Sales
Mortgage, Relationship Manager
Robert Walters
Full-time, Executive
Remote: No
Company Description
Job Summary
The Priority Mortgage Relationship Manager is responsible for driving mortgage sales growth by acquiring new customers and deepening relationships with existing clients, also to involves actively prospecting for potential customers, providing comprehensive financial advice, and ensuring a seamless customer experience throughout the mortgage application process.
We are hiring nationwide:
- Petaling Jaya
- Kota Kinabalu
- Kuching
- Georgetown
- Taman Molek
About our client's Wealth and Retail Banking Business:
We service more than 13 million individuals and small businesses, with a focus on the affluent segment which encompasses Private Banking, Priority Private, Priority Banking, and Premium. In the mass retail space, we're focused on emerging affluent clients who will progress in their wealth journey with us and form the pipeline of future affluent clients.We’re a leading wealth manager in Asia, Africa and the Middle East, and our deep local presence and international network enables us to capture the strong structural tailwinds which are driving cross-border wealth flows. Our comprehensive product propositions span across deposits, payments, financing, advisory, investments and bancassurance.We’re investing USD $1.5 billion in our Affluent banking business. Our investment focuses on affluent frontline teams, wealth and digital platforms, and client centres, as well as brand and marketing, to drive growth. You’ll join a growing franchise within the bank.
Job Description
Key Responsibilities
- Consistently meet and surpass monthly mortgage sales targets, onboard affluent clients, and cross sell other affluent products such as Mortgage Reducing Term Assurance (MRTA) and Mortgage Level Term Assurance (MLTA) through effective sales strategies and customer engagement.
- Build and maintain strong relationships with customers, real estate agents, and developers.
- Identify and develop new business opportunities through alliance tie-ups such as real estate agents, mortgage brokers, developers & lawyers.
- Conduct financial needs analysis to understand customer requirements and recommend suitable mortgage products.
- Stay up-to-date with market trends and regulatory changes in the mortgage industry.
- Adhere to bank policies and procedures related to mortgage sales and lending.
Job Qualifications
Skills and Experience
- Possess minimum Diploma.
- Minimum of one year of experience in mortgage sales, preferably in the banking or real estate industry.
- Strong sales and negotiation skills.
- Knowledge of mortgage products and the property market is an added advantage. Excellent communication and interpersonal skills.
- Ability to build strong customer relationships.
- Possess a valid driving license as the role requires travelling.