End-to-End Mortgage & Banking Advisor

DBS Bank (Hong Kong) Limited; Hong Kong; On-site; HKD 480,000 - 720,000; Full time

Job summary

DBS Bank (Hong Kong) Limited is seeking a Home Advice Specialist in Consumer Banking to cultivate client relationships and advise on mortgage solutions. The role involves managing end-to-end mortgage processes, ensuring accuracy and excellent service, and staying ahead of market and regulatory changes.

The ideal candidate will have a diploma or higher, fluency in Cantonese/Mandarin/English, and at least 5 years in sales within consumer products or mortgage lending.

Qualifications

• Diploma or higher qualification.
• Fluent in Cantonese, Mandarin and English; Mandarin fluency is a plus.
• Minimum 5 years of relevant sales experience in consumer products or mortgage loans.
• Certifications such as general insurance, with CPD requirements.
• Proven ability to establish and nurture strong relationships with external stakeholders.
• Strong sales drive with excellent presentation and interpersonal skills.
• Independent worker with a team-oriented mindset.
• Outgoing personality with networking experience.

Responsibilities

• Establish and maintain effective relationships with customers offering expert advice and recommendations on mortgage and banking solutions to clients and ensuring alignment with the bank's strategic objectives and risk tolerance.
• Manage the end-to-end mortgage application process, ensuring efficiency, accuracy, and an exceptional loan servicing and customer experience.
• Demonstrate agility in adapting to new strategies and approaches to optimize performance and respond to market shifts.
• Stay informed about market trends, competitor activities, and regulatory changes to strategically position our mortgage offerings.
• Uphold sound control and ensure full compliance with all legal and regulatory requirements governing mortgage products.

Skills

Sales

Client relationship building

Presentation skills

Interpersonal skills

Teamwork

Education

Diploma or higher qualification

Job description

DBS Bank (Hong Kong) Limited is seeking a Home Advice Specialist in Consumer Banking to cultivate client relationships and advise on mortgage solutions. The role involves managing end-to-end mortgage processes, ensuring accuracy and excellent service, and staying ahead of market and regulatory changes.

The ideal candidate will have a diploma or higher, fluency in Cantonese/Mandarin/English, and at least 5 years in sales within consumer products or mortgage lending.