CareerPlan

Assistant Manager, Direct Sales (Mortgage)

Hong Kong, Hong Kong, HKFull-time2026-06-18 → 2026-11-07

Core

Generate new business and revenue for the bank by exceeding mortgage and SME loan acquisition sales targets and building customer relationships for up-sell and cross-sell.

Role type

Assistant Manager, Direct Sales (Mortgage)

Builds

Mortgage and SME loan products

Domain

Banking / Financial Services

Required skills

sales target achievement, customer relationship management, loan documentation processing, market intelligence gathering, regulatory compliance, cross-selling, referral agency management

Preferred skills

proactive learning, working under pressure

Technologies

none stated

Responsibilities

Soliciting mortgage/SME opportunities through calling on prospective and existing clients, following up with loan documentation and account opening documents, building and retaining customer relationships for cross-selling and referrals, providing market intelligence to product and credit underwriting departments, handling customer enquiries professionally, ensuring compliance with regulatory requirements

Seniority

Mid-level, hands-on sales