RecruitPRO Consultancy Hong Kong Limited

Banking Direct Sales / Loan Telesales / Wealth Service and Relationship Manager x many vacancies

RecruitPRO Consultancy Hong Kong Limited
Yau Tsim Mong Area
Posted on 16-May-21

Banking Direct Sales / Loan Telesales / Wealth Service and Relationship Manager x many vacancies

RecruitPRO Consultancy Hong Kong Limited

Job Highlights

  • Banking Direct Sales in branch
  • Loan Telesales
  • Wealth Service and Relationship Manager

Job Description

One of leading Bank in HK. They are looking for:

A) Banking Direct Sales
B) Wealth Service and Relationship Manager
C) Loan Telesales

A) Direct Sales Representative (4 vacancies)
Job Description:
•Responsible for soliciting business opportunities in respect of deposit account as well as other banking products to achieve the sales targets
Main Responsibilities:
  • Solicit new funds and account to achieve individual targets.
  • Cross-sell other banking products to customers.
  • Provide professional services to bank customers.
  • Liaise with Branch Manager or Relationship Manager to leverage relationships with customers and identify cross-selling opportunities
  • To meet the challenge, you should have the following qualifications and attributes: 
•DSE or Secondary education or above.
  • Outgoing, aggressive and able to work under pressure.
  • Good understanding of banking products in particular deposit.
  • Sales and target oriented.
  • Good presentation and communication skill with fluent spoken in Chinese.
  • More relevant working experiences and higher academic qualification will consider to offer the higher grade

B) Wealth Services Manager / Assistant Wealth Services Manager / Senior RM Executive (7 vacancies)
Job Description:
To provide excellent service to satisfy customer’s wealth management needs and solicit wealth business through non-face-to-face channels .
Main Responsibilities:  
  • Meet / exceed sales target assigned
  • Solicit wealth business by non-face-to-face channels, including FX related products, Equity Link Investments (ELI), Investment Fund (UT), Bonds or other wealth management products as appropriate .
  • Work to understand customers’ needs through proactive communication with customers, branch staff, product specialists, treasury and/or marketing teams prior to completing transactions .
  • Support GBA (cross border) business
  • Process transaction by adhering to the Bank’s operational procedures .
  • Conduct sales through strict compliance of investment sales process guidelines
  • Conduct outbound call and manage inbound call on various marketing, sales & service program .
Incumbent Requirements:
  • University degree with minimum 3-year experience in sales of Investment products or lower academic qualifications with substantial years of relevant experience
  • Professional licensing qualifications on HKSI Papers 1, 7 & 8
  • Good command of spoken & written in English and Chinese. Fluency in Putonghua is preferable . 

C) Telemarketing Executive (20 vacancies) - LOAN Telesales 
Job Description:
Perform Telesales roles & responsibilities to cross-sell loan products to customers through making outbound calls and receiving inbound hotline. Deliver consistent quality services to customers and achieve sales targets.
Main Responsibilities: 
  • Promote the bank’s loan products to new and existing customers with the purpose of generating business revenue to the Bank.
  • Provide feedbacks to Managers on the Marketing campaigns and ideas for enhancements.
  • Achieve the sales targets and objectives and meet service standard.
  • Comply all internal guidelines, legal and regulatory requirements.
Incumbent Requirements:
  • Secondary education with relevant experience in sales and customer services.
  • Good communication and telemarketing skills.
  • Aggressive and hardworking.
  • Ability to work under pressure and achieve sales target.

For Job Seekers, who prefer to directly sent your CV to us, our job seekers directly apply email address is posted in our company profile above.

Please kindly send your CV in WORD format ONLY with:



Additional Information

Career Level
Entry Level
Years of Experience
1 year
Job Type
Full Time, Permanent

Company Overview

Starting from 2009, RecruitPRO Consultancy Hong Kong Limited is a Hong Kong based recruitment consultancy and executive search firm serving clients range from Fortune 500 companies, multinational corporations and listed companies in Hong Kong and mainland China.

The key to the success of any business is people. At RecruitPRO, our goal is to provide the right talents to meet for your business growth. Whether you are a candidate looking for a career opportunity or an employer looking to staff an important position, RecruitPRO is the solution for you.


Employer enquiry hotline: 852 2388 7911 

For Employer enquiry use only: [email protected]

For Job Seekers directly apply use only: [email protected]

*All personal data collected will be kept confidential and be used for recruitment related purpose only.*

Additional Company Information

Human Resources Management/Consultancy
Benefits & Others
Medical insurance, Performance bonus, Five-day work week