Mortgage Specialist, Klang Valley

HSBC; Kuala Selangor; On-site; MYR 42,000 - 90,000; Full time

Job summary

HSBC International Wealth and Personal Banking in Malaysia is recruiting a Mortgage Specialist to grow the mortgage business and cross-sell wealth products. You will collaborate with Premier Relationship Bankers and Managers to refer potential premier customers, while delivering strong personal performance and customer-focused service.

Join a team that supports the Personal Banking Proposition and emphasizes compliant practices, high service quality, and responsive engagement with clients

Qualifications

• Strong communication skills and ability to work well in teams.
• Mandarin language abilities are welcomed.
• Experience with mortgage products or mortgage sales is helpful.
• Proficient in financial planning to identify and meet customer needs.
• Customer-centric approach and commitment to quality service.

Responsibilities

• Grow the Mortgage business and cross-sell wealth products and services as determined by the bank.
• Partner with Premier Relationship Bankers and Managers in referring potential premier customers.
• Deliver personal performance and drive overall sales results.
• Advocate the Personal Banking Proposition and leverage opportunities while maintaining customer focus.
• Provide high standards of service and best-in-class customer engagement and experience.
• Ensure compliance with bank policies, procedures, and regulatory guidelines.

Skills

Communication skills

Mandarin speaking

Mortgage knowledge

Financial planning

Education

SPM 5 credits

Job description

No of vacancies : 12

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 International Wealth and Personal Banking (IWPB) team in the role of Mortgage Specialist working together with colleagues to display HSBC Values and achieve Vision to become the world’s leading international Bank.

Principal Responsibilities

• Responsible in growing the Mortgage business and cross-sell wealth products and services as determined by the bank


• Partner with Premier Relationship Bankers and Managers in referring potential premier customers


• Responsible in delivering individual performance and driving overall sales performance


• Responsible in advocating the Personal Banking Proposition, leveraging opportunities whilst ensuring customer centricity


• Deliver high standard of service levels as defined by the bank, providing best in class customer engagement and experience


• To ensure compliance with products and sales policies, procedures and guidelines set by the Bank and relevant authorities are adhered and complied to at all times

Qualifications - External

• Graduates with minimum 5 credits in SPM and above


• Fresh graduates are encouraged to apply, training will be provided


• 1-3 years of experience in mortgage products within the banking or financial services industry is required


• Strong communication skills and ability to work well in teams. Individuals with Mandarin speaking capabilities are welcomed to apply


• Skilled at financial planning coupled with the ability to identify, analyse, and meet customer’s needs


• Individuals who are customer centric with a strong focus on delivering quality service

Due to the urgent hiring need, candidates with immediate right to work locally and no relocation need will be prioritized.