Wealth Management Professional

1 week ago


Penang, Malaysia HSBC Full time

About HSBC:

HSBC is a global banking and financial services company that offers a wide range of products and services to individuals, businesses and institutions. Our goal is to provide customers with exceptional banking experiences and help them achieve their financial goals.

Our Wealth and Personal Banking business is designed to provide comprehensive financial solutions to our customers' needs. We have a strong network of professionals who are committed to delivering exceptional service and support.

We are currently looking for experienced individuals to join our Wealth and Personal Banking team as Mortgage Specialists. As a key member of the team, you will be responsible for growing the Mortgage business, cross-selling retail banking products, and referring potential Premier customers to Premier Relationship Bankers or Managers.

Your Key Responsibilities:

  1. Growing the Mortgage business through effective sales strategies and customer engagement.
  2. Cross-selling retail banking products to customers to increase revenue and improve customer satisfaction.
  3. Referencing potential Premier customers to Premier Relationship Bankers or Managers to identify additional revenue opportunities.
  4. Maintaining accurate records of customer information to ensure seamless delivery of services.
  5. Ensuring that all operational procedures are followed in accordance with guidelines, regulations, and quality standards.


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