Relationship Manager, Mortgage Sales
The Relationship Manager, Mortgage Sales, is responsible for establishing and maintaining effective client relationships by providing expert advice on mortgage and banking solutions. This role supports the organisation's strategic objectives by ensuring customer satisfaction and promoting product awareness.
About the Company
[Limited data provided — review with hiring manager before publishing]
Role Overview
The Relationship Manager, Mortgage Sales, will operate within a team environment, reporting to senior management, and focus on client engagement and retention. The role involves liaising with external partners such as real estate agencies and referral networks to drive customer acquisition. Success is measured by the ability to foster strong relationships, provide sound recommendations, and support junior colleagues through mentoring.
Key Skills & Experience
- Establish and nurture relationships with clients offering mortgage and banking advice
- Collaborate with external partners to facilitate customer acquisition
- Stay updated on industry trends and provide insights to senior management
Nice to Have
[Limited data provided — review with hiring manager before publishing]
Key Responsibilities
- Manage relationships and provide expert guidance on mortgage solutions
- Work with external partners to identify and develop new client opportunities
- Mentor junior mortgage specialists through coaching and support
- Keep Abreast of industry developments to enhance product and service offerings
Requirements
- Diploma holder or above in insurance, banking, or finance is preferred
- A minimum of 3 years' experience within the mortgage sector, either at a financial institution or brokerage firm
- Possession of relevant certifications, including MPF, general insurance, and investments, along with adherence to ongoing Continuing Professional Development (CPD) requirements
- Comprehensive knowledge of mortgage products and a broad range of banking offerings, including general banking services, insurance, and investments
- An independent worker with a team-oriented mindset, capable of effectively collaborating across both front-line and internal departments
- Outgoing personality with excellent interpersonal skills and a proven track record in building relationships and networking within the industry
- Proficiency in spoken Cantonese and English; proficiency in Mandarin is considered an asset
This position is a Asia Permanent employment opportunity, with the work location on-site. The role duration is for 2 weeks, starting from 17/07/2026.
If you have the relevant skills and experience, please apply with an updated CV.
