Mortgage Sales Officer (Shanghai, SH, CN, 200001)

HSBC
Shanghai
Workplace: OnsiteFull timeFunction: Banking, Lending & CreditExperience: 3+ yearsEducation: bachelorsSkills: ["Interpersonal skills","Communication skills","Sales skills","Channel development skills"]

Drive mortgage customer acquisition using self-generated leads and all available channels to grow the customer base. Manage HML drawdown targets in line with the FRP plan while ensuring fair customer outcomes and conduct that supports orderly, transparent financial market operations. As a branch-level role, support branch duties when required, leveraging strong sales skills, channel development, and deep knowledge of local property market dynamics and HSBC IWPB products and policies.

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FursaFursa
HSBC
HSBC
2 days ago

Mortgage Sales Officer (Shanghai, SH, CN, 200001)

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Source: Company careers pageValidated by: Fursa AI
Last checked: 14 hours agoStatus: Live

Job Summary

Drive mortgage customer acquisition using self-generated leads and all available channels to grow the customer base. Manage HML drawdown targets in line with the FRP plan while ensuring fair customer outcomes and conduct that supports orderly, transparent financial market operations. As a branch-level role, support branch duties when required, leveraging strong sales skills, channel development, and deep knowledge of local property market dynamics and HSBC IWPB products and policies.
Location: Shanghai
Workplace: Onsite
Employment Type: Full time
Job Function: Banking, Lending & Credit
Seniority: Mid level

Key Responsibilities

  • •Acquire customers through self-generated leads and all channel/resources to expand the customer base.
  • •Acquire HML drawdown targets in accordance with the FRP plan.
  • •Deliver fair outcomes for customers and ensure own conduct maintains orderly and transparent operation of financial markets.
  • •Take branch duties if required.
  • •Use knowledge of IWPB products, policies, regulations, and laws to support mortgage sales activities.

Key Requirements

  • •Bachelor’s degree or equivalent experience.
  • •Over 3 years of experience in the HML business.
  • •Full knowledge of relevant IWPB products, policies, regulations, and laws.
  • •Good knowledge of the local property market.
  • •Proven sales and channel development skills.
Experience:3+ yearsWealth managementMortgagesReal estate
Education:Bachelor's
Skills:Interpersonal skillsCommunication skillsSales skillsChannel development skills

Company Brief

HSBC
Global banking and financial services organisation offering retail, commercial, corporate and investment banking, wealth management, and global markets services across Europe, Asia, the Americas and the Middle East.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: London, United Kingdom
Founded: 1865
Glassdoor
Glassdoor: 3.6
WebsiteLinkedIn