Asst Mortgage Sales Manager

HSBC
Shanghai
Workplace: OnsiteFull timeFunction: SalesExperience: 3+ yearsEducation: bachelorsSkills: ["Ethical standards","Reliability","Accountability","Client communication","Relationship building"]

Drive mortgage loan business development and sales for HSBC Shanghai, leveraging HSBC’s global network to provide tailored mortgage consultations and financing solutions to high-net-worth and expatriate / HK-Macau-Taiwan clients. Manage the full loan lifecycle from pre-approval and document collection through risk assessment and disbursement, coordinating with credit, legal & compliance, and operations. Build and maintain relationships with premium agencies, developers, and channel partners to generate quality leads and achieve monthly, quarterly, and annual targets.

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FursaFursa
HSBC
HSBC
3 days ago

Asst Mortgage Sales Manager

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Last checked: 11 hours agoStatus: Live

Job Summary

Drive mortgage loan business development and sales for HSBC Shanghai, leveraging HSBC’s global network to provide tailored mortgage consultations and financing solutions to high-net-worth and expatriate / HK-Macau-Taiwan clients. Manage the full loan lifecycle from pre-approval and document collection through risk assessment and disbursement, coordinating with credit, legal & compliance, and operations. Build and maintain relationships with premium agencies, developers, and channel partners to generate quality leads and achieve monthly, quarterly, and annual targets.
Location: Shanghai
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Develop and sell HSBC Shanghai mortgage loan products, providing tailored mortgage consultation and financing solutions.
  • •Ensure all sales activities comply with HSBC internal policy 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.
  • •Identify cross-selling opportunities in wealth management, insurance, and credit cards; achieve sales targets and provide regular reports and pipeline updates.

Key Requirements

  • •Bachelor’s degree or above; Finance, Economics, Marketing or related fields preferred.
  • •3+ years of hands-on experience in mortgage sales with strong knowledge of the end-to-end residential mortgage loan process.
  • •Proven ability to independently develop and manage relationships with real estate agencies and property developers, driving channel partnerships from negotiation to implementation.
  • •Demonstrates high ethical standards, reliability, and accountability.
  • •Proven ability to communicate effectively and build rapport with clients.
Experience:3+ yearsMortgageBankingWealth managementReal estate
Education:Bachelor's in Finance, Economics, Marketing or related fields (preferred)
Skills:Ethical standardsReliabilityAccountabilityClient communicationRelationship building
Languages:ChineseEnglish

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