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Contact Centre Officer, Investment Specialist - Contact Centre Business

The health and safety of our employees and candidates is very important to us. Due to the current situation related to the Novel Coronavirus (2019-nCoV), we’re leveraging our digital capabilities to ensure we can continue to recruit top talent at HSBC.  As your application progresses, you may be asked to use one of our digital tools to help you through your recruitment journey.  If so, one of our Resourcing colleagues will explain how our video-interviewing technology will be used throughout the recruitment process and will be on hand to answer any questions you might have. 

投資服務主任 – 客戶服務中心 





  • 處理股票買賣落盤及投資查詢
  • 處理滙豐卓越理財客戶的來電咨詢
  • 提供高質素服務,盡力解答客戶查詢,為客戶締造稱心滿意的服務體驗
  • 聆聽並理解客戶需要,以提供適合的服務和解決問題的方案
  • 實現個人績效目標和發展
  • 遵守銀行有關操作風險的守則及規定


  • 以客為本,致力提供最高水準的客戶服務
  • 具備有效溝通及解決問題的技能
  • 有金融機構或客戶服務中心工作經驗者優先考慮
  • 能操流利廣東話,英文及普通話
  • 輪班工作,必要時包括周末及公共假期,有適當輪班津貼
  • 須持投資牌照並通過從業資格HKSI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,包括數學科及中國語文科或英國語文科合格,或具備更高學歷


  • 18天有薪年假及額外有薪假 如婚假、生日假、產假
  • 最高可達每月底薪13%的退休金僱主供款
  • 醫療保險保障您本人、配偶及子女
  • 員工物業按揭貸款,貸款額可達物業估價或售價100%
  • 各種銀行服務及產品的員工優惠,包括貸款、信貸、信用卡
  • 支援員工考取工作所需的相關專業資格
  • 理想晉升機會

 加入滙豐, 您將成就更多


Contact Centre Officer, Investment Specialist - Contact Centre Business

Join our Award Winning Team

Our award-winning Contact Centre Business has received multiple accolades from The Hong Kong Call Centre Association (HKCCA) across several areas such as both Inbound and Outbound Contact Centre of the Year and Contact Centre Trainer of the Year.  We’ve also been awarded the ‘Grand Award of the Year 2020’, for the 9th year in a row, which is a great testament to our colleagues who strive to provide customer-first service, making the Contact Centre a great place to work.  

Our Contact Centre Business plays a central role in maintaining our reputation as a leader in banking in Hong Kong. It serves as a vital channel in ensuring successful business development while addressing customers’ different financial needs and delivering quality banking services to our millions of customers through multiple touch points including inbound and outbound calling activities. The value of our Contact Centre Business continues to grow as it cultivates collaboration and improved financial services provision across a broad range of our business areas.

We are currently seeking a high calibre professional to join our team as a Contact Centre Officer, Investment Specialist.

What you will be doing

  • Handling stock order placement and investment enquiries
  • Handling inbound customer calls from our Premier customers
  • Providing high quality service to our customers and help resolve their queries at first contact where possible
  • Actively listening to our customers to understand their needs and offer relevant services and solutions
  • Achieving individual performance expectations and development
  • Maintaining appropriate operational risk control and compliance in all activities

What you need to succeed

  • Highly customer focused approach, with the drive to provide the highest level of client service
  • Effective communication and problem solving skills 
  • Fluency in Cantonese, English and Putonghua
  • Willingness to perform shift duties, including weekends and public holidays if required. (Appropriate shift allowance will be granted)
  • Holding investment licensee with Hong Kong Securities and Investment Institute Paper 1, 7 and 8
  • A pass in five subjects including Mathematics and either Chinese or English in Hong Kong Certificate of Education Examination or Hong Kong Diploma of Secondary Education or above

It would be awesome if you have financial institution or contact centre experience.

What’s in it for you

  • 18 days paid annual leave plus additional leave such as marriage, birthday and maternity
  • Employer pension contribution of up to 13% of monthly basic salary
  • Medical coverage for you, and, your spouse and your children
  • Staff housing loan up to 100% of the valuation or purchase price
  • Employee banking services – including loans, credit facilities, and credit cards
  • Support for acquiring any job required licenses
  • Progressive career advancement opportunities

To be considered for this role, the relevant rights to work in Hong Kong is required.

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.

Closing in a month
Closing in a month
  • Job type:Graduate Jobs
  • Disciplines:

    All Disciplines

  • Work rights:

    Hong Kong Permanent Resident, Hong

  • Locations:

    Hong Kong

  • Closing Date:31st May 2021, 3:59 pm


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