Wealth, Home Loan Specialist - Sydney

HSBC Private Bank (Suisse) SA

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  • Publication date:

    30 April 2024
  • Workload:

    100%
  • Contract type:

    Permanent position
  • Place of work:

    Premier

Wealth, Home Loan Specialist - Sydney

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:
 
•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. 


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