- Build deep relationships with existing and prospect customers to meet their home loan needs
- Maintain a consistent and tailored relationship management service to our most valuable Premier, HNW & UHNW customers
- Prepare and submit credit submission to the credit team to deliver a seamless customer experience in relation to home loan needs
- Collaborate with other segments of HSBC (e.g., retail banking, corporate banking, markets) to deliver a holistic and seamless customer experience and referrals where appropriate.
- Compliance with the relevant Group standards and regulatory requirements.
- Experience in Lending and Relationship Management in the HNW/UHNW segment (e.g. Private or Business banking experience)
- Experience in complex credit structuring for HNW/UHNW customers including trust structures, self employed applicants and various income sources
- Understanding of regulatory landscape relating to Responsible lending
- Strong client focus and ability to develop long term partnerships with customers across various segments and industries (C-Suite executives, business owners, professionals)
- Ability to win new business leveraging HSBC's value proposition and strong relationship management
Wealth, Home Loan Specialist - Sydney, Australia - eFinancialCareers Ltd.
Description
Wealth, Home Loan Specialist - Sydney/MelbourneWealth, Home Loan Specialist - Sydney/Melbourne
HSBC Sydney, AustraliaWealth, Home Loan Specialist - Sydney/Melbourne
HSBC Sydney, Australia Posted 8 days ago Permanent CompetitiveWealth, Home Loan Specialist - Sydney/Melbourne
Some career choices have more impact than others.
At HSBC we exist with the purpose of Opening up a World of Opportunity.
We use our unique expertise, capabilities, breadth and perspectives to provide opportunities for our customers and colleagues through global connectivity.
We bring together the people, ideas and capital that nurture progress and growth, helping to create a better world - for our customers, our people, our investors, our communities and the planet we all share.
As an HSBC employee in Australia, you'll have access to tailored professional development opportunities, competitive pay, an embedded flexible working culture and a range of employee benefits.
These include market-leading subsidised private health cover, enhanced parental pay and support when returning to work, subsidised banking products and services, bonus leave days and wellness programmes including discounted gym memberships.
As a Home Loan Specialist in the HSBC's Wealth business, your main responsibility is to help our high-net-worth customers with their home loan needs, managing the full journey from the first interaction to settlement.
This is a customer facing role, which requires regular customer interactions (meeting and phone calls) with our most valued customers.
In this role you will be working closely with the Executive Relationship managers in the Wealth team to fulfill the home loan needs of their customers.
In a high paced and challenging environment, you will need to be extremely organised, work to strict deadlines and manage the expectations of customers/stakeholders.
This role could be based in Sydney or Melbourne.
Responsibilities:
Requirements:
Preference will be given to candidates who hold Australian PR/Citizenship or New Zealand Citizenship, or who can demonstrate current unrestricted work rights in Australia without limitations.
We value different perspectives, we succeed together, collaborating across boundaries, we take responsibility, holding ourselves accountable to get things done.
Through these values, HSBC is committed to building a culture where all employees are appreciated and respected and where opinions count.
We take pride in providing a workplace that fosters continuous professional development, flexible working and opportunities to grow in an inclusive environment.
Applications from First Nations peoples are encouraged.Learn more about careers at HSBC Australia -
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.
Please note that HSBC will we never communicate to applicants via non HSBC channels such as SMS, WhatsApp or Facebook so please be careful if anyone attempts to contact you via these channels.