Mortgage Specialist, HSBC

HSBC

Location:
Malaysia, Subang Jaya

Category:
Banking

Contract Type:
Employment contract

Salary:

Not provided

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Job Description:

HSBC Wealth and Personal Banking serves 41 million customers globally, offering retail banking, wealth management, asset management, and insurance services. The role involves growing the mortgage business, cross-selling retail banking products, and ensuring high service and sales standards while adhering to the bank’s compliance guidelines.

Job Responsibility:

Responsible to grow the Mortgage business, cross-sell retail banking products, and refer potential Premier customers to Premier Relationship Banker or Managers
Consistently meet individual performance expectation and strive to achieve highest sales performance
To lead the Personal Banking proposition to ensure opportunities are identified and customer needs are met effectively, maximising all available resources
To ensure the growth of customer portfolio by generating mortgage business and referring Premier and Wealth needs to the branch
The job holder will work closely with the branch Primary Banker, Premier Relationship Banker and Managers to ensure continuous inward referrals for mortgage needs
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
To ensure all customers information are acquired, updated, stored and maintained accurately
To ensure the requirements of the Sales Quality Standards are met by minimizing errors and breach
To ensure all operational procedures are maintained within stipulated guidelines/regulations, audit requirements, compliance and other procedure manuals pertaining to the job.

Requirements:

A minimum requirement of SPM is needed for this role
At least 1-3 years of experience in mortgage products in banks or financial institution is required
Proven ability in customer relationship management
Ability to analyze financial priorities and influence customers to take appropriate action to meet their needs
A broad knowledge of financial planning and defining customer needs
An understanding of the needs of the mass affluent customer segment in general
A full understanding of referral processes
An understanding of the Mortgage, Advance and Premier Propositions
Excellent sales management skills and excellent understanding of customer need
Customer driven with a strong focus on quality of service
Strong interpersonal communication skills
Proficient in English and local language
Attain appropriate professional and regulatory qualifications as required by market
Only Malaysians are encouraged to apply
Candidates with immediate right to work locally and no relocation need will be prioritized.

What we offer:

Continuous professional development
Flexible working opportunities
Inclusive and diverse environment.

Additional Information:

Job Posted:
May 27, 2025

Expiration:
June 26, 2025

Employment Type:

Fulltime

Work Type:

On-site work

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Mortgage Specialist

HSBC

Location:Malaysia, Subang Jaya

Category:Banking

Contract Type:Employment contract