Head of Mortgage Specialist

Citi; New York (NY); Hybrid; USD 153,000 - 306,000; Full time

Benefits offered by this job

Strategic leadership ownership

Global wealth platform exposure

Competitive compensation

Learning & development access

Collaborative environment

Job summary

Citi in Kowloon, Hong Kong SAR, is seeking a Head of Mortgage Specialist to lead a high-performing team and own end-to-end performance of a multiproduct mortgage platform. You will shape strategy, manage people, and drive results across multiple channels within our Wealth business.

You will work at a senior level with Citigold, Citi Private, and Wealth at Work, driving cross-sell opportunities while ensuring compliance and cost discipline.

Qualifications

• 10+ years of product sales experience leading teams across multiple channels.
• Experience managing performance, hiring, compensation and budget oversight.
• Clear communicator capable of senior-level engagement with partners.
• Strong knowledge of general banking operations and cross-sell opportunities.
• Ability to tie daily sales activity to broader financial outcomes.
• Experience handling compliance obligations with client, partner and regulatory bodies.
• Bachelor's degree or equivalent qualification.

Responsibilities

• Lead mortgage specialist sales team to meet and exceed targets across all products.
• Develop and execute strategies across mortgage sales channels for a seamless client experience.
• Build team capability and sustain performance by improving productivity and retention.
• Maximize revenue by cross-sell and inbound sales at key client touchpoints.
• Cultivate relationships with external partners to open deployment opportunities.
• Oversee budget and expense discipline within the team.
• Monitor compliance across client, partner and regulatory interactions.
• Collaborate to refine risk policies and optimize processing costs.

Skills

Leadership

Sales Strategy

Banking Operations

Communication

Compliance Management

Budget Oversight

Education

Bachelor's degree

Master's degree

Relevant License

Job description

Head of Mortgage Specialist

Location(s):

Kowloon, Kowloon City, Hong Kong SAR

Job Type:

Hybrid

Time Type:

Full time

Discover your future at Citi

Working at Citi is far more than just a job. A career with us means joining a team of approximately 219,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.

Job Overview

Citi is looking for a Head of Mortgage Specialist to lead and grow a high-performing mortgage specialist team within its Wealth business, serving clients across the full spectrum — from affluent individuals to ultra-high net worth families and family offices. In this senior leadership role, you will own the end-to-end performance of a multiproduct mortgage sales platform, shaping strategy, managing people, and driving results across multiple channels. This is an opportunity to make a direct and lasting impact at one of the world's leading financial institutions, working alongside senior stakeholders across Citigold, Citi Private, and Wealth at Work.

Responsibilities

• Lead the mortgage specialist sales team to consistently meet and exceed sales targets across the full product range, with clear accountability for outcomes.
• Develop and execute strategies across all mortgage sales channels to deliver a seamless, high-quality client experience through a multiproduct platform.
• Build team capability and sustain performance by improving agent productivity, managing retention, and maintaining the right talent in key roles.
• Maximize revenue opportunities by identifying and activating cross-sell and inbound sales potential at critical client touchpoints.
• Cultivate and manage relationships with external partners and stakeholders to open new deployment opportunities and strengthen the business.
• Oversee budget management and expense discipline across the team, ensuring sales are generated within agreed cost parameters.
• Monitor and uphold compliance standards across all client, partner, and regulatory interactions, escalating issues with transparency when required.
• Collaborate with key stakeholders to refine risk policies and optimize operational processing costs without compromising service quality.

Required qualifications & skills

• 10 or more years of product sales experience, with a track record of leading teams and delivering results in a complex, multi-channel environment.
• Demonstrated ability to manage the full scope of people leadership, including performance evaluation, hiring decisions, compensation, and budget oversight.
• Clear and confident communicator who can represent the business credibly at a senior level, both internally and with external partners.
• Solid knowledge of general banking operations, with practical experience identifying and converting cross-sell opportunities.
• Commercial awareness and the ability to connect day-to-day sales activity to broader business and financial outcomes.
• Experience managing compliance obligations across client, partner, and regulatory relationships in a financial services context.
• Bachelor's degree or equivalent university-level qualification.

Beneficial skills & qualifications

• A Bachelor/ Master's degree in a business, finance, or related discipline.
• Relevant License required.
• Familiarity with wealth management products and the client segments served across affluent, high net worth, and ultra-high net worth markets.
• Experience working across multiple business lines or geographic regions within a large financial institution.

What we offer

At Citi, senior leaders are given real ownership and the platform to make decisions that shape the business. As Head of Mortgage Specialist within our Wealth division, you will operate at the center of a global, performance-driven organization, with access to the full breadth of Citi's capabilities across lending, deposits, and investment solutions.

• Strategic leadership ownership, with direct accountability for team performance, commercial outcomes, and business direction across a high-profile product area.
• Exposure to Citi's global wealth platform, spanning Citigold, Citi Private, and Wealth at Work, with the opportunity to shape how mortgage solutions are positioned across the full client continuum.
• Competitive financial wellbeing package, including compensation structures aligned to senior-level performance and contribution.
• Access to learning and development resources that support continued growth at a leadership level within a global financial institution.
• A collaborative, results-focused environment where your decisions have a visible impact on clients, the team, and the wider business.

This position falls under the Mandatory Reference Checking (MRC) Scheme, a standardised reference-checking arrangement that is designed to support the integrity of authorized institutions regulated by the Hong Kong Monetary Authority. The MRC Scheme requires an in-scope institution intending to hire an individual for certain relevant positions to conduct a mandatory reference check on that individual, by requesting information about them from each relevant former and current employer. By applying for this role, you acknowledge that your reference may be shared with other participating banks in accordance with the scheme’s principles. For further details, please refer to the public website (opens in new window) of HKAB.

Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.

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