Job ref no.: 0000GP5O

Contact Centre Officer, Investment Specialist - Contact Centre Business



成為滙豐投資客戶服務主任, 您將處理滙豐卓越理財客戶的股票買賣落盤指示及負責有關投資問題的電話查詢,理解客戶需要,並提供相關服務及合適投資產品以解答他們的疑難。


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.

Joining our Contact Centre as a Contact Centre Officer, Investment Specialist, 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 necessary to perform in this roles

  • 香港中學會考(HKCEE) 五科合格,包括數學、中文或英文; 或持有香港中學文憑證書(HKDSE)或以上學歷
  • 良好的溝通能力,能操流利粵語、英語和普通話;
  • 具備在銀行或證券公司工作、與股票交易相關的經驗;
  • 持有香港證券及投資學會投資牌照,並通過從業資格卷一、卷七及卷八; 
  • 每週工作5天,能適應彈性輪班工作 (包括日、夜、週末及公眾假期)


您將享有底薪加年終獎金、輪班津貼(僅適用於指定班次) ,以及在國際性銀行工作優厚福利,包括 18 天 有薪假期、高達 100% 估值或購買價格的員工住房貸款及以優惠條件享用個人銀行服務如貸款和信貸。


  • A pass in HKCEE including Math’s plus Chinese or English, or a holder of HKDSE or above.
  • Good verbal communications skills in Cantonese, English and Mandarin.
  • Experience in stock trading execution, either within a bank or a securities firm.
  • Hold an investment license with the Hong Kong Securities and Investment Institute Paper 1, 7 and 8.
  • Flexibility to work on a rotating shift covering days, nights, weekends and public holidays with a five-day working week.

Joining our Contact Centre Business offers a great entry point for an exciting future career at HSBC - either to more senior roles in our Contact Centres, or into roles across the broader Wealth and Personal Banking business.

This opportunity offers a year-end bonus on top basic salary, plus shift allowances (applicable only to certain shifts) 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.

Primary location shows in a job posting does not refer to work location, the branch placement is subject to the final decision by RSS Management

More job information
Job ref no. 0000GP5O
Job Function
  • Kowloon City
Employment Term
  • Full-time
  • 0 year - 7 years
Career Level
  • Non-management level
  • Degree