexibility to work on a rotating shift covering days, nights, weekends and public holidays. 

Why join our Contact Centre Business at HSBC

We can offer you professional training and development opportunities with a clear progression path. This opportunity offers a basic salary of HK$16,000 p.m. plus a quarterly bonus, shift allowances and all the benefits of being with a leading international bank, including 18 days’ paid holiday, staff housing loan up to 100% of valuation or purchase price and employee banking services such as loans and credit facilities. 

You’ll achieve more when you join HSBC.

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. We particularly welcome applications from people with disabilities, ethnic minorities and individuals returning to the workplace following a career break or retirement, as these groups are currently underrepresented within the financial services industry.

Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited.

CCBHK : Investment consultant, wealth planner, financial wealth planner, investment specialist investment consultant, wealth management, investment banking

Closed 3 months ago
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Closed 3 months ago
  • Job type:Graduate Jobs
  • Disciplines:
    All Disciplines
  • Work rights:
    Hong Kong Permanent Resident, Hong
  • Locations:
    Hong Kong (Hong
  • Closing Date:1st Sep 2022, 3:59 pm


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