Wealth and Personal Banking Specialist

3 days ago


Kuala Lumpur, Kuala Lumpur, Malaysia HSBC Full time
Pursue a Rewarding Career in Wealth and Personal Banking

HSBC Wealth and Personal Banking serves 41 million customers globally, including 6.7 million international customers. We offer borderless banking and world-class wealth management through best-in-class capabilities and exceptional people.

Our Key Services Include:

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

We are currently seeking motivated professionals to join our Wealth and Personal Banking team as Mortgage Specialists, working together to achieve our Vision to become the world's leading international Bank.

Main Responsibilities:

  1. Develop and execute strategies to grow the Mortgage business, cross-sell retail banking products, and refer potential Premier customers to Premier Relationship Banker or Managers.
  2. Maintain individual performance expectations and strive for highest sales performance.
  3. Lead the Personal Banking proposition to identify and capitalize on opportunities, meeting customer needs effectively, and maximizing available resources.
  4. Drive customer portfolio growth by generating mortgage business and referring Premier and Wealth needs to the branch.
  5. Collaborate with the branch Primary Banker, Premier Relationship Banker, and Managers to ensure continuous inward referrals for mortgage needs.
  6. Deliver high standards of sales and service levels by providing an excellent customer engagement and experience journey as per the bank's standard.
  7. Audit customer information accurately.
  8. Adhere to 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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