InnovestX

Digital Investment Consultant

Posted: Nov 5, 2025

Job Description

Join our team of investment professionals who provide trusted, high-quality support to clients through InnovestX’s online investment platform — across both Voice and Non-Voice channels. We’re looking for service-minded individuals with a passion for finance, technology, and helping others make smarter investment decisions.Key ResponsibilitiesProvide client support and investment-related information via phone (Voice) and online channels (Chat, Email, Social Media).Assist clients with basic investment inquiries and platform usage, including website, mobile application, and online trading tools.Deliver clear and accurate guidance on investment products such as equities, mutual funds, and other services available on InnovestX.Troubleshoot technical issues and ensure a smooth digital experience for every client interaction.Participate in training sessions to build knowledge of products, systems, and service standards, with ongoing guidance from a dedicated supervisor.QualificationsHolds at least an Investment Consultant License (IC Plain).Excellent communication skills — verbal and written.Basic understanding of investment products and the ability to explain them in simple terms.Comfortable using digital tools, mobile applications, and online communication platforms.Service-oriented, patient, responsible, and able to multitask effectively in a fast-paced environment.Able to work on a shift schedule.What We OfferComprehensive training and continuous support from experienced mentors.A dynamic learning environment that bridges customer service and investment advisory.Opportunities to grow your career in digital investment services.Night-shift allowance provided.

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