Relationship Manager, Mortgage Sales

eFinancialCareers Ltd.; Hong Kong; Sur place; HKD 550 000 - 800 000; Plein temps

Résumé du poste

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.

Responsabilités

• 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.

Connaissances

Client relationship management

Networking

Financial advisory

Cantonese & English

Mandarin a plus

Formation

Diploma or higher in finance, banking, insurance

Mortgage industry experience (3+ years)

Licenses: MPF, General Insurance, Investment with CPD

Description du poste

Relationship Manager, Mortgage SalesThe Relationship Manager, Mortgage Sales, is dedicated to cultivating and sustaining strong client partnerships by delivering expert guidance on home loans and comprehensive banking products. This position advances company goals by elevating customer satisfaction and increasing market awareness of key offerings.Role OverviewWorking in a collaborative team setting and reporting directly to senior leadership, the Relationship Manager will prioritize client engagement and retention. The role requires partnering with external stakeholders—such as real estate firms and referral partners—to expand the customer base. Key performance indicators include building lasting relationships, delivering sound financial recommendations, and guiding junior team members.Key Skills & ExperienceBuild and maintain client relationships while delivering tailored mortgage and financial advicePartner with external networks to drive new customer acquisitionTrack market developments and share actionable insights with senior leadershipKey ResponsibilitiesOversee client accounts and deliver specialized counsel on mortgage productsEngage with referral partners and real estate networks to generate new business opportunitiesGuide and develop junior mortgage specialists through targeted coachingMonitor industry trends continuously to optimize product and service deliveryRequirementsDiploma or higher in finance, banking, insurance, or a related discipline is preferredAt least 3 years of hands-on experience in the mortgage industry (banking or brokerage background)Valid industry qualifications (MPF, General Insurance, and Investment licenses) with up-to-date CPD fulfillmentIn-depth understanding of mortgage solutions alongside general retail banking, insurance, and wealth productsSelf-motivated and collaborative, with a proven ability to work seamlessly across front-line and back-office teamsEngaging interpersonal style with a demonstrated history of effective networking and client buildingStrong oral communication in Cantonese and English; conversational fluency in Mandarin is a plusThis is an Asia-based, permanent full-time position working on-site.If you possess the required qualifications and experience, please submit your updated resume to apply.