Relationship Manager (Mortgage) – Private Banking

Responsibilities

• Provide comprehensive support to achieve departmental objectives;




• Manage mortgage applications throughout the entire lifecycle, from enquiry to completion;




• Support clients and other RMs with mortgage enquiries and lending solutions;




• Liaise with internal departments and external parties, including solicitors, valuers and brokers, to facilitate mortgage applications;




• Assist in the development and enhancement of mortgage products, policies, procedures and systems;




• Identify opportunities to improve operational processes and customer experience;




• Cooperate with other front offices to generate business leads and create synergy;




• Assist in planning and supporting client events and marketing activities where appropriate;




• Other duties assigned by the Head of Department.

Skills/Qualifications

• Bachelor’s degree or above, ideally with a finance-related educational background;




• At least 3 years’ relevant experience in the UK mortgage industry or Private Banking;




• Good knowledge of UK Buy-to-Let and residential mortgage products and operations;




• Hands-on experience in mortgage case management would be highly desirable;




• CeMAP qualification preferred;




• Professional qualifications such as CFA, CAIA or FRM would be an advantage;




• Excellent communication and interpersonal skills. Fluent in both English and Mandarin, both written and spoken;




• Strong organisational skills, attention to detail and the ability to work independently;




• Team player with the ability to work under pressure and manage multiple priorities.

This will be a full-time position and the successful candidate will receive a mark-to-market salary package depending on experience

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