Direct Sales Manager (Mortgage) - Hang Seng Bank (HK)

HSBC
Hong Kong
Workplace: OnsiteFull timeFunction: SalesSkills: ["Sales leadership","Communication","Interpersonal skills","Customer-centricity","Leadership"]

Plan and direct mortgage sales activities to grow the bank’s mortgage business and other WPB products. Generate sales leads from estate agencies, solicitors, and property developers, and actively sell and cross-sell mortgage and other financial products through distribution channels. Coach team members on mortgage application documents and credit submission, monitor compliance with policies, stay current on mortgage market developments, and help manage operational risk.

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FursaFursa
HSBC
HSBC
14 hours ago

Direct Sales Manager (Mortgage) - Hang Seng Bank (HK)

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

Job Summary

Plan and direct mortgage sales activities to grow the bank’s mortgage business and other WPB products. Generate sales leads from estate agencies, solicitors, and property developers, and actively sell and cross-sell mortgage and other financial products through distribution channels. Coach team members on mortgage application documents and credit submission, monitor compliance with policies, stay current on mortgage market developments, and help manage operational risk.
Location: Hong Kong
Workplace: Onsite
Employment Type: Full time
Job Function: Sales
Seniority: Manager level

Key Responsibilities

  • •Plan and direct mortgage sales activities to grow the bank’s mortgage business and other WPB products.
  • •Generate sales leads from estate agencies, solicitor firms, and property developers for primary and secondary property markets.
  • •Assist the District Lead to coach and guide team members on mortgage application documents and submission for credit assessment.
  • •Monitor the sales process to ensure activities are compliant with bank policies and procedures.
  • •Participate in selling and promoting mortgage loan products and cross-selling other financial products and services through distribution channels.

Key Requirements

  • •Proven experience in mortgage lending with good contacts at property developers, estate agencies/mortgage brokers, and solicitors or related retail banking experience.
  • •Strong service and sales orientation with good communication and interpersonal skills.
  • •Demonstrated competency as a sales leader with leadership and sales/service orientation.
  • •Willingness to work weekends and public holidays, if required.
  • •Pass in the Insurance Intermediaries Qualifying Examination (IIQE) is required; HKSI Licensing Examination is preferred.
Experience:Mortgage lendingRetail banking
Skills:Sales leadershipCommunicationInterpersonal skillsCustomer-centricityLeadership
Certifications:Insurance Intermediaries Qualifying Examination (IIQE)HKSI Licensing ExaminationEnhanced Competency Framework (ECF)Certified Banker (CB)
Languages:EnglishChinesePutonghua

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