Home Loan Expertise Professional

3 days ago


Kuala Lumpur, Kuala Lumpur, Malaysia HSBC Full time
Unlock Your Potential in Wealth and Personal Banking

HSBC Wealth and Personal Banking offers a wide range of services to its 41 million customers globally, including 6.7 million international customers. Our international network enables us to deliver borderless banking and world-class wealth management through best-in-class capabilities and exceptional people.

Our Key Focus Areas:

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

We are seeking talented individuals to join our Wealth and Personal Banking team as Mortgage Specialists, working together to display HSBC Values and achieve Vision to become the world's leading international Bank.

Key Responsibilities:

  1. Strategically 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 to achieve highest sales performance.
  3. Maximize the Personal Banking proposition to identify and capitalize on opportunities, meeting customer needs effectively, and utilizing all available resources.
  4. Ensure customer portfolio growth by generating mortgage business and referring Premier and Wealth needs to the branch.
  5. Closely 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. Minimize errors and breaches by adhering to Sales Quality Standards.
  9. Maintain operational procedures within stipulated guidelines/regulations, audit requirements, compliance, and other procedure manuals.


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