Mortgage Relationship Manager - Growth & Advisory

eFinancialCareers Ltd.; Hong Kong; On-site; HKD 550,000 - 800,000; Full time

Job summary

eFinancialCareers Ltd. is seeking a Relationship Manager, Mortgage Sales to cultivate lasting client partnerships by delivering expert mortgage guidance and a broad range of banking products.

You will work with real estate firms and referral partners to expand the customer base and enhance satisfaction in a fast-paced, Asia-based setting on-site in Hong Kong. Reporting to senior leadership, you will oversee client accounts, provide tailored financial advice, and mentor junior mortgage

Qualifications

• Diploma or higher in finance, banking, or insurance preferred.
• At least 3 years in mortgage industry (banking or brokerage).
• Valid licenses (MPF, General Insurance, Investment) with up-to-date CPD.
• Solid understanding of mortgage solutions and retail banking products.
• Fluent in Cantonese and English; Mandarin is a plus.

Responsibilities

• Oversee client accounts and deliver mortgage guidance.
• Engage with real estate partners and referral networks to generate new business.
• Coach junior mortgage specialists across the team.
• Monitor market trends to optimize product delivery.

Skills

Client relationship management

Networking

Financial advisory

Cantonese & English

Mandarin a plus

Education

Diploma or higher in finance, banking, insurance

Mortgage industry experience (3+ years)

Licenses: MPF, General Insurance, Investment with CPD

Job description

eFinancialCareers Ltd. is seeking a Relationship Manager, Mortgage Sales to cultivate lasting client partnerships by delivering expert mortgage guidance and a broad range of banking products.

You will work with real estate firms and referral partners to expand the customer base and enhance satisfaction in a fast-paced, Asia-based setting on-site in Hong Kong. Reporting to senior leadership, you will oversee client accounts, provide tailored financial advice, and mentor junior mortgage