Customer Services Specialist - Investment Advisory
IO TECH SOLUTIONS LIMITEDHong Kong Island, Hong Kong
Posted January 5, 2026
Full Time
About the Company
IO Tech Solutions Limited is a leading IT talent and services provider with 25 years of industry experience. The firm specializes in IT staffing, consulting, contracting, payroll, and comprehensive talent solutions across Hong Kong, Singapore, UAE, UK, and Australia. By leveraging deep talent networks and market intelligence, IO Tech delivers strategic partnerships that connect clients to high‑potential opportunities and skilled professionals. Its distinctive advantage lies in a client‑centric approach that blends technology expertise with a global reach, enabling rapid, customized solutions for evolving IT demands.
Job Description
My client a leading bank is seeking an experienced Customer Services Specialist to help provide investment advice to their everyday customers.
Requirements
- 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
- Fluency in Cantonese, English and Putonghua
Benefits
- Great work culture, joining young, like-minded individuals
- Competitive salary and performance-based incentives
- Health insurance and retirement benefits
- Ongoing training and professional development opportunities
