Mortgage Senior Specialist

HSBC; Batu 6 ½ Jalan Puchong; On-site; MYR 60,000 - 90,000; Full time

Job summary

HSBC is seeking ambitious individuals for the role of Mortgage Senior Specialist within their Wealth and Personal Banking team. The successful candidate will grow the mortgage business while collaborating closely with branch bankers to provide exceptional customer service and meet various banking product needs.

Responsibilities

• Grow the Mortgage business and refer potential Premier customers to Managers.
• Meet individual performance expectations and achieve high sales performance.
• Ensure customer needs are met effectively by leading the Personal Banking proposition.

Job description

Some careers open more doors than others.

If you’re looking to unlock new job opportunities, take a look at the possibilities right on your doorstep here at HSBC International Wealth and Personal Banking.

Within International Wealth and Premier Banking (IWPB), we serve 41 million customers globally, including 6.7 million who are international, from retail customers to ultra high net worth individuals and their families. We help our customers to take care of their day-to-day finances and to manage, protect and grow their wealth. Our international network and breadth of expertise enable us to deliver on HSBC’s purpose of opening up a world of opportunity by providing our customers with borderless banking and world-class wealth management through best-in-class, mobile-first capabilities and exceptional people. Our key areas of operations include Retail Banking and Wealth Management, Asset Management, Global Private Banking and Insurance.

We are currently seeking ambitious individuals to join our Wealth and Personal Banking (WPB) team in the role of Mortgage Senior Specialist, working together with colleagues to display HSBC Values and achieve our Vision to become the world’s leading international Bank.

Principal Responsibilities:

1. Grow the Mortgage business, cross-sell retail banking products, and refer potential Premier customers to Premier Relationship Bankers or Managers.
2. Consistently meet individual performance expectations and strive to achieve high sales performance.
3. Lead the Personal Banking proposition to ensure opportunities are identified and customer needs are met effectively, maximising all available resources.
4. Grow the customer portfolio by generating mortgage business and referring Premier and Wealth needs to the branch.
5. Collaborate closely with the branch Primary Banker, Premier Relationship Banker, and Managers to ensure continuous inward referrals for mortgage needs.
6. Maintain high standards of sales and service levels by providing excellent customer engagement and experience journey as per the bank’s standards.
7. Accurately acquire, update, store, and maintain all customer information.
8. Meet the requirements of the Sales Quality Standards by minimizing errors and breaches.
9. Adhere to operational procedures within stipulated guidelines, regulations, audit requirements, compliance, and other relevant manuals.