Golden Gate Ventures


Mortgage Sales Specialist at MoneySmart
Hong Kong


To give MoneySmart mortgage seekers the very best service and impartial advice on mortgages and the home buying process, and to grow and achieve revenue targets for the mortgage line of business.

In a Nutshell:

  1. To provide timely and excellent customer service for our customers
    1. seeking a mortgage for new purchase, refinancing or cash-out reasons
    2. on the overall property purchase process
  2. To achieve monthly mortgage sales targets.
    1. highlighting when lead volumes are insufficient to meet targets in daily huddles
    2. thinking of ways to maximise lead potential and to get more leads
  3. To ensure that mortgage rates are updated on the site.
  4. To ensure that CRM and dashboard is updated with all relevant information.


  • Knowledgeable of the mortgage market and property purchase process
  • Service oriented
  • Sales driven
  • Proactive
  • Meticulous and organised
  • Sharp mind and good communication skills


Culture Competencies:

  • Build a positive team and family spirit
  • Be Humble

  • Stay Hungry

  • Do more with less

  • Always pursue learning and growth

  • Engage, Disagree and Commit