Financial Solutions Expert

3 days ago


Kuala Lumpur, Kuala Lumpur, Malaysia HSBC Full time

Transforming Financial Outcomes through Expertise

HSBC is dedicated to serving its diverse customer base of 41 million worldwide, with 6.7 million being international clients. Our main operational pillars include Retail Banking and Wealth Management, Asset Management, Global Private Banking, Insurance, and the Chief Operating Office.

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

  1. Expanding Mortgage business by developing effective strategies for retail banking product sales and referring potential Premier customers to Premier Relationship Bankers or Managers.
  2. Achieving consistent individual performance results and striving for exceptional sales outcomes.
  3. Driving the Personal Banking proposition to identify customer needs and provide tailored solutions, maximizing available resources efficiently.
  4. Boosting customer relationships by generating mortgage business and referring Premier and Wealth needs to the branch.
  5. Collaborating closely with branch Primary Bankers, Premier Relationship Bankers, and Managers to ensure continuous inward referrals for mortgage needs.
  6. Maintaining high standards of sales and service excellence through engaging customer interactions and personalized experiences aligned with bank standards.
  7. Ensuring accurate and up-to-date customer information management.
  8. Maintaining Sales Quality Standards by minimizing errors and non-compliance.
  9. Complying with regulatory requirements, audit protocols, and internal policies.


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