Mortgage Specialist / Senior Mortgage Specialist - Wealth and Personal Banking

Some careers have more impact than others.

If you're looking for a career where you can make a real impression, join HSBC and discover how valued you'll be. Whether you want a career that could take you to the top, or simply take you in an exciting new direction, HSBC offers opportunities, support and rewards that will take you further.

Wealth and Personal Banking (WPB) helps 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 international network and breadth of expertise enable us to support individuals, families, business owners, investors and entrepreneurs. Wealth and Personal Banking has four key business areas responsible for efficiently bringing the best of HSBC to our clients through a broad and relevant suite of wealth and retail banking capabilities: Asset Management, Global Private Banking & Wealth, HSBC Life, Retail Banking & Strategy and COO & Digital Transformation

We are currently seeking a high calibre professional to join our team as a Mortgage Specialist / Senior Mortgage Specialist I

Principal Responsibilities

In this role you will

• To outreach and acquire mortgage sales from intermediaries, i.e. property developers, brokers, real estate agencies and solicitors
• To handle mortgage referrals and contact customers for application appointments
• To meet customers and take completed mortgage applications with required documents, and pass to Mortgage Sales Centre for fulfilment process
• To consistently deliver the required service standards and enhance customer experience through provision of mortgage service
• To cultivate and maintain good business relationship with agency / brokers / solicitors
• To collaborate with Mortgage Servicer Officers to handle the fulfilment process, to enhance drawdown ratio and speed up the turnaround time

To be successful you will need

• Knowledgeable in Mortgage products and credit guidelines
• Proven ability to manage complex projects and lead change across a variety of stakeholders to deliver results with multiple deadlines
• Able to work independently and at the same time can collaborate well with team and staff from frontline and internal department
• Great interpersonal and communication skills, both written and verbal
• Good PowerPoint, Excel and Word skills
• Good spoken and written English and Chinese skills, with Putonghua a definite advantage

• Holder of relevant insurance and investment licenses and compliance with related Continuing Professional Development (CPD) requirements

  The employment is subject to Mandatory Reference Checking Scheme (MRCS) as per regulatory requirement. For details, please refer to ().

Opening up a world of opportunity

HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.

Issued by The Hongkong and Shanghai Banking Corporation Limited.