Asst Mortgage Sales Manager

HSBC
Shanghai
Workplace: OnsiteFull timeFunction: SalesExperience: 3+ yearsEducation: bachelorsSkills: ["Customer communication","Relationship management","Accountability","Ethics","Negotiation"]

Drive business development and sales for residential mortgage loans in HSBC Shanghai. Leverage HSBC’s global network to provide tailored mortgage consultations and financing solutions to high-net-worth and expatriate/HK-Macau-Taiwan clients, meeting monthly, quarterly, and annual targets. Ensure compliance with internal policies and regulators, develop relationships with premium property agencies, developers, and channel partners, and manage the end-to-end loan lifecycle from pre-approval through disbursement.

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HSBC
HSBC
1 day ago

Asst Mortgage Sales Manager

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Last checked: 11 hours agoStatus: Live

Job Summary

Drive business development and sales for residential mortgage loans in HSBC Shanghai. Leverage HSBC’s global network to provide tailored mortgage consultations and financing solutions to high-net-worth and expatriate/HK-Macau-Taiwan clients, meeting monthly, quarterly, and annual targets. Ensure compliance with internal policies and regulators, develop relationships with premium property agencies, developers, and channel partners, and manage the end-to-end loan lifecycle from pre-approval through disbursement.
Location: Shanghai
Workplace: Onsite
Employment Type: Full time
Job Function: Sales

Key Responsibilities

  • •Develop and sell HSBC Shanghai residential mortgage loan products, achieving sales targets while upholding HSBC’s international brand.
  • •Provide tailored mortgage consultation and financing solutions to HNWIs and expatriate/HK-Macau-Taiwan clients.
  • •Ensure all sales activities comply with HSBC internal policies and regulatory requirements.
  • •Develop and maintain relationships with premium property agencies, developers, and channel partners to source mortgage leads.
  • •Manage the end-to-end loan process (pre-approval, document collection, risk assessment, and disbursement) with coordination across credit, legal/compliance, and operations teams.

Key Requirements

  • •Full-time bachelor’s degree or above; Finance, Economics, Marketing, or related fields preferred.
  • •3+ years of hands-on experience in residential mortgage sales with in-depth knowledge of the end-to-end process.
  • •Proven ability to independently develop and manage relationships with real estate agencies and property developers.
  • •Strong customer communication skills with reliable, accountable, and ethical professional conduct.
  • •Ability to manage channel partnership execution from negotiation through implementation.
Experience:3+ years
Education:Bachelor's in Finance, Economics, Marketing or related fields
Skills:Customer communicationRelationship managementAccountabilityEthicsNegotiation

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