Mortgage Specialist, Citi

Citi

Location:
Singapore, Singapore

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

The Senior Wealth Mortgage Specialist will be responsible for originating and structuring mortgage solutions and delivering expert property financing advice to high-net-worth and affluent clients in Singapore. The role requires proactive engagement with customers, collaborating closely with Client Advisors to integrate mortgage solutions into broader wealth strategies, and contributing to the growth of customer portfolios and Citi's wealth management reach.

Job Responsibility:

Proactively engage with Citi's wealth clients and high-potential prospects to understand their intricate property financing needs, including residential purchases, investment properties, and refinancing solutions within the Singapore market
Provide expert, in-depth advice on a comprehensive suite of mortgage products, financing structures, interest rate strategies, and the regulatory environment of Singapore's property market
Structure and present tailored mortgage solutions that align precisely with clients' financial objectives and property investment strategies
Drive the end-to-end mortgage sales process, from initial consultation and application to approval and closing, ensuring an exceptional client experience
Stay at the forefront of market trends, property valuations, and competitive offerings within Singapore's mortgage industry
Work closely and collaboratively with Client Advisors to contribute mortgage expertise to the 'total wealth conversation' for affluent clients
Provide Client Advisors with expert insights on how property financing decisions impact, and are impacted by, a client's broader wealth portfolio
Support Client Advisors in positioning mortgage solutions as an integral component of a client's comprehensive financial planning
Participate in joint client meetings with Client Advisors as the dedicated mortgage expert
Cultivate and maintain strong, enduring relationships with new and existing affluent clients and internal Client Advisors
Play a pivotal role in driving successful outcomes for mortgage product acquisition and portfolio growth
Contribute significantly to the expansion and enrichment of overall client banking relationships through strategic mortgage engagement
Appropriately assess and mitigate risk in all business decisions

Requirements:

Bachelor's degree in Finance, Business Administration, Economics, or a related field
Minimum of 3-5 years of demonstrated success in mortgage sales, property financing, or a related client-facing role within the financial services industry in Singapore, with a strong emphasis on affluent or high-net-worth clients
In-depth knowledge of the Singapore property market, including financing structures, regulatory landscape, and current market conditions
A strong conceptual understanding of wealth management principles and financial planning concepts to facilitate effective collaboration with Client Advisors and comprehend the broader financial context of client's property assets, without providing direct financial advice on non-mortgage products
Exceptional interpersonal and communication skills, capable of building rapport with clients and internal partners, and effectively conveying complex mortgage information to sophisticated clientele
Strong analytical abilities, with a capacity for structuring bespoke financial solutions
Proven ability to drive successful outcomes in a competitive environment
High level of integrity, professionalism, and unwavering commitment to ethical conduct and compliance

Additional Information:

Job Posted:
September 20, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Mortgage Specialist