Mortgage Specialist, Johor Bahru

4 weeks ago

Johor Bahru, Johor, Malaysia HSBC Full time

Some careers open more doors than others.

If you're looking to unlock new job opportunities, take a look at the possibilities right on your doorstep here at HSBC Wealth and Personal Banking.

In International Wealth and Personal Banking, we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC's purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Global Private Banking, Insurance, and Chief Operating Office.

We are currently seeking ambitious individuals to join our Wealth and Personal Banking (WPB) team in the role of Mortgage Specialist working together with colleagues to display HSBC Values and achieve Vision to become the world's leading international Bank.

Principal Responsibilities:

  1. Responsible to grow the Mortgage business, cross-sell retail banking products, and refer potential Premier customers to Premier Relationship Banker or Managers.
  2. Consistently meet individual performance expectation and strive to achieve highest sales performance.
  3. To lead the Personal Banking proposition to ensure opportunities are identified and customer needs are met effectively, maximising all available resources.
  4. To ensure the growth of customer portfolio by generating mortgage business and referring Premier and Wealth needs to the branch.
  5. The job holder will work closely with the branch Primary Banker, Premier Relationship Banker and Managers to ensure continuous inward referrals for mortgage needs.
  6. To ensure high standard of sales and service levels are met by providing excellent customer engagement and experience journey as per the bank's standard.
  7. To ensure all customers' information is acquired, updated, stored and maintained accurately.
  8. To ensure the requirements of the Sales Quality Standards are met by minimizing errors and breach.
  9. To ensure all operational procedures are maintained within stipulated guidelines/regulations, audit requirements, compliance and other procedure manuals pertaining to the job.
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