Mortgage Specialist - Retail Banking and Wealth Management


Technical Skills

  • Sales
  • Wealth Management

Job Description

Mortgage Specialist - Retail Banking and Wealth Management

Location: Asia Pacific-Hong Kong-Kowloon-Tai Kok Tsui

Some careers grow faster than others.
If you’re looking for a career that will give you plenty of opportunities to develop, join HSBC and your future will be rich with potential.
Retail Banking and Wealth Management serves more than 50 million customers worldwide with a complete range of banking and wealth management services to enable them to manage their finances and protect and build their financial futures. It is a global business that brings together management responsibility for Retail Banking, Wealth Management, Insurance and Asset Management with a focus on customer-centric propositions and innovative and efficient distribution channels.
We are currently seeking a high caliber professional to join our team as Mortgage Specialist.
Principal responsibilities
  • Solid experience in a banking or sales and service environment
  • Knowledge of general insurance products along with strong referral skills
  • Good understanding of branch services and operations
  • Customer-oriented approach with a strong service mindset, with the ability to understand and capture customer financial needs
  • Build up relationship with customer and property agency
  • Mature and sincere approach to handling enquiries and requests from sophisticated, high net-worth customers
  • Keep positive and self-motivating mindset and attitude


  • Tertiary-level education
  • Solid working experience with bank mortgage products or property agencies, with financial institution exposure preferred
  • Energetic, independent and self-motivated approach, with a commitment to achieving business objectives.
  • Sound customer focus with well-developed interpersonal skills
  • Possess Insurance licenses
  • Strong verbal communication skills in English and Mandarin would be an advantage
You’ll achieve more when you join HSBC.
HSBC is committed to building a culture where all employees are valued, respected and opinions count. We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow within an inclusive and diverse environment. Personal data held by the Bank relating to employment applications will be used in accordance with our Privacy Statement, which is available on our website.
Employment TypeFull-time
Education LevelNon-specified
LanguageEnglish, Mandarin (Putonghua)
HSBCPrivate Banking and Wealth Management

1 Queen's Road Central, Central

directions_walk6 mins walk from Central Station