Financial Solutions Expert

1 week ago

Penang, Malaysia HSBC Full time

About Us:

HSBC is a global banking and financial services company with a presence in many countries around the world. We offer a wide range of products and services to help individuals, businesses, and institutions manage their finances effectively.

Wealth and Personal Banking is our new global business combining Retail Banking and Wealth Management; and Global Private Banking, to become one of the world's largest global wealth managers with significant assets under management. Our dedicated colleagues serve millions of customers worldwide across the entire spectrum of private wealth, ranging from personal banking for individuals and families, through to business owners, investors and ultra-high-net-worth individuals.

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 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 are 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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