Senior Investment Advisor

2 weeks ago


Hong Kong Island, Hong Kong SAR China IO TECH SOLUTIONS LIMITED Full time

IO TECH SOLUTIONS LIMITED is a leading bank seeking an experienced Senior Investment Advisor to provide investment advice to their everyday customers.

The ideal candidate will hold a valid Hong Kong Securities & Investment Institute I license and be responsible for providing financial guidance to clients over the phone. Estimated salary: HKD 50,000 - HKD 80,000 per month.

Responsibilities:

  • Conduct outbound and inbound calls to clients to provide investment guidelines and recommend suitable financial products.
  • Assess clients' financial situations, risk tolerance, and investment goals to provide personalized recommendations.
  • Stay updated on market trends, investment products, and regulatory requirements to ensure compliance.
  • Build and maintain strong relationships with clients to enhance customer satisfaction and retention.
  • Collaborate with team members and other departments to meet sales targets and deliver exceptional service.
  • Document client interactions and update customer records accurately in the database.

Qualifications:

  • A valid Investment Advisor license, such as HKSI certification.
  • Experience in a call center or customer service role, preferably in the financial services industry.
  • Excellent communication skills and the ability to explain complex financial concepts clearly.
  • A strong customer-focused approach to work.
  • Fluency in Cantonese, English, and Putonghua.

Benefits:

  • A great work culture with young, like-minded individuals.
  • Competitive salary and performance-based incentives.
  • Health insurance and retirement benefits.
  • Ongoing training and professional development opportunities.


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