Mortgage Client Retention Specialist

HSBC Holdings plc; Singapore; On-site; SGD 70,000 - 110,000; Full time

Job summary

HSBC Holdings plc in Singapore seeks a Mortgage Retention Manager to provide accurate advice to existing mortgage customers, verify customer identity in line with internal and external policies, and keep up to date with package changes to ensure compliant, high‑quality service.

The role requires a Degree or Diploma and at least 3 years in mortgage products, plus strong communication and negotiation skills, a pleasant manner, resilience under stress, and comfort conducting face‑to‑face meetings

Qualifications

• Degree or Diploma with minimum 3 years in mortgage products.
• Outspoken with strong communication and negotiation skills.
• Pleasant personality and ability to handle stress.
• Confident in face-to-face meetings with customers.
• Ability to hold in-depth conversations on mortgage matters.

Responsibilities

• Provide accurate advice and solutions to existing mortgage customers.
• Verify customers in accordance with policies before sharing information.
• Stay updated on package changes to ensure compliant service.
• Provide timely feedback to Team Head on issues/patterns.
• Own calls to probe and investigate customer inquiries.
• Understand needs and refer potential customers to sales managers.
• Handle repricing, loan extension requests, redemption and related inquiries; meet customers face-to-face when requested.
• Prepare monthly MAS profile for submission via Risk Team.

Skills

Communication skills

Negotiation

Customer meetings

Stress resilience

Mortgage knowledge

Education

Degree / Diploma

Job description

HSBC Holdings plc in Singapore seeks a Mortgage Retention Manager to provide accurate advice to existing mortgage customers, verify customer identity in line with internal and external policies, and keep up to date with package changes to ensure compliant, high‑quality service.

The role requires a Degree or Diploma and at least 3 years in mortgage products, plus strong communication and negotiation skills, a pleasant manner, resilience under stress, and comfort conducting face‑to‑face meetings