Mortgage Portfolio Specialist

3 days ago


Kuala Lumpur, Kuala Lumpur, Malaysia HSBC Full time

Empowering Customers through Exceptional Service

HSBC serves 41 million customers worldwide, with 6.7 million being international. Our primary focus areas encompass Retail Banking and Wealth Management, Asset Management, Global Private Banking, Insurance, and the Chief Operating Office.

We are currently seeking skilled professionals to join our Wealth and Personal Banking team as Mortgage Specialists. Key responsibilities involve:

  1. Increasing Mortgage business revenue through effective retail banking product cross-selling and strategic referral of potential Premier customers to Premier Relationship Bankers or Managers.
  2. Consistently achieving individual performance targets while aiming for exceptional sales results.
  3. Driving the Personal Banking proposition to identify opportunities and provide tailored solutions that meet customer needs, leveraging available resources efficiently.
  4. Fostering customer portfolio growth by generating mortgage business and referring Premier and Wealth-related needs to the branch.
  5. Closely collaborating with branch Primary Bankers, Premier Relationship Bankers, and Managers to facilitate continuous inward referrals for mortgage needs.
  6. Maintaining superior sales and service standards through outstanding customer interactions and personalized experiences aligned with bank expectations.
  7. Safeguarding accurate and up-to-date customer information.
  8. Elevating Sales Quality Standards by minimizing errors and non-compliance.
  9. Ensuring adherence to regulatory requirements, audit protocols, and internal policies.


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