Mortgage Business Developer

3 days ago


Kuala Lumpur, Kuala Lumpur, Malaysia HSBC Full time
Unlock New Opportunities with HSBC Wealth and Personal Banking

We serve 41 million customers globally, including 6.7 million international customers, from retail to ultra high net worth individuals and their families. Our international network enables us to deliver borderless banking and world-class wealth management through best-in-class capabilities and exceptional people.

Key Areas of Operations:

  • Retail Banking and Wealth Management
  • Asset Management
  • Global Private Banking
  • Insurance
  • Chief Operating Office

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

Principal Responsibilities:

  1. 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 expectations and strive for highest sales performance.
  3. Lead the Personal Banking proposition to identify opportunities and meet customer needs effectively, maximizing all available resources.
  4. Ensure customer portfolio growth by generating mortgage business and referring Premier and Wealth needs to the branch.
  5. Work closely with the branch Primary Banker, Premier Relationship Banker, and Managers to ensure continuous inward referrals for mortgage needs.
  6. Meet high standards of sales and service levels by providing excellent customer engagement and experience journey as per the bank's standard.
  7. Audit customer information accurately.
  8. Meet Sales Quality Standards by minimizing errors and breaches.
  9. Maintain operational procedures within stipulated guidelines/regulations, audit requirements, compliance, and other procedure manuals.


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