• Good working environment
  • Good Package
  • 5 days’ work

Responsibilities:

 

  • Collaborate with different channel’s sales staff to complete investment transactions by phone
  • Main Responsibilities: 
  • Achieve KPI & support WS Team to meet sales target.
  • Complete investment transactions by phone for all investment products, including Equity Link Investments (ELI), Investment Funds (UT), Secondary Market Bonds, CLPGD, Currency Switching (CS), CLPD etc.
  • Process transactions by adhering to the Bank’s operational procedures.
  • Conduct other cross sales activities and service back up such as supporting other hotlines.
  • Conduct outbound call on various marketing, sales & service program.

 

Requirements:

  • University degree with minimum 2-year experience in sales or service delivery of retail investment products or lower academic qualifications with substantial years of relevant experience.
  • Professional licensing qualifications on HKSI Papers 1, 7 & 8.
  • Good command of spoken & written in English and Chinese. Fluency in Putonghua is preferable.




Type: Contract

Category: Investment Banking - No Selection Required

Reference ID: 506 - 260910 - TN

Date Posted: 10/09/2026

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