Associate Vice President Mortgage Specialist

​Some careers shine brighter than others.

If you're looking for a role that will help you stand out at HSBC, take a look at how you can fulfil your potential.

Wealth and Personal Banking serves more than 50 million customers worldwide with a complete range of banking and wealth management services to enable them to manage their finances and protect and build their financial futures. It is a global business that brings together management responsibility for Retail Banking, Wealth Management, Insurance and Asset Management with a focus on customer-centric propositions and innovative and efficient distribution channels.

We are currently seeking an experienced professional to join this team in the role of Associate Vice President Mortgage Specialist

Responsibilities:

This role is a customer facing role, with high opportunities and valuable customers who make an important contribution to WPB business. Professionalism, customer focus and extensive knowledge of the basics of service and sales are essential to business success. The role holder is responsible for offering and selling Mortgage products to customers.

This position aims to help WPB business to increase the number of HBID customers who have Mortgage loan. In carrying out this role, the Mortgage Specialist needs to ensure that customers get offers according to their needs.

In achieving business objectives, Mortgage Specialist must also maintain the level of operational integrity required by the company, managing and driving your individual performance. Creating and maintaining an environment where you and your branch team at large can maximize performance in achieving WPB's business objectives while providing the highest quality of service is an important part of how you contribute to the business.

Mortgage Specialist roles is to understand, apply regulations and guidelines related to Anti-Money Laundering (AML) and Know Your Customer (KYC).

To be successful in this role, you should meet the following requirements:

KNOWLEDGE / EXPERIENCE

• Ability to manage and establish relationships with customers

• Ability to analyze priorities and direct customers to take appropriate actions to meet their needs

• Understanding of HBID Credit Policy and Lending Guidelines

• Deep knowledge of financial planning and defining customer needs

• Understanding of the needs of the mass affluent customer segment in general

• Understanding of the referral process

• Understanding of Advance & Premier propositions

SKILLS

• Skills in establishing quality relationships with customers / potential customers

• Strong focus on customer-based service quality

• Clear understanding of how value is created in the Premium segment, both for customers and for HBID

The role holder will be an integral part of the branch and the wider HBID management team. Role holders are expected to identify opportunities in their daily activities that can contribute to the success of other colleagues.

Qualification

• Have professional and regulatory qualifications required by the market

• Follow every internal standard required by regulators

You'll achieve more at HSBC

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