Assistant Manager / Manager, Mortgage Sales

Shanghai Commercial Bank Ltd

Responsibilities:

  • Establish and maintain effective relationships with clients offering expert advice and recommendations on mortgage and banking solutions to clients and ensuring alignment with the bank's strategic objectives and risk tolerance.
  • Collaborate with external partners, including real estate agencies and designated referral networks, to facilitate customer acquisition and retention.
  • Serve as a mentor to junior mortgage specialists, fostering their development through coaching and support.
  • Stay abreast of industry trends and developments, provide insights to senior management to enhance product and service competitiveness.

Requirements:

  • Degree qualification in any field, with preference given to candidates holding degrees in insurance, banking, or finance.
  • A minimum of 3-5 years' experience within the mortgage sector, either at a financial institution of brokerage firm.
  • Possession of relevant certifications, including MPF, general insurance, and investments, along with adherence to ongoing Continuing Professional Development (CPD) requirements.
  • Comprehensive knowledge of mortgage products and a broad range of banking offerings, including general banking services, insurance, and investments.
  • An independent worker with a team-oriented mindset, capable of effectively collaborating across both front-line and internal departments.
  • Outgoing personality with excellent interpersonal skills and a proven track record in building relationships and networking within the industry.
  • Proficiency in spoken Cantonese and English; proficiency in Mandarin is considered an asset.

(Candidate with more experience will be considered as Assistant Vice President, Mortgage Sales)

更多工作資料
薪酬 薪金面議
工種
  • 銀行 ‧ 金融服務 - 投資服務
僱用形式
  • 全職
教育程度
  • 碩士
  • 學士

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