Customer Engagement Specialist - Unsecured Lending Outreach

WeLab; Hong Kong; On-site; HKD 156,000 - 234,000; Full time

Benefits offered by this job

Learning and development stipend

Wellness and happiness benefits

Comfortable open office with free food

Stocked pantry and social area

Job summary

WeLab, a leading fintech platform, seeks a customer-focused specialist to guide loan applications from inquiry to drawdown. You’ll handle outbound calls, promote unsecured lending products, and collect required documents while maintaining strong customer relationships.

Ideal candidates have at least 1 year in telemarketing or customer service, fluent Cantonese with basic English and Mandarin, and a proactive, results-driven mindset to meet sales and service targets in a fast-paced environment.

Qualifications

• Form 5 graduate or above.
• Minimum 1 year of experience in telemarketing, telesales, customer engagement, call centre, or customer service roles.
• Strong customer-focused mindset with excellent communication, negotiation, and interpersonal skills.
• Proactive, self-motivated, and results-oriented, with the ability to achieve sales and service targets.
• Fluent in Cantonese, with a basic command of English and Mandarin.
• Experience in banking, financial services, unsecured lending, personal loans, credit cards, or other retail lending products is preferred.
• Knowledge of HKMA regulatory requirements, KYC, AML, and responsible selling practices is an advantage.
• Proven track record in outbound customer engagement, sales conversion, or relationship management will be highly regarded.

Responsibilities

• Deliver excellent customer service throughout the loan application journey and serve as the primary contact for application enquiries and document follow-up.
• Proactively engage customers through outbound calls and other communication channels to promote unsecured lending products and convert customer interest into loan applications.
• Follow up with prospective and existing customers to obtain outstanding documents and ensure timely completion of application requirements.
• Guide customers on product features, eligibility criteria, document submission requirements, application procedures, and loan drawdown arrangements.
• Build and maintain positive customer relationships through professional and responsive communication.
• Coordinate with internal teams to facilitate smooth application processing, status updates, and case resolution.
• Achieve individual sales, referral, and service performance targets while ensuring compliance with internal policies and regulatory requirements.
• Support customer servicing initiatives, campaign activities, operational projects, and other ad hoc assignments as required by management.

Skills

Cantonese

English

Mandarin

Communication

Negotiation

Interpersonal Skills

Self-motivated

Results Oriented

Education

Form 5 graduate

Job description

WeLab, a leading fintech platform, seeks a customer-focused specialist to guide loan applications from inquiry to drawdown. You’ll handle outbound calls, promote unsecured lending products, and collect required documents while maintaining strong customer relationships.

Ideal candidates have at least 1 year in telemarketing or customer service, fluent Cantonese with basic English and Mandarin, and a proactive, results-driven mindset to meet sales and service targets in a fast-paced environment.