Mortgage Specialist, Klang Valley

HSBC; Puchong; On-site; MYR 60,000 - 120,000; Full time

Benefits offered by this job

Training provided

Job summary

HSBC International Wealth and Personal Banking (IWPB) is seeking a Mortgage Specialist to join our team.

The role focuses on growing mortgage business, cross-selling wealth products, delivering excellent customer service, and complying with all policies. We welcome fresh graduates and those with 1–3 years in mortgage products. Mandarin speakers encouraged.

Qualifications

• Graduates with minimum 5 credits in SPM and above.
• Fresh graduates welcome; training provided.
• 1–3 years of mortgage products experience in banking/financial services.
• Strong communication; Mandarin-speaking capabilities welcomed.
• Customer-centric with focus on delivering 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 individual performance and drive overall sales performance.
• Advocate 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.
• Ensure compliance with products and sales policies, procedures and guidelines set by the Bank and relevant authorities.

Skills

Strong communication skills

Teamwork

Customer focus

Education

SPM or equivalent

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 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 - Internal

• 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.