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Investment Services Representative (Contact Centre)



Technical Skills

  • Corporate Communications
  • Mathematics
  • Microsoft Exchange Server
  • Sales

Job Description

Investment Services Representative (Contact Centre)

Location: Hong Kong


  • Handle customers’ phone calls in stock trading, foreign exchange trading and other related services accurately and timely
  • Respond to customers enquiries and requests in relating to banking services or products from different channels professionally
  • Solicit new business through outbound calls in selling and promoting bank’s products


  • Possess 5 subjects at Grade E / Level 2 or above in the HKCEE / HKDSE, including Chinese, English and Mathematic                                                                                                                                                                                                                                                                                                                                                                                       
  • With HKSI qualification is a must.
  • With experience in banking industry or financial institutions is a definite advantage
  • Good knowledge of investment products
  • Independent, self-motivated, customer-oriented and able to work under pressure
  • Possess hands-on PC skills in using MS Office applications and Chinese inputs
  • Excellent interpersonal and communications skills with good command of English and Chinese in both spoken and written; Putonghua is preferable
  • Willing to work on shift duties
Employment TypeFull-time
Education LevelLower Secondary
QualificationHKSI - Any Paper
LanguageEnglish, Cantonese, Mandarin (Putonghua)
Bank of ChinaInvestment Banking and Brokerage

24/F Bank of China Tower 1 Garden Road Hong Kong

directions_walk10 mins walk from Admiralty Station